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APPLICATION EXPERTS, APP-X, AND CRMCULTURE PARTNER TO EMPOWER ALTERNATIVE ASSET FUND MANAGERS, INSTITUTIONAL INVESTORS AND IMPACT INVESTORS WITH ACTIONGRID™ TECHNOLOGY

Published by Gbaf News

Posted on April 21, 2015

2 min read

· Last updated: April 21, 2015

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App-X and CRMCulture Announce Partnership

Application Experts, LLC (App-X) has partnered with CRMCulture to enhance AIM, the leading web-based software for institutional investors, alternative asset fund managers and impact investors with the powerful capabilities of ActionGrid™. When deployed together these combined Salesforce CRM solutions will allow App-X clients to query faster, visualize better and more efficiently perform batch actions on selected data.“A key reason financial firms continue to choose AIM by App-X is to ensure that they have access to a continually-evolving feature rich solution that can handle a variety of investing scenarios,” said Kevin Kelly, CEO and Co-Founder of Application Experts, LLC. “Our partnership with CRMCulture will enable the sophisticated investors and alternative asset fund managers that rely on AIM to have an Excel-like experience within Salesforce by using ActionGrid™ instead of List Views, Related Lists and Reports.”

ActionGrid Technology Enhances AIM Platform

“We are excited to be joining forces with App-X to add the unique capabilities of ActionGrid™ to their already powerful AIM solution for alternative asset fund managers and institutional and impact investors,” said Steve Roch, CEO and Founder of CRMCulture. “Our alliance increases our reach and demonstrates ActionGrid’s ability to help financial services firms maximize the value of their existing CRM investments.”

New Features for Alternative Asset Managers

New functionality available to App-X clients include:

  • Excel-like filtering
  • Grouping and sub-totaling right from the grids
  • Mass Update
  • Edit/Add directly from the grids
  • Add color and formatting to cells or rows similar to Excel’s conditional formatting
  • Full feature list and videos @ http://www.CRMCulture.com/ActionGrid.html

To learn more and request a demo please click here.

About App-X

About Application Experts (App-X)

Application Experts, App-X, is the leading provider of flexible, web-based software solutions for Alternative Asset Fund Managers, Institutional Investors, and Impact Investors. The firm’s proven knowledge of the alternative asset industry has resulted in hundreds of successful implementations and a suite of software solutions that provide a distinct competitive advantage to their clients. Learn more at http://www.app-x.com.

About CRMCulture

CRMCulture’s Expertise in Salesforce Solutions

CRMCulture is Silver level implementation partner and an independent software developer for the Salesforce platform with offices in Boulder, Chicago, and Southern California. Leveraging on-premise and cloud-based CRM platforms, CRMCulture implements customizable solutions for businesses in a diverse array of industries. For more information visit http://www.CRMCulture.com.

Key Takeaways

  • App‑X and CRMCulture have partnered to integrate ActionGrid™ into AIM, enhancing CRM capabilities for fund managers.
  • The integration delivers Excel‑like user experience directly within Salesforce for investment professionals.
  • New features include grid filtering, grouping, mass update, inline editing, conditional formatting.
  • AIM’s CRM enhancements aim to improve efficiency in querying, visualizing, and batch‑editing data for alternative asset, institutional and impact investors.

References

Frequently Asked Questions

What is AIM by App‑X?
AIM is a leading web‑based Salesforce CRM solution tailored to alternative asset fund managers, institutional investors and impact investors, providing industry‑specific workflows and tools.
What is ActionGrid™ and how does it enhance AIM?
ActionGrid™ is a Salesforce AppExchange tool that delivers Excel‑like grids within Salesforce—enabling filtering, grouping, batch edits, inline formatting and color‑coding—which improves data interaction inside AIM.
Why is this partnership significant?
This partnership allows sophisticated investors to replace traditional List Views, Related Lists and Reports with richer, more interactive grid experiences, boosting productivity and CRM ROI.

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