AIM Integrations

Salesforce empowers sales teams to enhance their effectiveness and reach their objectives more efficiently. As the leading CRM platform globally, Salesforce goes beyond basic functionalities. It equips teams with essential tools designed to expand their client portfolios, discover new prospects, and finalize transactions swiftly from any location. The platform boasts an extensive array of features, such as managing contacts, tracking opportunities, overseeing leads, integrating emails, generating reports and dashboards, forecasting sales, and enabling file synchronization and sharing, among many others. This means you can spend less time sifting through spreadsheets and more time focusing on your business operations. With no need for additional hardware or software, our user-friendly setup assistant allows you to optimize sales processes and address customer inquiries in mere minutes. By linking data across sales, service, and marketing, you can provide buyers with smooth and personalized experiences. Gain a holistic understanding of each customer, including their accounts, activity history, and relationships. Moreover, integrating social data can offer even richer insights into your customers' behaviors and preferences.

Slack is a cloud-based platform that enhances project collaboration and team communication, specifically tailored to foster smooth interaction within organizations. With a robust suite of tools and services unified in one platform, Slack allows for private channels that encourage engagement among smaller groups, direct messaging options for sending information straight to coworkers, and public channels that invite discussions among members from different organizations. Accessible on various operating systems including Mac, Windows, Android, and iOS, Slack boasts a wide array of features such as chat capabilities, file sharing, collaborative workspaces, instant notifications, two-way audio and video calls, screen sharing, document imaging, and activity tracking, among other functionalities. Additionally, its user-friendly interface and versatile integration options make it a popular choice for teams seeking to enhance their productivity and communication effectiveness.

Collaborate securely with anyone, from anywhere, using any device. Safeguarding your confidential files in the cloud is paramount, which is why we have implemented sophisticated security measures, smart threat detection, and comprehensive information governance. However, we understand that your requirements extend beyond these essentials. Need strict data privacy? Absolutely. Want data residency? Of course. Concerned about industry compliance? We've got that covered too. Your organization thrives on collaboration among a diverse group of individuals, including teammates, customers, partners, and vendors. Ensure everyone is aligned with a unified platform that facilitates easy collaboration on your most crucial content. Ultimately, you deserve to share files without encountering frustration, all while enjoying the assurance that your data is secure. Engaging in tedious, manual processes can drain hours from your workday. That's why we empower anyone to automate the repetitive workflows essential to your operations, such as HR onboarding and managing contracts and digital assets. As workflows accelerate, you gain more time to focus on what truly matters, enhancing productivity and efficiency across your team. By streamlining these processes, you can foster a more dynamic and responsive work environment.

Experience seamless organization with your notes, making it effortless to jot them down wherever you may be. Locate information in a flash and share your thoughts with anyone around you. Whether it’s capturing meeting notes, saving web pages, managing projects, or keeping to-do lists, Evernote ensures that nothing slips through the cracks. From large-scale projects to cherished personal moments, you can document your ideas and sparks of inspiration through notes, voice recordings, and photos. Stay on top of your tasks and deadlines, whether you’re at work, home, or on the go. Evernote offers tailored plans and pricing to meet your specific requirements. You can organize, keep records, and oversee projects from any device, even when you're not connected to the internet. Effortlessly handle the complexities of projects, deadlines, clients, and meetings. Start by creating a free account and selecting the plan that suits your needs best. You can type notes, attach files, clip content from the web, or record voice memos—all consolidated in a single platform. Organize your notes according to your preferences using notebooks, tags, or our advanced search feature to quickly access everything you need. Whether you’re managing projects, making notes from meetings, setting reminders, or editing documents, Evernote provides the tools to help you succeed. Plus, with its user-friendly interface, staying organized has never been more achievable.

