by Mike Simmons | Sep 15, 2020 | CMO, Entrepreneur, Evan Shirreffs, Family Office, Funds & Investors, Marketing, Mike Simmons, Outsourced CMO, Project Management, Small Business Owners, Startup, The WIMS Guide, WIMS
Over the past 50 years, the amount of family offices has grown to an estimated 3,500-5,000 as ultra-high-net-worth (UHNW) investors have increasingly used this approach to leverage and manage their wealth. Whether it be through Single-Family Offices (SFO’s),...
by Mike Simmons | Sep 4, 2020 | Charlotte, CMO, CRM, Entrepreneur, Marketing, Miami, Mike Simmons, Project Management, Salesforce, Salesforce.com, Technology, The WIMS Guide, WIMS
My firm, WIMS Consulting, has been providing CRM implementation services since its inception (and personally I’ve been leading them for 15 years now). We have been platform agnostic (we work with all of the primary platforms, including Salesforce.com, Zoho, Hubspot,...
by Mike Simmons | Aug 13, 2020 | Charlotte, CMO, CRM, Entrepreneur, Evan Shirreffs, Funds & Investors, Market Trends, Marketing, Miami, Mike Simmons, Outsourced CMO, Small Business Owners, The WIMS Guide, WIMS
The whirlwinds of 2020-2022 rattled businesses across the country, and it was no different for the private investment/fund industries. Even prior to last year, trends were moving toward funds (private equity, venture capital, family office, etc.) establishing...
by Mike Simmons | May 21, 2020 | Funds & Investors, Mike Simmons, The WIMS Guide, WIMS
Your Fund and its Portfolio Companies’ Future Partner for Marketing, Sales, Finance, Operations, Investor Relations, Development, & More. Your Private Equity, Venture Capital, or Family Office fund is undoubtedly already great at its core functions. Between...
by Mike Simmons | Nov 12, 2019 | CRM, Entrepreneur, Mike Simmons, Project Management, Salesforce, Small Business Owners, Technology, The WIMS Guide, WIMS, Zoho, Zoho
I’ve been harping on the importance of CRM programs for about a decade now (here’s the last time), yet it still hasn’t caught on the way it should. This is the year that changes. Like with most technology, competition, economies of scale, and innovation have driven...
