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Seedrs

We optimized the management of investment ​ strategies of a crowdfunding startup​

Implementation of new due diligence using flows and APEX;​

Improve signature processes;

New support process for the Investment Team;

Integrations to​ improve the crowdfunding integration process (third-party application between the web platform and Salesforce);

Correct and evolve the Org already existed,
using best practices;

Duplicate management of Leads and Contacts;

Optimize​ functional processes of fundraising or crowdfunding;

Maintaining and improving the Marketing process.

+300

Internal Users

+5

Apps Supported

ERP

Integration

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Case Study

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