Internal Experience

Define the Internal Experience Objectives

We start by clarifying your operational goals:

Are you trying to improve speed to service?

Eliminate duplication or reduce errors?

Strengthen communication across business units?

These goals guide how we assess team workflows, technology, and collaboration.

Identify Key Business Units

We map the roles and interactions of departments that most directly influence client success:

Client Services: First-line support and relationship stewards

Advisory Teams: Strategic guidance and communication

Operations: Execution, reporting, and behind-the-scenes delivery

Compliance & Risk: Oversight and data security

Assess Process Integration & Communication Flow

We evaluate:

Workflow documentation and ownership

Use and integration of shared systems (like CRMs or portals)

Communication breakdowns and silos

Opportunities to streamline with tools (including system-native AI where applicable)

When AI is embedded in existing platforms, we’ll help you unlock its value, for example, by auto-generating summaries, routing requests, or prioritizing tasks based on behavioral patterns. But we always ensure humans remain in the loop, guiding design and oversight.

Pinpoint Breakdowns and Collaboration Gaps

We identify friction like:

Manual re-entry of data

Delays between departments or tools

Undefined ownership

Compliance or review processes that slow down service unnecessarily

Our Technology Partners

We’re honored to work with best-in-class partners across our industry.

Salesforce is a global leader in cloud-based CRM software, helping businesses manage customer relationships, streamline operations, and drive growth. Founded in 1999, it pioneered the SaaS model and continues to shape the future of digital business.

Formstack’s new name is Intellistack. Formstack is a workplace productivity platform that helps organizations streamline data collection and automate workflows through powerful online forms, documents, and eSignatures—all without needing code. Founded in 2006, Formstack empowers teams to work smarter and simplify processes across industries.

Document-signing software is an internet technology company that lets you sign documents online. It uses an electronic signature and requires no paper, printing, scanning or faxing of your documents.

One trusted platform to secure and govern all your company’s files, no matter where work happens. In a world of digital sharing options, Egnyte stands apart. Its turnkey, intelligent platform was purpose-built for businesses where high-value, mission-critical content is plentiful, but IT budgets and headcount aren’t.

Eliminate complexities and lower the cost of lending and investing at scale. With Encompass by ICE Mortgage Technology^®, the industry’s only true end-to-end digital mortgage solution, you can acquire more customers and originate, sell and purchase loans faster – all from a single system of record.

Hubbl helps clients accelerate data-driven decision-making with the most comprehensive, trusted, and actionable Salesforce insights. Hubbl Diagnostics uncovers hidden tech debt, surfaces areas of risk, and reveals opportunities for optimization.

Nintex helps empower teams to transform the way they work through powerful intelligent process automation and workflow software. Nintex’s powerful platform can be adopted to a number of business processes… everything from employee onboarding to invoice booking.

Optimal Blue delivers smart solutions that automate critical functions like pricing, hedging, trading, and social media. Actionable data provides timely insights to bolster operational and competitive strategies. Together with real-time industry connections to +70 technology vendors, their marketplace platform enables you to compete more effectively and elevate results.

Taskray helps clients manage projects and resources, automate mundane tasks for project teams, and collaborate with customers and across teams — all on Salesforce. The TaskRay suite of project management, task management, and resource management tools enable enterprises to leverage Salesforce across departments and lines of business to deliver superior customer onboarding experiences.

Path Software is the industry’s most modern and flexible loan origination system. It is designed to meet the dynamic needs of enterprise-level financial institutions and mortgage bankers and accommodate the way various individuals and departments work separately but in parallel.

ARG Inc. guides businesses in choosing and managing IT solutions, specializing in cloud, security, and communications while saving clients about 25% on costs. Known for its strong culture and customer focus, it’s a top-ranked workplace in Virginia and D.C.

Salesforce Implementation

Navigate Your Salesforce Journey with Confidence
Salesforce is a major investment, and when implemented with intention, it becomes a growth engine that enhances client relationships, streamlines operations, and drives real business outcomes.

At Platinum Cubed, we blend deep Salesforce expertise with industry-informed strategy to ensure every implementation is grounded in your unique business goals. Our approach centers on people-first design, thoughtful automation, and scalable architecture, supported by the right touch of AI where it brings real value.

Smart Solutions Built to Fit
We don’t do cookie-cutter. Every Salesforce roadmap we build is tailored to your internal workflows, user needs, and future vision. Through deep discovery, we identify the capabilities that matter most, then design solutions that deliver long-term efficiency, transparency, and trust.

Our Salesforce Implementation Philosophy:

Strategic Alignment: Your implementation is grounded in your objectives, not just platform features.

Process-Led Design: We focus on the people and workflows behind your business, designing with them in mind.

AI When It Matters: We embed Salesforce-native and system-based AI tools where they drive measurable impact, like predictive insights, smart automation, or data summarization, always reviewed by experts to ensure relevance and accuracy.

Future-Proofed Architecture: Built to scale as you grow, with documentation and governance baked in.

Continuous Optimization Through Our PROBE Diagnostic
Sometimes, a fresh perspective can surface new opportunities. Our PROBE diagnostic service evaluates your current Salesforce environment to uncover inefficiencies, security risks, or underutilized features.

We assess:

System Performance: Bottlenecks and lags that affect productivity
Feature Utilization: Missed opportunities to leverage native or new capabilities
Security Posture: Gaps in data protection and compliance
User Experience: Barriers to adoption or inconsistent workflows

You receive actionable insights and a prioritized roadmap to get more out of your
system, fast.

Training & Adoption Support
Technology only works when people use it. That’s why we prioritize enablement and
training throughout your implementation journey. Whether we’re setting up Sales Cloud,
Financial Services Cloud, or another solution, we guide users with clear documentation,
onboarding strategies, and intuitive design.

Your Long-Term Partner with Pathfinder Managed Services
Salesforce evolves constantly, and so should your system. Our Pathfinder service offers ongoing support, optimization, and strategic guidance to ensure your Salesforce investment continues to deliver value.

Benefits include:

Cost-Effective Expertise: Access to a full team without in-house overhead

Proactive System Management: Ongoing updates, configuration, and performance tuning

Strategic Alignment: Regular check-ins to evaluate your roadmap, new features, and process opportunities

Smart AI Additions: We introduce lightweight AI tools when appropriate to enhance automation, insights, or data management, always within a strategy-led framework.

Why Platinum Cubed?

Proven Salesforce experience across financial services, real estate, medical, nonprofit, and construction sectors

Human-first design with scalable, documented solutions

Ability to layer in advanced tools and AI when it adds real operational value

Whether you’re starting from scratch, optimizing an existing org, or looking for a long-term partner, we’re here to help you grow smarter, not harder.

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.