SlideShare a Scribd company logo

Cardinal Capital Management - Salesforce and Advent APX Integration

•Download as PPTX, PDF•
•
Mansa Systems
Mansa Systems

"We implemented Salesforce, and integrated it with Advent, now I have a complete view of all our leads, clients, sales, and more” Emily Burt, VP, Cardinal Capital Management

Technology
1 of 1
Integration Problem Cardinal Capital Management was only using Advent APX with limited CRM functionality and no mobile access to data, no complete customer view, no view of pipeline Solution Mansa implemented Salesforce and integrated with Advent APX Benefits  Increased sales, reduced dropped sales, better customer experience  Complete pipeline view and accurate forecasting  Improved remote efficiency of sales team 297 “Mansa was recommended to my firm for our Salesforce implementation so that we could integrate with Advent. Not only were they knowledgeable and experienced in this, but it has become the perfect working system for our sales team.” “They really are experts at what they do!” Emily Burt - VP Marketing, Communications, and Business Development

Recommended

Mansa Systems Salesforce Integration Customer Success
Mansa Systems Salesforce Integration Customer SuccessMansa Systems Salesforce Integration Customer Success
Mansa Systems Salesforce Integration Customer SuccessMansa Systems
 
Appature - MS Dynamics to Salesforce Migration - Success Story
Appature - MS Dynamics to Salesforce Migration - Success StoryAppature - MS Dynamics to Salesforce Migration - Success Story
Appature - MS Dynamics to Salesforce Migration - Success StoryMansa Systems
 
High tech firm uses Salesforce to automate, streamline channel partner order ...
High tech firm uses Salesforce to automate, streamline channel partner order ...High tech firm uses Salesforce to automate, streamline channel partner order ...
High tech firm uses Salesforce to automate, streamline channel partner order ...Mansa Systems
 
Adtran_Salesforce customization force.com_development_success story
Adtran_Salesforce customization force.com_development_success storyAdtran_Salesforce customization force.com_development_success story
Adtran_Salesforce customization force.com_development_success storyMansa Systems
 
Mansa Systems force.com Customer Success
Mansa Systems force.com Customer SuccessMansa Systems force.com Customer Success
Mansa Systems force.com Customer SuccessMansa Systems
 
Paypal Application Review Process Automated with force.com Development Succes...
Paypal Application Review Process Automated with force.com Development Succes...Paypal Application Review Process Automated with force.com Development Succes...
Paypal Application Review Process Automated with force.com Development Succes...Mansa Systems
 
Luminous Capital - Salesforce, Advent Integration - Success Story
Luminous Capital - Salesforce, Advent Integration - Success StoryLuminous Capital - Salesforce, Advent Integration - Success Story
Luminous Capital - Salesforce, Advent Integration - Success StoryMansa Systems
 
ServiceNow & Salesforce Integration
ServiceNow & Salesforce IntegrationServiceNow & Salesforce Integration
ServiceNow & Salesforce IntegrationMansa Systems
 

Recommended

Mansa Systems Salesforce Integration Customer Success
Mansa Systems Salesforce Integration Customer SuccessMansa Systems Salesforce Integration Customer Success
Mansa Systems Salesforce Integration Customer SuccessMansa Systems
 
Appature - MS Dynamics to Salesforce Migration - Success Story
Appature - MS Dynamics to Salesforce Migration - Success StoryAppature - MS Dynamics to Salesforce Migration - Success Story
Appature - MS Dynamics to Salesforce Migration - Success StoryMansa Systems
 
High tech firm uses Salesforce to automate, streamline channel partner order ...
High tech firm uses Salesforce to automate, streamline channel partner order ...High tech firm uses Salesforce to automate, streamline channel partner order ...
High tech firm uses Salesforce to automate, streamline channel partner order ...Mansa Systems
 
Adtran_Salesforce customization force.com_development_success story
Adtran_Salesforce customization force.com_development_success storyAdtran_Salesforce customization force.com_development_success story
Adtran_Salesforce customization force.com_development_success storyMansa Systems
 
Mansa Systems force.com Customer Success
Mansa Systems force.com Customer SuccessMansa Systems force.com Customer Success
Mansa Systems force.com Customer SuccessMansa Systems
 
Paypal Application Review Process Automated with force.com Development Succes...
Paypal Application Review Process Automated with force.com Development Succes...Paypal Application Review Process Automated with force.com Development Succes...
Paypal Application Review Process Automated with force.com Development Succes...Mansa Systems
 
Luminous Capital - Salesforce, Advent Integration - Success Story
Luminous Capital - Salesforce, Advent Integration - Success StoryLuminous Capital - Salesforce, Advent Integration - Success Story
Luminous Capital - Salesforce, Advent Integration - Success StoryMansa Systems
 
