Salesforce Solutions for Private Equity: Managing Operations & Investors

Published on
August 16, 2021

The private equity industry has grown rapidly in the last decade or so. We are witnessing a massive increase in the assets being managed, transformation in operations, and the emergence of new business models in the industry. Over the years, surprisingly, Customer Relationship Management (CRM) software has also become critical to the complex operations in private equity businesses. But there's a difference in the way a CRM is used in private equity companies vis a vis other businesses. It is because private equity firms have limited customers and their engagement is different from say a retail or a healthcare company.

Salesforce CRM has emerged as a preferred choice for private equity companies. In this blog, we’ll discuss why Salesforce is the right choice and how private equity firms are leveraging it in their operations and processes.

Also Read: Salesforce for Retail: Drive Customer Experience and Loyalty

Why Is Salesforce The Best CRM For Private Equity Firms?

1. Data Security

Private Equity firms generate a lot of confidential data which needs to be protected. Data breaches can cause a bad reputation for the firm. Salesforce has built-in robust security features to protect your critical company and client data.

2. Anytime access to data

Salesforce CRM provides you anywhere, anytime access to data but securely. As discussed above, it has strong built-in features for data protection. Anywhere, anytime access to data will help your employees make important decisions on the go.

3. Data Intelligence

Data is the new oil of the world. But the data needs to be harnessed to derive intelligence and insights from it. Salesforce is powered with AI and other data technologies to help you extract actionable intelligence from your data and leverage it to optimize and automate your business processes.

4. Integration

We live in a world of connected systems and ecosystems. A good CRM must provide you support for integration with other 3rd party systems and apps. Salesforce does it. From your email, website to packaging and billing software, you can integrate most of the popular software with Salesforce.

5. Customization

While Salesforce is primarily considered as a Sales and Marketing platform, it offers many features for customer service, service operations, and management. It also offers customization options for you to design and build it as per your specific needs.

How Private Equity Firms Are Using Salesforce?

Private equity firms are leveraging Salesforce CRM in various ways. Some of the popular ways Salesforce is being used are

1. Investor Onboarding

Investors or client experience is key to success in any business. Salesforce helps you create a smooth and quick onboarding process for your investors including KYC, documentation, and other requirements.

2. Process Automation

Private Equity firms are leveraging Salesforce CRM to streamline and automate their process. From fundraising to the approval of funds- the entire process can be automated to speed up the process.

3. Deals Pipeline

Private equity companies need a platform to manage the entire process from leads to deals. Salesforce can be the perfect platform to manage the entire end-to-end process of conversion from an inquiry to deals.

4. Case Management

Salesforce offers excellent features for case management including email to case, automatic service requests routing, and support for live chats and chatbots. You can convert customer emails to cases that will be recorded in your Salesforce. The cases then can be routed to specific agents based on their expertise. Alerts can be triggered to ensure cases are resolved on desired timelines.

5. Reports and dashboards

With Salesforce, you can get a complete view of your entire operations and processes. You can create custom reports and dashboards to get a 360-degree view of your operations, investors, and portfolios.

Ready to adopt Salesforce in your company? We can help you

AppShark is a Salesforce Gold Consulting and Product Development partner. We help private equity companies in Salesforce implementation, integration, customization as well as staffing to manage the platform. If you want expert assistance for your Salesforce project, contact us at

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