COMPANY BACKGROUND
Kharis Capital builds and manages direct investment partnerships backed by and dedicated to families and entrepreneurs, focused on making long-term PE investments ranging from €50 to €150m.
FRACTIONAL ADMIN SERVICE PROVIDED
- From 2014 to 2019
- Fractional Admin – Standard Package
- Average 10 Hrs / Month
CHALLENGES
- Top management is not able to track campaign ROI to plan for future campaign management.
- Account and contact data scattered around duplicate records.
- Campaign management is not effective.
- A data sync and integration was needed between Salesforce and LinkedIn.
SOLUTION
- New Campaign ROI report is created with information needed for customer’s C-Suite executives.
- Duplicate elimination process defined, and existing duplicates also cleaned.
- Campaign influence is implemented in opportunity to better handle campaign management.
- Salesforce integration with Linkedin is done.
RESULT
- Overall process efficiency increased by 35% .