Revolutionizing CRM for Private Equity Success

We were referred a client in the Private Equity space from Salesforce due to our expertise in the field. The client purchased Salesforce Sales Cloud and Account Engagement products to address challenges with managing their data in spreadsheets and HubSpot. Key issues included tracking, assigning, and communicating with clients, as well as managing soft pass-offs due to employee turnover.

• Referred a client in the Private Equity space through Salesforce, leveraging our expertise in this area.
• The client purchased Salesforce Sales Cloud and Account Engagement products.
• The client was previously managing data through spreadsheets and HubSpot.
• The challenges included:
  • Tracking and assigning tasks.
  • Communicating with clients.
  • Tracking client interactions.
  • Managing the soft pass-off of clients as employees came and went.
  • General complications from using spreadsheets and HubSpot.

• Set up the new Salesforce Sales Cloud.
• Imported data from HubSpot and worked on segmenting it into leads and contacts.
• Removed duplicate records for cleaner data.
• Designed and delivered step-by-step training for seamless user adoption.

• The client now uses Salesforce as their only CRM.
• Increased efficiency and higher sales were driven through better lead management and follow-up.