Financial Services

Sales Optimization in Private Equity

author Josh Miramant February 10, 2020

The Problem

A middle-market Private Equity firm needed help integrating 4 acquired CRM/ERP companies. They introduced Blue Orange to the CEO of the merged company to provide architectural guidance on their data infrastructure to support unified data and sales optimization. Due to disparate data sets, the company had no insight into the efficacy of their upper funnel engagement or attribution across their sales cycle.

Sector CRM/ERP

Vertical Sales Optimization

Stage Due Diligence Audit

Case Study

Business Challenge

  1. Siloed data systems hinder coordination, planning, and tracking.
  2. Low conversion on sales efforts.
  3. Lack visibility into sales processes.
  4. Development team has no resources for an internally focused, stand alone project.

Blue Orange Design Considerations

  1. Scalable architecture creates confidence that data driven operations will not be outpaced by growth.
  2. Increase top of funnel conversion using ML prediction to improve lead segmentation.
  3. Improve sales modeling and oversight with real-time, full funnel dashboards.
  4. Getting quick results was crucial. They needed to solve the problem quickly and then add complexity later.


Machine Learning Predictive Analytics Private Equity Sales Optimization
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Full-service data transformation to make it easy to get from raw data to insights.


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