AIM Fund Management Software vs. the Consultant
7 reasons why AIM fund management software by Altvia is better than hiring a consultant to customize your Salesforce CRM.
CHANGES TO AIM FROM SALESFORCE SPRING ‘20 RELEASE
The Salesforce Spring ‘20 Release will roll out on February 7th and 14th. 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 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...Challenges using Salesforce for Private Equity: Debunking the Myths
With Proper Configuration and Training, Salesforce Absolutely Does Work for Private Equity Salesforce was recently named the #1 CRM for the sixth year in a row. This distinction is high praise for the company that absolutely dominates the market. But reasonably, it...4 Benefits Using Salesforce for Private Equity
Salesforce is the world’s CRM powerhouse—here’s why that’s a good thing for Private Equity Salesforce has once again been named the world’s #1 CRM provider by the International Data Corporation (IDC). To celebrate the titan’s sixth consecutive year at the top, we...The 2019 Salesforce Private Equity/Venture Capital Template
The Salesforce platform can be an invaluable tool for private equity fund managers seeking to streamline fundraising, more effectively manage their portfol…