by Kevin Kelly | Jul 28, 2020 | Salesforce.com
SOLUTIONS BY STRATEGY PRIVATE EQUITY VENTURE CAPITAL Real Estate FAMILY OFFICE Institutional Investors, Endowments, Pensions Fund of Funds Placement Agents BY NEED Relationship & Data Management Data Room & LP Portal Business Intelligence INVESTOR...
by Caroline Liegey | Jul 2, 2020 | Salesforce.com
The Salesforce Summer ‘20 Release will roll out on July 10th and 17th. 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 Caroline Liegey | Feb 3, 2020 | Salesforce.com
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...
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...