ServiceNow & Salesforce Integration
ServiceNow & Salesforce IntegrationServiceNow & Salesforce Integration
ServiceNow & Salesforce IntegrationMansa Systems
 
Fortren Funding - Salesforce and Encompass Integration
Fortren Funding - Salesforce and Encompass IntegrationFortren Funding - Salesforce and Encompass Integration
Fortren Funding - Salesforce and Encompass IntegrationMansa Systems
 
IDS_Rapport plug-in for Salesforce_success story
IDS_Rapport plug-in for Salesforce_success storyIDS_Rapport plug-in for Salesforce_success story
IDS_Rapport plug-in for Salesforce_success storyMansa Systems
 
Empower Inside Sales With High Velocity Sales (Salesforce + AI)
Empower Inside Sales With High Velocity Sales (Salesforce + AI)Empower Inside Sales With High Velocity Sales (Salesforce + AI)
Empower Inside Sales With High Velocity Sales (Salesforce + AI)Harshala Shewale ☁
 
Top Benefits of Salesforce in Business
Top Benefits of Salesforce in BusinessTop Benefits of Salesforce in Business
Top Benefits of Salesforce in BusinessFexle Services Pvt. Ltd.
 
Part1 cloud computing
Part1 cloud computingPart1 cloud computing
Part1 cloud computingShrishtyDhiman1
 
Salesforce automation tools at a glance
Salesforce automation tools at a glanceSalesforce automation tools at a glance
Salesforce automation tools at a glanceCloud Analogy
 
Absyz - Why choose salesforce integrator in usa?
Absyz - Why choose salesforce integrator in usa?Absyz - Why choose salesforce integrator in usa?
Absyz - Why choose salesforce integrator in usa?Khushali Thakkar
 
Crm
CrmCrm
CrmMrirfan
 
Improve Sales Performance with Salesforce Einstein Analytics
Improve Sales Performance with Salesforce Einstein AnalyticsImprove Sales Performance with Salesforce Einstein Analytics
Improve Sales Performance with Salesforce Einstein AnalyticsDocmation
 
Why Choose Salesforce CRM for your Business?
Why Choose Salesforce CRM for your Business?Why Choose Salesforce CRM for your Business?
Why Choose Salesforce CRM for your Business?Fexle Services Pvt. Ltd.
 
What Is CRM And Its Benefits?
What Is CRM And Its Benefits?What Is CRM And Its Benefits?
What Is CRM And Its Benefits?Cloud Analogy
 
Salesforce Tableau CRM - Quick Overview
Salesforce Tableau CRM - Quick OverviewSalesforce Tableau CRM - Quick Overview
Salesforce Tableau CRM - Quick OverviewHarshala Shewale ☁
 
Decotech Salesforce Implementation
Decotech Salesforce ImplementationDecotech Salesforce Implementation
Decotech Salesforce ImplementationMansa Systems
 
Introduction to Channel Order App
Introduction to Channel Order AppIntroduction to Channel Order App
Introduction to Channel Order AppCloud Analogy
 
Topcon Ecommerce Portal in Salesforce Success Story
Topcon Ecommerce Portal in Salesforce Success StoryTopcon Ecommerce Portal in Salesforce Success Story
Topcon Ecommerce Portal in Salesforce Success StoryMansa Systems
 
Salesforce + Sage ERP: A Powerful Combination
Salesforce + Sage ERP: A Powerful CombinationSalesforce + Sage ERP: A Powerful Combination
Salesforce + Sage ERP: A Powerful CombinationNet at Work
 
Session 1: INTRODUCTION TO SALESFORCE
Session 1: INTRODUCTION TO SALESFORCESession 1: INTRODUCTION TO SALESFORCE
Session 1: INTRODUCTION TO SALESFORCESmritiSharan1
 
SynQ, the servicenow connector datasheet
SynQ, the servicenow connector datasheetSynQ, the servicenow connector datasheet
SynQ, the servicenow connector datasheetMansa Systems
 
Why You Should Hire A Salesforce Consultant For Your Business
Why You Should Hire A Salesforce Consultant For Your BusinessWhy You Should Hire A Salesforce Consultant For Your Business
Why You Should Hire A Salesforce Consultant For Your BusinessCloud Analogy
 
#ImpactSalesforceSaturday: All about Data Preparation
#ImpactSalesforceSaturday: All about Data Preparation#ImpactSalesforceSaturday: All about Data Preparation
#ImpactSalesforceSaturday: All about Data PreparationNew Delhi Salesforce Developer Group
 
SynQ ServiceNow Integration Platform Datasheet
SynQ ServiceNow Integration Platform DatasheetSynQ ServiceNow Integration Platform Datasheet
SynQ ServiceNow Integration Platform DatasheetMansa Systems
 
