From the firm's own write-upReceipt no. 9954
What sucked
The firm found it hard to keep teams aligned on investor sector focus, and doing so depended on manual Salesforce updates that were time-consuming to maintain.
What they built
Scend's agentic search and investor discovery keep investor sector focus current automatically, removing the need for manual CRM updates and keeping teams aligned.
What changed
4x focus
Four times better investor sector focus (firm-stated)
No manual CRM
Teams stay aligned without manually updating Salesforce
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