Transaction Workflow Management

‍Salesforce: Like most other CRMs, Salesforce does not offer dedicated transaction management features for investment bankers. While the platform offers a variety of relationship analysis, contact/company search, and general project management tools designed to automate manual processes, all of which can be used during a transaction, these tools are designed more generally for winning mandates instead of closing deals.

‍MadeMarket: MadeMarket offers bankers a dedicated transaction management platform with a variety of key features like a buyers list builder, document tracker, and outreach management tools designed around the distinct workflows and demands of both sell-side and buy-side transactions.

‍Pipeline Management

‍Salesforce: While many of Salesforce’s pipeline management features are first designed for use-cases across a variety of industry verticals, their corporate and investment banking products work to build on these frameworks to make them more useful for bankers, even 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.

‍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, while making a lot of it accessible in the form of sharable reports for client reporting purposes. Additionally, Salesforce offers a variety of advanced AI-driven analysis tools, including a Tableau integration that are focused primarily on pipeline and relationship management.

‍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.

‍Relationship Analytics

‍Salesforce: Like many CRMs, Salesforce provides relationship intelligence – an Einstein Relationship Insights (ERI)  – to help firms analyze their network and contact history, identify the best deal connections, and evaluate relationship strength. Though, ERI, an AI-based research tool, often analyzes a larger collection of publicly available data, while working to answer a broader number of questions about relationships than other platforms.

‍MadeMarket: Similarly, 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 that bankers can customize around their needs, including marketing campaign creation and automation tools, though they aren’t ready-built for transactions.

‍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.

‍Integrations

‍Salesforce: The platform offers a vast number and variety of integration capabilities. 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 or Intapp DealCloud.

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