Case Study

HelloCash

Kitcast

Roots Automation

Custom Salesforce Development

Multi-Tenant CRM and Marketing Automation

Multi-Tenant CRM and Marketing Automation

Business Information

customer persona
Customer Persona: 
VC Fund w/ 11 Wholly Owned Portfolio Companies
customer location
Customer Location:
Austin, TX
company size
Company Size:
VC Portfolio Valued at $2B+
technologies used
Technologies Used:
Salesforce, ActiveCampaign, HubSpot, SendGrid, Twilio

Key Insights

objectives
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
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
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

Multi-Tenant CRM and Marketing Automation
Stephen Lowisz
Managing Partner
1

Selling

The companies were able to cross-sell with their common audiences
2

Technology

They were able to reduce their technology overheard
3

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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