Implementation of Salesforce syatem till training of end users.

Private Equity (PE) is a project, which is mainly used by Private Firms in the USA. Navatar Private Equity CRM is a complete solution that gives Private Equities a platform to run their business better. CRM handles Workflow Templates, Workflow Activities, Automated Greetings to clients, also allows for the automation and streamlined processes of marketing, prospecting, client on boarding, client follow-up and servicing. Worked on Third Party like Active Widget, Rest Api, and Web Services.

Deal Room project or Deal Connect Project of Navatar is place where Private Equity and M&A users get collaborated. Navatar Deal Connect CRM is a complete solution that gives Private Equity users a platform to be connected with M&A users and vice versa. It has page, which contains all the Account and their related Contacts, from where new Accounts can be added and edited. In this user can align edits folder as per need. All the folders related to accounts are here.

K-Force Business Development help effectively in moving Leads down the funnel. Reach out to leads every step of the journey through multiple channels. Engage every lead, even if theyre not ready to buy yet. Identify buyer interest, verify contact information, and book meetings for sales. Drive engaging conversations with every Lead. Help sales team to succeed by providing visibility into the lead follow-up process and track results of sales teams performance.

K-Force Investments Division Organizes investment opportunities by spanning multiple asset cases and facilitates due diligence interactions. Enables real time reporting of investment pipeline, centralizes contact information into shared system. Allows visibility into interactions with prospects, enables proactive relationship management, provides real time access to fundraising progress, simplifies ongoing portfolio monitoring by analysis and reports.

K-Force Wealth Management provides 360 View of the customer, Campaign management, Sales management, Complaints service requests, and Contact center.

K-Force M&A helps in cast a Wider Net for Leads. Win more clients by nurturing thousands of prospects through the long sales cycle and identifying the warmest leads. Target Buyers with Precision. Secure faster closes and a better outcome for clients by unlocking buyer data from org and own firm used to create intelligent target lists. Leverage Institutional Memory by Developing intelligent and use it to competitive advantage by tracking every interaction, and every deal, to grow data and better manage business.

K-Force Asset/Portfolio Management Maximize Deal Flow. Better focus time, and review more deals, by tracking and managing all pipeline and investment activity from one single, easy to use dashboard. Take Total Portfolio Control. Manage client holdings, commissions and more across different asset classes including alternatives, mutual funds and credit to simplify workflows and boost efficiency. Leverage Institutional Memory by Developing intelligent and use it to competitive advantage by tracking every interaction, and every deal, to grow data and better manage business.

K-Force Compliance alert users to critical communications with engaging notification. Drive adoption, communicate change and manage formal announcements with FYI, RSVP or Action notice. Scheduled publication and suspension, acknowledgement management. Manage compliance through a closed-loop communications process, with comprehensive native analytics and bundled reports and dashboards that cover KPIs for communications success, progress, compliance and acknowledgements.

K-Force Support provides support for various business process. It handles the things in a proper flow. Execution of request created by client through Community Portal. Closing of request as to notify the concerned department about end result.