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BackStop CRM Review
What is BackStop CRM?
BackStop CRM is a feature rich Client Relationship and Communications Management software that provides a solid foundation for managing and nurturing client and partner activities. It also covers investment documentation, email communications and research materials using a central database that allows capturing and sharing notes, documents, calls meetings and more. The CRM synchronizes emails and contacts automatically with Outlook and allows users to easily access important information. Access can be restricted based on user type or roles for better compliance with internal organizational as well as external policies. Users can also access crucial information, add notes and manage contacts using their mobile devices from anywhere through the Backstop Mobile, which is available as an on-demand service designed for investors and fund managers.
Show MoreOverview of BackStop CRM Benefits
The CRM allows organizations to manage client relationships more effectively and provides a foundation for managing activities and communications. The sales management tools make it easier to track and maintain sales pipelines and other related activities, including interest levels, investment probabilities and client types. These tools help alternative asset managers manage their roles more effectively and integrate compliance into routine workflows. It watermarks fund-marketing documents, archives marketing emails and allows users to easily create and share analytics and reports for sales effectiveness measurement.
The communication management tools help drive effective communications from customizable site portals and email campaigns. The email center allows users to create and send virtually unlimited email distributions to prospects, clients and other contacts. The success of marketing campaigns can be measured by monitoring message reads/forwards, which also helps ensure compliance. The secure and branded online portal works as a platform to distribute reports and statements such as fund documentation, K-1 etc. which protects businesses and their clients.
Businesses can also take advantage of BackStop mobile, an on-demand service that allows fund managers and investors to make the most out of the CRM. BackStop Mobile also features many of the tools included in the CRM, including accessing crucial information, adding notes and keeping track of updates. This makes the solution ideal for fund managers that travel frequently and attend on-site meetings. Some of the other BackStop solutions include BackStop IR, Research, Portfolio, Portal, Accounting Investor, Accounting Portfolio and BackStop industry-specific solutions.
Show MoreOverview of BackStop CRM Features
- Client and partner relationship management
- Investment documentation
- Email communications
- Research material
- Notes, calls and meeting capturing
- Automatic contact synchronization
- Restricted access
- Contact management
- Sales and marketing management
- Sales pipeline tracking and maintenance
- Interest level management
- Client types
- Investment probabilities
- Compliance integration into workflows
- Auto archiving of marketing emails
- Fund marketing documents watermarking
- Analytics and reporting
- Communications management
- Email campaign center
- Customized website portals
- Unlimited email distributions
- Message monitoring
- Marketing campaign success evaluation
- Report distribution
- Secure online portal
BackStop CRM Position In Our Categories
Since businesses have unique business-related demands, it is prudent they avoid settling on a one-size-fits-all, ”best” solution. Regardless, it would be futile to try to stumble on such a software solution even among widely used software solutions. The correct thing to undertake should be to shortlist the varied key factors which necessitate research like key features, costing, technical skill capability of staff members, organizational size, etc. After which, you should double down on your research to a full extent. Browse through some of these BackStop CRM evaluations and scrutinize each of the software programs in your list in detail. Such all-encompassing research ensure you steer clear of mismatched apps and subscribe to the one which includes all the tools your company requires to realize efficiency.
Position of BackStop CRM in our main categories:
TOP
200
BackStop CRM is one of the top 200 CRM Software products
If you are interested in BackStop CRM it could also be beneficial to check out other subcategories of CRM Software listed in our base of SaaS software reviews.
Organizations have different wants and requirements and no software application can be just right in such a scenario. It is futile to try to find an ideal off-the-shelf software app that fulfills all your business needs. The wise thing to do would be to adapt the solution for your specific requirements, staff member skill levels, finances, and other factors. For these reasons, do not hurry and subscribe to well-publicized leading systems. Though these may be widely used, they may not be the perfect fit for your specific wants. Do your groundwork, look into each short-listed platform in detail, read a few BackStop CRM CRM Software reviews, contact the vendor for clarifications, and finally choose the app that presents what you need.
How Much Does BackStop CRM Cost?
BackStop CRM Pricing Plans:
Free Trial
Quote-based Plan
Contact vendor
What are BackStop CRM pricing details?
BackStop CRM Pricing Plans:
Free Trial
Quote-based Plan
Contact vendor
Enterprise pricing details and other product information are available upon request.
User Satisfaction
Positive Social Media Mentions
1
Negative Social Media Mentions
0
We are aware that when you decide to buy a CRM Software it’s vital not only to find out how experts rank it in their reviews, but also to find out if the real clients and companies that use this software are genuinely content with the service. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and BackStop CRM reviews across a vast range of social media sites. The data is then featured in an easy to digest way indicating how many users had positive and negative experience with BackStop CRM. With that information at your disposal you will be equipped to make an informed buying choice that you won’t regret.
Video
Technical details
Devices Supported
- Windows
- Linux
- Mac
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- Quote-based
Customer Types
- Large Enterprises
- Medium Business
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for BackStop CRM?
- Preqin database
- Microsoft Reporting
- Crystal Reports
- MORNINGSTAR
- HFR DATABASE
- HEDGE FUND INTELLIGENCE GLOBAL DATABASE
- HEDGE FUND DATABASE AND DIRECTORY
- HEDGE FUND DATAFEEDER
- MSCI
- OBIEE
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