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Backstop Hong Kong Connect 2018

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Backstop Hong Kong Connect 2018

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Backstop Hong Kong Connect 2018

  1. 1. Boosting Efficiency with Backstop | 1 Hong Kong Connect Thursday, 15 November 2018
  2. 2. Boosting Efficiency with Backstop | 2 Secrets of the Power User: How the Vaunted Fund of Funds uses Backstop for Optimum Efficiency KENNETH LO, PMP | SR. PRODUCT MANAGER
  3. 3. Boosting Efficiency with Backstop | 3 Features that need to be activated by your Relationship Manager or Support Time saving tips and tricks
  4. 4. Boosting Efficiency with Backstop | 4 Five Missions Live Actions Stump the Panel @backstop @klopmp
  5. 5. Boosting Efficiency with Backstop | 5 Every millisecond counts http://fastkadence.com/worlds_2015
  6. 6. Boosting Efficiency with Backstop | 6
  7. 7. Boosting Efficiency with Backstop | 7 Add prospects for upcoming Meow VC Fund VIII (MV8) MISSION 1 OF 5 Annual Meeting Wrap-Up
  8. 8. Boosting Efficiency with Backstop | 8 Excel Upload BACKSTOPEXCELNEW CONTACTS
  9. 9. Boosting Efficiency with Backstop | 9 Remove duplicate records MISSION 2 OF 5 Spring Cleaning
  10. 10. Boosting Efficiency with Backstop | 10 Report Builder REPORT ETL BACKSTOP
  11. 11. Boosting Efficiency with Backstop | 11 Track Buying Temperature and prominently display it MISSION 3 OF 5 MV8 Fundraising
  12. 12. Boosting Efficiency with Backstop | 12 Entity Definition Manager CUSTOM LIST CUSTOM ENTITY PAGE HOME PAGE
  13. 13. Boosting Efficiency with Backstop | 13 Compile recent intel for cross-Pacific flights MISSION 4 OF 5 Prospect Visits
  14. 14. Boosting Efficiency with Backstop | 14 Summary Book ACTIVITIES SUMMARY BOOK BON VOYAGE
  15. 15. Boosting Efficiency with Backstop | 15 Research on LinkedIn, Twitter & PitchBook MISSION 5 OF 5 Due Diligence
  16. 16. Boosting Efficiency with Backstop | 16 Custom Links PUBLIC DATA THINK TANK ACTIONABLE INSIGHT
  17. 17. Boosting Efficiency with Backstop | 17
  18. 18. Boosting Efficiency with Backstop | 18
  19. 19. Boosting Efficiency with Backstop | 19 Visualize and summarize prospect data in print-friendly format Advanced Mission Investment Committee Meeting
  20. 20. Boosting Efficiency with Backstop | 20 Excel Toolkit (ETK) DATA IMPORT VBA/MACROS DATA VISUALIZATION
  21. 21. Boosting Efficiency with Backstop | 21 Questions?Questions?

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