Accelerate your fundraising, investments and exits with
customized Salesforce Solutions
We implement and customize Salesforce for the asset management industry. Holistic and industry-driven solutions built specifically for the needs of private equity and venture capital firms, hedge funds and others.
100% Sustainable Salesforce
Implementations and Support
An implementation is a starting point on your Salesforce journey rather than the end. Together, we plan the whole process, guide you through the preparations and leverage our know-how to get you up-to-speed faster. All in a transparent, easy to follow and remote-friendly way.
Grow with Salesforce. As you get familiar with the platform, you come with more ideas, ways to automate your firm and improve productivity. With our comprehensive support program, you turn your ideas into 100% sustainable Salesforce features. Focus on your business, not your tools.
Salesforce Solutions for Asset Managers
Real Estate, Research Firms, Placement Agents, Family Offices and others...
Our Customers Tell the Best Stories
“Namíru is highly skilled and passionate about understanding our business needs and using Salesforce technologies to help bring our business forward. Our partnership with Namíru on the successful implementation of Salesforce has not only completely increased our productivity, but it’s also improved coordination and collaboration throughout our organization so that we can better serve our investors.”
Scott Reinhart, CEO
Private Equity - Renewable Energy
Complete Firm Life Cycle Solution on Salesforce
Segmentation & Campaign Management
Campaign & Client Outreach
Pipeline & Opportunity Mgmt
Documentation & Compliance
KYC & AML
Invoicing, Administrative & Operations
Extend Salesforce with Appexchange and integrations
Visual and Real Time Reporting