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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.

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 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: 

‍1 Salesforce helps maximise value and valuation‍

Accelerate value creation in your portfolio companies through revenue maximisation and cost minimisation by leveraging the best in class Salesforce platform.

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: 

• Placing the strategic focus on the customer
• Having the ability to use immediate, real-time analytics to identify customer behaviour easily and make better decisions quickly
• Re-educate and teach teams around digital transformation and develop a more technology-driven culture
• Remove the risk from buy-and-build strategy with seamless integration capabilities 
• Build agility into the business model and scale by design with confidence
• Be innovative in their industries around digital transformation and adapt to customer needs and expectations by  taking an active role in digital transformation

2 Time is of the essence‍

Private Equity firms that take an active role in the transformation programme agendas at their portfolio companies will see a greater business value, sooner while maximising their runway.

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. 

‍3 Scalability‍

As a portfolio company grows, so must their tech stack. If your tech lags behind business growth, it will certainly impact your revenue,. Maximise current and future valuations.

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. ‍

‍Give your portfolio the advantage it deserves and have a partner who gets this. 

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