Case Study: Wisdom Tree
Navatar developed Asset Management functionality in salesforce.com for WisdomTree Asset Managers and salespeople.
Challenge
WisdomTree Asset Management, one of the fastest growing and most dynamic Asset Mgmt firms, hired Navatar to implement salesforce.com to support their salespeople and Asset Managers.
Solution
- Worked with Asset Managers and sales organization to understand and define processes
- Recommended Asset Management CRM best practices
- Designed functionality on salesforce.com
- Developed and Deployed salesforce
Results
- Successfully implemented salesforce for salespeople and Asset Managers
Please contact us at (212) 461-2140 or sales@navatargroup.com
