A Holiday Season Checklist for Your Fund Management CRM

A lot of fund managers see a bit of a lull in activity during the Holidays and the new year. This is the perfect time to take advantage of that downtime to make improvements to your fund management CRM software. 

Use this holiday checklist for 5 steps to cleaner data:

  1. Clean data. 

This is always our first response when people ask what can be done to improve the effectiveness of their fund management software. A way to track and analyze data is one of the main reasons you likely bought a CRM system in the first place. To maintain that level of accuracy and integrity, it’s important to remove duplicates and regularly update contact information. Knowing that your data is up-to-date ensures that everyone gets their holiday card (and no one gets two of them).

  1. Integrate with your email system. 

Save valuable time creating and updating AIM CRM contact records right from your email inbox. Add new email contacts or email interactions with the touch of a button. Gain insights into how your contacts interact with your communications including email opens, clicks, and website visits.

  1. Incorporate a mass email tool. 

Mass email tools are an easy solution for sending mass emails to clients or prospects and help you get around that pesky 500-per-day limit that Salesforce imposes on its users. A mass email tool, like ACME, is connected straight to your contact information, making it easy to create lists and track engagement in one place. Also, a good way to send holiday greetings.

  1. Go mobile. 

The Salesforce mobile app now provides a seamless experience across all of your devices, putting all of your vital information at your fingertips, including accounts, contacts, reports, and dashboards. The mobile app also allows for an additional level of customization to optimize the mobile experience.

  1. Get maps. 

And speaking of being on the road, maps in Salesforce and in AIM are an easy way to give some color to your data. Say you’re in Houston visiting in-laws and you’d rather see what prospective LPs are in the neighborhood. Pull up a map inside your AIM fund management CRM to see who’s nearby.

Happy Holidays from all of us here at Altvia!

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Tuesday, February 27th | 1:00PM ET // 10:00AM PT

Join us in our upcoming webinar, “The Power of Unified Data: Creating a Competitive Edge,“ to hear industry experts delve into the significance of data in private capital markets.