A centralized and specific application that enhances your future-proof Microsoft Dynamics 365 solution will help.
How? Your business can grow without administrative barriers, your teams can store and share information, your client and prospect data can be secure, and your colleagues to be up and running quickly whilst collaborating and becoming more productive. As an example, successful pitches are converted into deals triggering a guided process through the lifecycle of the deal; including the assignment preparation, customer contact, due diligence and finally the closure action. Whether the deal is a sell-side or buy-side the system allows management of a list of counterparts that are eligible to buy/ sell the target company. Bankers have a clear view of the state of advancement with each one of the counterparts including the ability to adapt the selection process according to the specific deal characteristics.