ARCHITECT REVENUE

Elevate Your Business Performance

We deliver Salesforce™ implementation, integration, and management solutions, enabling businesses in the real estate and financial sectors to achieve their maximum potential.

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ARCHITECT REVENUE

Specialized expertise for the financial services industry

Architect Revenue provides top-tier expertise for businesses in the banking, financial services, real estate sectors. We deliver comprehensive Salesforce consulting services, including support for all major integrations.

Banking

• Commercial Banking
• Retail Banking

Lending

• Residential Mortgage
• Commercial Lending

Real estate

• REITs
• Commercial RE
• Property Management
• Brokerage
• Vacation Rentals

Capital Markets

• Asset Management
• Private Equity
• Venture Capital

WEALTH MANAGEMENT

• RIA
• Broker Dealer
• Family Office
• Financial Planning

Architect Revenue

Empowering Financial Institutions with Salesforce Expertise

Architect Revenue was established to address a gap in the market for comprehensive Salesforce integration and consulting services tailored specifically for small and mid-sized financial institutions. The founders bring over 70 years of combined experience in financial services, sales, marketing, and IT, with a deep understanding of the banking sector. They have successfully helped community banks grow significantly by leveraging Salesforce effectively.

Key Offerings and Value Proposition

Salesforce Expertise: Architect Revenue specializes in Salesforce administration and development, focusing on making it a tool that truly drives sales and operational efficiencies. They emphasize building Salesforce from the user’s perspective to ensure it is appreciated and effectively utilized, improving data quality and management reporting.
Consulting Services: Beyond Salesforce, the company offers general consulting services, leveraging extensive experience in managing organizations and dealing with compliance and regulatory issues. They provide strategic guidance during planning sessions to help define and achieve organizational goals.
Comprehensive Support: Architect Revenue acts as a multifaceted resource, akin to a Chief Marketing Officer, Chief Technology Officer, and Chief Revenue Officer, offering services at a cost-effective rate. They provide support in areas like content development, brand awareness, digital marketing, and IT application integration.

Unique Approach

Industry Knowledge: The team possesses a deep understanding of the financial services industry, which allows them to tailor their services to meet the specific needs and challenges of their clients. This includes understanding compliance issues, customer engagement difficulties, and employee perspectives on Salesforce.
Project Execution: They offer flexible engagement models, allowing clients to use their services on a project basis or as ongoing support. This flexibility helps organizations enhance their capabilities without the need for full-time hires.
Analogy of a General Contractor: Architect Revenue likens their role to that of a general contractor in building a house, emphasizing the importance of strategic planning and execution to create a Salesforce system that is not only functional but also optimized for user satisfaction and organizational benefit.

Competitive Advantage

Architect Revenue distinguishes itself from competitors by offering a holistic understanding of the financial services sector and the specific needs of its clients. Their ability to integrate Salesforce effectively and align it with business objectives sets them apart from other consultants who may lack this comprehensive industry insight.

Architect Revenue aims to empower financial institutions by providing expert Salesforce integration and strategic consulting services, ensuring that technology investments lead to tangible growth and efficiency improvements.

Architect Revenue

Benefits & Services

INDUSTRY FOCUS

Architect Revenue specializes exclusively in serving businesses in the real estate and financial services sectors. Our focused expertise enables us to be the leading experts in configuring and managing Salesforce for companies in this vertical.

EXPERT GUIDANCE

Architect Revenue goes beyond the standard Salesforce setup. As true Salesforce experts, we provide tailored recommendations for the best implementation strategy to help you get the most out of your investment.

FAST IMPLEMENTATION

Have your Salesforce system up and running in weeks, not months.

ONGOING VALUE

Architect Revenue offers ongoing managed services to ensure you continue reaping the maximum value from Salesforce month after month, year after year.

CLIENT FOCUSED

At Architect Revenue, we don’t view your company as just another number on a spreadsheet. We take pride in our deep commitment to understanding and addressing the unique needs of each client.

ARCHITECT REVENUE

Salesforce Services

Our team offers comprehensive consulting, seamless integrations, and customized solutions designed to optimize your Salesforce platform. With a focus on delivering measurable results and maximizing your business potential, we ensure that every solution is aligned with your unique goals.

Contact Us Today

Contact us today to discuss your API and Salesforce integration needs. Our team of experts is ready to help you drive efficiency, enhance data accuracy, and unlock the true value of your business systems with seamless integration. Let us be your trusted partner in maximizing the potential of Salesforce through API integration.