Customer Effective: Private Equity Microsoft Dynamics CRM Webinar is Now Available

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Customer Effective recently presented a webinar highlighting Microsoft CRM for Private Equity firms. In the webinar, we discussed how PE firms are leveraging Customer Effective: Private Equity to gain better insight into all firm relationships, improve deal flow, manage fundraising, and improve deal velocity.

From the webinar:

We understand the challenges you have as a Private Equity firm today. You have a broad set of partners, intermediaries, and associates. You may have a homegrown system or systems that were all independently supposed to simplify your processes. Often, these systems made your process more complex because of data silos, duplicate entries, inconsistent data, multiple user logins, and poor user adoption.

 Microsoft CRM + Customer Effective: Private Equity is a front office system that puts the focus on user adoption and your business process (including deal flow and fundraising). We achieve this because we get the right data at users' fingertips. We deliver it through familiar tools like Outlook and other Microsoft Office technologies. And we easily allow access from users' mobile devices.

The webinar can be viewed here:

Microsoft CRM for Private Equity Firms LiveMeeting Webinar Recording

Recording ID: KTJ36F

If you would like a quick, 2-minute overview of a day in the life of a PE professional who uses Customer Effective: Private Equity, you can access that here:



For more information, contact Customer Effective at

Post by: Brad Koontz, Customer Effective 

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