altvia.com PHOENIX E QUIT Y PARTNERS CASE STUDY PHOENIX EQUITY PARTNERS OPTIMIZES OPERATIONAL EFFICIENCY AND MOBILITY WITH AIM SYNOPSIS Altvia provides an integrated, cloud-based CRM solution for Phoenix Equity Partners to enable greater operational e? ciency as well as support a paperless workplace and smarter reporting. THE CHALLENGE Phoenix Equity Partners is a London-based, leading Private Equity investment management fi rm focused on mid-market UK companies across a range of sectors. Since 2001, the fi rm has been successfully evolving. And with this growth, the need to optimize its infrastructure for CRM, reporting and mobility gave way to a new, cloud-based platform. To appreciate the dynamics involved with this transformation, it’s important to understand the foundation

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