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A Global Salesforce Practice
Contivos runs a global Salesforce practice covering CRM and customer data platform architecture, implementation and operations.
We connect Salesforce to the rest of the enterprise and embed analytics directly inside it, so sales and service teams see what matters where they already work.
What We Do
CRM and CDP architecture
Salesforce designed around your customer journey and data model.
Implementation and operations
Delivery, administration, and ongoing operations by a global team.
Embedded analytics
KPI and table views from Qlik embedded directly in Salesforce.
Customer data unification
Data from every channel mapped to one customer profile.
Integration
Salesforce connected to ERP, finance and data platforms.
AI in the CRM
Assistants and agents that prepare accounts, follow up and keep records clean.
Work on Salesforce
Financial Services
Sales, trading, and digital insight for a global investment bank
400+
global staff with near real-time insight
8
new automated trading reports
3
programs: sales, trading and digital
Read the case:
The Challenge:
The bank needed to move its financial and BI reporting off legacy tools, embed financial insight inside Salesforce, and give hundreds of users near real-time visibility into sales, redemptions, trading, and digital performance.
Our Solution:
Contivos built new data models with the bank’s stakeholders, led the migration and upgrade of its Qlik platform, connected its Sybase IQ trading data with a new security model, embedded KPI and table views directly in Salesforce, and deployed eight new NPrinting reports for daily and month-end trading.
What We Can Do Next
Where we’re taking this work, built on the same foundations.
Sales and service agents
Agents that draft follow-ups, update records and route cases.
Revenue intelligence
Pipeline, renewals and client performance in one view.
CRM inside an operating platform
Salesforce data feeding executive Intelligent Operating Systems.