by Jill Montera | Sep 30, 2019 | Salesforce.com
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...
by Nicole Pinto | Sep 9, 2019 | Alternative Asset Management, Fund Management Software, Investor Relations, Private Equity Software, Salesforce.com
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...
by Nicole Pinto | Aug 26, 2019 | Data Analytics & Business Intelligence, Fund Management Software, Investor Relations, Private Equity Software, Salesforce.com
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...
by Kevin Kelly | Jun 28, 2019 | Alternative Asset Management, Fund Management Software, Private Equity Software, Salesforce.com
The Salesforce platform can be an invaluable tool for private equity fund managers seeking to streamline fundraising, more effectively manage their portfol…
by Jill Montera | May 30, 2019 | Salesforce.com
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...
by Nicole Pinto | May 7, 2019 | Alternative Asset Management, Best Practice, Fund Management Software, Investor Relations, Private Equity Software, Salesforce.com
Why the leading CRM needs a little more for alternative investing. Many firms end up reaching out to us after having tried using Salesforce out-of-the-box and find that it doesn’t work for fund management. Altvia’s product, AIM is a platform built within...
