• Your partner in CRM
• Accelerize 360 brings your business to an unprecedented level of automation with Salesforce
• ACCELERIZE YOUR SALESFORCE TODAY

Your partner in CRM.

Accelerize 360 brings your business to an unprecedented level of automation with Salesforce

ACCELERIZE YOUR SALESFORCE TODAY

We know your industry as well as we know Salesforce.

One of Salesforce’s fastest growing products, FSC is taking the wealth management industry by storm

Create a seamless experience from when an agent finds a prospects to issuing a policy, splitting commissions and renewing customers

Allow your prospects to submit their application in multiple sessions and see its status in real-time

Manage leads and clients from one place with access to all their financial information and more

Build a loyal customer base with delightful customer service and automated memorable moments

Looking for a long-term partner that can support you as you scale your business and your Salesforce operations?

Our customers love us

• "We needed one central, easy to use system to provide business visibility and access to information
• Accelerize 360 accomplished that and more, driving higher levels of efficiency and productivity across the organization
• " BEST BRAINS Salesforce Admin

"We needed one central, easy to use system to provide business visibility and access to information. Accelerize 360 accomplished that and more, driving higher levels of efficiency and productivity across the organization."

• "I worked with Accelerize 360 over the course of 3 years on different projects for our Salesforce org
• Accelerize 360 was always very quick to respond to inquiries, offer support, and provide effective solutions
• We were able to build out and streamline our Salesforce org with the help of Accelerize 360, which made the company operate more efficiently
• " KAYLA CRAYS AVP Technology & Best Practices

"I worked with Accelerize 360 over the course of 3 years on different projects for our Salesforce org. Accelerize 360 was always very quick to respond to inquiries, offer support, and provide effective solutions. We were able to build out and streamline our Salesforce org with the help of Accelerize 360, which made the company operate more efficiently."

• "I have 40 years of IT experience
• during this time only a handful of developer partners have come along and performed at the level Accelerize 360 has
• The attention to detail, knowledge of the product, communication etc is top notch
• The initial phase to stand up SF and subsequent QA testing and continued support went flawlessly which is rare when developing a solution of this complexity
• I will be using Accelerize 360 for all of the phases of SF development ongoing
• I also highly recommend other clients to utilize their services
• they will not be disappointed!" JAMES MORIARTY Chief Operating Officer

"I have 40 years of IT experience ... during this time only a handful of developer partners have come along and performed at the level Accelerize 360 has. The attention to detail, knowledge of the product, communication etc is top notch. The initial phase to stand up SF and subsequent QA testing and continued support went flawlessly which is rare when developing a solution of this complexity. I will be using Accelerize 360 for all of the phases of SF development ongoing. I also highly recommend other clients to utilize their services ... they will not be disappointed!"

• "A360 took the time to understood what our needs where, how custom we really are and that we wanted to use as much native functionality as possible
• And when native functionality didn't fit, they delivered custom features that fit our needs best
• They also allowed us to stay very involved, not just in understanding what we needed but how it all worked and what they were using to create the automation and process
• This really helped at the end when we did a train the trainer approach
• We look forward to working with A360 in the future
• " ASHLEY LYONS Senior Operations Manager

"A360 took the time to understood what our needs where, how custom we really are and that we wanted to use as much native functionality as possible. And when native functionality didn't fit, they delivered custom features that fit our needs best. They also allowed us to stay very involved, not just in understanding what we needed but how it all worked and what they were using to create the automation and process. This really helped at the end when we did a train the trainer approach. We look forward to working with A360 in the future."

• "We are very happy with the way that Accelerize 360 was able to build our Salesforce from beginning to end and be with us every step of the way
• We realized thorough work and met our goals and deadlines, even if there were additional requests along the way
• The team was always helpful and present to provide us with any support and ideas of how we could better improve our Salesforce and make sure we built what we wanted to build
• Additionally, our company has been able to benefit from the various implementations received in our Salesforce buildout - especially in our recordkeeping and compliance
• " DIEGO ROSALES HR & Compliance VP

"We are very happy with the way that Accelerize 360 was able to build our Salesforce from beginning to end and be with us every step of the way. We realized thorough work and met our goals and deadlines, even if there were additional requests along the way. The team was always helpful and present to provide us with any support and ideas of how we could better improve our Salesforce and make sure we built what we wanted to build. Additionally, our company has been able to benefit from the various implementations received in our Salesforce buildout - especially in our recordkeeping and compliance."

