A PRIVATE EQUITY FIRM REFRESH THEIR CRM WITH INNERVATE, BRINGING NEW VALUE TO THEIR BUSINESS DATA. The private equity firm knew they could get much more value from CRM if they weren’t being held back by their current systems. They also needed to bring dispersed knowledge together, saying goodbye to unwieldy spreadsheets and gaining a true and complete picture of their customer base. They came to Innervate for the answer. REVITALISING THE DATA ASSETS Innervate worked closely with colleagues at the private equity firm to define the scope of the data they wanted to hold in CRM and the functions they wanted it to provide. We analysed the existing CRM system in the light of these requirements and decided that it would be more effective to build a new CRM system than to remodel t

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