Salesforce.com  For  Wealth  Management  V Successful

•  Founded in 2010, Mosaik is a boutique Salesforce.com consulting firm focusing on providing Wealth Management firms with end to end Salesforce.com consulting services.

•  Salesforce.com Evangelists preaching the value of

Salesforce.com to Wealth Management firms •  Facilitating Successful deployments, professional services, and

training

•  Certified Salesforce Consultants and Administrators passionate about making Advisors successful with the best of breed cloud technology

Who We Are……….

•  300,000 + financial advisors in the US

•  <5% of Firms have adopted Salesforce.com

•  Employment of personal financial advisors is projected to grow 22 percent from 2012 to 2022*.

•  Advisor Success is founded by the “Know your Customer” rule.

•  Increasing competition will require Advisors to use technology to become more efficient, leverage social media and marketing automation.

•  Technology was noted as one factor in measuring Advisor satisfaction with their firm.

The Market……….

Market Potential

Potential Users

Current Users

*According to AdvisorPerspective.com

Key Cornerstones of Success

The Success Factor….

•  Client Service Efficiencies that lay the framework for more personal and frequent client interactions

•  Planning Holistic view of client information to provide proactive planning

•  Social Media and Marketing Effective use of social media and email marketing to facilitate a strategic marketing plan

The Challenge……….

•  User Adoption •  User Frustration from lack of training •  Lack of application specific reference guides

•  Ongoing System Management •  Lack of internal IT resources •  No Long term Strategy

•  Utilization •  Lack of personal customization •  Misunderstanding of capabilities •  Lack of feature knowledge

Key Risks

Customer  Success  Roadmap:      

Migration

Basic

Configuration Support

Standard Help Desk

Advanced Advanced Admin on Demand

Premium Premium Strategic Support Service

The Solution……

Migration Services

Migrate Household & Individuals

•  Migrate Households •  Migrate Individuals •  Migrate Activity

History •  Migrate Notes •  Migrate one other

custom objects

•  Migrate Household •  Migrate Individuals •  Migrate Activity

History •  Migrate Notes •  Migrate Attachments •  Migrate up to three

other custom objects •  Migrate Users

Basic Advanced Premium

Providing Personal Transition Support to make the process as pain

free as possible.

Configuration & Implementation Services

•  Custom Fields •  Page Layouts •  Roles & Profiles •  Reports &

Dashboard

•  Custom Fields •  Record Types &

Page Layouts •  Roles & Profiles •  Reports &

Dashboards •  Security •  Mail Merge &

Templates

•  Custom Fields •  Page Layouts •  Roles & Profiles •  Reports &

Dashboards •  Security •  Mail Merge &

Templates •  Workflow Rules •  Business Processes •  Custom Objects •  3rd Party Apps

Standard Advanced Premium

Taking a great product and making it even better by tailoring it to your needs.

Help Desk Admin-On-Demand Strategic Support Service

•  Basic Email & Phone Support

•  Basic Email & Phone Support

•  Minor Configuration •  Report & Dashboard

Creation Assistance •  Basic Training •  User Cheat sheets

•  Basic Email & Phone Support

•  Minor Configuration •  Report & Dashboard

Creation •  Basic Training •  User Cheat sheets •  Customized User

Guides •  Bi-Monthly Webinar

Training Sessions •  Email Newsletter

“Tip of the Month”

Providing Success Services, not just Customer Support

SUCCESS SERVICES