FINANCIAL SERVICES
For the industry forever elevating to new heights… we’ll help you produce the green.
Omnivo takes your competitive advantages and builds them into your dream Salesforce system; creating a strategic engine that gets your company closer to its goals.
Marketing Automation
We leverage Salesforce Marketing Cloud Account Engagement or Marketing Cloud engagement to implement creative and efficient tactics for you to stay top-of-mind with your prospects. Bringing in Lead data from another system? No problem, we’ll work with you to integrate and create a lead funnel that is hands-off for your team and only brings in your Sales team when needed, no more time emailing and tracking marketing efforts or reengagement initiatives!
Sales Optimization
Track leads, deals and the KPIs that matter to your team with one seamless system in Sales Cloud or Financial Services Cloud. We work with companies to not just implement a tracking system, but create processes that support your team’s ability and transparency into reaching their goals.
Customer Service
Providing white-glove customer service is something that our team understands dearly. We work to build your competitive advantages into the Salesforce system so your service team and their service platform are an extension of what makes your company great.
Integrations
We integrate with a myriad of products including the ones below, but if you don’t see your product?… just ask.
