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Case Study
CRM re-platforming drives global sales alignment for a European asset manager
Client Challenges
A European asset manager’s Microsoft Dynamics CRM had drifted out of alignment with business needs through years of tactical customization. User adoption had declined and management lacked the insight needed for effective decision-making. The company engaged Alpha to assess, redesign and implement a fit-for-purpose CRM platform.
alpha approach
Alpha structured the engagement across three phases spanning 10 months: a CRM health check, design of target capabilities, and full implementation. Using proprietary CRM accelerators and asset management market best practices, Alpha ran workshops with sales and leadership teams across key capability areas including account management, opportunity management and client service. Alpha delivered business requirements and user stories before leading implementation as PMO, BA and design authority, coordinating the company’s IT partner throughout. The result was a rebuilt CRM platform that unified global sales practices and gave leadership actionable distribution insights.
How we delivered lasting value
Turning insight into impact
Rebuilt CRM platform aligned to business and sales needs
The European asset manager gained a new CRM platform configured to the specific needs of both sales teams and leadership. The platform replaced years of misaligned tactical customization.
Global sales practices unified across all geographies
CRM became the single tool supporting sales activities worldwide, driving consistent practices and improving information sharing across regions.
Enhanced management visibility over distribution activity
New MI and reporting capabilities gave leadership clear visibility of distribution activity across geographies. The platform was also future-proofed for further use case development.
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