CRM is a must in today's marketing efforts

CRM is a must in today's marketing efforts. In the past, the cost and complexity were barriers to adoption. Now there are no excuses. Not only does a CRM help manage and standardize your data but it will keep you on track for investor follow-ups.

  • Start early - implement on day 1

Make sure your marketing processes are embedded in your CRM
  • Layout your processes and investor points of contacts (how do you generate a lead, how do you follow up, what is your process to close, etc.)

  • What are you sending to investors and why are you sending it

  • Timing of contacts

  • Goals: Lead generation, efficiency, tracking, follow-through, accountability, etc.

CRM selection

When evaluating a CRM think about these key parameters:

  1. Functionality

  2. Ease of use

  3. Price

  4. Can it be customized to mirror your processes?

  5. Reporting and be able to generate actionable data

  6. Data storage - max capacity

9 key functionality to look out for

Most CRMs are similar so make sure they have some key functionality.

  1. Integration: email and calendar at the minimum

  2. Customized fields

  3. Tracking - deals, interactions, etc.

  4. Actionable dashboards

  5. Easy to import and export

  6. Upload notes

  7. Email templates - key emails you tend to send over and over - This alone will save you tremendous time.

  8. Documents management (marketing presentation, fact sheet/one-pager, monthly reporting, letters, DDQ, etc.) - Make sure all your marketing assets are as close to finalization as possible.

  9. Easy to use and navigate - Is it easy to navigate through the CRM to implement your process. How long does it take to create a contact or deal? One manager told me it took them 30 minutes to create a new contact and deal.

CRMs are amazing because it allows you to scale your time and helps you follow through. PrimeAlpha can help you organize your CRM and optimize your process and time.

About PrimeAlpha:

PrimeAlpha is today’s leading technology platform for alternative investment opportunities based in New York City and was founded in 2015. We generate connections and help investors discover differentiated opportunities.

PrimeAlpha was developed by industry practitioners as a cutting-edge technology platform to help managers and investors discover and network. Like many great solutions, PrimeAlpha was born from the pain points faced by both managers and allocators in the investment life-cycle and marketing and IR process. Today, PrimeAlpha optimizes ROI-driven solutions emphasizing engagement and efficiency through a technology-enabled yet high-touch platform.

If you want to learn more reach out to us at

How we help Managers | How we help Investors

+1 (212) 960-3316

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