Corporate M&A Professionals
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This group is for employees of strategic investors/corporates only that are involved in M&A transactions as part of an in-house M&A department, corporate development, strategy, finance function, etc.
Best Software for M&A Pipeline Management
- This topic has 2 replies, 3 voices, and was last updated 1 month, 4 weeks ago by
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Hi,
I am interested in your opinions and recommendations. I am looking for a good M&A deal flow or pieline management software that is similar to a classical CRM but still catered to M&A needs. What do you use and what are some impressions? Thanks!
Smartsheet has been of great use for me, it has tons of features that I dont think most people are aware of, check it out.
I have been using the list tool in Microsoft Teams, with customized fields, however I am going to transition to Salesforce soon and am really looking forward to using that tool. Our operating business groups use Salesforce and have demonstrated that it’s easily customizable and functional for any type of pipeline and CRM needs. This is handy for my organization since it’s alraedy being used but might not be practical if your business isn’t currently using Salesforce.
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