• "Accelerize is extremely knowledgeable in the assessment, fact finding, discovery and especially the implementation of SalesForce for our organization
• They took the time to understand our business and provide us solutions that met our objectives
• They were able to balance desired outcomes and provide cost benefit analysis that allowed us to implement the solution that best fit our needs and budget
• " MIKE DEVAUX Principal Broker

"Accelerize is extremely knowledgeable in the assessment, fact finding, discovery and especially the implementation of SalesForce for our organization. They took the time to understand our business and provide us solutions that met our objectives. They were able to balance desired outcomes and provide cost benefit analysis that allowed us to implement the solution that best fit our needs and budget."

• "I had a very good experience with A360
• They were always very professional, knowledgeable, and organized
• I highly recommend the company
• They are definitely the best implementation partner I have ever worked with during my 22-year professional career
• " MARK IRISH Premium Finance Warrior

"I had a very good experience with A360. They were always very professional, knowledgeable, and organized. I highly recommend the company. They are definitely the best implementation partner I have ever worked with during my 22-year professional career."

• "We are a high growth company and Accelerize has been critical to our success and helping us build solutions that allow us to rapidly scale operations through Salesforce and integrated apps
• Their team is very knowledgeable in both business acumen and Salesforce acumen
• " WAYNE SOUD President & CEO

"We are a high growth company and Accelerize has been critical to our success and helping us build solutions that allow us to rapidly scale operations through Salesforce and integrated apps. Their team is very knowledgeable in both business acumen and Salesforce acumen."

• "Accelerize 360 has been amazing to work with
• In fact, I have used them on two projects for two different companies
• The team was diligent, creative, and wonderful to work with
• I was simply delighted with how open, honest, fair; responsive, responsible and reliable the whole team was
• I am working on two other projects for their future consideration
• I have rarely experienced a better ‘consulting’ firm
• " JACK M
• COHEN President & Chief Innovation Officer

"Accelerize 360 has been amazing to work with. In fact, I have used them on two projects for two different companies. The team was diligent, creative, and wonderful to work with. I was simply delighted with how open, honest, fair; responsive, responsible and reliable the whole team was. I am working on two other projects for their future consideration. I have rarely experienced a better ‘consulting’ firm."

• "Accelerize 360's thoroughness and attention to detail was excellent
• They didn’t stop working until we had a solution that did, and I appreciate that immensely
• They worked with us to help dig to the root of the issues we were facing, and were incredibly responsive when we had a question or needed assistance
• I would definitely recommend their services to anyone looking at an implementation, and would look to hire them again if the need arose
• " PETER WRIGHT Deal Coordinator

"Accelerize 360's thoroughness and attention to detail was excellent. They didn’t stop working until we had a solution that did, and I appreciate that immensely. They worked with us to help dig to the root of the issues we were facing, and were incredibly responsive when we had a question or needed assistance. I would definitely recommend their services to anyone looking at an implementation, and would look to hire them again if the need arose."

• "Accelerize 360 was very knowledgeable and a great collaborator on our Salesforce implementation project
• They got our platform up and running within weeks and were a great resource in training us on being self-sufficient
• " CATHY CAO Director of Digital Marketing, Olive Tree

"Accelerize 360 was very knowledgeable and a great collaborator on our Salesforce implementation project. They got our platform up and running within weeks and were a great resource in training us on being self-sufficient."

• "Accelerize360 was professional and efficient
• The team worked with us to develop our plan and make sure our conversion went as smoothly as possible
• They were also very professional in dealing with issues that arose and worked with us to come to a resolution that was good for everybody
• We would use them again for any Salesforce projects
• " SANDRA STICKNEY Client Service Director, Collaborative Wealth

"Accelerize360 was professional and efficient. The team worked with us to develop our plan and make sure our conversion went as smoothly as possible. They were also very professional in dealing with issues that arose and worked with us to come to a resolution that was good for everybody. We would use them again for any Salesforce projects."