Published: 19 October, 2022

ProFundCom Report – Using A CRM To Raise And Retain Assets – The Insider’s Guide

Everyone in sales or marketing within a fund has one ultimate purpose:

To raise and retain assets.

There are many different roles and responsibilities involved in making that happen, but that’s the one and only goal of sales and marketing teams.

Of course, it’s not easy. It’s a fiercely competitive and ever-changing sector, where the big beasts of the jungle – Blackrock, Vanguard et al. – take a large slice of the market.

But there is one thing that can help you massively and get you ahead in the fight to win new clients and keep your existing ones:

The CRM.

A capable and functioning CRM is a money-making machine, as it helps you track the journey of prospects and existing clients so that you can understand their motivations, likes and dislikes. And this gives you the information you need to bring a new investor on board – or stop an existing client from walking out of the door.

Is it easy to do? No. At least not without the right guidance. This report will give you an insight into how to use your CRM in the fight to raise and retain assets.

At ProFundCom, we’ve been helping our clients with CRMs for two decades. And I’m going to delve into all that knowledge and experience to take you through the key points that you need to know to use your CRM effectively.

I hope it helps you.


Paul Das
Founder + CEO

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