Case Study: a Chicago private equity group streamlines investor CRM with Logan Consulting and Microsoft Dynamics CRM

Private Equity Group streamlines investor CRM in 3 weeks with Logan Consulting

The client, a Chicago-based private equity group and hedge fund manager, required a robust CRM solution to manage its sensitive investor data and complex relationships across the Americas. With no existing system, they needed an application that could be easily customized for financial services, integrate with Outlook, track communications, and provide detailed reporting. Logan Consulting was engaged to implement a solution using Microsoft Dynamics CRM.

Logan Consulting deployed and customized Microsoft Dynamics CRM to centralize all investor information and communications. The solution eliminated duplicate data entry, stored unlimited investor contacts, and utilized the marketing module for mass email notifications and reporting. The result was a highly tailored system that provided the private equity group with efficient investor tracking, seamless email integration with Outlook, and robust reporting tools directly within Excel and Word.

Private Equity Group