What High-Tech Enterprises Should look for When Selecting a Salesforce implem...
What High-Tech Enterprises Should look for When Selecting a Salesforce implem...What High-Tech Enterprises Should look for When Selecting a Salesforce implem...
What High-Tech Enterprises Should look for When Selecting a Salesforce implem...Mansa Systems
 

More Related Content

What's hot

Fortren Funding - Salesforce and Encompass Integration
Fortren Funding - Salesforce and Encompass IntegrationFortren Funding - Salesforce and Encompass Integration
Fortren Funding - Salesforce and Encompass IntegrationMansa Systems
 
IDS_Rapport plug-in for Salesforce_success story
IDS_Rapport plug-in for Salesforce_success storyIDS_Rapport plug-in for Salesforce_success story
IDS_Rapport plug-in for Salesforce_success storyMansa Systems
 
Empower Inside Sales With High Velocity Sales (Salesforce + AI)
Empower Inside Sales With High Velocity Sales (Salesforce + AI)Empower Inside Sales With High Velocity Sales (Salesforce + AI)
Empower Inside Sales With High Velocity Sales (Salesforce + AI)Harshala Shewale ☁
 
Salesforce automation tools at a glance
Salesforce automation tools at a glanceSalesforce automation tools at a glance
Salesforce automation tools at a glanceCloud Analogy
 
Absyz - Why choose salesforce integrator in usa?
Absyz - Why choose salesforce integrator in usa?Absyz - Why choose salesforce integrator in usa?
Absyz - Why choose salesforce integrator in usa?Khushali Thakkar
 
Improve Sales Performance with Salesforce Einstein Analytics
Improve Sales Performance with Salesforce Einstein AnalyticsImprove Sales Performance with Salesforce Einstein Analytics
Improve Sales Performance with Salesforce Einstein AnalyticsDocmation
 
Why Choose Salesforce CRM for your Business?
Why Choose Salesforce CRM for your Business?Why Choose Salesforce CRM for your Business?
Why Choose Salesforce CRM for your Business?Fexle Services Pvt. Ltd.
 
What Is CRM And Its Benefits?
What Is CRM And Its Benefits?What Is CRM And Its Benefits?
What Is CRM And Its Benefits?Cloud Analogy
 
Salesforce Tableau CRM - Quick Overview
Salesforce Tableau CRM - Quick OverviewSalesforce Tableau CRM - Quick Overview
Salesforce Tableau CRM - Quick OverviewHarshala Shewale ☁
 
Decotech Salesforce Implementation
Decotech Salesforce ImplementationDecotech Salesforce Implementation
Decotech Salesforce ImplementationMansa Systems
 
Introduction to Channel Order App
Introduction to Channel Order AppIntroduction to Channel Order App
Introduction to Channel Order AppCloud Analogy
 
Topcon Ecommerce Portal in Salesforce Success Story
Topcon Ecommerce Portal in Salesforce Success StoryTopcon Ecommerce Portal in Salesforce Success Story
Topcon Ecommerce Portal in Salesforce Success StoryMansa Systems
 
Salesforce + Sage ERP: A Powerful Combination
Salesforce + Sage ERP: A Powerful CombinationSalesforce + Sage ERP: A Powerful Combination
Salesforce + Sage ERP: A Powerful CombinationNet at Work
 
Session 1: INTRODUCTION TO SALESFORCE
Session 1: INTRODUCTION TO SALESFORCESession 1: INTRODUCTION TO SALESFORCE
Session 1: INTRODUCTION TO SALESFORCESmritiSharan1
 
SynQ, the servicenow connector datasheet
SynQ, the servicenow connector datasheetSynQ, the servicenow connector datasheet
SynQ, the servicenow connector datasheetMansa Systems
 
Why You Should Hire A Salesforce Consultant For Your Business
Why You Should Hire A Salesforce Consultant For Your BusinessWhy You Should Hire A Salesforce Consultant For Your Business
Why You Should Hire A Salesforce Consultant For Your BusinessCloud Analogy
 

What's hot (20)

Fortren Funding - Salesforce and Encompass Integration
Fortren Funding - Salesforce and Encompass IntegrationFortren Funding - Salesforce and Encompass Integration
Fortren Funding - Salesforce and Encompass Integration
 
IDS_Rapport plug-in for Salesforce_success story
IDS_Rapport plug-in for Salesforce_success storyIDS_Rapport plug-in for Salesforce_success story
IDS_Rapport plug-in for Salesforce_success story
 
Empower Inside Sales With High Velocity Sales (Salesforce + AI)
Empower Inside Sales With High Velocity Sales (Salesforce + AI)Empower Inside Sales With High Velocity Sales (Salesforce + AI)
Empower Inside Sales With High Velocity Sales (Salesforce + AI)
 
Top Benefits of Salesforce in Business
Top Benefits of Salesforce in BusinessTop Benefits of Salesforce in Business
Top Benefits of Salesforce in Business
 
Part1 cloud computing
Part1 cloud computingPart1 cloud computing
Part1 cloud computing
 
Salesforce automation tools at a glance
Salesforce automation tools at a glanceSalesforce automation tools at a glance
Salesforce automation tools at a glance
 
Absyz - Why choose salesforce integrator in usa?
Absyz - Why choose salesforce integrator in usa?Absyz - Why choose salesforce integrator in usa?
Absyz - Why choose salesforce integrator in usa?
 
