Here at Salentica, we know that capital investments can help your firm grow rapidly whether in your area of expertise or in new business offerings. Expanding your business can also prove to be a large investment of time and operational effort for your firm. The Deals app is your all-in-one resource to track and manage all of your non-marketable assets including mergers, acquisitions, real estate, and other capital investments.
Using the new Deals tools, you can memorialize your emails, meeting notes, investment details, and business protocols relating to your investment and expansion efforts in one place, allowing greater access and transparency for collaboration with your team. We have created objects including Investments, Investment Opportunities, and included access to InTouch Service Levels and Time/Expense for ease of tracking and optimization of business processes.
We have also expanded the tracking capabilities through custom fields for Contacts, Companies, Outreach, and Due Diligence. No need to keep track of multiple documents and source of information when all your data can be easily referenced and shared with the right people in the Deals App. Keep reading for more information on Deals!
Accessing the App
You can find the new Deals icon in Elements under the Apps list. For enhanced security, only permissioned users can view and access the app.
Home Page
Quickly get an overview of all your Investment details on the Home Page. Permissioned users will see a Home dashboard giving insights into the included objects of Contacts, Companies, Outreach, Investments, Investment Opportunities, and Due Diligence. App visibility and access are provided through a new Permission Set. Click the item to see more or click the More button to quickly redirect to the specific object list view page.
Contacts
Track the important people related to the Companies, Investments, and Investment Opportunities you are working on. Track Activities including Tasks, Events, Calls, and Emails. Our InTouch feature, in coordination with Activity tracking, keeps you in contact with the right person at the right time. Learn more about Contacts here.
Companies
Mergers and acquisitions require tracking important and necessary documentation on key companies that are being acquired or investments acquired from. Keep all your relevant details for quick reference here, including Activities, such as emails, meetings, phone calls, and tasks. Track your Due Diligence efforts and the company's financial details. Learn more about Companies here.
Outreach
Track your Outreach for Networking Events and Marketing Campaigns. Add Outreach members, Sponsorships, and track associated New Business here. Track Campaign Metrics as well as related activities such as tasks, emails, calls and events. Learn more about Outreach here.
Investments
Managing a collection of capital investment records from successful investments requires a centralized location to collect important information. This object allows you to track existing investments and any related Activities such as your phone calls, meetings and emails. Keep in touch with the right person at the right time with InTouch Service Levels. Learn more about Investments here.
Investment Opportunities
There are numerous opportunities for firms to make capital investments. The Investment Opportunities object allows you to track your investment opportunities throughout the investment pipeline process. You can track a wide range of holdings across industries. Investment Opportunities allows for the centralized tracking of potential investments and quick executive action against existing acquisition and merger activities portfolios. Quickly and easily view the investment details. Activities allow you to track your emails, phone calls, and meetings related to the opportunity. Keep your communications up to date with InTouch Service Levels and track your efforts through Time/Expense. Due Diligence provides a place to keep track of all your due diligence efforts. Learn more about Investment Opportunities here.
InTouch
A great new feature we've added is the new InTouch information on the Investment and Investment Opportunites objects. Quickly see details on when your last contact was made, by whom, and through which Activity type. View your Next InTouch dates for your conversations, reviews, and emails so that you can easily keep up to date with your outreach. Learn more about InTouch here.
Deals Video
Watch the video below for an introduction to Deals!
