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Navatar M&A
by Navatar GroupSalesforcePaid
Manage relationships, mandates, and client coverage for M&A activity in Salesforce Platform.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACENot published
What it does
Defines relationships based on deal processes, including roles and reactions to past deals. Creates automated outreach programs for prospects. Uses interactions, relationships, and buyer history from previous deals in mandate execution. Covers client and prospect connections, idea generation, pitches, and active engagements.
Key capabilities
from the Salesforce AppExchange listingDeal relationships
Defines relationships by role and reactions to past deals to map activity within a deal ecosystem.
Automated outreach
Creates automated outreach programs for prospects.
Mandate management
Uses interactions, relationships, and buyer history from previous deals in mandate execution.
Client coverage
Records client and prospect relationships across idea generation, pitches, firm-wide connections, and active engagements.
In the catalog
1,106 plugins in Salesforce Platform · Finance
Price distribution: 265 free, 166 freemium, 675 paid
Pricing & deployment
Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Navatar's state-of-the-art design creates a seamless user experience, eliminating manual handoffs, because it is fully integrated with your day-to-day apps and third party providers. No need to change the way you work. Learn more about our simplified user experience here …»