2. • 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……….
3. • 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
4. 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
5. 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
6. Customer
Success
Roadmap:
Migration
Basic
Configuration Support
Standard Help Desk
Advanced Advanced Admin on Demand
Premium Premium
Strategic Support
Service
The Solution……
7. 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.
8. 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.
9. 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
