Backstop CRM

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Overview

Backstop CRM – Client Relationship Management software – is an awardwinning, centralized database that empowers you to continually and effectively meet goals and exceed expectations.

BACKSTOP CRM – RELATIONSHIP MANAGEMENT

The Backstop CRM platform provides an organized, efficient foundation for managing client and partner activities, investment documentation, research materials, and email communications.

BACKSTOP CRM – SALES AND MARKETING MANAGEMENT

The Backstop CRM platform gives you an easy, accurate, and comprehensive process for tracking and maintaining sales pipelines, as well as all associated activities, to effectively support the capital raising process.

BACKSTOP CRM – COMMUNICATION MANAGEMENT

The Backstop CRM platform includes a comprehensive suite of software tools that empower you to develop more effective communication email campaigns, customized web portals, and more.

Key Features

BACKSTOP CRM – RELATIONSHIP MANAGEMENT

  • Capture and share all notes, meeting content, calls, and documents.
  • Automatically synchronize contacts and emails, with seamless Outlook® integration.
  • Restrict access by role or user type to ensure compliance with both internal and external policies.
  • Access crucial information, manage contacts, and add notes while on the go using Backstop Mobile.
  • Manage real-world relationships and track the information that matters most.

BACKSTOP CRM – SALES AND MARKETING MANAGEMENT

  • Manage interest levels, client types, and investment probabilities utilizing a sales tool developed specifically for alternative asset managers.
  • Integrate compliance practices into everyday workflows by automatically archiving emails and watermarking fund marketing documents.
  • Easily create and share reports and analytics to accurately measure sales effectiveness.

BACKSTOP CRM – COMMUNICATION MANAGEMENT

  • Create and send unlimited email distributions to clients, prospects, and other contacts through the email center.
  • Monitor message reads to evaluate campaign success and maintain compliance.
  • Protect clients and firms by distributing reports, statements, K-1 forms, fund documentation, and much more through a branded, secure online portal.

Key Benefits

  • Competitive edge through prospect database optimization
  • More effective relationship management
  • Consistent and current knowledge across entire organization
  • Greater trust with investors through higher-quality communications
  • Ability to adhere to security and compliance standards
  • Deeper insight into relationships
  • Optimized account management

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