Financial services board members: attach new pitch decks to CRM records
Financial services board members: attach new pitch decks to CRM records
Board members and business owners face misfiled pitch decks, causing outreach errors and compliance risk. This workflow attaches new decks to the right company record and notifies sales so reps use correct collateral.
Overview
Misfiled pitch decks hurt investor conversations and create compliance exposure for financial services firms. This workflow ensures every new deck is attached to the correct company record and notifies sales, so reps present up-to-date collateral and audit trails remain intact.
Notable Features
- Attach decks to company records
- Notify sales and BD reps
- Flag ambiguous matches for review