ISSUE 003 - May 2023
Four ways to enhance your CRM
Dealmaking has fundamentally changed with the end of the cheap capital that had been pervasive over the past five years. This has led to three major and conflicting sets of requirements:
- Significantly more focused criteria for what an attractive deal is, while a high volume of deal sourcing remains the number one focus of deal teams.
- Greater efficiency in deal sourcing and development but an increasing amount of research and diligence required for every deal.
- Increased competition for every deal with a continued lack of use of deal-sourcing data and CRM functionality by dealmaking teams.
And with operational and IT budgets down, many firms are assessing whether they are getting a sufficient return from their CRM, deal data, and deal tool investments. Discover four ways you can enhance your CRM to increase adoption and drive ROI.
Was this forwarded to you? Sign up for monthly insights.
Sign upSnacks
3 takeaways from Affinity Campfire Berlin
We spoke with dealmaking experts from Future Energy Ventures, HV Capital, Earlybird, and Armira on how they’re navigating today’s investment environment. Read to learn what they had to say.
Read
How the right CRM database makes you a better dealmaker
Learn about the core elements and benefits of a CRM database, with tips on how to incorporate auditing, data exhaust, and relationship intelligence to optimize the value it brings to your business.
Read
Press Play
Your network is bigger than you think
Join our weekly demo to see Affinity in action and learn how you can use your network to find, manage, and close more deals.
VOICES FROM THE INDUSTRY
“We manage a list of co-investors in Affinity and run some analysis on that. And we religiously use the reminder function to keep in touch with founders and the rest of our network. Our team's goal is to stay visible."
Samantha Santaniello, Head of Business Development & Partnerships, MassMutual Ventures
Your network is bigger
than you think
Join our weekly demo to see Affinity in action and learn how you can use your network to find, manage, and close more deals.
Register