The ability to achieve both short and long-term objectives and value creation targets requires that PE investments have a scalable digital foundation in place to meet the unique challenge of hypergrowth.
It is therefore essential technology assets and integration assets to be built for scale and reusability, otherwise technical debt can limit revenue growth or efficiency gains.
Relying on a CRM is a fundamental business decision and intrinsic will impact all areas of the business, from sales to operations to marketing and customer service.
Salesforce is the digital platform that portfolio companies need for insight into efficiency, risk and new sources of revenue A clear data-driven guide, 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:
Accelerate value creation in their portfolio companies through revenue maximisation and cost minimisation by leveraging the best in class Salesforce platform.
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:
Private Equity firms that take an active role in the transformation programme agendas at their portfolio company will see a greater business value, sooner while maximising their runway.
As a portfolio company grows, so must their tech stack. If tech lags behind business, the tech debt will limit revenue growth. Maximise current and future valuations.
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.