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Case Study
Salesforce CRM Overhaul Delivers Scalable Distribution Data Platform
Client type
Alternatives Managers & Private Markets
Client Challenges
Tiger’s Salesforce implementation was incomplete, with fragmented data architecture and manual processes slowing operations. Deal teams and client teams shared a single tenant with conflicting permission requirements. Informal workflows and unrelated data sets created significant operational risk across global functions.
alpha approach
Alpha began with a health check of Tiger’s existing Salesforce environment before establishing a full implementation roadmap and target state data architecture. Alpha took full ownership of design and delivery, covering data modeling, requirements gathering, functional development, integrations, migrations, and reporting. Strict profile permissions were configured to support divergent user needs across deal and client teams within a shared tenant. The engagement delivered a comprehensive Salesforce implementation and supporting analytics infrastructure, providing Tiger with a scalable, centralized CRM platform that replaced manual processes and unified data across all global user groups.
How we delivered lasting value
Turning insight into impact
Centralized CRM unifying all global user groups
All teams now track activities, opportunities, and client data in one platform. Fragmented workflows and manual maintenance are eliminated.
Scalable data model supporting complex client relationships
A redesigned data architecture accurately represents even the most complex relationship structures. The model is built to scale as Tiger grows.
Enhanced pipeline management and reporting capabilities
Improved pipeline visibility and reporting tools give leadership clearer operational insight. Data is now structured, connected, and readily accessible.
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