Case Study
Fundraising

OBJECTIVE

Easily and effectively manage your sales campaigns, your roadshows and your events. Increase the likelihood of converting leads and opportunities into investments thanks to closer monitoring and multi-channel customer relationships.

Key features

Multi-channel management – offer your potential customers a secure web space which is accessible in real time, allowing the exchange of information and the creation of new investment opportunities.
Transparency of pipeline deals - The dashboards provide a real time photo of your activity, by deal flow steps, thus allowing you to anticipate.
Monitoring Exchanges – Gain total transparency on all exchanges with each contact: integration of agenda / email account / mass or personalised e-mailings.

Key advantages

  • Increase in deals
  • Pipeline transparency
  • Sales force effectiveness
  • Tracking steps
  • More precise leads targeting
Easily follow the progress of your sales campaigns
Drive your e-mail campaigns effectively
On line reporting of asset performance accessible to your investors