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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.


CRM is a must in today's marketing efforts
Timing

  • 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

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

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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 info@primealpha.com.

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Important Disclaimers
This article (the “Article”) is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to purchase any investment or any securities. This Article does not constitute investment advice and is not intended to be relied upon as the basis for an investment decision, and is not, and should not be assumed to be, complete. Readers should make their own investigations and evaluations of the information contained herein. The information contained herein does not take into account the particular investment objectives or financial circumstances of any specific person or entity who may receive it. Each reader should consult its own attorney, business adviser and tax adviser as to legal, business, tax and related matters concerning the information contained herein.  Except where otherwise indicated herein, the information provided herein is based on matters as they exist as of the date of preparation and not as of any future date and will not be updated or otherwise revised to reflect information that subsequently becomes available, or circumstances existing or changes occurring after the date of preparation. Certain information contained in this Article constitutes “forward-looking statements,” which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” “anticipate,”  “target,” “project,” “estimate,” “intend,” “continue” or “believe,” or the negatives thereof or other variations thereon or comparable terminology. Due to various risks and uncertainties, actual events or results may differ materially from those reflected or contemplated in such forward-looking statements. Readers should not rely on these forward-looking statements.  Certain information reflects subjective determinations which may prove to be incorrect. There can be no assurance that the estimates or projections will be accurate or that historical trends will continue. In considering the prior performance information contained herein, readers should bear in mind past performance is not necessarily indicative of future results. All rights reserved. The material may not be reproduced or distributed, in whole or in part, without the prior written permission of PrimeAlpha LLC. 

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