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What Can Customer Relationship Management (CRM) Do for You?

What does your current investor relations (IR) strategy look like? Are you constantly switching between Outlook, paper documents, internal software, and Excel spreadsheets saved onto a siloed desktop to communicate with investors and manage your shareholders?

This mixed bag of systems isn’t doing you any favors. It sets you up for a disorganized approach that costs you time, money, and effort. To save on all three, you should consider embracing a cloud-based CRM system to streamline your IRO. Here’s what you stand to gain by consolidating your systems with an investor relations CRM tool.

Streamlines Workflow

IR software modernizes old-fashioned siloed departments by centralizing data onto one easy-to-access platform available on the cloud. It places all your analytics, relationship management functionality, monitoring tools, and other data generated by your activities in one place.

This consolidation doesn’t just make it easier to access information in real-time. It also streamlines teamwork. Anyone with access to this integrated software can review analytics without obstacles.

Simple Platform

IR CRM has to be simple to mesh seamlessly with your current operations. The best IR technology puts serious stock in user experience (UX) and user interface (UI) to make it as intuitive as possible. This way, you won’t waste valuable time troubleshooting navigation problems.

Superior Insights

One of the most important roles IR CRM plays in your IRO is providing insight into shareholder activity. Understanding shareholder behavior can help you gain a better grasp on success.

A CRM desktop application can help you analyze your success to date, showing you how well your investors react to your corporate narrative. More specifically, the best IR technology aggregates data about your stock price and shareholder composition.

Easier Reporting

Since IR technology holds all of these insights about shareholder movement in one place, it simplifies your reporting. You’ll find all the information you need to share at board meetings quickly, cutting the time it takes to produce these reports in half.

AI Targeting & Predictions

Part of your success hinges on your ability to leverage shareholder insights to predict shareholder behavior. This gives you a chance to adapt to their needs before they even realize they have them.

A CRM desktop application uses powerful IR intelligence to carry out predictive behavior modeling on your behalf. It analyzes historical and transactional data about your shareholders, running it through mathematical and statistical programs to understand future behavior.

A powerful targeting AI can be programmed to compare more than 700 factors. Crunching this many data points at once increases the accuracy of your predictions about which investors will be ready to buy your stock.

Like any computer-based calculation, a CRM desktop application steamrolls through an impressive amount of data in a short period. This AI will always out-pace a human — not only processing large data blocks in the time it takes you to blink, but it also works tirelessly around the clock without needing breaks.

Activism Alerts

Activist shareholders can undermine your corporate narrative by pressing their own agenda on your IRO. They do this by buying up large numbers of your shares and putting pressure on management.

While shareholder activism doesn’t necessarily spell doom for your IRO — if they’re seasoned investors, activists may have good ideas — but it is something you want to monitor closely in case it leads to a hostile situation.

Bottom Line

You need to pivot at a moment’s notice to source new investors and address your current shareholders’ needs. By switching to a digital IR tool, you’ll be able to stay relevant any time the market shifts.

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