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

Technology

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

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