Take a coffee break with Infinity. Join Infinity for a series of 15 minute webinars featuring QlikView. Watch the video demo and hear the audio here: http://vimeo.com/28424933. How can you manage and leverage the relationships around a deal to ensure nothing falls between the cracks? Today's webinar will focus on how to: Ensure deals are completed at the optional value and in the optimal time; Manage relationships associated with their target investments to better evaluate and execute asset acquisitions; and Maximize the value of the sale (e.g. by creating a more robust auction).

1. Infinity Coffee Break Briefings:Improving Deal Management August 23, 2011

2. The Goal: Improving Deal Management Increase the velocity of new cash inflows or new business Decrease cash outflows Reduce funnel leakage

3. The Goal: Improving Deal Management Increase the velocity of new cash inflows or new business Decrease cash outflows Reduce funnel leakage

4. Key Information To Track – Potential Investor Subscriptions Organization Investor Account Fund Dollars Relationship Manager Probability of Close Estimated Date of Close Stage

5. Hedge Fund Example In SalesLogix

6. Private Equity Example in Microsoft CRM

7. Key Information To Track – Potential Deals Organization 3rd Parties Fund EBITDA Revenue Relationship Manager Deal Stage LOB (i.e. Mezzanine, Equity, etc)

8. Investment Banking Example in MSCRM

9. Leveraging Effectiveness With Your Pipeline Send email/automatic alerts e.g. For any deal with no activity for two weeks For any deal due to close within two weeks For any organization where cash outflows are increasing Implement CRM/pipeline tracking on mobile device Print daily info package with background info for each client your meeting tomorrow

10. What Can You Learn From This Information As Portfolio Manager, what cash inflows and outflows can I expect next month? As Marketing Manager, is the pipeline balanced across stage? Where are the bottlenecks? What’s stalled? As Marketing Manager, what market segments are we penetrating well/poorly? As Marketing Manager, how can I coach people on my team to be more effective? As CEO, what is the level of risk in our pipeline? As CFO, what cash flows should I be expecting

11. SalesLogix Welcome Screen Example

12. Microsoft CRM Dashboard

13. Qlikview Pipeline Dashboard

14. Qlikview Opportunities Dashboard

15. Qlikview Dashboard Views

16. Qlikview Dashboard Drill Down

17. Qlikview Activities Analysis For Coaching

18. Qlikview Last Touched For Coaching

19. Q & A