Transaction Workflow Management

‍Salesforce: Like most other CRMs, Salesforce doesn’t offer dedicated transaction management features for investment bankers, which can make it harder to manage deals on the platform, requiring further customization. Though the platform offers a variety of relationship analysis, contact/company search, and general project management tools designed to automate manual processes, these tools are designed more generally for winning mandates instead of closing deals.

‍MadeMarket: MadeMarket is the only CRM that offers bankers a dedicated transaction management platform with a variety of key features like a buyers list builder, document tracker, and outreach management tools for sell-side and buy-side transactions. With MadeMarket’s purpose-built tools, for example, bankers can build buyers lists up to 10X faster. Overall, by streamlining workflows and uncovering new insights, the average firm that switches to MadeMarket can close around one additional deal per year for every five MDs.

‍Pipeline Management

‍Salesforce: While the platform’s standard pipeline management features are designed for use cases across a variety of industries, their add-on corporate and investment banking products work to build on these standard frameworks, though they still might require further customization.

‍MadeMarket: Our platform’s workspaces and data tools are designed around the unique stages and demands of an investment banker’s deal flow. From industry-specific pipeline KPIs to purpose-built dashboards and project management tools, MadeMarket is ready-built for bankers on day one.

‍Contact Management

‍Salesforce: Like many other platforms, Salesforce offers varying degrees of automated contact data collection features, including integrations to third-party databases, while requiring some degree of manual data entry. What distinguishes Salesforce is the variety of advanced features available to search through and analyze contact and relationship data. However, without a purpose-built data architecture, these tools could make it harder for bankers to capture the specific kinds of data they need, requiring further customization.

‍MadeMarket: MadeMarket’s platform is designed to make it easier for bankers to quickly upload high-quality contact data. On top of a variety of features that automatically capture and update contact information from your email and calendar, our contact data entry features, like our data entry features in general, are ready-built around the relationships and workflows of an investment banker.

‍Data Analytics and Reports

‍Salesforce: Like many other CRMs, Salesforce provides a variety of analytics tools that organize and track most of your CRM’s data. Additionally, Salesforce offers a variety of AI-driven analysis tools and a Tableau integration that are focused primarily on pipeline and relationship management. However, these tools aren't often purpose-built around the unique data and information needs of investment bankers, which can make it harder to easily find and organize industry-specific data and insights.

‍MadeMarket: In contrast to Salesforce and other CRMs, MadeMarket’s data tools and reports are purpose-built around the relationship, business, and workflow metrics that matter most to bankers, throughout the lifecycle of a deal. At the same time, our ready-built tools make it easier for bankers to quickly organize their data into buyers lists, client reports, and more. For example, with MadeMarket your team can skip the needless fire drills by building in-depth and up-to-date client reports 15X faster.

‍Relationship Analytics

‍Salesforce: Like many CRMs, Salesforce provides relationship intelligence to help firms analyze their network and contact history, identify the best deal connections, and evaluate relationship strength. Its Einstein Relationship Insights, an AI-based research tool, also analyzes a broader set of publicly available data to enhance this relationship intelligence.

‍MadeMarket: Our platform’s Relationship IQ feature is designed to help bankers better understand the strength of their relationships while producing the best leads for a new opportunity. Like other platforms, our relationship analytics features are built from the analysis of your firm’s contact and communication histories.

‍External Communication

‍Salesforce: In contrast to other capital markets platforms, Salesforce offers a variety of advanced, general purpose marketing and communication tools, including marketing campaign creation and automation tools. However, they're not ready-built for investment banking and may require further customization.

‍MadeMarket: In contrast to a more general-purpose platform, MadeMarket comes ready-built with a variety of outreach, marketing, and communication tools for investment bankers, throughout the lifecycle of a deal. These include an email campaign builder for sourcing and deals, a transaction outreach and documents tracker, and an email integration that automatically updates task and project workspaces in your CRM from within your email. For example, with easy access to more reliable contact data in a powerful suite of communication tools, bankers can send deal process emails, like those for teasers and NDAs, 20X faster.

‍Integrations

‍Salesforce: The platform offers a large variety of integrations. Because it often requires a larger amount of customization, bankers who use the platform often integrate it with a more purpose-built CRM like MadeMarket.

‍MadeMarket: Featured integrations include CapLinked, Chrome, Constant Contact, Crunchbase, DealReach, Gmail, MailChimp, Office 365, Outlook, PandaDoc, PitchBook, Salesforce, Sourcescrub, and Zapier.