Transforming CRM Data Management for a Growth Equity Firm

Results at a glance

Reduced Manual Work

Cut time spent on CRM updates by over 30% for investment professionals.

Enhanced Data Accuracy

Delivered reliable, updated CRM data aligned with sector focus.

Cost-Effective Support

Provided ongoing, confidential operational support from our India-based team.

“TRANSFORM’s team took over the heavy lifting on our CRM, freeing our team to focus on what we do best: finding and investing in great companies.”

Background

The client is a U.S.-based growth equity firm investing in technology-enabled services companies, managing a high volume of deals requiring accurate, real-time CRM data.

Challenges

The client’s investment team was bogged down by manual CRM updates, outdated data, and inconsistent information, slowing deal flow and follow-ups.

Solutions

TRANSFORM’s dedicated team cleaned, standardized, and enriched CRM data, updated contacts using LinkedIn Sales Navigator, and delivered industry-focused datasets while maintaining an audit-ready system.

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Results

The investment team reduced time spent on manual CRM tasks by 30%+, improved data accuracy for better pipeline management, and gained actionable insights faster, enabling them to focus on sourcing and closing deals.

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