Customizing Salesforce for Fund Management

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The Salesforce platform can be an invaluable tool to fund managers. But if you're seeking streamline fundraising, more effectively manage your portfolio, and gain a competitive advantage over competing funds, deciding exactly how to best leverage the platform can be a complicated process.

Learn how to use the Salesforce.com platform to:

  • Differentiate yourself from other fund managers
  • Optimize your investement pipeline
  • Maximize fundraising opportunities
  • Stay focused on investing, not software