In January 2023, AIN hosted a webinar with Anna Gordon from HubSpot on how startups can use a CRM to handle your fundraising course of and investor relationships. When you missed it, listed here are the highest takeaways.
- View the investor fundraising course of as a gross sales proces
One frequent mistake that startups usually make will not be treating the investor fundraising course of as a gross sales course of that must be managed.
- Deal pipelines aren’t only for gross sales
Deal Pipelines aren’t only for gross sales. Certainly you need to use a pipeline to trace your fundraising course of.
- Leverage a CRM to facilitate your outreach
You possibly can leverage a CRM to facilitate your outreach to buyers by utilizing instruments corresponding to templates and sequences.
- High quality buyers early
Much like gross sales, it is best to high quality buyers early on with Gross sales Methodologies corresponding to BANT. The questions it’s good to ask are: Does the investor have price range? Have they got authority to make the choice and are they prepared to spend time with you?
- Use CRM instruments to ascertain common electronic mail updates together with your current buyers.
Lastly, along with serving to you talk together with your potential buyers, bear in mind to make use of CRM instruments to ascertain common electronic mail updates together with your current buyers.
Register to look at the recording here
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Import your data into the HubSpot CRM (can be utilized to import your investor lists)