CHANGES TO AIM FROM SALESFORCE WINTER ‘20 RELEASE
The Salesforce Winter ‘20 Release will roll out on October 4th and 11th. Below are a few features that will be especially helpful for you and your firm. If you would like a more in-depth walkthrough of these features, please contact our Altvia Care team at...Changes to AIM from Salesforce Summer ‘19 Release
The Salesforce Summer ‘19 Release will roll out on June 7th and 14th. The release is intended to increase productivity and deliver personalized customer journeys with the latest Customer Success Platform innovations. These changes will all occur within the AIM...Changes to AIM from Salesforce Spring 2019 Release
Salesforce Spring Release rolled out at the beginning of January and these changes are all in our AIM product. We want to highlight a few features that will be especially helpful. If you want to walkthrough any of these in more depth, please contact our Altvia Care...Lead for Success: How to Differentiate in the Private Equity Crowd
What does differentiation look like for a Private Equity fund manager? This is a rather loaded question so let’s break it down. In Parts I and II of this series, we covered the building blocks for processes and systems that capture and warehouse data so that Private Equity firms can leverage new insights. Now, with Altvia’s VP of Customer Success, Jill Montera, let’s discuss how this foundation can lead to differentiation.