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IntegrationProblemCardinal Capital Management was only using Advent APX with limited CRMfunctionality and no mobile access...
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Cardinal Capital Management - Salesforce and Advent APX Integration

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"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

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Cardinal Capital Management - Salesforce and Advent APX Integration

  1. 1. IntegrationProblemCardinal Capital Management was only using Advent APX with limited CRMfunctionality and no mobile access to data, no complete customer view, noview of pipelineSolutionMansa implemented Salesforce and integrated with Advent APXBenefits Increased sales, reduced dropped sales, better customer experience Complete pipeline view and accurate forecasting Improved remote efficiency of sales team297“Mansa was recommended to my firm for our Salesforce implementation so thatwe could integrate with Advent. Not only were they knowledgeable andexperienced in this, but it has become the perfect working system for our salesteam.”“They really are experts at what they do!”Emily Burt - VP Marketing, Communications, and Business Development

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