Exceed Your Investors Evolving Expectations With Salesforce

In today’s fast-paced environment, alternative investment sponsors need to leverage technology to remain competitive and dramatically improve the way they serve their investors. Transparency has been cited by many as the core element why investors turn down investment opportunities. Using investor management tools can have a major impact on the success of your investment firm. Organizations can raise equity faster, boost asset performance, reduce time to calculate distributions, and decrease investor support time. Learn how with Salesforce and Namiru Solutions!

 Agenda: 

• Welcome and Introduction
• Visibility: A simplified way to manage your investor interactions
• Sales & Marketing: Manage interest levels and investor types
• Investor Relations: Cleanly manage the onboarding process and stages, store all investor documentation
• Reporting: Design, schedule and subscribe to your customised pipeline and sales reports and dashboards
• Demo: See how you can get the most from your Salesforce investment
• Conclusion and Q&A