Monthly Archives

Introduction: Wealth management today goes far beyond portfolio performance. Clients—especially high-net-worth and mass-affluent investors—expect personalized advice, seamless digital experiences, and consistent engagement across every interaction. However, many advisory firms still struggle with fragmented client data spread across CRMs, portfolio systems, and compliance tools. This lack of a unified view makes it difficult for advisors to… Continue Reading Why Salesforce Financial Services Cloud Is a Game-Changer for Wealth Management

Introduction: Asset management firms today operate in one of the most complex data ecosystems in the financial services industry. With increasing regulatory scrutiny, rising client expectations, multi-layered investment products, and the need for rapid digital transformation, traditional CRMs often fail to deliver the agility and precision that asset managers require. Last year, more than 58%… Continue Reading How HubSpot CRM Powers Complex Asset Management Through Customized Solutions

Introduction Manufacturers are under constant pressure to ship faster, maintain accurate inventory, and keep customers informed at every stage. Despite heavy investments in ERP and CRM systems, many still rely on spreadsheets, emails, or manual data entry to connect the dots between order capture and cash collection. That slows down the business and creates avoidable… Continue Reading How to Automate Order-to-Cash in Manufacturing with Celigo

Introduction Manufacturing companies today face a common challenge: data lives in too many disconnected systems. Salesforce manages customer relationships, quoting, and service requests; your ERP—whether NetSuite, Microsoft Dynamics, SAP, or Infor—handles production planning, purchase orders, inventory, and financials. When these systems don’t talk to each other, teams struggle with inaccurate inventory data, delayed order fulfillment,… Continue Reading How to Integrate Salesforce and Your ERP Using Celigo for Manufacturing Success

Introduction In a modern enterprise, a disconnected CRM and ERP can create chaos: sales teams operate in Salesforce, while inventory, orders, and shipments live in a separate ERP system. This separation leads to manual data entry, delays, errors and a fragmented view of business operations. Imagine a scenario where a salesperson closes a deal in… Continue Reading How to Sync Inventory, Orders, and Shipments Between Salesforce and ERP Using Celigo