AI-Powered Business Solutions
Simplify and speed up your M&A pipeline by automating tasks and workflows
It's time to raise productivity levels up. All teams and departments can unite around a single centralized solution that integrates data and insights needed to support your Mergers & Acquisitions investment decisions and processes.
Our M&A Deal Tracker will enable your company to automate business flows, develop meaningful relationships, and manage all interactions with prospects while you focus on what matters the most during your M&A process: unlocking new business opportunities!
Automation of everyday tasks
Greater efficiency for multiple teams
Associate prospects to specific team members
Improved analytical data and reporting
Track every opportunity and its progress with Dynamics 365 automated business process flows. Displayed visually in Dynamics 365 as a heading across the top of your forms, this business process flow is composed of 4 stages. Within each stage, you can customize your steps to complete your pocess.
As simple or complex as you need it, Dynamics 365 Accelerator will allow the configuration of any workflow process while you streamline your teamwork and drive efficiency.
1
PRE SCREEENING
2
SCREENING
3
DUE DILIGENCE
4
TRANSITION
Forget about disorganized data, documents stored all around your virtual space, and trouble finding and following prospects; Dynamics 365 Deal Tracker fits your company's needs.
Reduce closing time
Increase opportunity visibility
Boost productivity
Ensure historical data remains accessible
Access anytime, anywhere
Communicate easily with prospects
Meet investment goals
Build smarter relationships through D365 AI tools
Easier decision making
Reduce time spent on due diligence process
Tracking of investment opportunities
Custom stages and automated processes based on user input.
Centralized and secure access
Store account information, including highly sensitive documents.
Tracking of SME’S Collaboration
Invite company experts to involve during the investment process.
Goal Setup & Tracking
Measure performance and set targets.
Dashboard & Reports
Easy access to historical data analysis and report creation, design, and export.
Streamline Process
Simplify or eliminate unnecessary work-related tasks to improve the efficiency.
Custom Notifications
Keep track of all your new opportunities through custom notifications.
Custom workflow
Approvals
Ability to trace agents, review insights and analytics, and monitor events.
