Who uses dCRM?
dCRM is highly functional software supporting key investment management processes.
- Supporting your sales and marketing team in their efforts to win new clients and investors. The ability to analyze and segment a database of prospective investors or clients, at the touch of a button, creates a significant competitive advantage. dCRM gives you this ability, and allows you to build lists of marketing targets against which you can run and measure campaigns. The opportunity management functionality enables you to track the sales person or distribution partner associated with each new investment to ensure that an enforced sales process is being followed.
- Better, easier investor servicing: Tracking the entire communication lifecycle including calls, emails, extranet/website activity and meetings that take place between your firm and your clients or investors enables marketing, client services and investor relations teams to be significantly more productive and to provide a better, more informed service to your clients or investors. Accurate and comprehensive records of client communications also guard against knowledge loss in the event a member of the IR team leaves, or in the case of the team being streamlined.
- Critical intelligence reporting for business management: dCRM supports key account management and helps you to understand your investor base better by enabling you to categorize them by investor type, geography or investment size. dCRM also lets you use capital flows data to analyze the investment behavior of those key investors, and to keep track of the liquidity profile of each of your funds.
- Strong support for investment management: dCRM is used to capture and maintain records of all communications for actual or potential deals/investments, and acts as a structured repository of research, analysis and due diligence information for fund of fund research and investment teams. dCRM also features private equity deal tracking and deal pipeline reporting.
Consequently, dCRM is used extensively by Investor Relations, Marketing, Sales, the Management Team, the Deal Team in private equity organizations and the Compliance function.
