Financial Services
We are experienced in Sales Cloud, Service Cloud, Einstein Analytics, Pardot, CPQ as well as various integrations and migrations in the Financial Services Industry.
Our Services
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Personalise your outreach and insight for clients to build better, long-term client relationships.
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Convert more leads and identify new opportunities in real time.
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Collaborate securely about key deals and ensure that your customer data is protected.
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Increase advisor productivity and streamline customer engagements.
Our Customers
Our Financial Services Expert
At Pracedo, we have experts who keep up to date with developments in the sector and train all our consultants on the specific business needs of your industry.
Emanuela brings Financial Services industry expertise to Pracedo. She is an avid gamer, artist and traveller who speaks multiple languages....
Pracedo has been working with us for the past few weeks as we implement Salesforce they've been particularly good at understanding the specific needs of our business and how Salesforce can be tailored.
Clare Bailey
Pink Parcel
Fantastic Workshop Had a great workshop with Pracedo! went to all the relevant tools and add-ons that will help my business
Moritz Haller
Data Scientist
We met with Pracedo and they were extremely professional, diligent and happy to answer any questions we had. They had a deep understanding of Salesforce and what we can do to optimise our own account.
Claire Haddon-Grant
account manager
Great training Great interactive end-user training provided by Pracedo. Good support and understanding of our business.
Alison Small
CEO
Great service Great experience working with Pracedo. Always on the end of the phone to answer questions and solve problems.
Sarah Boycott
Production Guild Assistant
Customer Success
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