Simplify Your Workflow
From Start to End
100 employees? 1’000 employees? 10’000 employees?
The five phases of switching
Each phase of your journey comes with an associated plan and timeline, during which we work with your team or partners every step of the way.
The process to migrate your data
Your pre-purchase checklist
We recommend considering the following items to prepare for your InvestGlass implementation.
Our InvestGlass team can walk you through the best process.
- Review & document your existing sales processes
- Record your existing CRM, PMS system: records, portfolio, API integrations, workflows and automation, lead assignment rules, views, dashboards, and reports
- Prepare your data by merging and eliminating depreciated or out-of-date records
- Upskill your team on InvestGlass products knowledge by completing the free InvestGlass Sales and Compliance Software Certification
- Start developing digital transformation, business change and how to communicate to your teams