Due to disparate legacy backend systems, such as ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) an eCommerce business’s critical data can be spread across many unconnected platforms.

Salesforce, a leading CRM platform, offers a fully integrated wealth management solution that makes it easier for companies to manage multiple clients and households, keep track of financial goals and significant life events, and deliver personalized advice that will earn lasting customer loyalty.

Today, the saying “Customer is King” needs a slight makeover to serve as one of the core philosophies driving your business.

Dashboards have been one of the highest priorities in the Business Intelligence (BI) marketplace since Gartner’s 2013 Financial Executive International CFO Technology Study.