Marketing Automation for Dynamo
ProFundCom integrates with Investor Dynamo CRM to connect investor relationship management with specialist fund marketing automation.
Built for Investors
The integration is intended to help marketing and distribution teams understand investor engagement, nurture prospects and measure how outreach contributes to asset raising.
Better tracking of investor behaviour
Bringing CRM and marketing engagement data together makes it easier to understand interactions across websites, investor portals, email campaigns and other touchpoints. Teams can use those signals to tailor communication to investor interests.
Improved lead nurturing
CRM data can be used to segment prospects by strategy, industry, role and prior investment activity. Those segments can then receive more relevant campaigns and follow-up.
Increased sales efficiency
Distribution teams can prioritise prospects showing meaningful engagement. The original page refers to ProFundCom LeadDeck as a way to surface engaged leads alongside Dynamo records.
Enhanced reporting and analysis
Connecting engagement and CRM information gives teams a clearer view of campaign effectiveness, prospect progression and the contribution of marketing activity.
Learn more about the ProFundCom Apps that work together to target investment opportunities.
What our clients say
”It's a close and genuine relationship which you just wouldn't get with a bigger company.“
Victoria Carroll, Marketing Director
”Because they're focused on financial services they understand the name of the game.“
Alison Mitsas-Sims, Marketing Director
”ProFundCom has enabled us to do something unique in hedge fund marketing.“
Daniel Schreck, Partner
