ERP/CRM Strategy
We help portfolio companies maximize the value of their ERP and CRM systems by aligning them with business strategy, enhancing scalability. Whether optimizing an existing system or planning a transformation, our approach turns core platforms into drivers of EBITDA growth and operational efficiency.
Value Drivers
Strategic Alignment
Ensure ERP & CRM systems support the investment thesis and value creation plan.
Scalability & Fit
Confirm platforms can scale with the business, minimizing future rework and cost.
Customer Engagement
Improve visibility, responsiveness, and sales effectiveness across the customer lifecycle.
Process Optimization
Streamline operations to increase efficiency, reduce errors, and lower operating costs.
Key Areas of Focus
- Evaluate current capabilities against business objectives and value creation plan.
- Identify misalignments, inefficiencies, and technical risks impacting growth or integration.
- Perform functional and technical gap analysis based on business requirements.
- Recommend platform optimization, upgrades, or replacement where appropriate.
- Assess data structure, governance, and reporting capabilities.
- Develop strategies to improve data accuracy, consistency, and real-time business intelligence.
- Map dependencies and interfaces with finance, HR, supply chain, and other critical systems.
- Design integration architecture to ensure data flow, reduce duplication, and enable unified reporting.
- Evaluate lead management, sales pipeline visibility, and customer retention.
- Improve integration across marketing, sales, and service to enhance customer experience and loyalty.
- Assess readiness for future growth, M&A, or international expansion.
- Define a roadmap for system evolution aligned with business objectives.
- Develop stakeholder engagement, communication, and training strategies to drive adoption.
- Establish governance to support accountability, and continuous improvement.
ValueBridge
By optimizing ERP and CRM systems, we unlock measurable gains in efficiency, customer experience, and strategic insight—ultimately driving stronger financial performance, smoother operations, and increased enterprise value.
ValueBridge
By optimizing ERP and CRM systems, we unlock measurable gains in efficiency, customer experience, and strategic insight—ultimately driving stronger financial performance, smoother operations, and increased enterprise value.
“Performance Improvement Partners consistently provides us with IT experts and practitioners who contribute to our team in meaningful ways. Management and consultants listen to our needs, identify the root cause of challenges, and deliver practical solutions that have a significant impact on the business.”


“Since 2003, PIP has provided us with sophisticated solutions that support the unique technology needs of our Private Equity Firm. At the same time, they make the complex simple – particularly for our portfolio companies — breaking implementation down into manageable parts. PIP is our go-to technology partner thanks to their ability to listen, understand, and consistently create solutions that act in the best interest of both our firm and our portfolio companies.”


“My 10 years of partnership with Performance Improvement Partners has led to significant value creation across our portfolio. Their approach is both sophisticated and pragmatic, resulting in over a dozen successful enterprise system implementations. Our portfolio companies have nothing but good things to say about PIP, which we too have witnessed in their strong operational and technical expertise.”


Ready to Turn Strategy Into Execution?
Connect with us to accelerate value realization in the first 100 days and beyond—with a partner who understands the urgency and complexity of Private Equity.