What Tech Products Do You Use In Your Search (I.e. Crm, Email Automation)?

people:

searchers

investors

intermediaries

lenders

lawyers

accountants

consultants

insurance

tasks:

getting started

see job postings

share your PPM

see my deals

read interviews

browse posts:

women in search

tip for the week

acquisitions

networking

europe

latin america

africa

traditional

interview

north america

getting funded

industry news

self funded

bestof

corona

deal sourcing

case studies

australia

single sponsor

accounting and legal

deal making

getting started

operating

asia

12/13/2019 Redacted Redacted

Harvard University - Harvard Business School Washington University in St. Louis

WHAT TECH PRODUCTS DO YOU USE IN YOUR SEARCH (I.E. CRM, EMAIL AUTOMATION)?

Specifically, which tech products do you use and for each - what do you like and dislike about them? What do you wish you had to make any part of the search so much easier? Thanks!

6 likes 223 views 10 comments

Columbia University - 12/18/2019

salesforce (pricey, worth it if used w/ discipline), mixmax (email automation) or (yesware or mailchimp) - preferred mixmax, capIQ, rainking (expensive but incredible), outsourced offshore scrubbing, scraping, and manual data grab through upwork.

like reply | 2 likes

intermediary Georgia Institute of Technology - 01/05/2020

Have you used interexo.com ?

like reply | 0 likes

Columbia University - 12/18/2019

and docusign...crucially convenient

like reply | 1 like

searcher Columbia University - Columbia Business School Fordham University Universidad de Deusto - 12/18/2019

Honestly, use a spreadsheet and then get Reply.io for mass email campaigns. Happy to walk you through this. I spent too much time worried about this and it really doesn't even matter. Happy to chat.

like reply | 4 likes

Harvard University - Harvard Business School Washington University in St. Louis - 12/24/2019

Amazing may reach out in a month or so. Thanks!!

like reply | 1 like

searcher Columbia University - Columbia Business School Fordham University Universidad de Deusto - 01/04/2020

Of course. This is just my experience though - you should talk to a few people :)

like reply | 0 likes

Columbia University - Columbia Business School University of California, Berkeley - 01/04/2020

Hubspot is a great (and inexpensive) general purpose CRM/marketing automation tool.

like reply | 0 likes

searcher University of Dallas - 01/04/2020

We built (tryoncourse.com) to integrate all the tools we would need into one place. One tool - does everything you could possibly need to do in search (Sales automation + CRM + Calling + Drip sequences + SMS+ Tasks + accounting/contact management + drag and drop pipelines ) Its going to be about 1/3rd of the price of you buy all the individual tools in the market and slap them together. We built it FOR search and our own purposes - As of September of last year we put it in the market.

like reply | 0 likes

Rice University - Jesse H. Jones Graduate School of Business United States Military Academy - 01/17/2020

We use Copper

like reply | 0 likes

searcher Harvard University - Harvard Business School University of Sheffield University of California, San Diego - 05/22/2020

Sales Handy for email automation and Hubspot for follow up

like reply | 0 likes

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