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Cardinal Capital Management - Salesforce and Advent APX Integration
Cardinal Capital Management faced integration issues with Advent APX due to limited CRM capabilities and lack of mobile access. Mansa implemented Salesforce, enhancing sales performance, customer experience, and pipeline visibility. This integration led to improved efficiency for the sales team, as noted by Emily Burt from the firm.
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Cardinal Capital Management - Salesforce and Advent APX Integration
- 1. Integration Problem Cardinal Capital Managementwas 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