SOURCE: Cloud Sherpas

Cloud Sherpas

May 13, 2014 07:30 ET

Cloud Sherpas Launches Fullforce Certified Solution Delivering Industry Expertise in Investment Management

Cloud Sherpas Taps Into the Power of's Social, Mobile and Connected Cloud Technologies to Help Accelerate Business Transformation in Investment Management

ATLANTA, GA--(Marketwired - May 13, 2014) - Today, Cloud Sherpas announced it has joined the Salesforce Fullforce initiative, empowering financial services companies, specifically in investment management, to connect with their customers in a whole new way. Cloud Sherpas' Investment Management Playbook for Salesforce sets a foundation for a business benefit-driven approach to cloud technology -- reducing time to deployment with industry best practices and a proven methodology. Cloud Sherpas is one of the first partners to offer an investment management solution in the Salesforce Partner Program.

"The Fullforce certified solution for investment management clients, based on Salesforce technology, further validates the expertise Cloud Sherpas consistently delivers in the financial services sector and our laser focus on meeting the high standards set forth by," said Geoff Merrick, vice president of financial services solutions at Cloud Sherpas. "Cloud Sherpas is proud to launch a proven, Fullforce certified solution that accelerates the use of Salesforce for a number of our clients around the globe. We look forward to continuing to deliver a framework that addresses various business pain points across an investment management organization and equips the client with industry best practice tools to successfully utilize the capabilities of"

"Cloud Sherpas has been a great partner in the delivery of breakthrough Salesforce solutions for financial services firms," said Dan Streetman, SVP Worldwide Alliances and Channels GTM at "We're excited that Cloud Sherpas' Investment Management Playbook has been Fullforce certified and expect that our financial services customers will benefit from this exciting implementation approach."

Connect in a Whole New Way with Social, Mobile and Connected Cloud Technologies

The Cloud Sherpas Investment Management Playbook for Salesforce empowers firms to:

  • Increase wholesaler effectiveness in the sales and client relationship process
  • Integrate digital and CRM strategies to elevate intermediaries' brands more effectively
  • Provide an effective mobile solution for the field sales team
  • Create a data hub for better targeting of advisor and broker/dealer business
  • Speed-up an advisor's movement from awareness to advocacy by promoting targeted solutions to help intermediaries better serve potential and existing clients
  • Improve efficiencies by helping their sales force effectively manage their advisor base through a continuous dialogue across traditional and digital touch points

The Cloud Sherpas Investment Management Playbook has been used by financial services firms worldwide. The solution allows firms to take advantage of investment management frameworks that accelerate Salesforce implementation and deployment, and advisory services that provide for strategic direction, change management, integration and user adoption of Salesforce. The incorporation of the Cloud Sherpas' proprietary External Wholesaler app helps wholesalers better manage their time with features such as triggers for important transactions and real-time 360 degree views of producers or branches before visiting. 

The Salesforce Fullforce Program is an industry-focused initiative that enables partners to go to market with specialized solutions that drive customer transformation across a number of key industries. A key component of the Cloud Alliance Program, the Fullforce initiative recognizes partners who achieve sales and delivery objectives with validated Salesforce implementation expertise and success in product categories for select industries including communications and media, financial services, health care and retail and consumer packaged goods..

Learn more about Salesforce Fullforce:

About Cloud Sherpas
Cloud Sherpas is a global cloud advisory and technology services company, with over 800 people serving Fortune 500 and Global 2000 clients and thousands of other businesses around the world. Our experts provide unrivaled cloud strategy, implementation and integration capabilities, having successfully worked with clients across industries. Cloud Sherpas is a Cloud Alliance partner, the three-time Google Enterprise Partner of the Year and a ServiceNow Master Services partner, making the firm one of the world's leading cloud services brokerages. With a track record of over 5,000 successful cloud implementations, Cloud Sherpas has helped businesses become more connected and collaborative, better manage their customer relationships, and streamline their IT processes. Cloud Sherpas is headquartered in Atlanta, GA with offices throughout the United States and operations in Australia, India, Japan, New Zealand, Philippines, Singapore, United Arab Emirates and the United Kingdom. For more information visit

Salesforce, Fullforce and others are trademarks of, inc.

Contact Information