Marketing Cloud, Trailhead...
CapBridge builds vibrant co-investor communities with Salesforce
“When there is a meeting between an investor and a company, we can trace ... what needs to happen for the deal to be successful. This makes it easier for us to stay on track and have more relevant, value-adding conversations with our investors.”
Connecting companies and investors
Driving innovation with Salesforce
Salesforce is the secret behind CapBridge’s integrated private markets platform. Sales Cloud is used to track campaigns and record deal activity for effective lead and opportunity management, and Community Cloud is used to drive and optimise the entire deal lifecycle.
Investors can log into the Community Cloud platform to create an account, undergo verification, follow companies and view content-rich fundraising campaigns. Companies can then use the same platform to grant interested investors access to their data room and manage the deal flow.
The integration of Sales Cloud and Community Cloud has also had a powerful impact on CapBridge’s internal productivity.
“When a CapBridge employee opens a particular account or contact, we have a 360 degree view of all investor activities, including all email interactions with customers and all actions performed,” explains Chen.
“Even when there is a meeting between an investor and a company, we can trace what happened, and what needs to happen for the deal to be successful. Everything is very visible. This makes it easier for us to stay on track and have more relevant, value-adding conversations with our investors.”
The result, for CapBridge, is 40 per cent year-to-date growth in the company’s user base and a significant increase in activation metrics.
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