PhoenixTeam Salesforce Partner

PhoenixTeam is excited to announce that we are now a Salesforce Partner! Phoenix is no stranger to Salesforce as most of our client engagements involve Salesforce Product and Implementation leadership. The uniqueness of this partnership comes from the combination of our Salesforce strength with our mortgage and financial services industry mastery. Reflecting on the partnership, Jake Artz, a PhoenixTeam Consultant specializing in Salesforce says, “solidifying Phoenix’s position with Salesforce allows us to tell the world what our clients already know, that we are the most specialized mortgage technology industry consultants in the Salesforce space.”

We are a one-of-a-kind consulting firm. Our focus is mortgage technology and delivering high-value outcomes to our clients with speed, precision and quality. It takes skill, focus and confidence to do this regardless of how “hard” the problem is. Paul Weakley, PhoenixTeam Partner speaks for us all when he says, “This is a door opening opportunity to help our clients and future clients leverage Salesforce to solve business and customer problems. We look forward to impacting and adding value to mortgage technology financial services organizations seeking to leverage the power of Salesforce.”

Salesforce has been part of Phoenix’s strategic technology vision and this partnership cements it on our roadmap for years to come. We look forward to showing the industry the power of uniting Salesforce with the Phoenix mindset to deliver impactful changes and outcomes. Visit our website to read our Salesforce blogs and download our Salesforce Leadership fact sheet. So much more to come – Stay tuned and thanks for the support!

Download our Salesforce Fact Sheet here.

Learn about our Three Pillars to successfully implementing Salesforce:
Pillar 1: The Right Strategy
Pillar 2: Defining the Right Process
Pillar 3: The Right Talent