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...Service Secrets that Lead to Repeat Investments
Service — this is where best-in-class firms truly differentiate themselves from the competition. Instead of creating a more tactical management style, these savvy firms strategically position themselves to become less about “doing things right” and more about choosing the “right things to do” for their investors.