Beyond CRM: The No-Code Solution

The rapid rate of change for alternative asset managers has always made building the optimal technology stack challenging. Off-the-shelf enterprise class applications provide high quality reporting and analytics but are too fixed-format to meet the swiftly evolving needs of individual processes. No-code tools, while providing highly customizable options, are not well integrated into the enterprise stack, and this has been a conundrum to the user. 

No-code tools have all been the rage the last few years. They are rapidly being adopted for a variety of needs, from a mini-CRM to a project management tool to an event planning tool. It is this very versatility that many asset managers crave, and as citizen developers have grown within the organization, the pitch to add more no-code tools to the stack has become stronger. 

No-code is an advanced technology that helps businesses create applications without any hand-coding or traditional coding. The system offers visual graphic features that utilize a drag-and-drop process to build an app. The process requires a few days or hours to develop a complete application.

Pepper’s enterprise “Beyond CRM” has created the first embedded no-code solution that allows citizen developers to create tools while working within the platform. The biggest advantage of this no-code tool is that it is fully integrated with the underlying enterprise database. When a user is developing a new application, he does not have to key in any enterprise data, such as the deals they are working on or the users of the system. Those are readily available within the new application.

This provides a new paradigm in enterprise computing. With Pepper’s no-code tools, a whole host of critical tasks are automated and managed efficiently. Today, companies can link multiple departments and activities through a single node tool. It’s easy to operate primary tasks without significant knowledge of coding, making it an attractive addition for asset managers.

Leverage Pepper’s no-code solution to automate tasks such as:

1. Deal Closing Tracking: Many tasks within the enterprise are too small for a dedicated solution, but too critical to be managed just using a spreadsheet. They require some of the resources that are available within the enterprise platform to be integrated with a set of new activities and tasks. For example, deal closing trackers may be a critical need for many asset managers. Each deal may have its own set of highly specialized tasks that need to be completed for the deal to close. Pepper’s no-code tool can be quickly optimized for each new deal and deal type to create a unique tracking tool. Once complete, the data and actions that are recorded become important compliance collateral, a huge advantage for easing the compliance reporting process.
2. New Market Entry: As the asset manager builds out his day-to-day activity tracker, he will need a tool that can track new projects as they arise. If the manager is exploring a new market, he needs to create an actionable plan. The Pepper no-code tool is an easy-to-use project manager that can help track all the individual tasks with their corresponding deadlines as well as manage internal and external teams.
3. To-Do Lists: There are thousands of to-do lists that everyone must be able to access. Within the enterprise, these to-do tools have no dedicated home. With Pepper, users can build multi-user to-do lists with tasks that are allocated to team members across the whole enterprise.
4. Tracking Compliance for Specific Deals: Asset managers are regulated and need to maintain clean records of tasks and processes across all their deals. Pepper allows them to create specialized trackers that guide the team through regulatory steps, send them reminders of approaching deadlines, and manage the documents that may be required to complete compliance requirements.
5. Investor Campaign Planning: Asset managers need to create detailed plans for approaching their investors in order to raise new funds. Pepper provides a complete set of functionalities to manage campaign plans for reaching out to new and existing customers.

In short, no-code increases agility, which in turn increases productivity. The automation process in Pepper’s no-code tools helps asset managers conduct more services without additional strain. 

It is much faster and easier to make changes using a no-code platform than with traditional methods. If there’s a mission-critical situation, organizations will no longer need to rely on a development team to write ad-hoc, complex code, in turn benefitting from valuable time and cost savings.

For more information about data-frame investments in asset management, check out our field study, and learn more about how having Pepper Inside can help you and your fund grow ROI and AUM today.