About Us
Kapmark a CloudMasters affiliate and Salesforce Partner for seven years with offices in Boston, New York and Miami.
Our certified Salesforce consultants improve the way asset management firm’s market, brand, and sell products and services to private investors by leveraging the Salesforce Core Platform, Marketing and Sales Enablement.
50 + Satisfied Clients | 75,000 + Salesforce Consulting Hours
50 + Satisfied Clients
75,000 + Salesforce Consulting Hours
Deal Acceleration Industry Specific Solutions
Kapmark offers Deal Acceleration Industry Specific Solutions designed to get you quickly obtaining value from your investment in Salesforce. Managed Packages and Turnkey Salesforce Builds that Leverage Salesforce Financial Services Cloud, Sales Cloud, Experience Cloud and Pardot to help you meet your business objectives according to your schedule. We combine our skilled consulting resources with industry specific capability maps and system architecture blueprints to fuel the Agile process, providing the highest quality and delivery of technical solutions.
Mutual
Funds
Modern marketing tools to improved lead quality. Raise brand awareness with sales and marketing activity that will create more conversations with advisors
Private
Equity
Reduce administrative time and complexity of Investor relations, intermediary tracking, deal pipeline, portfolio asset benchmarking, and fund management
Hedge
Funds
Optimize raising capital, manage research processes, follow compliance policies, integrate with fund administrators, and improve investor relationships
Managed Services From CloudMasters
CloudMasters Managed Services allows your company to save time, money and avoid the business distraction associated with maintaining and optimizing Salesforce Financial Services Cloud, Sales Cloud, Service Cloud, Experience Cloud or Pardot on a daily basis by having access to CloudMasters “Certified Salesforce Professionals as needed” for tasks such as:
User Support
- General user administration
- Sales Enablement support
- Pardot campaign setup and execution
- Reporting
- Advisors, Wealth Managers, Portfolio Manager support
Technology Consulting
- Strategic Consulting and planning
- Sales and Service Cloud Process
- Financial Services Cloud Data services
- Advanced Analytics
- Configure processes, workflows, triggers, flows, Apex, Visualforce
Salesforce Expertise
Certified Salesforce Consultants perform implementation, configuration and support of Salesforce across:
- Financial Services Cloud
- Sales Cloud
- Service Cloud
- Pardot
- Experience Cloud
- Tableau CRM
- Sales Enablement
- Data Provider Integration
- Executive Dashboards
Salesforce Experts who work as part of your team
