Where Strategy
Meets Intelligence

From process design to smart solutions, we help you work better with AI in all the right places.

From process design to smart solutions, we help you work
better with AI in all the right places.

Contact Us

Your Roadmap to Smarter Growth Starts Here:

At Platinum Cubed, we combine strategic process design, powerful Salesforce solutions, and AI-driven intelligence to help you scale with confidence. From blueprint to build, we integrate automation, generative AI, and data-powered insights into the moments that matter turning complexity into clarity and unlocking long-term value across your business.

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Our Services

We combine strategic process design, powerful Saleforce solutions, and AI-driven intelligence to help you scale with confidence 

We combine strategic process design, powerful Saleforce
solutions, and AI-driven intelligence to help you scale with confidence 

Client Journey

Platinum Cubed maps the full client journey to uncover gaps, friction points, and opportunities to strengthen connections. Using data, discovery, and AI-driven insights, we deliver clear recommendations, like smarter onboarding and streamlined workflows.

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Team Enablement

Platinum Cubed strengthens the internal experience by streamlining workflows, improving communication, and removing inefficiencies. With people-first design and smart automation, we align teams and systems to better support client success.

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Technology & AI Enablement

We help you choose the right tools whether AI, streamlined workflows, or adaptive systems and guide your team to embrace innovation with confidence.

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We bring targeted expertise, strategic thinking, and deep process knowledge to help organizations optimize operations and build high-performing solutions. While we have deep experience in financial services and real estate, our approach drives meaningful outcomes across industries.

Survey Review

“From the start, the P3 team stood out for their exceptional communication and responsiveness. They took the time to truly understand the unique structure of our organization and the challenges we were trying to solve, often making thoughtful recommendations that helped shape our internal processes. Their team was incredibly patient as we worked through decision-making on our end and made sure we felt confident and informed every step of the way.

What made P3 unique was their ability to blend deep technical knowledge with a genuine willingness to collaborate and educate. They never rushed the process and were always available to clarify questions or adjust course as needed.

Thanks to their partnership, we now have a Salesforce and TaskRay setup that’s tailored to our needs and positioned to grow with us.”

Survey Review

“We’ve had a fantastic experience working with Platinum Cubed (P3) as our Salesforce consulting partner. From the start, their team demonstrated a deep understanding of Salesforce’s capabilities and how to tailor the platform to meet our organization’s specific needs.

Their consultants are not only technically strong but also extremely collaborative, responsive, and thoughtful in their approach. Whether it was optimizing our workflows, building custom automations, or helping us improve user adoption, P3 provided valuable guidance and hands-on support at every step.

They consistently delivered high-quality solutions on time and were proactive in offering recommendations that aligned with our long-term business goals. Thanks to their work, our Salesforce environment is now more efficient, user-friendly, and aligned with the way our teams operate.”

Google Review

“I have worked with the P3 team on two projects and would definitely use them again! The P3 team was able to listen to our business needs and translate that into a dashboard and workflows in Salesforce that allowed the system to track our tasks, projects, and deals which allowed us to focus on our business growth.”

Survey Review

“We have been able to scale our Salesforce environment to be much more effectively since completing some engagements with Platinum Cubed. They are an invaluable resource for optimizing our solutions framework.”

Survey Review

“The P3 Team was extremely helpful in helping our organization brainstorm and come up with the correct objects to develop within Salesforce to fit our different business needs. They asked thorough questions to understand the bottom-line needs of the different departments in our org, customizing the development for each department.”

Our Clients

Platinum Cubed provides Salesforce implementation, integration.

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Activus-v1
Acuitas-v1
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APi-v1
avanath
Basin-Pacific-v1
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Cambria-v1
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Drive-v1
Financial-Fitness-v1
GM-Funding-v1
gt-securities
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highway-financial
Hotel-Investment-v1
illumination-wealth
Keyston-v1
mclaren
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Have questions or ready to explore our services? Platinum Cubed is here to help you maximize Salesforce, whether you’re starting fresh or optimizing your system. Reach out today to start your path to success.

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Salesforce™ is a trademark of Salesforce Inc., and is used here with permission. To start your account with Salesforce, click here. Contact Platinum Cubed today to maximize the power of Salesforce for your business.

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