Private Equity Firm, Hamilton Lane, Selects ProTrak International for CRM Solution
ProTrak International, Inc. announced recently that Hamilton Lane recently completed the installation of the ProTrak Advantage Enterprise CRM system to help manage their new and existing prospect, client and consultant relationships. Hamilton Lane, with over 80 employees, provides discretionary and non-discretionary private equity asset management services to sophisticated investors world-wide from offices in eight global financial centers.
ProTrak Advantage will help Hamilton Lane with third party marketing, effective mass mail / e-mail communications, managing complex "people" and "business-to-business" relationships, integration with incoming/outgoing Outlook e-mail, sales analysis / management reporting requirements and Pipeline / Opportunity management, which was configured to Hamilton Lane's specific needs.
Olin Honore, Vice President of Information Technology, at Hamilton Lane said, "We needed a solution that could scale with our growth. ProTrak was the one vendor we found to be up to the task. The application offered a feature-rich product, proven scalability, and a professional service organization that was necessary to support our enterprise-wide deployment. ProTrak has made it amazingly easy for our sales reps to access and report on customer information very quickly."
"For over 19 years now, we have maintained our focus solely on investment management firms", said Simon Koziel, President of ProTrak. "I believe Hamilton Lane appreciated our longevity and commitment to this industry, as well as the feature rich product that we offer. We are very pleased to have a private equity firm the caliber of Hamilton Lane as one of our valued clients and we look forward to a long and mutually beneficial relationship."
About Hamilton Lane:
Hamilton Lane is an independent financial institution that provides discretionary and non-discretionary private equity asset management services. Founded in 1991, Hamilton Lane has offices in Philadelphia, San Francisco, London, Tel Aviv and Singapore. In addition to being a leading manager of private equity assets for Taft-Hartley (union) pension plans, Hamilton Lane serves four of the largest pension funds in the US and many smaller public and corporate pension plans and university endowments. With over $9.5 billion in private equity assets under management and the oversight of an additional $70 billion in advisory assets, Hamilton Lane is also responsible for over $16B in commitments to non-U.S. funds, principally in Western Europe and the United Kingdom as well as in Asia, Japan and Australia.
About ProTrak International:
ProTrak, a New York City-based firm, is a recognized innovator and investment industry veteran and has been providing best-of-breed client relationship management (CRM) solutions to the investment management community for over 19 years. ProTrak has the only CRM software suite that fully serves the needs of both traditional and alternative investment managers. The ProTrak Advantage CRM system improves the effectiveness of client service, sales & marketing and research teams by providing tools for managing the complex, multi-dimensional relationships common to the investment management industry. ProTrak's global client base manages in excess of $650 billion in assets and employs over 1,000 professionals. For more information visit
www.protrak.com.
SOURCE: ProTrak International, Inc.