CRM Pipeline Stages for Acquisition

by a searcher

1 month ago

What are your pipeline stages in your CRM for acquisition and managing dealflow?

3 likes
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36 comments

searcher from Northwestern University - Kellogg School of Management

Most of the previous posts have similar feedback about deal stages. Another related topic is CRM selection and there are several searchable threads on which CRM is the best. Ultimately it's about which you're most excited about. We ended up selecting Zoho and I've been very impressed by the level of customization and quality/responsiveness of their customer support for the price you pay (I believe it's ~250/year).

1 month ago | like reply | 0 likes

searcher from IESE Business School

I created different pipelines for brokered and proprietary deals as I found the steps to be different. The first include phone call / NDA signed / Memo received / Q&A done / Visit done /LOI signed / LOI accepted . The second is interested / Phone call made / NDA signed / financial received / Q&A / first visit / Price discussion / LOI presented / Negociation/ LOI signed

1 month ago | like reply | 0 likes

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