Case Study: Horsley Bridge improves CRM efficiency with Backstop Solutions

Investing in Client-Centric Technology for Superior Relationship Management

Horsley Bridge, a venture capital and private equity fund-of-funds investor, needed a robust CRM system to replace a homegrown contacts database and fileshare combination that had significant limitations. The firm wanted better visibility into client and prospect relationships, including where each contact was in the pipeline, while keeping operations efficient and headcount low.

Backstop Solutions provided a user-friendly, mobile CRM suite that simplified file sharing, search, summary book preparation, and marketing operations. Horsley Bridge said the system could save thousands of dollars each year by eliminating manual tasks, reduce the time to create summary books from three to four hours to ten minutes, and improve operational efficiency and client service.

Horsley Bridge

Jon Roller

Chief Information Officer