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Sales Funnel Automation

Read more about the article Vendor Data Preparation

Vendor Data Preparation

  • Post category:Sales Funnel Automation/Data Analytics/Financial Modelling

Business owners may have a desire to sell their company, but unfortunately their data may not be ready. Strategic acquirers and private equity firms are sophisticated buyers. Their due diligence process will be rigorous and data-driven. The following two issues threaten to de-rail any deal process and negatively impact valuation.…

Continue ReadingVendor Data Preparation
Read more about the article Private Equity Deal Funnel

Private Equity Deal Funnel

  • Post category:Sales Funnel Automation

A mid-market private equity firm was using DealCloud as its CRM. The system was difficult to customize so tracking deal activity reverted to a spreadsheet. This caused duplicate data entry and led to deals being disconnected from contacts. Weekly deal status meetings required reports to be prepared and key metrics…

Continue ReadingPrivate Equity Deal Funnel

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