1 min read

Everpure Transforms Their IR Program with an Integrated CRM and Actionable Insights

AI Summary

  • Pure Storage consolidated its IR workflows into Q4's CRM, giving a one-person team full visibility over investor outreach.
  • Linking meetings to shareholder position changes let Pure Storage prove outreach ROI to executive leadership.

When Pure Storage welcomed a new Vice President of Investor Relations, the company needed a more efficient way to manage its growing IR program. Working as a team of one, Matt Danziger wanted to strengthen investor relationships, identify the right prospects and clearly demonstrate the ROI of investor outreach to company leadership.

Pure Storage partnered with Q4 to bring its IR workflows into one platform. Using Q4’s purpose-built CRM, Matt could manage investor interactions, track meetings and monitor outreach performance. Q4’s surveillance offering provided daily, actionable insights into shareholder activity, helping him connect investor meetings with subsequent changes in market positions.

With greater visibility across its IR program, Pure Storage could prioritize investment opportunities and anticipate changes within its shareholder base. The company reported a dramatic improvement in the ROI of investor outreach, along with stronger reporting for its executive team. Download the full case study below or speak with one of our experts about Q4’s CRM and stock surveillance solutions.

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