How Can A Fund Marketing Team Use A CRM To Help Sales?

For fund marketing engagement data to be truly effective, you need to use a platform within your CRM that tracks and analyses trends over time, so you can see a wide picture of what is working and what isn’t.

This lets you see, for example, identify key prospects and existing investors and see where they sit in your funnel. This deep analysis also allows you to track campaigns by type and tags, along with the investor types and location each one appeals to most. But, to work properly, you must bring everything together in a ‘lead deck’ format within the CRM, which allows someone to access engagement history for any one person on your marketing database and see what they like, what they don’t like, and even which digital touchpoint actually brought them into the fold in the first place. This is the final step in the process and is what can actually lead to a sales conversation that raises assets.