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Find out How One Global Asset Management Firm Solved Their Salesforce Dilemma with Help from the Microsoft Power Platform
Businesses come to depend on their CRM software to deliver the solutions they need. But what do you do when your software comes up short?
Most businesses assume that there are only three options: replace the software in question; build an expensive, complicated custom application; or resort to a time-consuming workaround. These choices are far from ideal, and organizations often feel stuck choosing the lesser evil.
At AKA Enterprise Solutions, we pride ourselves on providing our clients with agile, custom solutions, especially in challenging situations.
Keep reading to find out how we helped one asset management firm supplement Salesforce’s functionality with the Microsoft Power Platform.
A Custom Microsoft Power Platform Solution
When we were first approached by this client, they were using Salesforce in the same way that many asset management firms do. As part of regulatory requirements, the firm needed to issue monthly performance reports. Failure to do so would have resulted in lost clients, legal issues, and stiff penalties.
At the time, the firm was using a manual workaround to do their reporting that involved various systems and spreadsheets. This approach was problematic, as it meant the firm had no way to easily confirm that reports were being generated and delivered to the right recipients in a timely manner.
After determining that building a custom solution in Salesforce was impractical, the firm approached us for help. At AKA, we have significant experience working in the financial services industry and contributing to some major success stories. In this case, we proposed a unique solution: building a “surround” for Salesforce with the help of the Microsoft Power Platform.
The Perfect Power Platform Solution
Our affordable, efficient solution gave this firm the ability to dramatically streamline and automate their reporting process, all without a single disruption in Salesforce. Rather than devoting precious resources to a
manual reporting workaround, the firm could now allocate time and energy to improving client services and growing their AUM. Best of all, the Microsoft Power Platform solution was designed and implemented at a fraction of the cost of more traditional custom software approaches.
How the Microsoft Power Platform Works
The Power Platform comes complete with Power BI, Power Apps, and Power Automate (formerly Microsoft Flow). These tools are meant to help organizations build apps and manage data quickly and easily, without the need for advanced programming knowledge. Each program is built on the Common Data Service for Apps (CDS), allowing the tools themselves to integrate both with each other and with third-party applications in a secure environment.
The end result? Organizations get customizable functionality without the expense and complications typically associated with custom software solutions.
Don’t Compromise: Go with the Microsoft Power Platform
With its powerful capabilities, the Microsoft Power Platform has been a major game changer. In the past, companies had to either implement time consuming, clumsy workarounds for certain software processes, or opt to spend significant amounts of time and money developing custom solutions. Now, it’s possible for businesses to get the functionality they need, no matter what software they’re currently using — and at a fraction of the cost of most custom solutions.
Let AKA Enterprise Solutions Help
Are you faced with CRM software that’s not living up to your expectations? Tired of dealing with clunky, expensive, and error prone workarounds? Let AKA Enterprise Solutions show you what the Microsoft Power Platform can do for your business. Contact our experts to learn more.
ABOUT AKA ENTERPRISE SOLUTIONS
AKA specializes in making it easier to do business, simplifying processes and reducing risks. With agility, expertise, and original industry solutions, we embrace projects other technology firms avoid—regardless of their complexity. As a true strategic partner, we help organizations slay the dragons that are keeping them from innovating their way to greatness. Call us at 212-502-3900!
Article by: Michael Quattlebaum – Senior Functional Solution Architect | 212-502-3900
As a Senior Functional Solution Architect, Michael has 20+ years of experience in technology and financial services, focusing on a business-centric approach to problem solving. His expertise in functional and technical design enables him to convey confidence to end users as well as C-level executives.