Video Case Study: Shoreview Industries
Staying connected while on the road
Brittney Upman, Business Development Director at ShoreView Industries, shares how she uses DealCloud to view key information such as who at her firm is communicating with a client, when they last spoke, and notes from previous meetings. She also uses the DealCloud mobile app to maintain her day-to-day while traveling.
Why business development professionals need purpose-built technology
Both Brittney Upman, Business Development Director of ShoreView Industries, and Paola Yawney, Business Development Director of Balfour Pacific Capital, agree that when implementing pipeline management software at their private equity firms, purpose-built technology was key to providing transparency and efficiency for their business development professionals. Learn how it benefited them in this video.
Why Balfour Pacific Capital and ShoreView Industries chose DealCloud
Hear how DealCloud has enabled private equity professionals from Balfour Pacific Capital and ShoreView Industries to operate more efficiently and strategically.