Platinum Cubed
Maximizing Salesforce, Transforming Business

In today's hyper-competitive business world, organizations are increasingly recognizing CRM's potential in delivering out-of-the-box services with enhanced customer experiences. The financial services industry is no different. Be it banking, wealth management, insurance, private equity, and other sub-verticals; the industry is vying for an efficient CRM software to automate customer-facing processes while improving visibility and communication across the entire organization. Subsequently, most organizations are shifting from on-premises to cloud-based CRM for streamlined workflow, improved collaboration, around the clock availability, and the ability to scale without any infrastructural changes. Add to it, the circumstances created in the aftermath of the COVID19 pandemic that has forced organizations to work remotely is propelling the growth of cloud-based CRMs. Salesforce CRM comes as a natural selection for them in order to identify new opportunities, drive marketing campaigns, manage and utilize customer data, and improve communications across departments. However, due to a lack of knowledge in implementing Salesforce, organizations fail to utilize the CRM software's true potential. They need to consider several factors such as cost, data migration, training, integration, and, most importantly, continued support with an ever-increasing product offering from Salesforce to realize a real return on investment (ROI).

A California-based Platinum Cubed is revolutionizing Salesforce consulting with innovative implementation, integration, and managed services that help businesses in the financial services sectors and real estate to unearth the full potential of their Salesforce CRM. "We engage deeply with businesses to create the best Salesforce CRM solution possible, while ensuring scalability for the future," states Brittany Hart, Founder at Platinum Cubed. The company offers the highest level of Salesforce expertise to ensure a seamless CRM journey for organizations.

Platinum Cubed boasts of a very close partnership with Salesforce that allows it to offer the best-in-class consulting services to organizations for selecting appropriate Salesforce products that fit their bill. Hart says, “Salesforce products are often compared to a Lego set and working with us can help organizations in assembling those Legos in the best possible way for their particular business.” Platinum Cubed also follows a fixed-fee engagement model that enables it to enhance engagement with organizations and develop close-partnerships with its clients.

Platinum Cubed approaches any engagement with organizations from a business consulting perspective first, then shifts to Salesforce technology, which sets the company apart from other competitors. The company renders six different offerings—prepare, propel, parallel, probe, pathfinder, and proficient. Prepare is the advisory services of Platinum Cubed, where the company builds a customized roadmap of effective Salesforce implementation for organizations. Then, the company has implementation services called propel in which it ensures delivery of projects in a six to eight weeks project timeline so that organizations can realize ROI out of their Salesforce implementation. “We work very hard with our customers to design a quick implementation process, allowing them to get a fast ROI on their Salesforce purchase,” says Hart. The company follows the rapid application development (RAD) approach—a mix between waterfall and agile methodologies—that enhances visibility and collaboration and allows organizations to get up and running in record times.

We engage deeply with businesses to create the best Salesforce CRM solution possible while ensuring scalability for the future

Platinum Cubed also has integration services called parallel, which enables organizations to integrate all of their crucial software applications into Salesforce for a streamlined business workflow.

Further, the managed services of Platinum Cubed, pathfinder, engage organizations on an ongoing basis to help them maintain Salesforce at an optimal level through continued innovations over time. Another service, proficient, uses myTrailhead product of Salesforce to create a customized online learning environment for organizations. The company has a thriving myTrailhead team to assist organizations in elevating their learning programs. “We collaborate with their key stakeholders to determine challenges in software operation and curate training content accordingly that can be used in the instructor-led or the on-demand learning through myTrailhead,” informs Hart. This service augurs especially well in the post-pandemic age, where organizations are vying for an efficient online environment to train their employees remotely. And finally, the probe services of Platinum Cubed diagnose the health of the system and suggest ways to make Salesforce more profitable for organizations.

Platinum Cubed offers its services to both the new players in the Salesforce arena and the older ones. While the new players get the full implementation support, the company helps more senior players in overhauling their system, upgrading them to the lightening interface, and redoing their business processes to elevate them to the next level. Hart shares a customer success story of a property management company that was mostly dependent on the manual strategies for managing their apartment buildings. The inspection processes of properties involved filling out a paper document and taking pictures, which was then uploaded manually on an electronic excel version for maintenance requests. This was a time-consuming process that took almost two to three weeks before repair work could start, leading to the tenants' frustration. After collaborating with the property managers, Platinum Cubed built the entire process inside Salesforce that included putting an electronic form, which the inspection teams could fill on their mobile device while they were walking on the property. Based on their responses, a work order could automatically be generated upon an unsatisfactory rating. "With our help, the property management company expedited their inspection and repair time by 75 percent, which led to increased tenant satisfaction," extols Hart.

Established in 2019, Platinum Cubed, at present, offers its services in the western region of the U.S. The company has U.S. expansion plans from west to the east, across the states in the coming years. On the consultation side, Platinum Cubed wants to stay true to providing its services for the real estate and financial services industry.