Web-Based Contact Management
The final component of the BHA Solution is a Web-based application that gives clients access to the BHA network. The contact management system lets clients fully manage and prioritize their marketing campaigns. BHA has built a proprietary Web application that gives fund managers the ability to track, prioritize, and even communicate with investors using the BHA platform. BHA also has incorporated functions that let clients do the following:
- Import contacts and export saved contacts from our platform via a CSV file.
- Save BHA investor contacts to a vCard on clients’ internal systems.
- Create tasks or a to-do list on BHA’s platform. Managing, organizing, and prioritizing investor contacts is a heavy workload. Clients can use BHA’s Web platform to maintain a detailed list of action items right on their computer screen.
- Create a pipeline of investor prospects with the ability to forecast, manage, and track each prospect’s status.
- Create instant status reports that cover usage of the system, report on contact with investors, and provide common sales reports.
Latest Investor Monitor
Jul 29, 2010
Africa: The Next Emerging Market?
By Ryan McWalter - Ten years ago, investors worldwide were investing in Brazil, Russia, India, and China (BRIC) in order to catch the strong wave of growth and development being predicted for t..ularly Brazil. Many investors still are seeking such opportunities. However, there are also many investors that believe the “next Brazil” is the continent of ... Read More
Fund Managers
See how we can help you raise more assets.
Marketing Your Fund: A Primer
BHA Quarterly Research Report
Q2 2010
