About

    With over 18 years of experience in CRM platforms, and a deep understanding of Salesforce, I can help your financial organization achieve maximum ROI on your Salesforce investment. My expertise includes:

    • Salesforce product management and ownership
    • Sales Cloud consulting, including business case development, requirements analysis, solution design, roadmap development, configuration, and implementation
    • Financial Services Cloud expertise
    • CRM analytics
    • Salesforce ROI in Asset Management and Corporate and Investment Banking
    • Business analysis, data management, and reports and dashboards
    • End-user training and support

    I can help you plan and structure your Salesforce implementation, whether working with a consulting partner or internal resources, to design a solution that meets your specific needs. Let me help you maximize your Salesforce ROI, so you can achieve greater success with your business.

    I am certified as a Salesforce Administrator, Salesforce Sales Cloud Consultant, Salesforce Platform App Builder, and Salesforce Business Analyst.

    Contact me here.

    Zaheer Ismail

    Toronto, Canada