Our Services
Deal Acceleration Industry Specific Salesforce Solutions
Mutual Funds - Wholesaler Enablement CRM
Wholesaler Enablement leverages Sales Cloud, Experience Cloud and Pardot offering easy access to tools and marketing assets that create demand and drive sales. Modern Marketing to Registered Investment Advisors combined with a system that provides visibility across daily fund sales and redemptions data and to gauge the likelihood that an advisor would be ready to place more business. Response to Pardot email-marketing campaign messages yield more advisor discussions combined with real time alerts and lead scoring.
Private Equity - Investor Relations End to End Support CRM
Investor Relations Service Cloud solution that streamlines and centralizes the entire investor support cycle, optimizes processes, and enhances data and reporting. Experience Cloud investor site allows investors to view performance data and run ad hoc reports. Additionally, prospective investors can view marketing materials while your team tracks their engagement. Securely track your deals and interaction summaries , secure deal teams and only share what is necessary between teams. Monitor progress and track status to proactively close more business.
Hedge Funds - Capital Raise Experience Cloud Site
Enhance your marketing and capital raising with an Experience Cloud fundraising site integrated with Sales Cloud and Pardot. Showcase funds and communicate data and documents with potential investors. Users can collect data through forms and uploads, e-sign documents, and track prospects’ activity and pipeline. Leverage omni-channel communications with investors personal information securely managed.