A CRM strategy to boost your Investor Relationship Management

The dynamics of fundraising has never been so dynamic. However, it is more difficult for fund managers to stand out in the fund jungle. The key success factors of fund raising are :
1/ time to market, 2/ relevant ads through contents and 3/ targeting.

CRM Strategy

The new engagement channels are digital (website, newsletter, social networks) and the investor experience must be taken into account throughout the fundraising process. The dominant players in this market are therefore naturally the pure players in customer relations (Salesforce, Dynamics Microsoft, Efficy, Efront, Coheris …) or those who have developed verticals in this line of business.

We recommend that you start your CRM project with an independent diagnosis of the life cycle of your investor relationship.

Polarys is helping GPs define their CRM roadmap.

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