Growth is exciting—but it brings challenges. A PE/VC firm managing 15 companies wanted to scale to 50, but their CRM (HubSpot) couldn’t handle the complexity.
- Security, confidentiality, and scalability were critical
- Managing multiple pipelines and relationships became overwhelming
- Outdated processes no longer worked for their expanding team
How Platinum Cubed Stepped In
We reimagined their operations with Salesforce, implementing best practices for deal tracking, pipeline management, and analytics.
- 8 unique business pipelines seamlessly managed
- A steady stream of new deals via a Deal Registration Portal
- Real-time analytics to drive strategic decisions
“Platinum Cubed is a 5/5. We could not have done it without them.”
This firm is now positioned for rapid, sustainable growth with a CRM built to scale.