Transforming the sales process of a capital investment firm

Kitara Capital is a private equity and venture capital firm specializing in seed capital, growth capital, and PIPE investments in medium-sized businesses. It invests both locally and globally. The firm also provides co-investment opportunities. It invests in both publicly traded and privately held companies. The investment opportunities are presented to both internal and external customers by the relationship managers using the marketing and sales process.

IOTAP’s team worked with Kitara Capital to build a strong CRM business strategy which was then implemented using Microsoft Dynamics CRM (now known as Microsoft Dynamics 365 for Sales). Download the case study to know more.