Financial Services Quickstart
Salesforce solutions tailored for private markets.
A pre-built Salesforce implementation designed to enhance investor relations, deal tracking, portfolio management, and optimize prospecting workflows with a fixed price and scope.
How It Works…
1: Business Process Review
Deep dives into business personas to understand Day in the Life systems and processes.
2: Saasinct Best Practices
Decades of collective experience and expertise to optimize your custom build.
3: User Setup
Initial setup and activation of Salesforce users and profiles.
4: Security & Sharing
In-depth audit and recommendations for security architecture. Configure security and custom profiles.
5: Sales Path Configuration
Visually represent sales stages with required fields and help text to manage the pipeline.
6: FSC Objects
Set up Person and Financial accounts, Households, Relationship Groups & ARC
8: Views
Display and filter critical information customized to each user to optimize efficiency.
7: Sales Objects
Customize anchor pages (e.g. Accounts, Contacts, Opportunities) with key fields, layouts, views, validations.
10: Basic Training
Enabling the business for adoption.
9: Reports & Dashboards
Built and tailored to your specific business needs. Make key decisions faster backed with data.
Why firms choose our Restart
Optimize Capital Raising Effectiveness
❋ Deal Pipeline Management ❋
❋ Automated Activity Tracking and Engagement Metrics ❋
❋ Relationship Intelligence ❋
❋ Segmentation and Targeted Email Marketing Campaigns ❋
Access All the Data You Need with Seamless Integration
❋ Data Enrichment Tools ❋
❋ Seamless Data Integration ❋
❋ Robust reporting and Analytics ❋
Manage Relationships in Real-Time
❋ Client 360-Degree View: Journey Timelines ❋
❋ Integrated Team Collaboration ❋
❋ Mobile Accessibility with the Salesforce Mobile App ❋
Future-Proof Your Operations
❋ AI-driven Insights & Automation ❋
❋ Compliance Tracking ❋
❋ Audit Trails ❋
Our Pricing & What’s Included
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Business Process Review
Saasinct Best Practices
Investor Lifecycle Management
Deal Lifecycle Management
Data Enrichment
Management Insights
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Our base investment is $50,000 and includes all of the features mentioned above. We also offer add-on services for an additional fee.
Private Markets Accelerator
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Private Markets Accelerator ✳︎
What We’ll Need
An executive sponsor & key stakeholders to participation in working sessions.
Access to the current Salesforce environment & related workflows.
A Salesforce admin or platform owner to support review and context
Shared understanding of current priorities, pain points, and goals.
Availability to complete the assessment within the planned timeframe.