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…
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...5 Reasons to Reconsider Salesforce for Fund Management
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...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...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.
Altvia Care: Helping You Differentiate
Differentiate yourself in the PE crowd with Altvia Care: industry leading consulting and support throughout the lifetime of your Altvia solution.