RUNNING THE BUSINESS ON A CONTINUOUSLY IMPROVING CLOUD PLATFORM
For the last eight years, Vista has used Salesforce, the cloud-based customer relationship management (CRM) software, to manage client engagements and business activities. Vista COO, James Knight says, “We like Salesforce because it is not just a static product—it continues to evolve and become better. We often say, ‘If it’s not in Salesforce, it didn’t happen.’”
Everybody at Vista uses Salesforce, every day. “We track everything we do for clients, all tasks and follow-up actions, in Salesforce,” Knight notes. The trading objectives and transactions of individual accounts, portfolio balancing measures, and planning opportunities and activities are recorded and updated in the software. Vista also manages its internal reporting, projects, and tasks in Salesforce. During the pandemic, when team members are always working at remote locations, Salesforce serves even more than usual as the system of record for all account and business activities.