Overview
Fundamental is a leading alternative asset management firm dedicated to municipal and public purpose investing. They manage two primary businesses, an Opportunistic Strategy (Fundamental Partners) and a Renewable Energy Strategy.
Challenges
Fundamental Advisor’s pipelines managed in disparate spreadsheets. They had a lack of visibility into important deal level data and were also experiencing reporting Gaps.
Solution
Plative integrated Salesforce to manage key information and deal flow for both of their strategies. Automations and document generation capabilities to increase efficiency in day to day operations were also integrated.
Outcomes
Fundamental now has full visibility into deal pipelines across both Strategies which provides their team with the ability to make decisions based on data and reporting. They also now have an automated system allowing for an efficient transfer of data across the organization.
Technologies
- Salesforce Sales Cloud
- Nintex
- Salesforce Inbox
