Sales Cloud

How we Helped an Investment Advisory Firm Enhance CRM Capabilities from Basic to Enhanced

company overview
  • Operates as a personalized wealth advisory firm, serving affluent individuals, foundations, and endowments
  • Specialized in providing personalized financial solutions to cater to the unique needs of their clients
  • Committed to delivering exceptional service and expertise, the institution strives to ensure its clients' financial success and security
Atlanta, GA
Financial Services
Working with SPAR since
ACG Wealth Management/ Atlanta Capital Group
SPAR  by Numbers



Completed Projects



In the Industry



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Metric 3
Completed Projects
Years in Business
Year Average Client Partnership
Technologies Supported

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  • The prior CRM solution functioned solely as a contact book
  • It could not view or manage household information and comprehend employer groups
  • The absence of Email and Calendar integration hindered the ability to drive sales activities
  • The absence of reports and analytics prevented visibility into the sales pipeline
  • Implemented Sales Cloud with the Salesforce Financial services apps to enhance the sales and financial services capabilities
  • Customized Salesforce, enabling the RPS team to track employer, employee, and household-level information
  • Supported the migration of CRM data from the old system to Salesforce
  • Developed secure links to external systems used by major investment firms
  • Created information repositories to facilitate future integration with investment-tracking APIs
  • Swiftly transitioned to the Salesforce platform with minimal delay
  • Completed data migration efficiently and timely
  • Successful adoption of the solution made through user and administrator training

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