BEFORE
Prior to working with StarrData, M360 Advisors were experiencing difficulty utilizing Salesforce ta track their investors, funds, and sales information.
Due to a lack of training and Salesforce not being customized to meet their needs, the sales team and operations team had moved away from Salesforce and started tracking their data an individual Excel documents.
With the disparate data, reporting became limited, and M 360 Advisors last their ability to market meaningful content ta their investors. They also had difficulty tracking the relationships and classifications of companies and individual investors.
AFTER
StarrData re-designed and implemented Salesforce for M360 Advisors, which allowed far robust marketing and sales relationship tracking, as well as sophisticated reporting to track investments and redemptions through regular updated investment information. StarrData has continued to support M360 Advisors through the administration of their Salesforce instance via the Managed Service.
The increase of visibility and insight into their data allowed the Sales and Marketing teams to work together to increase investment and shorten sales cycles.
Automation streamlines the overall process and their data is supported by monthly updates, providing insight into individual investments into the various funds.
RESULTS
- Increased visibility and insight into their data allows the Sales and Marketing teams to work efficiently to develop effective marketing campaigns
- Detailed automated data reporting streamlines the overall business processes and allows far M360 ta apply the saved lime to other aspects of business
- A re-designed and customized Salesforce allows for robust relationship planning, tracking, and managing of their investors and connected companies