Seven engines. One connected commercial system.
The core loop runs each stage from first lead to renewal or a return purchase. The enabling layers run across all of them. Start with the ones you need.
The GTM Outcome Engine50+ integrations. The systems your business runs on.
Not just the ones with a native connector. Every integration is governed and monitored as part of the engine.
All integrationsInvestment records in the CRM for a funds manager.
Centennial is a funds manager with investor relations, adviser and distribution teams.
The challenge.
Investor holdings sat in the share registry, outside the CRM the investor relations team used each day.
What Kongo built.
Sales and Marketing Hub
A CRM implementation for investor relations and wealth management.
Custom objects
An Investment object for holdings and an events object for investor events.
Processes
A capital raise process, and a workflow that creates an Investment record when a deal closes.
Marketing
Lead scoring, subscriptions and segmentation for investor communications.
What changed.
Investor relations works from HubSpot, with each investment recorded against the investor.