Digital transformation is crucial to scale and sustainably become an enabler of traditional PE value creation levers, helping them to optimise pricing, operational improvement and volume growth.
Relying on a CRM is a fundamental business decision and intrinsic to strengthening customer relationships.
It gives them the advantage of always being one step ahead, even when markets are volatile.
Understand 3 powerful reasons our UK-based Managing Director, Kirk Heuser, has identified about why private equity firms seek a trusted CRM, like Salesforce, for their portfolio companies:
One of the key priorities for private equity firms and CEOs, is deriving value through digital technology and a trusted CRM.
Our experience in the industry has taught us that portfolio companies that have acquired Salesforce have been able to address and solve important factors for scaling the business such as:
We are undoubtedly in times when everything is speeding up. Time is a critical factor in decision making. As some say "time is money". We understand this.
Considering Salesforce will help you significantly increase your investments and the companies in your portfolio will have greater value in the short and long term.
Private equity and venture capital firms look to Salesforce to deliver robust, strategic solutions for their businesses at scale.
Salesforce is a high-value CRM for private equity fund managers looking to streamline fundraising, manage their portfolios more effectively and gain a competitive advantage.
You’ve just spent loads of money customising Salesforce to meet your specific business needs, and now your Account Executive is presenting you with the idea of “Managed Services”. What is Salesforce Managed Services, and why do you need it if your project was built and delivered properly?
Performing a Salesforce Technical Health Analysis is an important best practice to ensure you are getting the most out of your CRM investment. Bringing your system up to speed with your evolving requirements and Salesforce’s latest features is fundamental for business success.
Some things will happen whether you prepare for them or not, so what’s the big deal if we just ignore our Release Update prep, and what is there to do, anyway?
Relying on a CRM is a fundamental business decision and intrinsic to strengthening customer relationships. Salesforce is the digital platform that portfolio companies need for objective decision-making. It gives them the advantage of always being one step ahead, even volatile markets.Learn the powerful reasons our UK-based Managing Director, Kirk Heuser, has learned about why private equity firms seek a trusted CRM, like Salesforce.
Luke Toland, a Salesforce Consultant at EMPAUA, teaches you how to Connect your Salesforce org to an external API using zero lines of code. Use declarative tools and OpenAPI specifications to describe the external API functionality, and External Services creates invocable actions within Salesforce Flow that interact with the external API source.