Technologically-challenged searcher looking to set up the suite of technology tools (CRM system, marketing automation, third-party data providers) necessary to efficiently build and manage proprietary deal pipeline. In an effort to avoid the considerable time investment required to get fully up the learning curve on my own, I'm seeking an outside resource to assist in implementing these tools, tailoring them to my needs, and providing basic training on how to use them most effectively.
Are there any advisors, boutique consulting firms, or tech-savvy searchers (current or former) who might be willing to assist? Happy to provide competitive compensation for a great resource.
I'd be grateful for any recommendations from this community. Thanks in advance for your help!
Technology Stack | Assistance in Implementation & User Training
by a searcher from Harvard University - Harvard Business School
More on Searchfunder
Searchfunder is an online community and toolkit for searchfunds. Over 80% of those involved in searchfunds maintain a Searchfunder.com account to help them network, problem solve challenges, and keep up with the industry.
We maintain partnerships with database providers that make searching more effective, efficient and affordable along with features that help searchers find deals and investors and vice versa.
We maintain partnerships with database providers that make searching more effective, efficient and affordable along with features that help searchers find deals and investors and vice versa.
I'm the opposite - I love building out automations and Salesforce is my tool of choice.
If you decide to go with them - I can help you with thinking it through