Salesforce for Alternative Investment Management

The Salesforce Sales Cloud and the Financial Cloud are great for large banks and other firms with a standard sales and customer support model. However, out of the box Salesforce still has some limitations for fund managers who want to manage fund raising, track commitment, improve investor communication and integrate with other systems in-house. Your real estate group might use a different sales process than available in Salesforce. The way investments, funds and legal entities are related to each other in your case might be different from the standard settings. This means there is always a need to customize Salesforce to fit the unique needs of your firm for it to become really powerful.

What we do – Build to Adapt

Leveraging over 20 years of experience of building custom trading and risk management systems for buy and sell side firms, Vichara will build on the flexibility Salesforce provides and customize it as per your needs. So whether you currently are using Excel or you want to migrate from another CRM like Microsoft Dynamics our specialists will take your needs into account while building a platform just right for you. We can build complex workflows and automate processes giving you more power than what you would get from Salesforce out-of-the-box. Our offshore team can continue to support and maintain Salesforce for you at attractive rates as your platform grows and evolves.

Our Offerings

• Deep understanding of the Investment Management and Private Equity industry.
• Expertise integrating Salesforce with multiple 3rd party investment management systems, performance reporting systems and accounting platforms like Addepar and Geneva.
• Lightning Migration and Einstein Analytics implementation.
• Custom components for prospect communication, commitment tracking, deal tracking.
• Offshore and nearshore 24×7 support.

When you work with Vichara you’ll partner with specialists who work with institutions like yours to build systems just right for you.

To schedule a meeting, please email info@vichara.com.