Other CRM options were either too expensive or too cumbersome for daily use.
To design a methodology for managing a pipeline to save time and effort.
Easier data entry that saved time and made our practices much more productive while being user friendly.
Justin Demes, Managing Director at Fuller Road, was excited to bring 4Degrees to his newest venture, where he’s teaming up with executives from the consumer goods industry to build a founder friendly investment firm. From experience, he knew his biggest challenge was managing deal flow pipeline and relationships. Specifically, it was critical to smoothly and efficiently manage contacts (and subsequent opportunities) between multiple lead channels, including LinkedIn.
Currently, toggling between multiple address books and calendars absorbed precious time and resources as his existing methodology required near-constant backtracking to determine the if, when, how, and what of any recent conversation or outreach to associates. There had to be a better way to stay on top of the contacts that would be the lifeblood of his pipeline’s success.
In the past, he’d found other well-known CRM options either too expensive per month or too cumbersome for daily use. 4Degrees had brought his previous company into the world of sophisticated, time-driven networking and he hoped it would do the same for Fuller Road.
4Degrees offered a richly-integrated platform from the dashboard that allowed his Outlook contact database and Linkedin system to work almost as a “closed environment,” designing a tightly knit methodology to managing his network that saved him precious steps.
With contacts comes data, and 4Degrees offered a smooth, simple, and easy-to-learn interface that provided a stress-free avenue for staff members to design and build reports without requiring extensive training or high-level expertise. In his experience with competing CRM companies DealCloud and SalesForce, creating reports frequently ended with a call to a representative or customer service.
With 4Degrees’ tag system for sorting and filtering content, creating reports became simple, fast, and easy for every user.
Fuller Road uses 4Degrees primarily to manage contacts coming through the pipeline and keeping an open window to deal flow, rather than as a project management tool.
That said, Demes agrees, “using 4Degrees has definitely saved us time, making data entry much easier and our practices much more productive. It has really helped with the relationship side of our efforts as well. The system has proven to be very user-friendly and the hands-on commitment by our team made our onboarding process easy. Collaboration, organization, and timely and effective follow up have all been boosted.