Core functionalities by Industry

Private Equity

  • Keep track of the status of potential and current investments
  • Register meeting minutes of meetings with all stakeholders
  • Deal flow reporting
  • Registration of connections between stakeholders
  • Keep track of fund raising
  • Event invitations
  • Executive searches
  • Data validation

Production and Sales

  • Account management
    • Business segmentation
    • Visit reporting
    • Activity management
    • Data validation
  • Project registration
  • Opportunity & quote management
    • Margin calculation
    • Probability calculation
    • Competitors
    • Quote generation
    • Cross and upselling
  • Product management
  • Actual Revenue registration

Legal

  • Client and Matter integration with financial system
  • Registration of connections with clients and contacts
  • Marketing list and event registrations
  • Data quality and validation process
  • Registation of group structures
  • Credit Checks
  • Company information
  • Central storage of legal extracts
  • Integration with document management system
  • Business development reports

Media (Production and Broadcasting)

  • Format registration and distribution
    • Feedback
    • Signing
    • Implementation by consultancy team
    • Episodes aired
    • Registration of broadcasters and partners
  • Opportunity management
    • Product placement formats

Education

  • Accreditation
  • Recruitment
  • Event registation
  • Customer portal interface
  • Memberships and subscriptions
    • Order creation
    • Interface financial system

Online Marketing

  • Customer Care
    • Cancellation & Refunds
  • Sales
    • Campaigns
    • Subscription renewals
    • Credit Checks
    • Data validation
    • Reporting
  • Integration financial system
    • Accounts
    • Orders
    • Invoices