Altvia & Salesforce: Key Takeaways From Dreamforce 2018

Dreamforce–Salesforce’s annual user conference–offers the rare opportunity to rub shoulders with 170,000 other Salesforce users in a downtown San Francisco five-block radius, an annual setting for the CRM giant to trumpet another year of innovation and growth to key groups of analysts, and a showcase of features, products, and ideas from all corners of the Salesforce ecosystem. For those of us attending from Altvia, Dreamforce provided time and space to reflect on the platform’s direction and to brainstorm about new ways to continue weaving Salesforce into the core of Altvia Care and our product suite.

Discover Best Practices for Private Equity Software

At Altvia, we’re dedicated to making learning easy and intuitive for our Private Equity software customers. We know that mastering new products and features takes time and that your time is a valuable commodity.
That’s why we’ve launched the Altvia Knowledge Base. This easy-to-use online learning center can improve your productivity by providing the information you need, when you need it.

Leading for Success: How to Differentiate in the Private Equity Crowd – Part I

How can Private Equity firms differentiate themselves in an increasingly competitive market? To explore the process by which fund managers and institutional investors can achieve differentiation on their “path to the top,” I interviewed Jill Montera, VP of Customer Success at Altvia.

Make Better Decisions with Private Equity’s Inbox Solution

Data is becoming king, next to cash – and in the world of Private Equity, capturing data can be challenging and extremely time-consuming. This data is oftentimes transferred via email and becomes limited due to the lack of systems integration to capture and consolidate. The limitation not only affects data integrity at the system level, but also the housing of institutional knowledge within a Private Equity firm. If a member of the firm leaves, the accrued knowledge leaves as well. This can become a major challenge in times of resource constraints for both fund managers and institutional investors – as well as in times of accelerated growth.