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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…

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…

Backstop CRM: Beautify Excel Toolkit (ETK) Reports with VBA

If you have been using Backstop Report Builder and Excel Toolkit (ETK) to extract actionable insight out of the Backstop CRM platform, life ought to be pretty rosy….

Backstop CRM: Contact and Relationship Hacks

Having rolled out Backstop last winter, life has been generally awesome. After an extensive Extract, Transform, and Load (ETL) effort, global end-user training sessions, and an ongoing pruning process, the data…

Backstop CRM: Advanced Report Filtering Hacks

Backstop reports are hugely useful in getting data out in a meaningful way. The Report Builder packs lots of firepower, although the user interface (UI) reminds me of…