PitchBook for CRM Workflows (live)
Stay organized, facilitate better communication teams, and create centralized hubs for project-relevant files & reports.
Join our Customer Success team for a live and interactive training highlighting PitchBook for CRM Workflows. This 30-minute training will show you the different ways PitchBook can provide a one-stop-shop to facilitate and streamline your team's workflows. We'll cover how to:
- Better manage your pipelines.
- Strategically track portfolios and clients.
- Leverage additional tools to kickstart collaboration.
- And more!
Who should take this training?
- Corporates (particularly customers focusing on business development or and/or operations teams)
- Service providers
- PE firms
- VC firms
Duration
30 minutes