About EMS Consulting, A Salesforce Partner
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Located in Tampa, Florida, EMS Consulting are dedicated industry experts leading the way for transformation with Salesforce. We pride ourselves on personalized service and expert delivery. We specialize in the Financial Services and Healthcare industries, delivering innovative solutions to help customers reduce time to market and add value to the Salesforce Platform. We value our employees and create an environment, both in-person and remotely, where our team can do their best work and experience professional growth.
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About EMS Consulting, A Salesforce Partner
- 1. 1 EMS Consulting Who We Are & Why It Counts Creating Our Future Together
- 2. 2 2 PROVEN EXPERIENCE DELIVERING VALUE OVERVIEW & KEY FACTS o 23 Years as an Enterprise Applications Partner o Expertise Center with multi-cloud deployments o Deep Financial Services Knowledge o Digital transformation experts PRACTICE EXPERTISE Financial Service Cloud Communities Einstein/Tableau Sales/Service Cloud MuleSoft Integrations Marketing Cloud HEROKU SERVICE AREAS o FSC Experts o Advisory Consulting o MuleSoft Experts since 2013 o Cloud Advisor Average 8 years of Salesforce experience 140+ Employees Across Salesforce Platform & Clouds 750+ Clients 125+ Certs Success and ROI delivered each time 4.8/5 Strong CSAT Score 1998 22 Years of Success Enterprise Application Strategists with a Boutique Capability EMS At A Glance
- 3. 3 3 Who We Are ONE STOP SALESFORCE SHOP FINANCIAL SERVICES PARTNER MULESOFT PARTNER SINCE 2013 4.8/5 CUSTOMER SATISFACTION SCORE Ellie Mae Pro Partner 23 Years in business +1,500 EMS Consulting Clients 125+ Salesforce Certifications $22M+ Software & Services Revenues 750+ EMS Salesforce Clients 30+ Mulesoft Implementations Founded in 1998 & Headquartered in Tampa Florida Enterprise Application and Services Provider
- 4. 4 4 People Like It Here 2018 2019 2020 2021
- 5. 5 5 What The EMS Team Says My favorite part about being on the EMS Consulting team is knowing that as an organization, we truly care about our clients. Every day I am able to leverage my industry and Salesforce expertise to solve very real challenges and achieve amazing results.” -Taylor Richardson, Marketing Cloud Consultant
- 6. 6 6 EMS Corporate Culture We Listen. We Hire Qualified, Capable People That Add The Right Energy. We Communicate Openly. We Engage with Accolades and Incentives. We Enjoy Each Other & Promote Comradery. We Learn From Our Mistakes. We Develop Leaders. We Share Responsibility. We Foster & Encourage Innovation. We Have Fun. We Evolve & Adapt.
- 7. 7 7 Innovation and Motivation •Flexible Schedules •Work-Life Balance •Positive Impact On Community •Fun & Cool Jobs •Mind Blowing Perks & Benefits •Great Company Culture •Continual Certifications & Professional Development •Groundbreaking Work Opportunities •Outstanding Reputation •Passionate Team •Impressive Leaders & Role Models •Career Mentoring Program Right At HOME Right At WORK Right for GROWTH
- 9. 9 9 Competitive Benefits & Perks Flexible work schedule We take care of our team by focusing on their health and well-being. Work-Life Balance Paid Time-Off and Paid Holidays Full Benefits Package with Medical, Dental, Vision, Life, Disability, etc. Retirement Plan Continual Certifications & Professional Development Positive Community Impact Efforts Tremendous Room for Growth
- 10. 10 10 What Makes EMS Stand Out? EMS Invests In Their Customers and Partnerships COLLABORATIVE Core Values GROWTH TRUSTWORTHY ADAPTABLE SUPPORTIVE & HIGH TOUCH
- 12. 12
- 13. 13 13 Signs of a Great Company Culture @ EMS Having a Cultural Ambassador/Mentoring Program (Own It) Setting Career Goals As part of our corporate culture, EMS can help employees set personal goals and meet periodically to help them achieve those goals. They can give each team member something to work toward based on that individual’s ambitions and ideas. Your feedback and efforts to embrace what the organization stands for can help our company grow and improve. We all work hard to own it to demonstrate the organization’s values and beliefs. Positive Feedback & Personal Growth EMS Employee Corner is a place where EMS employees can be recognized for outstanding work. People who receive good feedback on a regular basis tend to be happier and more productive than those who do not get verbal encouragement.
