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 comes out on a silver platter with… Read More »How to Automate Sales Meeting Logs using Backstop Excel Toolkit
“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 in Glengarry Glen Ross (1992). When running… Read More »How to Integrate Backstop and Preqin
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 data tidy? Borrowing techniques from Tidying… Read More »How to Cleanse Backstop Notes and Spark Joy
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. We the customers will surely reap the… Read More »Backstop CRM: Identity Search II