Improving Transaction Efficiency with CRM-VDR Integrations: Salesforce Integration

Improving Transaction Efficiency with CRM-VDR Integrations: Salesforce Integration

Many teams rely on a Customer Relationship Management (CRM) system, such as Salesforce, to oversee every stage of a deal. This approach centralizes client data, contact information, and pipeline progress so managers can see who’s being pitched, where discussions stand, and which deals are close to closing. Still, when it’s time to exchange sensitive documentation, … Read more

The Merger and Acquisition Process: From Start to Finish

The Merger and Acquisition Process: From Start to Finish

Every week, business news sites are full of the latest merger and acquisition (M&A) transactions, whether rumored or nearing completion. For example, few could escape updates on ExxonMobil’s acquisition of Pioneer Natural Resources in late 2023. The M&A process can take anywhere from 6 months to several years of diligent work and planning–on the part … Read more

3 M&A Trends for 2024 that You Need to Know

The M&A field is constantly evolving, influenced by a variety of factors like economic shifts, technological advancements, and changing global dynamics. As we head into 2024, it’s essential to be aware of what’s in store so that you can plan accordingly. In this article, we’ll explore three key M&A trends that are likely to be … Read more