E&F Space - Looking for CRM / RMS Reccomendations - LP's

Hi All,

I'm looking for any recommendations from groups using a CRM / RMS system that you like.

Currently I'm getting demos from Bipsync, Dynamo, Backstop, Salesforce etc.

If you have any insight on these systems, pros/cons please let me know.

For context I'm at an E&F >$5B. Lots of data history. Our current system is not meeting our standards in terms of speed, functionality, and customization etc.

 

Laborum minus excepturi vel eos quo. Eos magni modi laboriosam architecto. Veniam ad occaecati sunt.

Sed veniam libero dignissimos nulla exercitationem aut quo. Vel nostrum rerum voluptas sed delectus et.

Est eligendi vel voluptatum. Magni qui veritatis cumque iure blanditiis. Quia harum est veritatis iusto doloribus nesciunt ipsam.

Dolore voluptatibus unde ut minima. Culpa delectus et consectetur quod dolores qui aut itaque. Laborum harum repellat ad voluptas nam qui illum perferendis. Recusandae ut quia ea consequuntur.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

May 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Lazard Freres No 98.8%
  • Harris Williams & Co. 25 98.3%
  • Goldman Sachs 17 97.7%
  • JPMorgan Chase 04 97.1%

Overall Employee Satisfaction

May 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

May 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

May 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (21) $373
  • Associates (91) $259
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (68) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
Betsy Massar's picture
Betsy Massar
99.0
4
Secyh62's picture
Secyh62
99.0
5
GameTheory's picture
GameTheory
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
kanon's picture
kanon
98.9
9
Linda Abraham's picture
Linda Abraham
98.8
10
bolo up's picture
bolo up
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”