Posts Tagged ‘CRM’

Laserfiche Showcases Ease of Integration at TD Ameritrade’s National Conference

Integrating content/document management with CRM and portfolio management improves productivity and enables growth

February 1st, 2012

ORLANDO, FL (Laserfiche)—February 1, 2012—Laserfiche (booth #2) today announced that it will highlight out-of-the-box integrations with Junxure, Salesforce.com and a variety of other CRM and portfolio management products this week at TD Ameritrade’s National Conference in Orlando, FL. Full story »

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Laserfiche Customers Share Success Stories at Technology Tools for Today T3 Conference

Learn how to integrate Laserfiche with both on-premise and cloud-based CRM systems

February 16th, 2011

WESTON, FL (Laserfiche)—February 16, 2011—As a Platinum PLUS sponsor of the Technology Tools for Today T3 Conference, Laserfiche (booth #301-303) will tomorrow host a workshop on how to harness ROI through integrated cloud-based content management and CRM. Full story »

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Laserfiche Announces Salesforce.com Integration for Financial Advisors

Open ECM architecture makes integration with both desktop and cloud-based CRM easy

December 6th, 2010

Long Beach, CA (Laserfiche)—December 6, 2010—Laserfiche today announced the availability of a prepackaged integration with salesforce.com designed specifically for Registered Investment Advisors (RIAs). By integrating Laserfiche enterprise content management (ECM) with their CRM systems, RIAs improve client service, enhance employee efficiency and facilitate compliance. Full story »

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Making Work Flow

Xpyria Investment Advisors uses Laserfiche Avante to automate business processes – and save valuable resources

August 17th, 2009 by Melissa Henley Melissa Henley is a Laserfiche staff member

Xpyria Investment AdvisorsWhen we last heard from Joseph Salpietro, President and CEO of Xpyria Investment Advisors, he was looking forward to implementing Workflow to streamline his Firm’s repetitive work processes. As one of the first Avante customers in the financial services industry, one of the reasons Salpietro chose Avante was because of its built-in business process management (BPM) functionality.

“A lot of people think if you have an office in a metropolitan city that the highest cost to a business is rent, it’s not. It’s the people we employ. So I’d rather have them doing mission-critical, profitable work.”
Full story »

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