Contact Us
Get in touch
We’d love to hear from you. Share some details and your query and we’ll respond straight away.
Case Study
Global CRM transformation unifying five siloed instances for a European asset manager
Client type
Alternatives Managers & Private Markets
Client Challenges
A European asset manager (€100bn+ AUM) operated five siloed CRM instances across geographies and business lines, spanning liquid assets, private equity, real estate, and infrastructure debt. Fragmented data, duplicative integrations, and limited cross-sell visibility were constraining distribution effectiveness and management reporting. A single, unified CRM platform was needed to support global sales, marketing, and client service functions.
alpha approach
Alpha led an end-to-end CRM transformation, beginning with a feasibility assessment to define the multi-to-single instance convergence strategy and identify business, technical, legal, and compliance prerequisites. We designed the target MS Dynamics architecture with business and IT stakeholders, developed user stories with acceptance criteria and wireframes, and provided product ownership throughout agile delivery. The program included incremental data and user migrations, a robust sharing rules model, and a full change management effort covering training, user guides, and post-go-live support. Alpha also provided PMO oversight across the entire project. The result was a unified global CRM that simplified the European asset manager’s technology estate and materially improved distribution effectiveness across all asset classes and geographies.
How we delivered lasting value
Turning insight into impact
Single CRM delivering 360-degree client intelligence globally
Five siloed instances were consolidated into one centralized MS Dynamics platform. Sales, marketing, and client service teams gained a unified, real-time view of all client relationships.
Enhanced management reporting through consolidated KPIs and BI
Fragmented activity reporting was replaced by harmonized KPIs across all business lines. Integration with BI tools gave leadership consistent, actionable management information.
Improved cross-sell capability and field team mobility
A unified data model unlocked cross-sell and upsell opportunities previously hidden across geographies. CRM Mobile App deployment extended functionality to distribution teams in the field.
Related Work
Related case studies
Case Study
Salesforce CRM Overhaul Delivers Scalable Distribution Data Platform
Case Study