Just attended a meeting or conference and got a stack of business cards and want to add them to DealCloud? Don’t want to type in all of the contact details for each person? We’ve got your solution.
To answer questions like these, most firms enlist an analyst or two to combine a few spreadsheets, build pivot tables, and then translate those tables into charts. We know analysts tend to have wizard-level Excel skills, but even for them, the turnaround on this type of request can often be at least a few hours, if not days.