Personalize Salesforce 
for FinTech, Without Expensive Hiring

CRMNinjas helps financial technology brands rapidly transform their Salesforce, propel ROI and enhance operations.

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Is Your Salesforce a Ghost Ship?

Many FinTech companies fail to fully realize the value of Salesforce due to poor implementation and low user engagement. CRMNinjas helps you maximize your Salesforce investment.

Overwhelmed by Complex Features and Technology

With 30,000 apps and thousands of options, properly managing Salesforce can be daunting and time-consuming

Insufficient ROI Overshadowing Investment

Companies risk wasting tens of thousands in inefficiency and lost potential with poor Salesforce deployment and adoption

Lacking Experience for full Engagement and Adoption

Without the proper professional talent in place, you risk poor Salesforce configuration and creating friction for stakeholders

Difficulty Leveraging Salesforce Features and Automations

Getting Salesforce to actually enhance business operations can be confusing without help from an experienced professional

Low User Adoption Due to Lack of Direction

Without a clear strategy, users are hesitant to adopt Salesforce, leaving the system underutilized

Unanticipated Technical Skills Required for Development & Build-out

Delegating and assigning Salesforce management to inexperienced staff leads to operational inefficiency and inadequate execution

Who are We?

CRMNinjas are a certified Salesforce Administration-as-a-Service (AaaS) provider,offering end-to-end FinTech-specific Salesforce support. Our services range from project consulting and ongoing management to customization and full-scale digital transformation.

  • Engage U.S.-Based Salesforce Experts
  • Optimize Salesforce for FinTech
  • Capture Unrealized ROI
  • Up to 50% less than hiring a full-time employee
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83

Projects Complete

100k

Admin Hours

39

Certifications

$3.2M

Savings Generated for Clients

CRMNinjas CloudAdmin® | FinTech SMB Salesforce Support

CRMNinjas’ Salesforce experts take over your day-to-day Salesforce development so you can continue to focus on delivering amazing financial products and services.

Full-Time Salesforce Admin

$9,750 / Month

CRMNinjas CloudAdmin®

$999 / Month

Includes 8 Admin Hours

But What Can A Skilled
Admin Do In One Month?

A lot. A few examples are:

  • Create Reports for Analysis
  • Develop Attractive Dashboards
  • Build Business Automations
  • Provide User Training
  • Import Fresh Data
  • Integrations & Third-Party Apps
  • Manage Users & Permissions
  • Create Appealing Email & Quote Template

And so much more...

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Protect your Salesforce Investment

Expert Administration &
Management

Sales and Marketing
Support

Technical Support &
Customization

Data Management and
Reporting

System Maintenance
and Updates

Our Expertise

“CRMNinjas knocked this out of the park...

Always so thoughtful and they work very hard to get it right... What I love the most is their knowledge of pitfalls and their assistance on how to avoid hard-to-fix directions and mistakes...”

High Tech Client Salesforce Appexchange Review

How CRMNinjas helps FinTech

CRMNinjas’ Salesforce experts take over your day-to-day Salesforce management so you can continue to focus.

Professional Salesforce Administration & Management Services

CRMNinjas provide the insight and knowledge to leverage all of Salesforce’s complex features efficiently, enabling immediate increases in ROI. We fix and improve sales processes and fully leverage platform features and automation while helping you avoid expensive hiring and consultants.

Directly Impact Your Bottom Line Through Sales & Marketing Support

With leads & email campaign management, CRMNinjas’ helps FinTech companies target sales opportunities with actionable sales forecasts & sales pipelines. Improve customer relationships by making Salesforce your single source of truth with the backing and knowledge of the entire CRMNinjas team.

Salesforce Technical Support and Customization

CloudAdmin support puts expert technical, application and platform skills at your disposal, allowing you to develop and build out Salesforce with:
Standard and Custom Objects & Fields, Page Layouts, Custom Reports & Dashboards
Custom Reports & Dashboards

Access ongoing tech support and raise adoption and engagement of users by introducing workflows and automations to improve workday productivity.

Managed Data & Security

Import data and improve data quality by establishing best-practice controls and GDPR and CCPA standards. CRMNinja’s provides insights to your data with business intelligence & data analytics and keeps your customers secure with quarterly releases & security patches.

“CRMNinjas knocked this out of the park...

They have always been very engaged and provide us with impeccable service.”

Financial Services Client Salesforce Appexchange Review

Leverage Salesforce better than Your Competition

CRMNinjas CloudAdmin®

$999 / Month

  • Rapidly transform Salesforce into an asset
  • We handle Salesforce, you do business
  • Increase ROI & save on time & cost-intensive hiring
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What to Expect

CRMNinjas makes Salesforce optimization simple

Launch Partnership

Introduction to key stakeholders, your assigned CRMNinjas admin. We set expectations and reporting structure.

Strategy Call

Kick-off with detailed discovery to understand business objectives and pain points.

Salesforce Audit

We complete an assessment of existing configuration to deepen our understanding of your Salesforce instance
Issue recommendations for fixes and improvements.
Design and present a tailored action plan
Once approved, we get to work.

Regular Check-Ins

Weekly briefs with your assigned U.S.-based CRMNinjas admin help you track progress, demo new enhancements and exchange feedback.

As relationships develop, your CRMNinjas admin learns your businesses and processes, essentially becoming an in-house partner and able to offer continuous improvements to enhance and grow your Salesforce experience.

Achieve maximum value in your investment & pay up to 50% less than hiring an FTE.

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