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Navatar Deal Connect Integrated with Salesforce
Navatar Deal Connect is built in salesforce.com’s cloud – so, if you use Salesforce as your CRM system, there’s great news. Now you can build relevant contacts or connect on deals and then synchronize all of those with your CRM with a click of a button!
As an M&A firm, if you manage all of your deals and contacts in Salesforce, you will be able to build buyers lists consisting of your contacts as well as contacts from Deal Connect. You will be able to send the teasers for those deals through Navatar Deal Connect, with the click of a button. You will also be able to build new connections through Deal Connect and bring them back into your Salesforce database. All of this can be done very simply using Navatar M&A for Salesforce.

As a private equity firm or a strategic buyer, you will be able to source your deals through Navatar Deal Connect, based on your investment criteria – in addition, those deals will be delivered right to your Salesforce CRM. If you use Navatar Private Equity or Navatar Corporate Development, built on Salesforce CRM, you can then automate Investor Relations, Deal Management, Deal Sourcing, Portfolio Management, Investor Reporting – and make it all work seamlessly.

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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