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Deutsche Beteiligungs Go-Live with Xpedition’s Private Equity CRM Accelerator

Since 1965, Deutsche Beteiligungs has sponsored over 300 mid-market companies within Germany and neighbouring countries with a clear investment focus on high-growth, profitability and overseas expansion. After experiencing challenges with their previous CRM system, Deutsche Beteiligungs chose Xpedition to deliver a solution that mapped to their specific requirements as well as their long term objective to strengthen investment opportunities.
With clear demonstrable experience within the Private Equity sector, Deutsche Beteiligungs AG was confident in Xpedition’s ability to quickly deliver a solution that provided the intelligence needed to help foster growth and add tangible value. Risk Manager, Dennis Jankowski said, “We knew of Xpedition’s track history within Private Equity, their expert industry knowledge really helped us to set clear project objectives and refine our requirements. We are now successfully live and we look forward to seeing the results and continuing our relationship with Xpedition
Since replacing their existing system with a tailored CRM solution, Deutsche Beteiligungs AG are now able to easily access relevant information anywhere and from any device. Along with automated processes and a powerful reporting suite, the team now have the necessary tools to better manage the entire lifecycle of a deal as well as effectively build stronger relationships with potential investors.
Xpedition Project Manager, Nealesh Patel adds, “Built on the market leading Microsoft Dynamics CRM platform, we created a ‘Private Equity CRM Accelerator’ that delivers a CRM solution specific to the private equity and venture capital sector. As a result of this, a major element of the development work was already completed and so we were able to quickly design, create and implement a streamlined solution that met Deutsche Beteiligungs’s needs.”
Notes to editors
About Xpedition
Xpedition’s consultants design, implement and support innovative CRM technology solutions that deliver measurable business value to clients in a broad range of sectors. Xpedition is a division of the TouchstoneGroup, one of the UK’s largest suppliers of integrated business software and business consultancy services for midsize and large enterprises. Visit to find out more.
About Deutsche Beteiligungs AG
Based in Frankfurt, Deutsche Beteiligungs AG is one of Germany’s leading Private Equity firms. Since 1965, they have used their experience, expertise and equity to support their portfolio companies to help implement sustainable, value-creating strategies. Most of their portfolio companies are rooted within one of their core sectors like automotive suppliers, industrial services or capital goods.