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    BSG Datasheet CRM - FINAL

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    Brian Hill
    BSG-Datashee

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    © All Rights Reserved
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    BSG Datasheet CRM - FINAL

    Uploaded by

    Brian Hill
    11 views4 pages
    BSG-Datashee

    Original Title

    BSG-Datasheet-CRM_FINAL (3)

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    © © All Rights Reserved

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    BSG-Datashee

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    11 views4 pages

    BSG Datasheet CRM - FINAL

    Uploaded by

    Brian Hill
    BSG-Datashee

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 4

    DATASHEET

    BACKSTOP
    CRM PLATFORM

    THE CHALLENGE
    KEY BENEFITS
    Your time is finite. Which means it’s also invaluable. And your industry is fast-paced and • Increase operational
    efficiencies through a
    constantly changing. Every day you juggle multiple roles and responsibilities — from centralized, comprehensive
    capital-raising to relationship management, communications to capital-raising, and system.
    everything in between. On top of all of that, you’re expected to address questions about • Maximize the value of client
    your firm’s institutional readiness, including issues of compliance, security, and stability. loyalty through robust
    And, you have to do it all while consistently delivering outstanding portfolio performance. relationship management.

    In short, you need to make every minute matter. • Meet and exceed
    client expectations
    The surest way to make the most of every minute is to equip yourself with the best software for communication
    solution and resources. Attempting to meet all of these challenges using static systems and management.

    spreadsheets simply isn’t effective or efficient. • Optimize and leverage


    your prospect database to
    That’s where Backstop comes in. gain a competitive edge.
    • Protect your data and
    maintain compliance.
    THE SOLUTION

    Developing and nurturing lasting PURPOSE-BUILT


    client relationships requires the FOR THE NEEDS OF:
    right balance of intuition and • Hedge Funds
    information. Sure, your instinct is a • Private Equity/Real Estate/
    great start. But information is what Venture Capital
    truly powers success. To get that • Institutional Asset Managers
    balance right, you need a robust • RIA
    service and communication program • Funds of Funds
    that organizes and streamlines • Advisors and Investment
    Fig. 1 – Backstop Home Base
    knowledge, so you can efficiently Consultants

    manage relationships and drive your organization’s overall success. • Pensions


    • Endowments & Foundations
    Backstop CRM – Client Relationship Management software – is an award-winning,
    • Family Offices
    centralized database that empowers you to continually and effectively meet goals and
    exceed expectations as soon as you log in to Backstop Home Base Fig 1.

    © Backstop Solutions Group, LLC p. 1 | www.backstopsolutions.com


    BACKSTOP
    CRM PLATFORM
    DATASHEET

    BACKSTOP CRM – BACKSTOP CRM – BACKSTOP CRM –


    CAPITAL-RAISING RELATIONSHIP COMMUNICATION
    MANAGEMENT MANAGEMENT MANAGEMENT

    The Backstop CRM platform The Backstop CRM platform The Backstop CRM platform
    enables easy, accurate and provides an organized, efficient includes a comprehensive suite of
    comprehensive capital-raising foundation for managing client software solutions that empower
    lifecycle management with and partner activities, investment you to develop more effective
    real-time capital-raising analytics documentation, research materials, communication email campaigns,
    and data visualization. and email communications. branded investor portal, and more.

    The platform enables you to: The platform enables you to: The platform enables you to:

    • Manage interest levels, client • Capture and share all notes, • Create and send unlimited email
    types, and investment probabilities meeting content, calls, and distributions to clients, prospects,
    utilizing opportunity pipeline documents. and other contacts through the
    and capital-raising dashboards email center.
    developed specifically for • Automatically synchronize contacts
    and emails, with seamless Outlook® • Monitor message reads to evaluate
    institutional and alternative asset
    integration. campaign success and maintain
    managers.
    compliance.
    • Focus on the most, relevant, • Restrict access by role or user type
    to ensure compliance with both • Protect clients and firms by
    winnable opportunities by
    internal and external policies. distributing reports, statements,
    probability.
    K-1 forms, fund documentation,
    • Manage opportunities through • Access crucial information, manage and much more through a branded,
    various stages or update them in contacts, and add notes while on secure online portal.
    bulk with ease. the go using Backstop Mobile.

    • Answer important questions based • Manage real-world relationships


    on the real-time data and analytics and track the information that
    available in Capital-Raising matters most.
    Dashboards in seconds.

    • Easily create and share reports


    and analytics to accurately
    measure business development You need a robust service and communication program
    effectiveness.
    that organizes and streamlines knowledge, so you can
    efficiently manage relationships and drive your
    organization’s overall success.

    © Backstop Solutions Group, LLC p. 2 | www.backstopsolutions.com


    BACKSTOP
    CRM PLATFORM
    DATASHEET

    THE BACKSTOP CRM PLATFORM TECHNOLOGY SPECIFICATIONS

    FEATURES BENEFITS

    Single hub for managing contact information, with • Increased operational efficiency
    seamless integration with MS Outlook • Higher accuracy and consistency

    Real-world relationship tracking, including detail • Competitive edge through prospect


    on the strength and importance of individual database optimization
    relationships • More effective relationship management

    Share important meeting details and research in • Consistent and current knowledge across entire
    just a few clicks organization

    Send Investor letters or marketing campaigns • Streamlined processes


    through built-in email campaign tool • Consistency in mass communications

    Prebuilt summary reports and ad-hoc • Repeatability with flexibility


    reporting capability • Minimization of errors

    • Greater trust with investors through


    Store and share important investor and fund higher-quality communications
    documents • Ability to adhere to security and
    compliance standards

    Configure individual relationships to display • Deeper insight into relationships


    relevant notes and documents with
    appropriate contacts • Optimized account management

    • Get out of spreadsheet purgatory, and view


    pipeline information directly, slicing and dicing
    Pipeline Manager data by team member, geography, lead source,
    expected close date, opportunity stage,
    probability, and more

    • Real-time data, analytics, and insights


    Capital-Raising Dashboards you need to answer important questions
    on the fly

    To learn more, visit backstopsolutions.com/backstop-crm

    © Backstop Solutions Group, LLC p. 3 | www.backstopsolutions.com


    BACKSTOP
    CRM PLATFORM
    DATASHEET

    ABOUT BACKSTOP SOLUTIONS


    Because every minute matters, Backstop’s mission is to help the institutional investment industry use time to its fullest
    potential. We develop technology to simplify and streamline otherwise time-consuming tasks and processes, enabling our
    clients to quickly and easily access, share, and manage the knowledge that’s critical to their day-to-day business success.
    Backstop provides its industry-leading cloud-based productivity suite to investment consultants, pensions, funds of funds,
    family offices, endowments, foundations, private equity, hedge funds, and real estate investment firms.

    CONTACT US
    backstopsolutions.com

    [email protected]

    Main: Sales: United Kingdom: Hong Kong:


    +1 312 277-7700 +1 312 277-7701 +44 0-800-069-8582 +852 3511 6015

    Chicago (HQ) New York London Hong Kong


    233 S. Wacker Dr. 151 W. 25th St. 20 St Dunstans Hill 69th Floor
    Suite 3960 6th Floor London The Center
    Chicago, IL 60606 New York, NY 10001 EC3R 8HL 99 Queen’s Road Central
    United Kingdom Hong Kong
    China

    © Backstop Solutions Group, LLC p. 4 | www.backstopsolutions.com

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