Creating a CRM Database to Track Opportunities for a Healthcare Investor
Objective & Scope
The client, a UK-based investor specializing in the healthcare and life sciences sector, was looking to track and profile its potential target companies and partners. It wanted to develop a comprehensive database and sought Benori’s support to: Review and augment information on existing target companies Review and augment information on service providers, including individual industry experts, professional advisors, lenders, limited partners (LPs), and general partners (GPs)
Approach
Our approach was to consolidate the contacts and leads lists and categorize them to identify information gaps. We then conducted secondary research through company websites, reports, and third-party databases to track, verify, and augment client data requirements. The collated data was prepared to help track and profile potential partners, suppliers, and competitors.
Impact
The research helped the client in: Developing a detailed client database and classifying its portfolio to identify sector-relevant clients Implementing a one-stop platform to search for any potential company or contact across all service lines
