Customer Relationship Management (CRM)
Request and Guidelines Provided
- The client asked the TresVista team to assist them with managing their Secondaries CRM platform
- The entire process include logging new deals on the platform, deciding the strategy/description/process type based on deal details in the emails, as well as creating and adding the list of funds that make up an LP-led portfolio
- TresVista then prepares a summary of the deals across various stages – New, Preliminary, Due-diligence, IC, Closing, Reject – for deal teams’ weekly discussions
- Lastly, the TresVista team continues to accommodates updates to these deals on the CRM platform as per the weekly discussions
Final Deliverable and Value-add
- The team gained understanding of important parameters considered for selecting/going ahead with any new deal logged
- Gaining enough context from the deal sourcing team to understand the strategy, deal-type, process type, etc. that ultimately helps in deciding the deal structure and terms
- TresVista has created an efficient process around the deal log and update process exercise with a dynamic summary deal report. This report not only provides a direction to the client project discussion but also helps the TresVista team conduct analysis for deal sourcing activities on the quarterly basis
Methodology
