Preeminent Investment Firm uses Plative to Supercharge Thier CRM

Overview

Virtus Investment Partners provides investment management products and services to individuals and institutions. They operate a multi-manager asset management business, comprising a number of individual affiliated managers, each with a distinct investment style, autonomous investment process and individual brand.

Challenges

Virtus leveraged a legacy SalesPage CRM which lacked functionality in terms of user experience, reporting, marketing capabilities, mobile ease of use, and limited platform flexibility for configuration.

Solution

The newly introduced Salesforce environment allowed for the Retail Distribution teams (internal and external wholesalers) to better collaborate, manage territories, forecast, and make decisions based on data.

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
  • Salesforce Shield
  • Custom Integrations

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