The Wyse Group is a financial advisory and investment firm that specializes in turnaround management, special situations, and operational improvement. With a lean team juggling capital raises, interim C-suite roles, and strategic investments, they needed a CRM that could bring structure without adding complexity.
In this interview, Rob Peterson, Managing Director at Wyse, shares how 4Degrees helped them replace chaotic spreadsheets with a centralized, purpose-built platform.
The Challenge: Disorganized Workflows and Manual Spreadsheets
Before adopting 4Degrees, The Wyse Group had no formal workflow for managing deals or client relationships. Everything lived in fragmented Excel spreadsheets, with different team members tracking projects and contacts in their own way. There was no central system, no reminders, and no visibility across the firm. The result? Missed opportunities, duplicated work, and time wasted just trying to stay organized.
Finding the Right Fit: Why They Chose 4Degrees
When The Wyse Group set out to find a CRM, they began with the usual suspects, including Salesforce, DealCloud, and HubSpot. After months of research and due diligence, they discovered 4Degrees. What stood out was the simplicity of the platform, its seamless integration with Outlook, and workflows designed specifically for deal-driven teams.
The sales process was low-pressure and highly responsive. Even the 4Degrees CEO joined a call to help address technical questions. That level of hands-on support was very appreciated by the Wyse team.
Easy Onboarding & Support that Scales with Their Team
Getting started with 4Degrees was a smooth experience for The Wyse Group. While the platform itself was intuitive, the responsive and helpful support team made the process even easier. Noemi, their Customer Support Manager, guided them through setup and training, helping them get the most out of the system. As Wyse continues to grow and bring on new team members, they rely on that same support to onboard quickly without disrupting their workflow.
Daily Value: Smarter Deal Management & Targeted Outreach
Today, The Wyse Group uses 4Degrees to manage active deals, track new opportunities, and prepare for weekly team meetings. What once took hours of consolidating spreadsheets is now visible in real-time, saving the team time and effort. They also use the platform to segment investor contacts based on deal size, industry, and fit, making their outreach more targeted and effective.
Instead of sending deals to a thousand people and hoping for a response, Wyse now focuses on the right contacts at the right time. The result is a more strategic, organized, and efficient deal flow process.
The ROI: Weeks of Work Saved Across the Team
Rob shared that while they haven't formally measured the exact hours saved, the impact is clear. By replacing manual updates and scattered spreadsheets with a centralized system, the team has significantly reduced the time spent on administrative tasks.
Preparing for meetings is faster, updates are more accurate, and everyone has access to the same information. Rob estimates that across the team, 4Degrees saves the equivalent of two full weeks of work.
The Wyse Group's journey with 4Degrees shows how the right CRM can transform the way deal teams operate. By moving away from disorganized spreadsheets and adopting a purpose-built platform, they've gained structure, saved time, and improved their engagement with clients and prospects.
With intuitive tools, reliable support, and workflows designed for firms like theirs, 4Degrees has become a central part of their operations.
If your team is seeking a more effective way to manage relationships and deals, 4Degrees may be the solution you're looking for. Request a demo today.
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