Caltius Capital Management: Implementing Technology to Keep Up with Growth
Company Size
11-200
Region
- America
Country
- United States
Product
- Microsoft Dynamics 365 for Sales
- ClickDimensions
- Scribe
Tech Stack
- Microsoft Dynamics 365
- Scribe
- ClickDimensions
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Customer Satisfaction
- Digital Expertise
- Productivity Improvements
Technology Category
- Application Infrastructure & Middleware - Data Exchange & Integration
- Functional Applications - Enterprise Resource Planning Systems (ERP)
- Platform as a Service (PaaS) - Application Development Platforms
Applicable Industries
- Finance & Insurance
Applicable Functions
- Business Operation
- Sales & Marketing
Services
- Software Design & Engineering Services
- System Integration
- Training
About The Customer
Caltius Capital Management is a financial services company that provides capital to companies across the U.S. The company is privately held and has approximately 50 employees. Since its inception, Caltius has grown significantly, managing an initial $100 million of capital to now investing more than $650 million. The company has experienced substantial growth in its staff, which has more than doubled, and its teams are now geographically dispersed. This growth has necessitated a more robust and integrated IT system to manage their operations effectively.
The Challenge
Since inception, the company had grown from managing $100 MM of capital to investing more than $650 MM, their staff had more than doubled, and their teams were now geographically dispersed. The casual contact and information exchange Caltius relied on the past was no longer effective and neither were their IT systems. Challenges included: Applications being used by both front and back office staff varied and were not integrated, causing duplication of work. Inability to track emails and/or integrate them. Dramatic change and variation in use of technology (from laptops to smart phones to electronic tablets to legal pads).
The Solution
Velosio recommended Microsoft Dynamics 365 for Sales for its flexibility, native Windows look and feel in addition to its tight integration with other Microsoft products that company employees were already comfortable using. Velosio provided custom fields and workflows utilized by other private equity clients. They used Scribe to scrub data from multiple sources, eliminate redundancies/inconsistencies, and import clean data into Microsoft Dynamics 365 for Sales. Additionally, they recommended ClickDimensions, a third-party marketing tool, to allow the company to send press releases and conference information while capturing data in the CRM. Comprehensive on-site and web training for a wide range of users was also provided by Velosio staff.
Operational Impact
Quantitative Benefit
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