M&A Process Efficiency | Solution

SMARTER INVESTMENT DECISIONS & STRONGER RELATIONSHIPS

It's time to raise productivity levels up. All teams and departments can unite around a single centralized solution that integrates data and insights needed to support your Mergers & Acquisitions investment decisions and processes.

Our Dynamics 365 Accelerator will enable your company to automate business flows, develop meaningful relationships, and manage all interactions with prospects while you focus on what matters the most during your M&A process: unlocking new business opportunities!

Automation of everyday tasks
Greater efficiency for multiple teams
Associate prospects to specific team members
Improved analytical data and reporting
Automated forecasting for business performance

Dynamics 365 SalesHub for Opportunity Tracking

Track every opportunity and its progress with Dynamics 365 automated business process flows. Displayed visually in Dynamics 365 as a heading across the top of your forms, this business process flow is composed of 4 stages. Within each stage, you can customize your steps to complete your pocess.

PRE SCREEENING

SCREENING

DUE DILIGENCE

TRANSITION

The one-single solution that centralizes your business needs to foster success during the M&A process

Forget about disorganized data, documents stored all around your virtual space, and trouble finding and following prospects, Dynamics 365 Accelerator for Mergers & Acquisitions Process Efficiency fits the needs of your company.

TRACKING OF INVESTMENT OPPORTUNITIES Custom stages and automated processes based on user input.

CENTRALIZED & SECURE ACCESS Store account information, including highly sensitive documents.

TRACKING OF SME'S COLLABORATION Invite company experts to involve during the investment process.

GOAL SETUP & TRACKING Measure performance and set targets.

DASHBOARD & REPORTS Easy access to historical data analysis and report creation, design, and export.

STREAMLINE PROCESS Simplify or eliminate unnecessary work-related tasks to improve the efficiency.

CUSTOM NOTIFICATIONS Keep track of all your new opportunities through custom notifications.

CUSTOM WORKFLOW APPROVALS Work with your team to approve or provide feedback.

Performance that exceeds our clients’ expectations

“The beauty of Dynamics 365 is that it allows every single division to have their own favorite piece based on their responsibility: Analysts love PowerBI, Due Diligence loves Teams Integration, and Managers and Directors love Outlook Integration”.

Lenora Enlow Investment Operations Analyst

ACCELERATING BUSINESS DECISIONS WITH DYNAMICS 365 FOR M&A

SMARTER INVESTMENT DECISIONS & STRONGER RELATIONSHIPS

Dynamics 365 SalesHub for Opportunity Tracking

The one-single solution that centralizes your business needs to foster success during the M&A process

BENEFITS FOR MERGERS & ACQUISITIONS:

Performance that exceeds our clients’ expectations

Easier decision making done right with Dynamics 365 Accelerator for M&A Process Efficiency