The Out and About Podcast19 Jun 2024

Salesforce for Financial Services: Getting More Out of Your Investment with Spencer Lowe of SOLVD.cloud

Spencer Lowe, CEO of SOLVD.cloud, was interested in entrepreneurship from a young age, starting with mowing lawns and door-to-door sales. Inspired by his father's late-career business venture, Spencer pursued his ambition to start his own business, earning a master's degree in information systems management. He began his career at a firm, where he honed his skills as a Salesforce consultant. Recognizing the rapid growth in the Salesforce market, Spencer founded SOLVD.cloud in 2019 to tackle its inefficiencies and the high costs faced by companies. Initially serving a broad client base, SOLVD.cloud refocused during the COVID-19 pandemic on high-tech SaaS and financial services, sectors that saw increased spending during this time. Today, SOLVD.cloud is renowned for its expertise in these areas, empowering businesses to revolutionize their CRM systems by optimizing tools and products to enhance workflows and drive growth. Emphasizing project management and technical expertise, SOLVD.cloud cultivates top Salesforce consultants and is thriving under Spencer’s leadership.

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Tune in as we chat with Spencer about how to manage the implementation of Salesforce over time; compliance and other issues around using Salesforce in financial services; and how to know if you need Salesforce and its particular products, tiers, and integrations.

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Episoder(93)

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Best Social Media Platforms for Financial Services (Part I)

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Marketing in 2026: Trends, Tips, Tactics, and More

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17 Feb 37min

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19 Jan 32min

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