FEATURES
Marketing Automation For Investor Dynamo
If you are using Dynamo as a CRM you are in good company.
For 20 years, Dynamo has worked alongside fund managers, institutional investors, and service providers to identify and solve key challenges in the alternative investments ecosystem.
Where ProFundCom helps Dynamo’s client is in the Marketing Automation part. With an integrated solution, ProFundCom provides fund marketing teams with the ability to automate marketing as well as demonstrate the impact marketing has on the asset-raising process.
Overall, connecting your CRM to your marketing automation can help you create a more seamless and effective investor experience, improve your lead nurturing efforts, and boost your sales and marketing efficiency.
The integration allows Dynamo Clients to have:
• Better tracking of investor behaviour
• Improved lead nurturing
• Increased sales efficiency
• Enhanced reporting and analysis
Our integration from Dynamo to ProFundCom has given us unparallel insight into our prospects’ and is helping us make better connections with potential investors.
Daniel Schreck
Partner at Equinox Partners
Better tracking of investor behaviour
Integrating your Investor Dynamo CRM with your marketing automation tool allows you to track and analyze customer behaviour across multiple touchpoints, such as investor portal or website visits, email opens, and social media interactions. This data can help you better understand your prospects’ and investors’ preferences and needs, allowing you to personalize your marketing campaigns and improve your overall investor experience.
Improved lead nurturing
You can create more targeted and personalized lead-nurturing campaigns by connecting your Investor Dynamo CRM and marketing automation. You can use data from Dynamo to segment your leads based on factors such as industry, fund strategy, job title, and past investment history. Then, use your marketing automation tool to deliver personalized content and messaging to each segment.
Increased sales efficiency
Integrating your Investor Dynamo CRM and marketing automation platforms can help your sales team be more efficient by giving them better insights into leads and prospects. For example, your sales team can access data from Dynamo to see which leads have engaged with your marketing campaigns and which are ready to invest via the ProFundCom LeadDeck.
Enhanced reporting and analysis
Connecting your Investor Dynamo CRM and marketing automation can give you a more comprehensive view of your sales and marketing data. This can help you identify trends, optimize your campaigns, and measure the ROI of your marketing efforts.