Making Connections, Simplifying Workflows

There's nothing worse than wasted time, and repeating steps between different software applications is one way businesses often waste theirs. McLean integrated Orion Connect with their Salesforce CRM to streamline processes and increase advisor efficiency.

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There's nothing worse than wasted time, and repeating steps between different software applications is one way businesses often waste theirs. McLean integrated Orion Connect with their Salesforce CRM to streamline processes and increase advisor efficiency.