The Importance of Being Current & On Target - CRM For Private Equity and Venture Capital

When there’s a lot at stake, expectations run high. It’s too easy to hurt or kill a relationship with a Private Equity client by just confusing your facts, or not having the latest and greatest information at your fingertips. It’s a high-demand world where you always need to prove you know your stuff.
Consider:
• Keeping separate contact lists for each client just creates more work and wastes more time.
• Not recording your client interactions so that you can retrieve and review them quickly is an invitation to disaster should a client surprise you with a call.
• Not having your facts at your fingertips can result in reduced confidence from your client, and it’s all about keeping confidence high.

Nobody can keep all that information, all those details, straight in their head. You need to find a really good tool to track all that information and keep it where you can get at it quickly enough to impress and continue to earn your client’s respect. The best tool I’ve found is PrivityCRM from Eisner Information Solutions. As far as I can tell, it’s the only customer relationship management software designed specifically for Private Equity firms.

It centralizes all client information, so you can instantly and securely access and share data with the right people in your organization whenever and wherever they may need it.
PrivityCRM is based on Microsoft Dynamics CRM (Customer Relationship Management) so it delivers the tools you need to track key information and account development activities.

It was developed by Eisner Information Solutions, the technology division of Eisner LLP New York, one of the premier accounting and advisory firms in the country.

There’s an excellent one-minute video about PrivityCRM on the Eisner website. Eisner offers demonstrations and consultation so interested private equity and venture capital firms should reach out to them directly at 212-891-6900 or visit them at www.eisneris.com.