Creating a future-proof CRM
A PEI Top 100 private equity firm had outgrown its highly customized, decade-old CRM, which managed core business functions from deal sourcing to portfolio support. The firm needed a modern, scalable solution that aligned with their long-term strategy. West Monroe partnered with the client to evaluate four leading CRM platforms—ultimately selecting InvestorFlow for its ability to support future growth.
Through a phased implementation approach, West Monroe ensured a smooth transition, delivering the new system on time and under budget. The results were transformative—7x growth in top-of-funnel deal opportunities, a 20x increase in efficiency, and $750K in cost savings. The firm is now positioned for long-term success with a CRM that enhances decision-making and accelerates deal execution.