How Venture Capitalists Manage Deals in SmartSuite
In this showcase, we highlight how venture capitalists can effectively manage deals using Smart Suite. The demonstration includes adding deal information from emails, creating views for specific stages, assigning tasks, logging comments, and integrating with communication platforms like Slack and email.
This video's chapters:
0:20 - Managing deals in CRM Solution
0:43 - Overview of relevant fields collected for companies and deals
1:23 - Importance of email in VC firms and its role in deal flow
1:55 - Demonstration of adding deal information from Gmail to Smart Suite
2:58 - Showcase of the created deal in Smart Suite
3:23 - Introduction to managing deals using the status field
3:46 - Creation of a view for deals in the due diligence stage
4:06 - Overview of the notes and next steps section for meetings
4:32 - Explanation of assigning tasks and due dates to team members
4:43 - Attachment of company information and documents
4:56 - Integration with Slack to send messages about deals
5:10 - Sending emails from SmartSuite with pre-filled information
5:26 - Logging comments and communication activities
Video Details:
Structure of Venture Deals in SmartSuite
- Venture deals in CRM solution
- Company, Deals, and Contacts linkage
- Relevant fields collected for companies and deals
Managing Deals in Gmail
- Integration of Smart Suite with Gmail
- Adding deal information from Gmail to Smart Suite
- Creating a new deal or linking an existing company
- Collecting information about the deal
Deal Management in SmartSuite
- Status field for indicating the action required for a deal
- Creating a view for deals in due diligence
- Accessing a specific company's record view
- Notes and next steps section for meeting discussions
- Assigning tasks and due dates to team members
- Attaching company information and documents
Communication and Collaboration
- Using Slack integration to send messages about deals
- Sending emails from Smart Suite with pre-filled information
- Logging comments and communication activities
