The client, a Private Equity firm, wanted the TresVista Team to create an automized tear sheet using their CRM platform for every company. To standardize the content on tear sheets, the client asked the TresVista team to identify the essential points from the call notes and summarize them for each interaction. Additionally, the client asked the team to remove the duplicated interactions present on their CRM through this process.
To create an automized tear sheet for every company using the client’s CRM platform, which would help the client’s marketing team understand the background and track the fundraising activities with the LP.
The TresVista Team followed the following process:
The major hurdles faced by the TresVista Team were:
The team overcame these hurdles by establishing effective communication to understand the critical points the client was expecting in the tear sheet. The team also sent work in progress (WIP) files and took the client’s feedback at regular intervals.
The TresVista Team gave the client suggestions to formulate a template for maintaining the call notes. Additionally, the team rectified the interactions with wrongly tagged LP/GP on CRM.