Liventus, a custom software and AI solutions firm specializing in the equipment finance industry, has partnered with Capteris, a commercial finance provider serving middle-market and large enterprise clients. Liventus will deliver ongoing Salesforce development and support to help streamline operations and scale with Capteris’ growing business.
The partnership focuses on Salesforce optimization, including custom development, platform integrations, workflow automation, reporting and user enablement — all designed to enhance productivity, cut operational costs and support Capteris’ growth and evolving business goals.
“Capteris is growing fast and thinking strategically about how to scale the right way,” Dan Levin, co-founder and president of Liventus, said. “Salesforce, workflow automations, reports — these are all big parts of that, and we’re excited to be their partner to help them get even more value out of those, both now and as their business continues to evolve.”
As part of the engagement, Liventus will assess the current Salesforce environment, advise on opportunities to leverage AI and automation and roll out tailored improvements, including:
- Custom objects, workflows and reports aligned with business goals
- Integration with third-party tools to improve data accuracy and connectivity
- User support, training and adoption strategies
- Scalable enhancements for future-ready functionality
- AI advisory and opportunities for utilization
“Our team sees Salesforce as a critical business tool,” Brian Nethercott, chief operating officer of Capteris, said. “Partnering with Liventus gives us access to top-tier Salesforce and industry expertise that enables us to move faster, smarter and with greater focus on long-term scalability.”
