Harvest Solutions' Products

We know that sometimes core functionality of a CRM product doesn't necessarily give you everything your organization needs to to address your requirements. Based off of our extensive experience in working in the CRM industry, we have identified areas where our clients typically ask for additional funtionality.  There's a common thread to their needs which is why we've invested the time to create applications that can help enhance and extend the use of your CRM system.

harvest-bundler-280x205px   Harvest Bundler enables your sales team to Salesforce perform product kitting, bundling, and building of bills of material all with special pricing and breakouts by extending the Salesforce Products object. <<More>>
Harvest-Wealth-Management_280x205   Harvest Wealth Management is built on top of Salesforce’s industry leading CRM software and is tailored for advisers seeking to better manage their client relationships. our solution is designed to capture a holistic client profile by consolidating key information regarding client interactions, as well as their personal information and financial goals.  <<More>>