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The CRM implementation checklist for private capital
As your firm scales from one fund to the next, your back office operations need to keep up. A CRM can help—but when up to 70% of CRM implementations fail, taking the project from idea to action and adoption is key.
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The VC’s CRM Checklist
Ensure your CRM meets your firm’s needs with our comprehensive checklist, which covers three key categories: platform value, functionality, and integration with existing firm workflows.
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The VC’s due diligence checklist
Due diligence is critical but can be a challenge—especially when timelines are short. Follow this comprehensive due diligence checklist to ensure you cover every base, every time.
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Private capital benchmarking tool
Benchmark your firm against peers with our interactive tool. Compare performance by firm size and region across engagement, network activity, and deal volume.
Setting up Salesforce for account planning
Follow these tips to improve the quality of your Salesforce data, increase CRM adoption, and help your team to build more reliable account plans.
Optimizing Salesforce for account planning
Use these strategies to improve Salesforce so your team can create account plans that maximize deal opportunities, boost portco satisfaction, and drive business growth.
Replacing Salesforce for Outlook
Salesforce for Outlook is no longer supported by Salesforce—and it will be sunsetted completely by the end of 2027. Get ahead of these changes by evaluating replacements now.
