Choosing the right CRM for your firm
Your firm’s customer relationship management platform (CRM) is an essential component of your deal sourcing, deal management, business development, and more. At the core of each successful deal is a well-nurtured and developed relationship. Selecting the best CRM for your organization can either improve your team’s efficacy at leveraging their relationships or it can slow their dealmaking to a near-standstill.
If you want to compete aggressively for your most impactful deals, you need tools that will not only support your deal management but will also strengthen and accelerate your deal flow processes. Dealmaking is a competitive world, and you don’t want your team to fall behind by picking the wrong CRM.
With so many software solutions, however, it can be difficult to land on which CRM is best for your firm. One place to begin is by considering which features are most important for your team. For example, features that move beyond basic database functionality, such as automation, data capture, and relationship intelligence can differentiate your team’s ability to move quickly and efficiently.
This overview will highlight key features across Navatar, DealCloud, and Affinity to help your team identify which CRM matches your requirements.
Navatar vs. DealCloud
Single source of truth for your data
Completely automated data capture
Decrease your time to value
Get to work right away, rather than waiting for a complicated, lengthy deployment.
Design flexible deal pipelines and customize as needed
Accurately track pipeline stages for different customers with flexible and customizable pipeline views
Calculate detailed relationship insights
Deliver actionable insights to your team at speed based on existing relationship data.
Craft automatically updated reports
Set your parameters and allow automation to do the rest—instead of spending time manually building reports.
Build industry-leading analytics dashboards
Customize bespoke reporting dashboards powered by Looker to report on deal activity, productivity, and more.
Integrate third-party applications out of the box
Connect your CRM directly with the tools you’re already using without adding more steps.
Get help when you need it, not hours later
Find the answers to your problems with excellent customer service.
Access your network from anywhere
Get insights from your CRM from your desktop or on the go with an Android or iOS device.
Frequently Asked Questions
Why our customers love Affinity
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