Sometimes, internal expertise, resource capacity, or time constraints limit an organization’s ability to deliver on its priority initiatives. To meet those needs, many organizations choose to work with a partner like Atrium to implement solutions like Salesforce and CRM Analytics (CRMA), unlocking the full potential of their data through flexibility, optimization, and innovative thinking.
One Atrium customer, a private equity firm, works with institutional investors to diversify their portfolio risk based on risk profile. They understand that navigating the complex world of private markets requires more than just data – it demands actionable intelligence. The company elected to leverage CRMA to provide better interaction between Salesforce and eFront, their system of record for funds, and to provide insights within the sales process for more effective pipeline management.
Atrium has been helping the firm optimize its fundraising capabilities on Sales Cloud and CRM Analytics foundation, and continues to enhance and innovate by engaging with our Elevate managed services offering.
With Elevate, there are three key characteristics of our engagement model that have helped us to collectively achieve the firm’s desired outcomes.
1. Flexibility, scalability, and agile methodology: Adapting to your evolving needs
In today’s dynamic business environment, adaptability is paramount. The firm recognizes this, prioritizing a flexible and agile approach to their Sales Cloud and CRMA implementation. By partnering with Atrium, they’re leveraging our proven ability to seamlessly blend a robust delivery model with the necessary agility to meet their evolving needs.
Atrium’s methodology facilitates a collaborative tailoring process, ensuring CRMA dashboards and analytics are precisely aligned with the firm’s unique requirements. This adaptable framework enables the firm to scale effectively by leveraging Atrium’s capacity to dynamically adjust team composition and expertise across its diverse platform landscape, ensuring continuous and optimized support.
The customer outcome
By providing a 360-degree view of funds from creation to management, our customers gained the ability to analyze performance at a granular level – program, manager, region, and team. This level of flexibility allowed them to adapt their strategies based on real-time insights, demonstrating the power of a scalable and agile Sales Cloud and CRM Analytics solution.
2. Ongoing optimization and proactive recommendations: Driving continuous improvement
Atrium views data analysis as an iterative process, not a singular event. We are committed to continuous optimization, proactively identifying areas for enhancement, and delivering actionable recommendations that drive tangible results.
Our team of experts conducts ongoing performance monitoring and trend analysis, providing strategic insights that empower the firm to make informed, data-driven decisions and achieve their strategic objectives.
Notably, Atrium has implemented key optimizations that have significantly enhanced the firm’s analytical capabilities, demonstrating the impact of our proactive approach. The company’s collaborative spirit and dedication to refining workflows and processes have been instrumental in this success, fostering a partnership built on continuous improvement and shared strategic alignment.
Measurable impact for the customer
The impact of CRMA at the firm extended beyond performance analysis. By replacing manual reporting processes, they saved 2-3 hours per week per user. This efficiency gain, coupled with company-wide visibility into the fundraising pipeline, enabled them to streamline operations and proactively address potential bottlenecks. This demonstrates the value of ongoing optimization and proactive recommendations in driving operational efficiency.
3. Specialized skills and thought leadership: Bringing innovative ideas to the table
Atrium’s team, composed of seasoned data engineering, Salesforce, and analytics professionals with deep expertise in the private markets sector, operates as strategic thought leaders, not merely implementers.
We bring forth innovative ideas and industry best practices to each engagement, driven by a commitment to staying ahead of the technological curve. This proactive approach, which includes exploring emerging functionalities and leveraging cutting-edge techniques, is designed to maximize the strategic value of the firm’s data assets.
Critically, the firm’s openness to engaging with Atrium as a trusted thought leader has fostered a collaborative environment where these insights are effectively translated into actionable strategies, driving demonstrable business impact.
Benefit to the customer
The true value Atrium offers the firm is the freedom from constantly needing to monitor and understand the latest platform features. Instead of investing their own valuable time and energy, they can rely on our expertise to proactively evaluate new capabilities for fit and function against their specific business challenges. We then recommend targeted applications of these features, which directly contribute to achieving their strategic objectives.
Consider the power of visualizing fund performance geographically, instantly highlighting both high-performing regions and potential areas of concern. Our specialized skills enable us to create these insightful visualizations, transforming complex data into clear, actionable intelligence. This proactive, thought-leadership approach empowers the firm to make truly data-driven decisions, ultimately providing a significant competitive advantage.
Partner with Atrium on your analytics journey
At Atrium, we’re dedicated to helping our partners unlock the full potential of their data. By embracing flexibility, continuous optimization, and thought leadership, we empower you to gain actionable insights, drive operational efficiency, and achieve your strategic goals.
If you’re ready to transform your data into a strategic asset, we invite you to explore how partnering with Atrium can elevate your insights and drive your success. Contact us today to learn more about our analytics services, including CRMA, Tableau, PowerBI, and ThoughtSpot.
