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CRM for M&A (Mergers and Acquisitions)

NuSoft Solutions

Dynamics 365 CRM Solution for Mergers & Acquisitions Integrated with Microsoft Outlook and Office.

Rich in features:

  • Market to find interested companies
  • Forecast potential new business
  • Manage deal interactions & progress
  • Provide updates to your client & close deals faster
  • Quick overview of all deals with dashboards and reports that can be customized for your firm
  • Connect to key decision makers faster with social networking integration & e-mail tracking
  • Increase marketing effectiveness with campaign and event management
  • Real-time dashboards with deal activity tracking
  • Outlook compatibility with CRM directory, Favorites, CRM button, and CRM ribbon buttons
  • Marketing/sales/deal processes
  • Deal progress summaries
  • Mobile access (Blackberry, iPhone, iPad, Droid, Windows)
  • Simplify client reporting & data imports
  • Track complex personal & business relationships
  • Coordinate marketing efforts & manage e-mail campaigns
  • Alerts and reminders
  • Expense tracking & allocation
  • Contact & document management
  • Forecast future business
  • Field and form level security
  • Audit system changes
  • Support for Microsoft Exchange and POP e-mail systems
  • SharePoint integration