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
Mar 4, 2010
Distressed and Special Situations Funds Attract Investors
By David Wilkinson - By some estimates, almost $1 trillion of high-yield debt and leveraged loans will mature and need refinancing between 2012 and 2015. Distressed and special situations funds will be able to help fill this need by injecting necessary funding into capital hungry firms. In a report on its outlook for the 2010 private equity market, a ... Read More
Fund Managers
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BHA Marketing Position
BHA Quarterly Research Report
Q4 2009
