ProTrak International, Inc. announced today 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, âWe 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.â
"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.â