Tag: reporting

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 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 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: 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…