Orion announces integration with Salesforce/AppCrown CRM

In his State of the Company address to Orion Advisor Forum attendees, Orion president Eric Clarke announced that the company will be releasing an integration with Salesforce/AppCrown CRM by December of this year.

Orion president Eric Clarke

Orion president Eric Clarke

The announcement wrapped up a series of highlights how Orion is investing in its own business and in the business of its advisor clients.

New for Orion this year is a hardened server facility in Nebraska, an eProfile system designed to streamline the account creation paperwork process, and an Advisor Voice feature on the web, where advisors can submit their votes on top desired features they’d like to see released in the future.

At the conclusion of his address, Clarke described Orion’s vision to fully integrate the Advisor Desktop platform into the Salesforce/AppCrown platform by January 2013. This, according to Clarke, will allow advisors to manage major components of their business, including CRM, portfolio management, billing, and trading, all from within the CRM environment.



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