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Collaborate with Salesforce Users Worldwide
Salesforce is the most popular CRM today with a large customer base worldwide - consisting of financial firms and strategic buyers. If your organization uses Salesforce CRM to manage deals, there is great news for you. You will be able to connect with buyers, sellers or advisors in any other firm worldwide, using Chatter, the collaboration technology from salesforce.com – provided that firm also uses Salesforce CRM.
So effectively, Navatar Deal Connect extends your reach to any Salesforce user worldwide who may be of interest regarding the deal you are working on, in a non-intrusive way.
As a buyer, all you have to do is to set up your investment profile on Deal Connect. If you use Navatar Private Equity or Navatar Corporate Development as your CRM, you will start getting deal invitations from advisors or sellers from others firms that meet your investment criteria, as part of your chatter feed.
 
If you do not use Navatar Private Equity or Navatar Corporate Development but use Salesforce CRM instead, you can Download a Free Plugin so you can start getting your deal invitations through Salesforce Chatter.
Learn more about how buyers benefit from the free Deal Connect membership.
As an advisor, if you use Navatar M&A as your CRM, you will be start getting notifications from buyers of others firms that are interested in your deals, as part of your chatter feed. If you do not use Navatar M&A but use Salesforce CRM instead, you can Download a Free Plugin so you can start connecting with other firms through Salesforce Chatter.
Learn more about how advisors benefit from the free Deal Connect membership.
Also, Navatar Deal Connect is fully integrated with Salesforce CRM, enabling you to synchronize your contacts, deals or communication. Learn more about the integration with Salesforce CRM
 
 
Sign up now for Navatar Deal Connect and start building your global network. It’s fully secure and completely free – no subscription fees, no transaction fees, no other fees.
For more information on Navatar’s Financial Cloud CRM products for Salesforce, visit http://www.navatargroup.com.
Please contact us at 212 863 9655 or sales@navatargroup.com, for any questions, and we will be happy to help.
 
 
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Integrated with Salesforce
Navatar Deal Connect is fully integrated with the leading CRM platform – Salesforce.
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