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% .