Crm
CrmCrm
Crm
 
Improve Sales Performance with Salesforce Einstein Analytics
Improve Sales Performance with Salesforce Einstein AnalyticsImprove Sales Performance with Salesforce Einstein Analytics
Improve Sales Performance with Salesforce Einstein Analytics
 
Why Choose Salesforce CRM for your Business?
Why Choose Salesforce CRM for your Business?Why Choose Salesforce CRM for your Business?
Why Choose Salesforce CRM for your Business?
 
What Is CRM And Its Benefits?
What Is CRM And Its Benefits?What Is CRM And Its Benefits?
What Is CRM And Its Benefits?
 
Salesforce Tableau CRM - Quick Overview
Salesforce Tableau CRM - Quick OverviewSalesforce Tableau CRM - Quick Overview
Salesforce Tableau CRM - Quick Overview
 
Decotech Salesforce Implementation
Decotech Salesforce ImplementationDecotech Salesforce Implementation
Decotech Salesforce Implementation
 
Introduction to Channel Order App
Introduction to Channel Order AppIntroduction to Channel Order App
Introduction to Channel Order App
 
Topcon Ecommerce Portal in Salesforce Success Story
Topcon Ecommerce Portal in Salesforce Success StoryTopcon Ecommerce Portal in Salesforce Success Story
Topcon Ecommerce Portal in Salesforce Success Story
 
Salesforce + Sage ERP: A Powerful Combination
Salesforce + Sage ERP: A Powerful CombinationSalesforce + Sage ERP: A Powerful Combination
Salesforce + Sage ERP: A Powerful Combination
 
Session 1: INTRODUCTION TO SALESFORCE
Session 1: INTRODUCTION TO SALESFORCESession 1: INTRODUCTION TO SALESFORCE
Session 1: INTRODUCTION TO SALESFORCE
 
SynQ, the servicenow connector datasheet
SynQ, the servicenow connector datasheetSynQ, the servicenow connector datasheet
SynQ, the servicenow connector datasheet
 
Why You Should Hire A Salesforce Consultant For Your Business
Why You Should Hire A Salesforce Consultant For Your BusinessWhy You Should Hire A Salesforce Consultant For Your Business
Why You Should Hire A Salesforce Consultant For Your Business
 
#ImpactSalesforceSaturday: All about Data Preparation
#ImpactSalesforceSaturday: All about Data Preparation#ImpactSalesforceSaturday: All about Data Preparation
#ImpactSalesforceSaturday: All about Data Preparation
 

More from Mansa Systems

SynQ ServiceNow Integration Platform Datasheet
SynQ ServiceNow Integration Platform DatasheetSynQ ServiceNow Integration Platform Datasheet
SynQ ServiceNow Integration Platform DatasheetMansa Systems
 
What High-Tech Enterprises Should look for When Selecting a Salesforce implem...
What High-Tech Enterprises Should look for When Selecting a Salesforce implem...What High-Tech Enterprises Should look for When Selecting a Salesforce implem...
What High-Tech Enterprises Should look for When Selecting a Salesforce implem...Mansa Systems
 
HSG Salesforce community implementation case study
HSG Salesforce community implementation case studyHSG Salesforce community implementation case study
HSG Salesforce community implementation case studyMansa Systems
 
Cartera case study - Salesforce custom development
Cartera case study - Salesforce custom developmentCartera case study - Salesforce custom development
Cartera case study - Salesforce custom developmentMansa Systems
 
Irrigation Matters Salesforce Implementation
Irrigation Matters Salesforce ImplementationIrrigation Matters Salesforce Implementation
Irrigation Matters Salesforce ImplementationMansa Systems
 
Mansa Systems Presentation at San Mateo Salesforce Workshop 9-16
Mansa Systems Presentation at San Mateo Salesforce Workshop 9-16Mansa Systems Presentation at San Mateo Salesforce Workshop 9-16
Mansa Systems Presentation at San Mateo Salesforce Workshop 9-16Mansa Systems
 
Premier Marine Salesforce Implementation and Data Migration
Premier Marine Salesforce Implementation and Data MigrationPremier Marine Salesforce Implementation and Data Migration
Premier Marine Salesforce Implementation and Data MigrationMansa Systems
 
