by Kristin Martin | Nov 30, 2020 | Alternative Asset Management, Fund Management Software, Private Equity Software, 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 Nicole Pinto | Nov 23, 2020 | 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 There are common misconceptions about Salesforce for Private Equity. Firms find the platform intimidating to work with because of the robust features it offers out-of-the-box....
by Caroline Liegey | Oct 5, 2020 | Salesforce.com
The Salesforce Winter ‘21 Release will roll out on October 9th and 16th. 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, 2020 | 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 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...
