BUC18 Client Success Showcase: Boosting Efficiency with Backstop CRM

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Join Kenneth Lo (Sr. Product Manager at Horsley Bridge Partners) as he walks through how they use Backstop with regards to tracking custom data, planning effective road shows, and increasing efficiency with activity tracking. * Download the deck to view the speaker notes.

Presentations & Public Speaking

Boosting Efficiency with Backstop
Kenneth Lo, PMP | Sr. Product Manager

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• Time saving tips and tricks
• Features that need to be
activated by your
Relationship Manager or
Support
Boosting Efficiency with Backstop

 Five Missions
 Live Actions
 Stump the Panel
@backstop @klopmp

Every millisecond counts
http://fastkadence.com/worlds_2015

Add prospects for
upcoming Meow VC
Fund VIII (MV8)
Mission 1 of 5
Annual Meeting Wrap-Up

Remove duplicate
records
Mission 2 of 5
Spring Cleaning

Track Buying
Temperature and
prominently display it
Mission 3 of 5
MV8 Fundraising

Entity Definition Manager
Custom List Home Page
Custom Entity
Page

Compile recent intel for
cross-Pacific flights
Mission 4 of 5
Prospect Visits

Summary Book
Activities Summary Book Bon Voyage

Research on LinkedIn,
Twitter & PitchBook
Mission 5 of 5
Due Diligence

Custom Links
Public Data Think Tank
Actionable
Insight

Visualize and
summarize prospect
data in print-friendly
format
Advanced Mission
Investment Committee Meeting

Excel Toolkit (ETK)
Data Import VBA/Macros
Data
Visualization

Please provide
feedback for this
session using your
BUC app
Boosting Efficiency with Backstop

Need More
Direction?
Boosting Efficiency with Backstop
1. Stop by the BackCHAT Bar
2. Contact Support:
support@backstopsolutions.com
+1 (312) 277-7702
3. Continued Learning:
support@backstopsolutions.com

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