Tag Archives: Microsoft Dynamics

WIMS Consulting for Funds and Investors

Introducing WIMS Consulting for Funds & Investors: Private Equity, Family Office, Venture Capital & Their Portfolio Companies

Your Fund and it’s Portfolio Companies’ Future Partner for

Marketing, Sales, Finance, Operations, Investor Relations, Development, & More.

Your Private Equity, Venture Capital, or Family Office fund is undoubtedly already great at its core functions. Between raising funds, selecting the right portfolio companies to deploy capital to, and managing the day to day operations we suspect that you’ve got those things covered, or at least you have a solid handle on them.

Where we come in is supporting your fund and its portfolio companies with everything else.

The primary mission of WIMS Consulting is to help your fund and its portfolio companies generate a higher ROI not only internally, but on behalf of your investors as well. We can assist with scaling your investments to help increase valuations in advance of additional funding rounds, liquidity events, exits, or IPOs. We can provide a lot of different services, create and implement a robust strategy, and execute each tactic, but everything that we do truly boils down to that one single objective of adding more value to your firm.

Our approach and work product is all meant to be measurable, KPI (Key Performance Indicator) focused, metrics-based, results-oriented, and top and bottom line enhancing. We are dedicated to staying ahead of the curve by always learning the latest and most innovative best practices along with the most efficient way to implement them.

The role we can play will vary based on your fund/company’s existing and/or desired structure. WIMS Consulting can function as various fully outsourced departments, or as your external CMO, Head of Sales, CFO, support team, etc. Or we can simply act as a consultant/solutions provider on a specific project.

It is our aim to provide concierge level service and be the “easy button” you press when you just need and want to focus on your core functions yet need to get everything else done too.

 

Our Value Proposition the reason we will make a great partner to your fund and its portfolio companies’:

  • Deploy us to help manage and scale your portfolio companies’ in any of the areas we highlight throughout our practice areas.

  • Consolidate various consultants, departments, service providers, and bring under one firm to help streamline operations, maximize areas of expertise, and achieve economies of scale.

  • We help aggregate data across a variety of sources, filter it, and convert these metrics into a compelling story to ensure your investors, board members, management, and stakeholders remain informed and happy with progress across the entire fund and its portfolio companies.

    • Further, when the desired results aren’t achieved and adjustments do need to be made, we ensure that story is told as well, along with preemptively bringing potential solutions to the table.

  • We are entrepreneurs ourselves, yet also worked in the corporate world too. We’ve operated and grown businesses and we’ve led funding rounds. We’ve worked with and for funds directly too. Our team has acquired quite a bit of experience across a variety of stages in the growth cycle of companies and across many industries as well.

Our Services Include:

  • Marketing Strategy & Implementation

    • Fractional CMO

    • Website Development​

    • Marketing Automation

    • Creative – Content Creation & Distribution

    • Data Analytics

  • Sales – Bus Dev/CRM Strategy & Implementation

    • Salesforce.com, Zoho CRM, HubSpot, Microsoft Dynamics, and more.​

    • Lead Generation

    • Sales Strategy and Deployment

  • Finance & Accounting

    • ​Fractional CFO​​

    • Financial Modeling & Forecasting

    • Financial Reporting

    • Accounting & Bookkeeping

  • Operations & Support

    • Investor Relations​

    • Project Management

    • Administrative Support

  • Software & Platform Development

    • Full Stack Software & Platform Development​

    • Augmented Reality/Virtual Reality Platform & Application Development

    • AI & Machine Learning

Visit our website for more information or to set up a call.

 

CRM Call to Action 2020

Your Annual CRM Call to Action for 2020

I’ve been harping on the importance of CRM programs for about a decade now (here’s the last time), yet it still hasn’t caught on the way it should. This is the year that changes. Like with most technology, competition, economies of scale, and innovation have driven costs down significantly. Not only are they cheaper, but the functionality and value has simultaneously increased dramatically. Now, you can even get basic versions of a CRM program for free. It’s why acquiring and implementing a CRM program is my #1 recommendation for every business, regardless of industry or target market, if you’re looking to increase revenue.

Whether you work for a large and complex company, or if you’re an independent freelancer, or if you’re a sales mercenary who is compensated by getting to “eat what you kill,” there is a CRM program out there for you. Regardless of your budget (or lack thereof), you can customize the level of sophistication of your CRM program, as they all have various subscription levels. Further, there was recently an absolutely game changing announcement from one of my CRM platform preferences (and the one I personally use for my business).

Zoho One – An Operating System for Business

“Zoho One is a broad and cohesive set of applications that work collectively to run an entire business on the cloud. It includes more than 40 web applications and an equal number of mobile apps—under a single sign-on, with centralized administration and provisioning—making it a true operating system for any business. While each application punches above its weight against the competition, collectively they deliver a knockout punch.

With Zoho One, we’ve put together all the applications a company needs to acquire and serve its customers (marketing, sales, automation, and support apps); run its operations (finance, recruiting, and HR apps); and provide all the tools for its employees to work collaboratively and get their work done (office suite, mail, personal productivity, and collaboration apps). Almost any company has these same needs. With Creator, our drag-and-drop app builder, customers can even build custom apps for unique business needs—like logistics scheduling—and put them under the same umbrella that forms the single operating system for their business.

Zoho One is available at $30 a month—or just about a dollar a day, per employee. ($35 if you pay on a month-to-month basis).”

While WIMS, Inc. is platform agnostic (we work with all of them, including SalesforceHubSpotMicrosoft Dynamics, and Insightly among others) it’s getting more difficult not to refer my clients and prospects straight to Zoho right now. There are of course exceptions, but they’ve built something special, particularly for entrepreneurs and small businesses.

Now, back to the more general CRM theme.

They all integrate with your email provider of choice, along with most social media channels, so tracking communications is easy (and automated). There are an incredible number of third-party add-ons you can incorporate depending on how robust your operations processes are to add additional functionality too.

Most importantly however, is that the ROI (return on investment) will more than make up for the expense.

CRMs help you automate your sales process. The more automated your sales cycle and follow up efforts can be, the greater volume of deals your business will be able to close. Further, the more accurate data you have about your sales cycle, the more deeply you can analyze it to gain insight that will not only help increase revenue, but ultimately help you improve:

  • Close rates,
  • Customer service and retention,
  • Length of sales cycle, and
  • Forecasting efforts and projections.

While implementing a CRM program can be a significant commitment initially, if you do it right, the benefit to your business is invaluable. With just under two months left in 2019, now is the perfect time to start planning and conduct your due diligence to start 2020 with yet another New Year’s resolution.

We’re here to help if you need it!