“We have been using XLR8 and Salesforce for the past two months and already can't imagine how we got by with our old ACT CRM. We have been extremely pleased with Moulton as they really undertook to understand our business and took a "whole view" of our technology. With this in hand, they performed the gargantuan task of converting nearly two decades of ACT data and customizing XLR8 to meet our needs. The multi-day training experience was invaluable as we have gained the tools to further customize. In the past we have had numerous spreadsheets to track various pieces of information and now, not only are we moving this data to Salesforce but also automating many of the processes to update the data. We spent a great deal of time reviewing other possible CRM alternatives for our financial advisory business and ended up very happily choosing this cream-of-the-crop alternative. We highly recommend Moulton and Salesforce.”

“From the beginning, Kim and her colleagues have worked patiently to understand the "DNA" of my office and tailor suggestions to my particular needs. The term "Partners " in their firm name is not a gimmick. It is what you feel like when you are working with them.”

“My life has gotten a lot easier thanks to Moulton Strategic Partners, Salesforce.com, and XLR8.  I no longer have to deal with the problems of software updates, training, or inflexibility.  My CRM software is now totally and easily customizable - either by myself or with the help of MSP. Thank you, Thank you, THANK YOU!”

“XLR8 has provided an open architecture platform allowing our boutique wealth management firm to provide clients a perfect consistent client experience. XLR8 allows our firm to grow without having to worry about an IT department, business disruptions, and business continuity issues. The folks at Moulton Strategic Partners understood our environment, listened to our needs and provided the solutions in English not in computer gobbleygook. Transfer process time consuming but end result is great for the client experience and delivery of that experience. ”

“What advisor could ask for more?  MSP is a virtual CIO that created a solution (XLR8) to meet my needs when one didn’t exist – now, that’s what I call service above and beyond!  Great product, great team, great service – an exceptional and unmatched combination! ”

“I've worked with Kim Moulton at both of the companies I've founded. MSP has been, quite simply, a significant factor in our success. She has both technical and practical knowledge, in abundance, and interacts with people in a tactful, polished and completely non-threatening manner. Kim has all the best qualities of a consultant, which include very high levels of conscientiousness, ethics and dedication. I consider myself lucky to have worked with her on numerous projects in the past, and would jump at the opportunity to work with her in the future!”

“Moulton Strategic partners has been instrumental in helping our firm develop and implement our technology solution.  At the core of the solution is salesforce.com the leading CRM solution in the industry.  MSP’s expertise in customizing salesforce.com and helping us integrate it with other cutting-edge web-based applications has been invaluable.”

“Our company has been using Salesforce and XLR8 for about a year now. I completely agree with all of the other positive reviews. XLR8 & Salesforce have really been a step forward in organizing our company. I highly recommend Moulton Strategic Partners and truly believe Bruce, Kerri & Kim can find a way to accomplish anything you ask of them.”

“Hiring Kim Moulton and Moulton Strategic Partners has been one of our best decisions. Kim has a unique knowledge of the industry's technological challenges and offers strategic objective value added solutions. Kim lead the way through several technological changes, and assisted in improving the operational processes to ensure the changes will be a success. Kim's focus on the People, Processes & Technology is a big part of her success. The return on this investment has been tremendous, and the efficiency gains will pay dividends for years to come. The entire staff is thrilled with the end results. Thank you Moulton Strategic Partners!”

“For those financial services firms looking for A-Level technology consulting and execution, look no further than Moulton Strategic Partners. Bruce and Kim Moulton and their extensive team did an excellent job of assessing our needs, identifying the appropriate CRM, and migrating our data from our prior web-based CRM into Salesforce using their XLR8 templates. As important as all of this was, nothing was more valuable than the time they dedicated to training all of our users (we have advisors and staff in 4 states), ensuring that we leveraged this technology right away. The XLR8 wealth management template is extraordinarily well thought out and highly customizable, and their Checklists add-on for Salesforce is revolutionizing our business by allowing us to capture all of our processes, ensuring consistency and a high level of client service.”

“Strategies for managing data and client relationships are crucial components of successful advisory firms. Few advisors would disagree with that. The difficulty arises when choosing the best solutions which are both functional and scalable. There are simply too many choices to evaluate and mistakes are always costly. Moulton Strategic Partners provided the expertise that Woodstone Financial needed to make intelligent choices. Our prospects for growth are much brighter as a result of working with MSP. We now have technology solutions which increase our efficiency and allow us to spend more time working with clients. In addition, we no longer have to go it alone- MSP has been a partner, providing excellent training and support along the way.”

“Kim Moulton not only has a solid technology background in database architecture, but also has a practical understanding of financial planning concepts through her experience with Back Office Solutions, LLC as a Registered Paraplanner (RP). With that background, Kim has the ability to see the optimal technological infrastructure for a practice, to provide a detailed process for integration, and to implement her solutions. With Kim’s understanding of the underlying structure of the programs financial planners use, she can most effectively recommend and implement solutions that will support the growth of a financial planning practice.”

“Working with Moulton Strategic Partners has been a pleasure from beginning to end.  From the initial consultations about our needs, through the nitty gritty implementation issues, you’ve helped us handle the little details in pursuit of a larger strategic design.  Everyone on your team has a great attitude, wonderful ability to configure XLR8 to fit our business needs, and an obviously high standard for responsiveness and results.”