November 11, 2020
Compass Sales Solution - Case study

Due Diligence Audit – Case Study

The Problem A middle-market PE 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.  Case Study […]
February 10, 2020
Sales Optimization Phase 1

Sales Optimization in Private Equity

PHASE 1: Data Transformation The Challenge A leading Private Equity and Venture Capital firm, with over $30B under management, requested an end-to-end data audit of their deal platform. They were looking to evolve the platform to make a scalable and unified sourcing tool with consistent architecture and infrastructure. They wanted an independent third-party to assess the technical decisions made to date in the development. The […]
April 9, 2018
Sales Optimization in Private Equity Phase 4

Improve Portfolio Company Efficiency

Sales Optimization in Private Equity Phase 4: Improve Portfolio Company Performance The Challenge A leading Private Equity and Venture Capital firm, with over $20B under management, requested an end-to-end data audit of their deal platform. They were looking to evolve the platform to make a scalable and unified sourcing tool with consistent architecture and infrastructure. They wanted an independent third-party to assess the technical decisions […]