NameCustomer Relationship Management Tool
Customer Relationship Management Tool Built in Access
A leading European private equity practice came to xlteq to design and build a bespoke CRM tool to manage and track their investment managers, their clients, and investment opportunities.
The Problem – unorganised data and haphazard reporting
The client had a highly manual tracking and management process for investment managers, their prospects, and client contacts. Data was lacking in quality and held in a number of different systems. In particular they wanted to be able to report on the links within the portfolio between investment managers, clients, contacts, and potential deals.. The project, led by the Client Development Manager, required a full reporting suite which encompassed the following:-
- Activity – internal and external (meeting, phone calls, discussions)
- Contact listings
- Internal directories
- Client contact reports
- Marketing activity and progress
- Internal and external connections
- Vertical and geographical analysis
Build an Access database to store all the information. Implement an easy to use “user interface” enabling the user to track activity through the client contacts or via the investment managers.
Enable auto-upload of activity data from internal email system to enhance the activity reporting.
Automatically email reports to selected managers.
Management accessed a full suite of reports that enabled proper mapping of the client and prospect portfolios.
Full tracking of activity and identification of red alert areas. In particular flagging levels of customer interactions.
Output all the reports into Excel files (investment managers happier to work with excel output rather than just pdfs)
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