ServiceNow & Jira Integration
ServiceNow & Jira IntegrationServiceNow & Jira Integration
ServiceNow & Jira IntegrationMansa Systems
 
ServiceNow & Sharepoint Integration
ServiceNow & Sharepoint IntegrationServiceNow & Sharepoint Integration
ServiceNow & Sharepoint IntegrationMansa Systems
 
MassMailer Premier Support datasheet
MassMailer Premier Support datasheetMassMailer Premier Support datasheet
MassMailer Premier Support datasheetMansa Systems
 
Allen Tate - Salesforce MassMailer Case Study
Allen Tate - Salesforce MassMailer Case StudyAllen Tate - Salesforce MassMailer Case Study
Allen Tate - Salesforce MassMailer Case StudyMansa Systems
 
Real Trends Uses MassMailer with their Clients
Real Trends Uses MassMailer with their ClientsReal Trends Uses MassMailer with their Clients
Real Trends Uses MassMailer with their ClientsMansa Systems
 
Thermo Materials migrates to Salesforce and streamlines their sales and deliv...
Thermo Materials migrates to Salesforce and streamlines their sales and deliv...Thermo Materials migrates to Salesforce and streamlines their sales and deliv...
Thermo Materials migrates to Salesforce and streamlines their sales and deliv...Mansa Systems
 
Guidance Software integrates Salesforce and Oracle EBS
Guidance Software integrates Salesforce and Oracle EBSGuidance Software integrates Salesforce and Oracle EBS
Guidance Software integrates Salesforce and Oracle EBSMansa Systems
 
Century Industrial Coatings implements Salesforce and streamlines their sales...
Century Industrial Coatings implements Salesforce and streamlines their sales...Century Industrial Coatings implements Salesforce and streamlines their sales...
Century Industrial Coatings implements Salesforce and streamlines their sales...Mansa Systems
 
Transportation Impact Takes a New Look at their Data
Transportation Impact Takes a New Look at their DataTransportation Impact Takes a New Look at their Data
Transportation Impact Takes a New Look at their DataMansa Systems
 
Mansa Systems DocuSign Services
Mansa Systems DocuSign ServicesMansa Systems DocuSign Services
Mansa Systems DocuSign ServicesMansa Systems
 
Mansa Systems Salesforce Communities Quick Starts One Pager
Mansa Systems Salesforce Communities Quick Starts One PagerMansa Systems Salesforce Communities Quick Starts One Pager
Mansa Systems Salesforce Communities Quick Starts One PagerMansa Systems
 
Speedway Benefits implements Salesforce
Speedway Benefits implements SalesforceSpeedway Benefits implements Salesforce
Speedway Benefits implements SalesforceMansa Systems
 
Mansa Systems Salesforce data migration package
Mansa Systems Salesforce data migration packageMansa Systems Salesforce data migration package
Mansa Systems Salesforce data migration packageMansa Systems
 

More from Mansa Systems (20)

SynQ ServiceNow Integration Platform Datasheet
SynQ ServiceNow Integration Platform DatasheetSynQ ServiceNow Integration Platform Datasheet
SynQ ServiceNow Integration Platform Datasheet
 
What High-Tech Enterprises Should look for When Selecting a Salesforce implem...
What High-Tech Enterprises Should look for When Selecting a Salesforce implem...What High-Tech Enterprises Should look for When Selecting a Salesforce implem...
What High-Tech Enterprises Should look for When Selecting a Salesforce implem...
 
HSG Salesforce community implementation case study
HSG Salesforce community implementation case studyHSG Salesforce community implementation case study
HSG Salesforce community implementation case study
 
Cartera case study - Salesforce custom development
Cartera case study - Salesforce custom developmentCartera case study - Salesforce custom development
Cartera case study - Salesforce custom development
 
Irrigation Matters Salesforce Implementation
Irrigation Matters Salesforce ImplementationIrrigation Matters Salesforce Implementation
Irrigation Matters Salesforce Implementation
 
Mansa Systems Presentation at San Mateo Salesforce Workshop 9-16
Mansa Systems Presentation at San Mateo Salesforce Workshop 9-16Mansa Systems Presentation at San Mateo Salesforce Workshop 9-16
Mansa Systems Presentation at San Mateo Salesforce Workshop 9-16
 
Premier Marine Salesforce Implementation and Data Migration
Premier Marine Salesforce Implementation and Data MigrationPremier Marine Salesforce Implementation and Data Migration
Premier Marine Salesforce Implementation and Data Migration
 
ServiceNow & Jira Integration
ServiceNow & Jira IntegrationServiceNow & Jira Integration
ServiceNow & Jira Integration
 
ServiceNow & Sharepoint Integration
ServiceNow & Sharepoint IntegrationServiceNow & Sharepoint Integration
ServiceNow & Sharepoint Integration
 
