Case Study: Phoenix Equity Partners achieves operational efficiency and cloud-based mobile CRM with Altvia's AIM

Phoenix Equity Partners Optimizes Operational Efficiency and Mobility with Aim

Phoenix Equity Partners, a London-based private equity firm, faced growing operational friction from a legacy on‑premise CRM that required frequent, resource‑intensive customizations and left institutional knowledge tied to only a few technical users. Seeking a cloud-native, industry‑standard solution, the firm engaged Altvia and selected AIM (built on the Salesforce platform) in 2015 to modernize CRM, reporting and mobile access.

Altvia implemented AIM (with Conga for reporting and RIVA for email integration), migrated more than a decade of data, and configured mobile workflows to make the firm paperless and more connected. The result: a smooth, on‑schedule rollout, significantly less service traffic as users adopted the intuitive interface, one‑click weekly interaction reports, improved transparency and faster decision‑making — and a clear pathway to move more infrastructure to the cloud. Altvia’s implementation delivered measurable gains in efficiency and usability.

Phoenix Equity Partners

Steve Darrington

Partner and CFO