Case Study

HelloCash

Kitcast

Roots Automation

Custom Salesforce Development

Multi-Tenant CRM and Marketing Automation

Business Information

Customer Persona:

VC Fund w/ 11 Wholly Owned Portfolio Companies

Customer Location:

Austin, TX

Company Size:

VC Portfolio Valued at $2B+

Technologies Used:

Salesforce, ActiveCampaign, HubSpot, SendGrid, Twilio

Key Insights

Objectives

Implement a single CRM and marketing automation system for11 portfolio companies of the Austin-based VC firm in addition to the fundraising operation itself with a very tight timeline of 60 days

Challenges

Each company was on a different CRM, needed custom integrations with each of their mobile and SaaS applications, required different visibility settings and restrictions

Solutions

We started by cleaning up over 1M+ records. We then created a multi-tenant Salesforce and marketing automation instance with custom APIs, visibility, and data sets for each company

The Results

Stephen Lowisz

Managing Partner

Selling

The companies were able to cross-sell with their common audiences

Technology

They were able to reduce their technology overheard

Conversion rates

Conversion rates across each startup went up due to the omni-channel marketing automation put in place, custom to each company

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