Salesforce. Reimagined for the AI Era.
Certified expertise across the full Salesforce platform — with an AI-first lens that your system integrator won't bring to the table.
Strategy and Architecture, Not Just Configuration
Globe Street Tech brings senior-level Salesforce strategy and implementation to financial services firms navigating CRM modernization, data consolidation, and AI adoption. Our practice spans the full Salesforce platform — from Financial Services Cloud architecture and data migration to Einstein AI and Agentforce integration — delivered by a practitioner who has led enterprise engagements at scale.
We work at the strategy and architecture layer, not just the configuration layer, which means our clients get a roadmap that survives the implementation. And because we sit at the intersection of Salesforce and Microsoft AI, we help organizations build connected ecosystems — not disconnected point solutions.
Financial Services Cloud Is Not a Configuration Project — It's a Transformation Program.
Globe Street Tech has led FSC engagements end-to-end: from stakeholder alignment and data model design through migration and go-live, with the institutional and regulatory context that community banks and specialty lenders require. If you're evaluating FSC as a path to consolidating your client data, automating advisor workflows, or connecting Salesforce to your AI stack, we should talk before you scope it.
Talk to BrianFull-Platform Salesforce Expertise
Financial Services Cloud
Strategy, architecture, implementation, and data migration for community banks, lenders, and insurers evaluating FSC as their client engagement platform.
Sales Cloud & CPQ
Pipeline management, quoting automation, and revenue operations alignment — from initial configuration through adoption and ongoing optimization.
CRM Analytics
Embedded analytics, custom dashboards, and predictive insights surfaced directly within the Salesforce platform — where your team already works.
Einstein AI & Agentforce
Native AI integration for lead scoring, case routing, and autonomous agent workflows — purpose-built for your Salesforce data model.
Pardot / Account Engagement
B2B marketing automation, nurture strategy, and CRM data alignment — closing the loop between marketing activity and sales pipeline.
Salesforce × Microsoft AI
Cross-platform integration connecting your Salesforce data with Azure OpenAI and Microsoft Copilot — one unified AI strategy across your enterprise stack.
AI Transformation Strategy
Use case discovery, platform selection, and roadmap development for CRM-led AI programs — grounded in what your data can actually support today.
Implementation Advisory
Fractional CRM leadership and strategic oversight for in-flight or stalled Salesforce programs — getting the right decisions made at the right moments.
The Large SIs Will Send You a Team.
We Send You the Person Who Has Done It Before.
6 Salesforce Certifications
AI Associate, Administrator, Sales Cloud, CRM Analytics, Pardot Specialist, CPQ Specialist — depth across the platform, not a single-cloud generalist.
FSC Delivery Experience
Led strategic roadmap, buildout, and data migration for a mid-size community bank — with the regulatory and institutional context that comes from the work, not a certification exam.
Enterprise SI Background
Principal Consultant at Mindtree — enterprise Salesforce delivery for a $3B global consulting firm. That rigor applies to every engagement, regardless of scale.
Evaluating Financial Services Cloud?
Let's have a senior-level conversation about your CRM strategy before you commit to a scope.