MassMailer Premier Support datasheet
MassMailer Premier Support datasheetMassMailer Premier Support datasheet
MassMailer Premier Support datasheet
 
Allen Tate - Salesforce MassMailer Case Study
Allen Tate - Salesforce MassMailer Case StudyAllen Tate - Salesforce MassMailer Case Study
Allen Tate - Salesforce MassMailer Case Study
 
Real Trends Uses MassMailer with their Clients
Real Trends Uses MassMailer with their ClientsReal Trends Uses MassMailer with their Clients
Real Trends Uses MassMailer with their Clients
 
Thermo Materials migrates to Salesforce and streamlines their sales and deliv...
Thermo Materials migrates to Salesforce and streamlines their sales and deliv...Thermo Materials migrates to Salesforce and streamlines their sales and deliv...
Thermo Materials migrates to Salesforce and streamlines their sales and deliv...
 
Guidance Software integrates Salesforce and Oracle EBS
Guidance Software integrates Salesforce and Oracle EBSGuidance Software integrates Salesforce and Oracle EBS
Guidance Software integrates Salesforce and Oracle EBS
 
Century Industrial Coatings implements Salesforce and streamlines their sales...
Century Industrial Coatings implements Salesforce and streamlines their sales...Century Industrial Coatings implements Salesforce and streamlines their sales...
Century Industrial Coatings implements Salesforce and streamlines their sales...
 
Transportation Impact Takes a New Look at their Data
Transportation Impact Takes a New Look at their DataTransportation Impact Takes a New Look at their Data
Transportation Impact Takes a New Look at their Data
 
Mansa Systems DocuSign Services
Mansa Systems DocuSign ServicesMansa Systems DocuSign Services
Mansa Systems DocuSign Services
 
Mansa Systems Salesforce Communities Quick Starts One Pager
Mansa Systems Salesforce Communities Quick Starts One PagerMansa Systems Salesforce Communities Quick Starts One Pager
Mansa Systems Salesforce Communities Quick Starts One Pager
 
Speedway Benefits implements Salesforce
Speedway Benefits implements SalesforceSpeedway Benefits implements Salesforce
Speedway Benefits implements Salesforce
 
Mansa Systems Salesforce data migration package
Mansa Systems Salesforce data migration packageMansa Systems Salesforce data migration package
Mansa Systems Salesforce data migration package
 

Recently uploaded

2024 April Patch Tuesday
2024 April Patch Tuesday2024 April Patch Tuesday
2024 April Patch TuesdayIvanti
 
Arizona Broadband Policy Past, Present, and Future Presentation 3/25/24
Arizona Broadband Policy Past, Present, and Future Presentation 3/25/24Arizona Broadband Policy Past, Present, and Future Presentation 3/25/24
Arizona Broadband Policy Past, Present, and Future Presentation 3/25/24Mark Goldstein
 
What is DBT - The Ultimate Data Build Tool.pdf
What is DBT - The Ultimate Data Build Tool.pdfWhat is DBT - The Ultimate Data Build Tool.pdf
What is DBT - The Ultimate Data Build Tool.pdfMounikaPolabathina
 
Use of FIDO in the Payments and Identity Landscape: FIDO Paris Seminar.pptx
Use of FIDO in the Payments and Identity Landscape: FIDO Paris Seminar.pptxUse of FIDO in the Payments and Identity Landscape: FIDO Paris Seminar.pptx
Use of FIDO in the Payments and Identity Landscape: FIDO Paris Seminar.pptxLoriGlavin3
 
Rise of the Machines: Known As Drones...
Rise of the Machines: Known As Drones...Rise of the Machines: Known As Drones...
Rise of the Machines: Known As Drones...Rick Flair
 
Merck Moving Beyond Passwords: FIDO Paris Seminar.pptx
Merck Moving Beyond Passwords: FIDO Paris Seminar.pptxMerck Moving Beyond Passwords: FIDO Paris Seminar.pptx
Merck Moving Beyond Passwords: FIDO Paris Seminar.pptxLoriGlavin3
 
UiPath Community: Communication Mining from Zero to Hero
UiPath Community: Communication Mining from Zero to HeroUiPath Community: Communication Mining from Zero to Hero
UiPath Community: Communication Mining from Zero to HeroUiPathCommunity
 
Emixa Mendix Meetup 11 April 2024 about Mendix Native development
Emixa Mendix Meetup 11 April 2024 about Mendix Native developmentEmixa Mendix Meetup 11 April 2024 about Mendix Native development
Emixa Mendix Meetup 11 April 2024 about Mendix Native developmentPim van der Noll
 
