Platinum Cubed provides Salesforce implementation, integration, and management services that help businesses in the real estate and financial services sectors unlock their full value.
Targeted Salesforce expertise for financial services
Platinum Cubed offers the highest level of Salesforce expertise for businesses in the real estate and financial services industries. We offer comprehensive Salesforce consulting services — including supporting all of the most common integrations — for the following verticals:
Targeted Salesforce expertise for financial services
Platinum Cubed offers the highest level of Salesforce expertise for businesses in the real estate and financial services industries. We offer comprehensive Salesforce consulting services — including supporting all of the most common integrations — for the following verticals:
Real Estate
Lending
Wealth Mgmt.
Capital Markets
Banking
Real Estate
REITs
Commercial RE
Property Management
Brokerage
Vacation Rentals
Lending
Residential Mortgage
Commercial Lending
Wealth Mgmt.
RIA
Broker Dealer
Family Office
Financial Planning
Capital Markets
Asset Management
Private Equity
Venture Capital
Banking
Commercial Banking
Retail Banking
Why Platinum Cubed
INDUSTRY FOCUS
Platinum Cubed only works with businesses in the real estate and financial services industries. Our targeted expertise allows us to be the foremost experts in configuring and managing Salesforce for businesses in this niche.
Platinum Cubed offers much more than the typical routine Salesforce setup. We’re genuine Salesforce experts who will recommend the best implementation roadmap to unlock maximum value on your investment.
Due to Salesforce’s complexity, some companies employ a dedicated Salesforce expert. Platinum Cubed offers the same level of value and expertise for your business at a fraction of the price.
Platinum Cubed doesn't reduce your company to a number on a spreadsheet. We pride ourselves on having an immense level of focus on our clients and their needs.
Platinum Cubed offers the highest level of Salesforce expertise for businesses in the real estate and financial services industries. We offer comprehensive Salesforce consulting services — including supporting all of the most common integrations — for the following verticals:
Prepare
Get a custom roadmap to the ideal Salesforce implementation for your business.
Propel
Put your roadmap to work and get Salesforce up and running fast.
Parallel
Streamline your business’ workflow by integrating all of your key software applications into Salesforce.
PROBE
Receive a deep dive analysis of your existing configuration to see how you can make Salesforce work even better for you.
Pathfinder
Maintain Salesforce at an optimal level and continue making improvements as your business needs evolve.
Proficient
Take your business to the next level with customized online learning via MyTrailhead.
Our Clients
"The team at Platinum Cubed is incredibly proactive in seeking creative, practical, and pragmatic solutions both in the implementation of applications and in seeking ways to integrate and maximize efficiencies between SalesForce and other applications used by our platform."
-Xebec
"Platinum Cubed is a customer-oriented team, dedicated to ensuring client satisfaction."
-Alden Pacific
"Adding Salesforce to our software suite and workflows is a big change for our organization. We had a vision but were not sure we could achieve 100% of the results. The P3 team has helped us lay a foundation of use in Salesforce that will help our team focus on the critical information we need to succeed as a company!"
-BLVD Capital
"Platinum Cubed demonstrated their knowledge of the institutional marketplace during our first phone call. They were proactive and forthcoming with information to help us make an informed decision. References are also very valuable whenever they can be provided."
-Acuitas
"Platinum Cubed delivered our Lightning Conversion seamlessly on time and within budget. Brittany was extremely collaborative and responsive throughout the process."
-Financial Fitness
"Easy to work with and knowledgeable about salesforce."
-Acra Lending
"Professional, complete service."
-Avanath Capital Management
"Happy we chose Platinum Cubed."
-GT Securities
"Platinum Cubed was a valued partner in helping us design and build our Salesforce solution. We had a number of unique challenges to address, and they always looked for an appropriate solution."
-Illumination Wealth Management