- 14. 14 14 True Partnership Trust & Vision Your feedback and efforts to embrace what the organization stands for can help our company grow and improve. We all work hard to own it to demonstrate the organization’s values and beliefs. Being Flexible Companies that allow employees to choose their hours to some degree tend to have productive and happy staff. People appreciate freedom and flexibility in their schedules to arrange their hours to allow time for managing other responsibilities and appointments. Encouraging Open Communication Communication is often key to success. Companies should embrace an open culture in which they encourage people to share their ideas and discuss problems. If people feel motivated and inspired, they will be happy and easy to retain.
- 15. 15 Goals • Eliminate inconsistent member experience across the credit union • Integrate core systems to enhance customer 360 view • Add more services to each member & leverage leads and referrals to increase member base • Enhance Langley’s call center by focusing on operational efficiencies Solutions & Key Integrations Langley Federal CU Langley Federal Credit Union • Started in 1936 • 5th Largest Credit Union in Virginia • $3.5 Billion in assets and 19 locations • $1M Salesforce ACV Financial Services Cloud Digital Engagement Mulesoft • Wall-to-wall CRM that covers the entire credit union • Increased operational efficiencies for more personalized, hi- touch relationships with members • Over 25 different integrations include Core and Mortgage LOS for a single source of truth • Digital engagement between the credit union and its members • Member data reporting and visualization to identify cross-sell opportunities Future State Symitar/ Episys Integration Salesforce Shield Temenos Akcelerant Integration FICS Integration MeridianLink Integration 25+ Additional Integrations
- 16. 16 Goals for MainStreet Bank • Leverage Salesforce and nCino data to target commercial banking customers with creative emails, content from Marketing Cloud • Deploy Advertising Studio • Marketing Cloud Journeys to bring their customer experience • Acquire SMS short code, introducing text as a new communication • Integrate marketing and advertising data sources into Datorama Solution & Key Integrations MainStreet Bank MainStreet Bank • Fairfax, VA & Surrounding Areas • Founded in 2004 • 51-200 employees Salesforce Marketing Cloud Advertising Studio Datorama • Organized MainStreet Bank's commercial banking relationship data within Marketing Cloud • Designed and built 3 automated journeys to onboard and cross-sell commercial banking relationship • Orchestrate multiple data sources into a single data model within Datorama • Provided additional Salesforce and nCino consulting services • Ensure that MainStreet Bank is making the most of their investment, unlocking their customer data, and streamlining their internal processes. Results SMS Short Code Deployment nCino Data Integration Automated Customer Journeys
Editor's Notes
- EXCITING HILB – 7 YEARS ON SF BRP – MASSIVE $1MM ACV WE CLOSED IN Q4 LAST YEAR Just Like InterWest Insurance – we too were founded in the 90’s – 1998 to be exact – we’ve been doing this for 22 years As you might imagine, after 22 years in the industry, we’ve become experts at enterprise level applications, systems integrations, driving change management, and user adoption and user training initiatives, the whole gambit At the end of our build, for all of our implementations, we dont walk away without leaving you a clear plan for how you’re going to communicate this internally, and making sure your users are trained on the system Over our THOUSAND customers - more than half of them are Salesforce clients And at the end of the day - when Salesforce sends out that survey on how EMS was to work with, or if you’d recommend us, or what our industry knowledge was like, we have a 4.8 out of 5 Now we don’t highlight this metric just to brag, we bring it up because anything we’re going to recommend comes from a place of Successful projects and best practices. We’re also leaders in the Insurance space, and work with 2 of the top 25 insurance agencies in the county (HILB) and (Baldwin Risk Partner) But we also work with much small brokerages, such as KunKel & Associates, who we started with a minimal engagements – and do MVP’s as well –– and are now fully utilizing Salesforce wall to wall. In that example we were able to set them up Some of our engagements start in a small capacity such as New Paradigm underwrites, which we will have a chance to show you some of our work with them in just a moment. The point I want to outline – is that we work with all sizes of organizations, and we can tailor our solutions to fit your needs.
- Over the last few calls we’ve outlined who we are as a company - so I’m not going to spend a lot of time there What I do want to point out is that we’ve been doing this for 22 years Over our THOUSAND customers - more than hallf of them are Salesforce clients And at the end of the day - when Salesforce sends out that survey on how EMS was to work with, or if you’d recommend us, or what our industry knowledge was like, we have a 4.8 out of 5 Now we dont highlight this metric just to brag, we bring it up because anything we’re going to outline today comes from a place of Successful projects and best practices. So our recommendations are designed to get you up and running as quickly as possible to make this thing successful as it can be and have a real plan for what User adoption and User Rollout can look like (BE READY TO SWITCH SLIDE) So before we get into what we’re going to be doing, let’s talk about how we’re going to be doing it (Switch Slide)