Einstein is Salesforce’s cutting-edge Artificial Intelligence (AI) solution, transforming your data into actionable insights through machine learning-driven predictions and recommendations. The suite of Einstein products, including Einstein Analytics and Einstein Activity Capture, can be tailored to your unique needs. Opulentos provides the strategic guidance necessary to harness the full power of Einstein, turning AI into a key driver of your business success.

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Opulentos brings elite Salesforce expertise to the Financial Services industry. With over half of our engagements in this sector, we've strategically implemented FSC for clients across banking, insurance, and more. Our team of certified consultants will guide you through an exclusive FSC implementation process, meticulously avoiding common pitfalls and ensuring that best practices are rigorously enforced. We recognize that each vertical demands tailored customizations, and we ensure your business practices not only align with industry standards but set the bar higher.

Opulentos connects Financial Services Cloud seamlessly to your core banking systems and custodians, maximizing user experience and empowering your analytics. Whether tracking Assets Under Management (AUM), policies, or other financial products, our transformative approach ensures your FSC is optimized for revenue-driven results.

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Sales Cloud has evolved into a strategic asset, equipped with advanced features for comprehensive account and lead management. Opulentos tailors Sales Cloud to support your business development reps (BDRs), inside and outside sales teams, and channel sales, no matter the complexity.

Our premium Salesforce optimization spans industries and company sizes, from a handful of sales professionals to vast teams with intricate territories and reporting structures. Let us leverage our decades of high-impact CRM experience to maximize your Sales Cloud investment and drive unparalleled growth.

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A closed sale marks the beginning of a long-term relationship. Service Cloud from Salesforce powers your customer service functions, routing inquiries from any channel—website, live chat, email, or phone—to the right agent, streamlining your support processes.

Opulentos enhances your Service Cloud implementation by integrating advanced analytics to monitor Service Level Agreements (SLAs), track agent performance, and uncover trends in customer behavior. Whether managing simple cases or complex integrations like omni-channel routing or CTI (Computer Telephony Integration), our expert guidance ensures your support teams operate at peak efficiency, delivering superior customer experiences.

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Shield adds a critical layer of security to your data with Event Monitoring, Platform Encryption, and Field Audit Trail. Our consultants ensure these tools are implemented with precision, safeguarding your organization’s compliance and security standards.

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