SOFTSQUARE CASE STUDIES

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Kharis Capital

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% .