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How to Automate Sales Meeting Logs using Backstop Excel Toolkit

It is no secret that I’m a big fan of leveraging Backstop Excel Toolkit (ETK) and Report Builder to extract actionable insight out of Backstop CRM. Fresh data…

How to Always be Closing with Backstop and Preqin Integration

“Always be closing!”, I screamed. A handful of BUC 2018 attendees (who hadn’t fallen asleep yet) burst out laughing at my amateurish onstage attempt to impersonate Alec Baldwin…

Backstop CRM: How to Sweep Notes and Spark Joy

Mergers and acquisitions happen. As do good and bad exits. More favorable exit ratio intuitively sparks more joy. When such events take place, how do you keep your…

Backstop CRM: Identity Search II

First of all, many congrats to Backstop who was recently awarded the 2018 Best Data and Technology Provider by CIO Magazine, while everybody was busy at holiday parties….

Backstop Hong Kong Connect 2018

It’s been only a few months since Backstop User Conference (BUC) 2018, the Backstop product team has been relentlessly enhancing the core platform by adding many features. When…

Letter to 21-Year-Old Kenneth

Dear 21-year-old Kenneth, So, you’ve made it out of Charlottesville (The University of Virginia) alive and ready to roar. At this point in your life, you’re hungry for…

Fintech through Financial APIs are changing future of money

The Future is Seamless: The Rise of Fintech APIs and the Dawn of Virtual Money

Guest Post By Dr. Samar Habib Imagine a future where applying for a mortgage is as easy as ordering take out on your Yelp app. And in fact,…

Letter to 18-Year-Old Kenneth

Dear 18-year-old Kenneth, I see you sitting in your dorm room pouring over stacks of biology textbooks by the light of your desk lamp in Stone Mountain (20…

Backstop CRM: Identity Search

Have you ever noticed the prevalence of Backstop Party ID field? It virtually lives everywhere in Backstop, from landing pages to URL addresses. Does the Backstop team love…

Backstop User Conference (BUC) 2018

After months of anticipation, Backstop User Conference (BUC) 2018 is finally happening! I’m utterly honored to represent Horsley Bridge Partners at one of the Client Success Showcases. More…