Welcome to your career network! Discover the perfect job or internship that suits your needs. LinkedIn stands as the largest global social platform tailored for professionals. It links professionals worldwide, enhancing their productivity and success. Boasting over 756 million users globally, including leaders from every Fortune 500 firm, LinkedIn truly is the premier professional network. The organization operates on a varied business model, generating income from Talent Solutions, Marketing Solutions, Sales Solutions, and Premium Subscription offerings. With its headquarters situated in Silicon Valley, LinkedIn maintains a presence in multiple locations around the world, ensuring its services are accessible to a diverse audience. This widespread reach allows it to continually adapt to the evolving demands of the professional landscape.

Docusign, a cloud-based electronic signature system that allows companies of all sizes to sign, send and manage agreements from any device, anytime, anywhere. Docusign is trusted by more than 250,000 businesses in 188 countries. It allows users to sign various types documents, including school permission slips, business agreements, contracts, agreements, and approvals. Docusign allows users to send and sign documents using multiple languages. It also offers a mobile app for Android, iOS and Windows. Docusign allows you to digitally notarize notarial acts for your organization. It allows a Notary Public, who can act as an in-person witness, to electronically sign documents.

The easiest method for gathering insurance payments involves accepting online credit card and ACH transactions. This approach accelerates the collection process, hastens policy binding, and delivers a delightful experience for your clients. Designed specifically for the insurance sector by industry professionals, ePayPolicy offers an uncomplicated solution for agents, brokers, MGAs, and premium finance firms to gather payments electronically. You can seamlessly collect credit card and ACH payments from insured clients through a personalized payment page with a distinctive URL. This system not only facilitates the collection and transfer of funds within the insurance realm but also offers additional functionalities once integrated with your management software. Effortlessly collect digital payments from insured clients and easily transfer them to your broker and MGA partners. ePayPolicy aims to eradicate the need for paper checks, providing a streamlined, insurance-focused solution that allows for efficient digital payment collection and fund distribution throughout the industry. By simplifying these processes, ePayPolicy enhances overall operational efficiency for all parties involved.

Conga Contracts gives you complete visibility and control over all of your contracts. It streamlines and accelerates the creation and negotiation process. This automated contract management software is flexible and secure. It reduces negotiation times for all types of contracts and mitigates risk by controlling the terms and clauses that sales, legal and operations can use. It also limits the changes they accept or make. The solution includes a robust repository, flexible routing, approval rules, granular security controls and automatically generated reports. Conga also provides powerful document management and electronic signing (eSignature), tools.

Crucial information, analytics, and insights for alternative asset specialists worldwide are provided by Preqin, which has established direct connections with these professionals to enhance decision-making with contextual and clear data. You can tap into the industry's most extensive datasets and tools related to private capital and hedge funds. This resource is vital for alternative asset experts who depend on data-driven strategies throughout every stage of the investment process. By delivering practical market intelligence sourced from thousands of industry experts, it simplifies the timing for daring investments, helps uncover new prospects, and boosts potential returns. Moreover, gain access to the most comprehensive private equity database, where you can find key performance metrics, valuable research, and critical market insights that support informed investment choices. This wealth of information empowers professionals to navigate the complex landscape of alternative assets with confidence and precision.

Altvia offers a leading-edge platform combined with unparalleled expertise to help your firm navigate and manage increasing complexities as it expands, with an ever-growing number of funds and a wider LP base. Effortlessly distribute tailored materials such as PPMs, K1s, and Capital calls while enhancing the overall investor experience through a secure portal that is supported by comprehensive analytics. At the foundation of a contemporary technology platform lies a unified source of truth that facilitates essential workflows, contact management, relationship mapping, and the automation of critical processes such as emails and task assignments. Gain unprecedented insight into your deal flow, empowering you to prioritize opportunities based on their sources or their resemblance to your firm's most successful investments. Additionally, simplify the reporting for portfolio companies and streamline the data collection process, enabling you to devote more time to understanding value creation and assessing the health of your portfolio. This holistic approach not only enhances operational efficiency but also fosters stronger relationships with investors and stakeholders.