Salesforce Backup
and Security

Providing guidance and security
for your data

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Guidance on Protecting Your Data

Brightmark provides guidance on protecting and securing your internal and client data. We are Salesforce advocates for having a single source of truth (SSOT) for all of your client and business information. This SSOT is essential for business stability and success, which is why we focus on protection, security and business continuity.

Compliance
With Regulatory
Requirements

As financial services specialists, we are familiar with Canada’s national and provincial government requirements for data storage, such as CRM2, PIPEDA, and HIPAA. We work with clients to develop the data security strategy that allows you to achieve your business goals while complying with all regulatory requirements. To provide a complete solution for our clients, Brightmark partners with OwnBackup, the leading provider of Salesforce back-up and recovery technology.

What Clients
Say About
Brightmark

  • At Horizons ETFs we consider our work with Brightmark a true partnership. With their expertise we have been able to leverage our Salesforce client management system to its fullest potential.

    Horizons ETFs

    Tammy Cash,
    Executive Vice-President, Head of Marketing

  • The Brightmark team understands our business, our clients and our challenges, which allows them to implement quickly and cost-effectively. Brightmark’s deep bench of Salesforce experts working with us has been key to our continuous improvement.

    NEI Investments

    Steve Wylie
    Director, Digital Sales and Enablement

Let’s have a
conversation
about your needs

Our experience includes customizing, implementing and supporting the following Salesforce products:

  1. Review your business goals: where you want to go.
  2. Review your business needs: current systems, processes and status.
  3. Outline potential solutions, including recommended products and license mix.
  4. Outline your Salesforce options, including cost and speed of deployment.
  5. Provide your customized business proposal, including goals, problems, and solutions, approaches to be taken, and deliverables.