FS Investments is a leading alternative investment manager offering a diverse suite of credit-focused private and public investment solutions. The firm aims to provide access to alternative sources of income and growth to individual and institutional investors.

Business Case

Franklin Square’s CRM environment needed transformation to better support their sales processes. Manual processes, disjointed data across systems, and lack of automation were hindering productivity and insights from their data. A CRM overhaul was required to streamline operations and boost sales.


Plative was engaged to guide a firm-wide technology roadmap and execute a multi-phase Salesforce implementation. This included consolidating data in Snowflake, integrating systems like Marketo and Tableau, and configuring automated processes to transform Franklin Square’s CRM capabilities.


The Salesforce implementation standardized processes on core objects, integrated key systems, and automated workflows. Franklin Square now has a unified 360-degree view of clients and insights from consolidated data to enhance sales performance and customer relationships.


  • Salesforce CRM
  • Snowflake
  • Tableau
  • Marketo
  • GeoPointe
  • Seismic
  • Nice InContact
  • Conga

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