Dialllog Launches All-in-One CRM Platform for M&A Deal Sourcing and Execution

London, United Kingdom--(Newsfile Corp. - November 7, 2023) - Dialllog, a visionary fintech startup, has unveiled a groundbreaking all-in-one CRM platform meticulously crafted for the investment banking industry, filling the unique needs of fundraising and M&A teams. The platform masterfully bridges mainstream CRM functionalities with the intricate demands of financial deal-making.

Dialllog

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In the words of Dialllog's Founder, Karina Collis, "the financial world is more than just sales: it revolves around executing on complex projects in a dense ecosystem of relationships. Traditional CRMs, tailored primarily for salespeople across generic sectors, fall short in integrating the holistic scope of corporate finance transactions."

Addressing this gap, Dialllog integrates industry-specific CRM functionalities with project management, effectively creating a holistic workflow-based CRM that integrates transaction sourcing and transaction execution.

Until now, the investment banking industry could only rely on generic CRMs which require costly and lengthy customisation and development to cater for uses as specific as simultaneous multiple M&A transactions' execution. Furthermore, usage of CRMs has been low across investment banking due to slow, cumbersome, and outdated user interfaces.

Dialllog is a radically new out-of-the-box platform that caters to data-driven dealmakers, eradicating the inherent inefficiencies of disconnected and fragmented applications such as spreadsheets and marketing CRMs, and the ensuing lack of collaboration and co-ordination. Dialllog acts as a single, reliable source of truth at any time and over the long-term, covering the entire dealmaking lifecycle, from sourcing to client management and mandate execution. It underscores workflow-centric collaboration and provides instantaneous 360-degree context about any counterparty, any ongoing or historic conversation or mandate, with a firm focus on security, confidentiality, and compliance.

Dialllog stands out in a CRM sector that is continually evolving. A recent Gartner report highlighted CRM software growth of 15.6% in 2022, reaching $48.7 billion, affirming the influential role of CRM platforms across all sectors, including in industries such as investment banking that have been slow to adopt integrated tools for sourcing and execution.

• Here's how Dialllog is transforming investment banking:
  
  
  • Industry-tailored platform: Dialllog offers an out-of-the-box tailored platform covering everything from coverage, initial transaction sourcing, onboarding, and compliance processes such as AML/KYC, to transaction management involving multiple and often recurring stakeholders.
    
    
  • Enhanced sourcing capabilities: Recognizing the importance of founder, financial sponsor, and corporate relationships, Dialllog provides tools to monitor, manage, and optimize these connections. Dialllog also integrates third-party company data provided by Dealroom.co to enhance every single company or fund profile added to the CRM.
    
    
• Seamless deal execution support: Dialllog simplifies communication among execution teams as well as with clients and transaction counterparties, ensuring rapid turnarounds and minimal oversight. Dialllog notably integrates email so as to provide unprecedented levels of contextual information on counterparties and transactions.
  
  
  • Cost-efficient platform: Because Dialllog is specifically designed for deal-making operations, initial configuration is easy. Dialllog removes the need for costly customisation with third party developers.
    
    
• Team Collaboration: The Dialllog platform fosters team collaboration, allowing team members to share critical data in real-time, aiming to ensure deals are executed efficiently and confidentially within a clearly managed platform.

As Karina Collis discusses "Investment banking is one of the last industries to embrace team collaboration across sourcing and execution. Deal makers realise that the lone wolf approach does not deliver anymore. At Dialllog, we partner with investment banking teams that want to gain from more collaboration by equipping them with the right tool."

With a focus on interaction intelligence and contextual data, Dialllog aims to provide unparalleled simplicity and efficiency.

Dialllog is currently being trialled by multiple global investment banking teams and looking to develop new partnerships with the world's most successful deal makers.

About Dialllog:

Dialllog aims to redefine CRM industry paradigms by merging relationship and project management in the corporate finance industry. Headquartered in London, UK, and serving clients across four continents, the company develops and markets a workflow-based CRM application tailored for Venture Capital, Private Equity, and Investment Banking teams. For those keen on removing the constraints of generic CRMs, Dialllog offers an opportunity to master relationships, secure mandates, and close deals more efficiently.

Contact Info:

Name: Karina Collis
Email: karinacollis@dialllog.co
Organization: Dialllog
Address: 10 Lanhill road, London, W92BP
Phone: +447432144224
Website: https://dialllog.co/m-a-crm-for-investment-banking

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