If you were asked what is the most important thing in your daily work? What is absolutely important to have for the successful implementation of any project? Surely most of the answers would fall on two obvious concepts: time and data. What information you receive and how quickly you react to it decides everything. Previously, the main task of CRM was to store customer data from business cards. Today it is an absolute necessity for any entrepreneur, and given the nature of the investment business, it is difficult to imagine that it is possible to do without such basic systems. Collecting and structuring data is only the first step – the foundation, and then all information must be transformed. We integrate the received data from CRM systems into a single AIRR platform, which structures, visualizes and synchronizes the information received, on the basis of which an investment decision is already made.
Customer Relationship Management – customer relationship management, the main function of which is to collect data about customers and interactions with them in one place. At the technology level, CRM is a set of applications linked by a single business logic and integrated into the corporate information environment of a company (often as an add-on over ERP) based on a single database. Such systems are intended for:
- automation of the organization’s business processes, which reduces the cost of finding information, processing and analyzing it;
- ensuring effective interaction of all departments with clients, collecting information about clients at all stages of its life cycle.
- In simple terms, CRM allows you to conduct a systematic dialogue with the client, taking into account the entire previous history of relationships.
It is difficult to overestimate the factor of having structural information when it comes to the fund pipeline. Any fund maintains information about each investment opportunity throughout its activity so that it can compare metrics and return to discussing a potential investment at any given time. Fundraising management and investor relations is the second equally important block that deserves special delicacy. Relationships have been built over the years, the requirements for the level of communication are extremely high, each lead is expensive, so the earlier the system is built that fixes all the points of communication, the easier it is to manage the process later.
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When choosing partners for the integration of the CRM block, we chose the largest companies whose products are already used by our clients. Pipedrive, created in 2010 with a focus on visualizing sales processes; Salesforce, founded back in 1999, is one of the pioneers of the SaaS model and the world leader in the CRM systems market; Hubspot, Affinity (in the process of integration) – they are all market leaders. AIRR was created as an open platform, which means that you can integrate any system, or you can download Excel sheets, or enter all the data manually if you kept them strictly in your head.
The service significantly simplifies the communication between the manager and his structural divisions by visualizing the current status of project work in one window. Many of the CRM systems with which the platform is integrated are quite difficult to operate, and the task of the service is to use the information received in a convenient form. Simplifying many of the functions inherent in more complex CRM systems saves time, our most valuable life resource.