Caltius Capital Management: Implementing Technology to Keep Up with Growth
公司规模
11-200
地区
- America
国家
- United States
产品
- Microsoft Dynamics 365 for Sales
- ClickDimensions
- Scribe
技术栈
- Microsoft Dynamics 365
- Scribe
- ClickDimensions
实施规模
- Enterprise-wide Deployment
影响指标
- Customer Satisfaction
- Digital Expertise
- Productivity Improvements
技术
- 应用基础设施与中间件 - 数据交换与集成
- 功能应用 - 企业资源规划系统 (ERP)
- 平台即服务 (PaaS) - 应用开发平台
适用行业
- 金融与保险
适用功能
- 商业运营
- 销售与市场营销
服务
- 软件设计与工程服务
- 系统集成
- 培训
关于客户
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.
挑战
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).
解决方案
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.
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