The Fit for Passkeys for Employee and Consumer Sign-ins: FIDO Paris Seminar.pptx
The Fit for Passkeys for Employee and Consumer Sign-ins: FIDO Paris Seminar.pptxThe Fit for Passkeys for Employee and Consumer Sign-ins: FIDO Paris Seminar.pptx
The Fit for Passkeys for Employee and Consumer Sign-ins: FIDO Paris Seminar.pptxLoriGlavin3
 
The Ultimate Guide to Choosing WordPress Pros and Cons
The Ultimate Guide to Choosing WordPress Pros and ConsThe Ultimate Guide to Choosing WordPress Pros and Cons
The Ultimate Guide to Choosing WordPress Pros and ConsPixlogix Infotech
 
Moving Beyond Passwords: FIDO Paris Seminar.pdf
Moving Beyond Passwords: FIDO Paris Seminar.pdfMoving Beyond Passwords: FIDO Paris Seminar.pdf
Moving Beyond Passwords: FIDO Paris Seminar.pdfLoriGlavin3
 
So einfach geht modernes Roaming fuer Notes und Nomad.pdf
So einfach geht modernes Roaming fuer Notes und Nomad.pdfSo einfach geht modernes Roaming fuer Notes und Nomad.pdf
So einfach geht modernes Roaming fuer Notes und Nomad.pdfpanagenda
 
Assure Ecommerce and Retail Operations Uptime with ThousandEyes
Assure Ecommerce and Retail Operations Uptime with ThousandEyesAssure Ecommerce and Retail Operations Uptime with ThousandEyes
Assure Ecommerce and Retail Operations Uptime with ThousandEyesThousandEyes
 
Decarbonising Buildings: Making a net-zero built environment a reality
Decarbonising Buildings: Making a net-zero built environment a realityDecarbonising Buildings: Making a net-zero built environment a reality
Decarbonising Buildings: Making a net-zero built environment a realityIES VE
 
Connecting the Dots for Information Discovery.pdf
Connecting the Dots for Information Discovery.pdfConnecting the Dots for Information Discovery.pdf
Connecting the Dots for Information Discovery.pdfNeo4j
 
Enhancing User Experience - Exploring the Latest Features of Tallyman Axis Lo...
Enhancing User Experience - Exploring the Latest Features of Tallyman Axis Lo...Enhancing User Experience - Exploring the Latest Features of Tallyman Axis Lo...
Enhancing User Experience - Exploring the Latest Features of Tallyman Axis Lo...Scott Andery
 
The State of Passkeys with FIDO Alliance.pptx
The State of Passkeys with FIDO Alliance.pptxThe State of Passkeys with FIDO Alliance.pptx
The State of Passkeys with FIDO Alliance.pptxLoriGlavin3
 
Testing tools and AI - ideas what to try with some tool examples
Testing tools and AI - ideas what to try with some tool examplesTesting tools and AI - ideas what to try with some tool examples
Testing tools and AI - ideas what to try with some tool examplesKari Kakkonen
 
New from BookNet Canada for 2024: Loan Stars - Tech Forum 2024
New from BookNet Canada for 2024: Loan Stars - Tech Forum 2024New from BookNet Canada for 2024: Loan Stars - Tech Forum 2024
New from BookNet Canada for 2024: Loan Stars - Tech Forum 2024BookNet Canada
 
TeamStation AI System Report LATAM IT Salaries 2024
TeamStation AI System Report LATAM IT Salaries 2024TeamStation AI System Report LATAM IT Salaries 2024
TeamStation AI System Report LATAM IT Salaries 2024Lonnie McRorey
 

Recently uploaded (20)

2024 April Patch Tuesday
2024 April Patch Tuesday2024 April Patch Tuesday
2024 April Patch Tuesday
 
Arizona Broadband Policy Past, Present, and Future Presentation 3/25/24
Arizona Broadband Policy Past, Present, and Future Presentation 3/25/24Arizona Broadband Policy Past, Present, and Future Presentation 3/25/24
Arizona Broadband Policy Past, Present, and Future Presentation 3/25/24
 
What is DBT - The Ultimate Data Build Tool.pdf
What is DBT - The Ultimate Data Build Tool.pdfWhat is DBT - The Ultimate Data Build Tool.pdf
What is DBT - The Ultimate Data Build Tool.pdf
 
Use of FIDO in the Payments and Identity Landscape: FIDO Paris Seminar.pptx
Use of FIDO in the Payments and Identity Landscape: FIDO Paris Seminar.pptxUse of FIDO in the Payments and Identity Landscape: FIDO Paris Seminar.pptx
Use of FIDO in the Payments and Identity Landscape: FIDO Paris Seminar.pptx
 
Rise of the Machines: Known As Drones...
Rise of the Machines: Known As Drones...Rise of the Machines: Known As Drones...
Rise of the Machines: Known As Drones...
 
