Mergers & Acquisitions
Sector specific CRM for Mergers & Acquisitions activity
Mergers & Acquisitions is built on Microsoft Dynamics 365 Sales, used by investment banking organizations and M&A practices in legal, real estate and consultancy firms. The tailored CRM for M&A activity helps management and commercial teams improve the pitch to closed deal process; keep on top of changes within clients and prospects and removes administrative barriers to keep competitive.
With this solution, your M&A business can grow without administrative barriers, your teams can store and share information, your client and prospect data can be secure, and your colleagues be up and running quickly whilst collaborating and becoming more productive.
With Mergers & Acquisitions CRM you can manage your M&A process from pitch to closed deal, efficiently and effectively.
BENEFITS – Mergers and Acquisitions
Powerful Management Monitoring and Business Intelligence
Through the intuitive Microsoft-enabled reporting and monitoring tools such as dashboards, reports, charts, views, dynamic Excel, and Power BI analytics, managers can achieve a real-time view of business KPIs.
Ideas and Pitches Management
Manage generated ideas and convert them to pitches in progress, allowing bankers to have a clear view of the state of advancement with each one of the counterparts. Adapt the selection process according to specific deal characteristics, leading to better pipeline management and visibility.
Holistic Customer Relationships
Because you have Accounts and Contacts within your database, you can manage your organization’s level and type of contact strategy from ideas to pitches to deal management. The account 360 view helps users see associated pitches, meeting notes, and affiliated companies to benefit from a full comprehensive view.
Boost Productivity
Productivity and best practices are facilitated via automatic alerts and notifications at milestones, preparation of the Conflict File on deal creation, signature of the mandate, and the announcement of the deal to the market.
As Secure as Your Clients Expect
Built on a strong and customizable Microsoft security model that gives your employees access only to the accounts, tasks, pitches, and deals that they are entitled to.
FEATURES – Mergers and Acquisitions
What’s inside…
Deals analysis with split by sector account type and key KPIs
Deals by estimated closing time to analyze efficiency and agility in sales cycles
Pitches analysis and KPI performance
Starting the idea and pitch process
Workflow step showing counterparts on an existing deal
Business overview for management teams
Customer Hierarchy for a holistic view
Deals evolution by sector to understand focus
PRODWARE ACCELERATORS
The following accelerators for Microsoft Dynamics 365 Customer Engagement are included in the solution:
Meeting Notes
Companies lacking administrative processes surrounding client interactions and meetings, face challenges such as lack of follow up, duplication of effort, loss of information and lack of sharing of key information across the company, resulting in a frustrating customer experience. This accelerator helps by reflecting commercial client interactions directly within your Microsoft Dynamics 365 Sales app.
Meeting Notes stores all the relevant information, including when the communication with a client happened, who was involved, a brief summary, what was the proposed solution and what are the next actions to be taken, ensuring that information is kept and shared across the business.
Why choose Prodware?
Prodware has developed and implemented thousands of CRM projects across the globe to support our clients’ commercial success. Our experienced R&D team work closely with our clients to develop solutions that suit their own client engagement needs, leading us to develop a CRM tool specifically for investment banking.
We are an international company present in 13 countries across the EMEA region allowing our customers to benefit from a local service supported by a global infrastructure.