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BUC18 Client Success Showcase: Boosting Efficiency with Backstop CRM
Boosting Efficiency with Backstop
Kenneth Lo, PMP | Sr. Product Manager
Icons
• Time saving tips and tricks
• Features that need to be
activated by your
Relationship Manager or
Support
Boosting Efficiency with Backstop
 Five Missions
 Live Actions
 Stump the Panel
@backstop @klopmp
Every millisecond counts
http://fastkadence.com/worlds_2015
BUC18 Client Success Showcase: Boosting Efficiency with Backstop CRM
Add prospects for
upcoming Meow VC
Fund VIII (MV8)
Mission 1 of 5
Annual Meeting Wrap-Up
Excel Upload
BackstopExcelNew Contacts
Remove duplicate
records
Mission 2 of 5
Spring Cleaning
Report Builder
Report ETL Backstop
Track Buying
Temperature and
prominently display it
Mission 3 of 5
MV8 Fundraising
Entity Definition Manager
Custom List Home Page
Custom Entity
Page
Compile recent intel for
cross-Pacific flights
Mission 4 of 5
Prospect Visits
Summary Book
Activities Summary Book Bon Voyage
Research on LinkedIn,
Twitter & PitchBook
Mission 5 of 5
Due Diligence
Custom Links
Public Data Think Tank
Actionable
Insight
BUC18 Client Success Showcase: Boosting Efficiency with Backstop CRM
BUC18 Client Success Showcase: Boosting Efficiency with Backstop CRM
Visualize and
summarize prospect
data in print-friendly
format
Advanced Mission
Investment Committee Meeting
Excel Toolkit (ETK)
Data Import VBA/Macros
Data
Visualization
klo.pm/buc18
Questions?
Please provide
feedback for this
session using your
BUC app
Boosting Efficiency with Backstop
Need More
Direction?
Boosting Efficiency with Backstop
1. Stop by the BackCHAT Bar
2. Contact Support:
support@backstopsolutions.com
+1 (312) 277-7702
3. Continued Learning:
support@backstopsolutions.com

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