Merck Moving Beyond Passwords: FIDO Paris Seminar.pptx
Merck Moving Beyond Passwords: FIDO Paris Seminar.pptxMerck Moving Beyond Passwords: FIDO Paris Seminar.pptx
Merck Moving Beyond Passwords: FIDO Paris Seminar.pptx
 
UiPath Community: Communication Mining from Zero to Hero
UiPath Community: Communication Mining from Zero to HeroUiPath Community: Communication Mining from Zero to Hero
UiPath Community: Communication Mining from Zero to Hero
 
Emixa Mendix Meetup 11 April 2024 about Mendix Native development
Emixa Mendix Meetup 11 April 2024 about Mendix Native developmentEmixa Mendix Meetup 11 April 2024 about Mendix Native development
Emixa Mendix Meetup 11 April 2024 about Mendix Native development
 
The Fit for Passkeys for Employee and Consumer Sign-ins: FIDO Paris Seminar.pptx
The Fit for Passkeys for Employee and Consumer Sign-ins: FIDO Paris Seminar.pptxThe Fit for Passkeys for Employee and Consumer Sign-ins: FIDO Paris Seminar.pptx
The Fit for Passkeys for Employee and Consumer Sign-ins: FIDO Paris Seminar.pptx
 
The Ultimate Guide to Choosing WordPress Pros and Cons
The Ultimate Guide to Choosing WordPress Pros and ConsThe Ultimate Guide to Choosing WordPress Pros and Cons
The Ultimate Guide to Choosing WordPress Pros and Cons
 
Moving Beyond Passwords: FIDO Paris Seminar.pdf
Moving Beyond Passwords: FIDO Paris Seminar.pdfMoving Beyond Passwords: FIDO Paris Seminar.pdf
Moving Beyond Passwords: FIDO Paris Seminar.pdf
 
So einfach geht modernes Roaming fuer Notes und Nomad.pdf
So einfach geht modernes Roaming fuer Notes und Nomad.pdfSo einfach geht modernes Roaming fuer Notes und Nomad.pdf
So einfach geht modernes Roaming fuer Notes und Nomad.pdf
 
Assure Ecommerce and Retail Operations Uptime with ThousandEyes
Assure Ecommerce and Retail Operations Uptime with ThousandEyesAssure Ecommerce and Retail Operations Uptime with ThousandEyes
Assure Ecommerce and Retail Operations Uptime with ThousandEyes
 
Decarbonising Buildings: Making a net-zero built environment a reality
Decarbonising Buildings: Making a net-zero built environment a realityDecarbonising Buildings: Making a net-zero built environment a reality
Decarbonising Buildings: Making a net-zero built environment a reality
 
Connecting the Dots for Information Discovery.pdf
Connecting the Dots for Information Discovery.pdfConnecting the Dots for Information Discovery.pdf
Connecting the Dots for Information Discovery.pdf
 
Enhancing User Experience - Exploring the Latest Features of Tallyman Axis Lo...
Enhancing User Experience - Exploring the Latest Features of Tallyman Axis Lo...Enhancing User Experience - Exploring the Latest Features of Tallyman Axis Lo...
Enhancing User Experience - Exploring the Latest Features of Tallyman Axis Lo...
 
The State of Passkeys with FIDO Alliance.pptx
The State of Passkeys with FIDO Alliance.pptxThe State of Passkeys with FIDO Alliance.pptx
The State of Passkeys with FIDO Alliance.pptx
 
Testing tools and AI - ideas what to try with some tool examples
Testing tools and AI - ideas what to try with some tool examplesTesting tools and AI - ideas what to try with some tool examples
Testing tools and AI - ideas what to try with some tool examples
 
New from BookNet Canada for 2024: Loan Stars - Tech Forum 2024
New from BookNet Canada for 2024: Loan Stars - Tech Forum 2024New from BookNet Canada for 2024: Loan Stars - Tech Forum 2024
New from BookNet Canada for 2024: Loan Stars - Tech Forum 2024
 
TeamStation AI System Report LATAM IT Salaries 2024
TeamStation AI System Report LATAM IT Salaries 2024TeamStation AI System Report LATAM IT Salaries 2024
TeamStation AI System Report LATAM IT Salaries 2024
 

Cardinal Capital Management - Salesforce and Advent APX Integration

  • 1. Integration Problem Cardinal Capital Management was only using Advent APX with limited CRM functionality and no mobile access to data, no complete customer view, no view of pipeline Solution Mansa implemented Salesforce and integrated with Advent APX Benefits  Increased sales, reduced dropped sales, better customer experience  Complete pipeline view and accurate forecasting  Improved remote efficiency of sales team 297 “Mansa was recommended to my firm for our Salesforce implementation so that we could integrate with Advent. Not only were they knowledgeable and experienced in this, but it has become the perfect working system for our sales team.” “They really are experts at what they do!” Emily Burt - VP Marketing, Communications, and Business Development