A leading provider of flash storage solutions in the San Francisco Bay Area relies on its partners to resell its products. Avnet is a partner of this company, and does frequent business that involves creating many financial documents like purchase orders, and invoices. These documents were being created manually, which involved lots of back and forth communication, errors and inconsistencies, and lots of time that could have been used for higher value activities. Read more »
Integration of two powerful solutions such as Advent Portfolio Exchange (APX) and Salesforce CRM can bring tremendous benefits to your business. Investment management firms can have improved visibility into client profiles, portfolios, holdings, and performance as well as more streamlined processes that save time and reduce operating expenses.
To get the most out of an integration initiative it is important to have a foundation architecture plan in place Read more »