Leveraging the Power of Salesforce to Scale Your Business

Leveraging the Power of Salesforce to Scale Your Business

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Free

Date and time

Location

Online event

Insight into how customers can utilize different components of Salesforce to transform your business withing the PE and VC sector.

About this event

In this event, we take a broad look at how Private Equity and Venture Capital firms can leverage the power of Salesforce to grow and scale their businesses while delivering market-winning experiences to clients and employees. You will see how firms use Salesforce for fundraising, client onboarding, deal management, client servicing, capital deployment, portfolio analytics, and more!

Agenda:

  • Introduction
  • Vision from Salesforce: The state of private equity and venture capital
  • Live demonstration
  • Customer Success Story
  • Navirum: Salesforce implementation guidance for PE & VC Organization
  • Q&A

Speakers:

  • Rory Galvin; CEO and Founder at Navirum
  • Austin Torres; Account Executive, Financial Services at Salesforce
  • Cristina Robbins; Account Executive, Financial Services at Salesforce
  • Richard McMenamin; VCapital & Josephinum Academy of Sacred Heart
  • Madison Hoffman - Salesforce Solution Engineer - Demo

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