"This CRM application wasn’t aligned with our business processes, and felt more geared towards a generic direct sales model. More important, it was very inflexible. The layouts were fixed, and we couldn’t easily do searches to find the information we needed.”
“Being able to see the Recent Searches saves me so much time, I’m amazed.”
“I was so impressed with the Dynamo team, I spent an afternoon with them in the office in Sofia, Bulgaria, My husband and I were on a trip in the Balkans in October 2019. It made sense to meet, greet and thank the people who have improved the way we collect, store, use and analyze data. I am a huge Dynamo fan.”
“It’s been a tremendous time saver, between uploading and downloading documents and being able to find them.”
“We are saving thousands of dollars annually Within a year, DynamoTM Online Reporting paid for itself.”
“With the help of Dynamo Software, we were able to dramatically improve our investor reporting processes in a very short period of time. Our investors quickly embraced our new investor portal. Rockpoint’s relationship with Dynamo has proven to be a valuable partnership.”
“The portal is formatted how we want it; it’s orderly, professional, and clean. Investors don’t have to wait for their envelope to show up in the mail. They can find the information they need from today or any previous quarters. It’s all right there: secure, yet quickly accessible.”
“Dynamo is a mainstay for our communications, investment research, and due diligence operations.”
“Nothing can get missed and best practice standards are maintained. All the information and relevant hurdles for our acquisition projects are reflected in Dynamo.”
“Dynamo has a modern approach with an advanced mobile app. It is now easier to build and track our client pipeline and keep all members of our global team up-to-date on investor activities. The ease of use helped increase user adoption."
“Complex relationships are presented in an intuitive visual display for our investment team, which has made the retrieval of needed information very easy.”
“The Dynamo team knows this industry, familiarized themselves with our workflow, and have been diligent in ensuring that their product meets our needs.”
“Dynamo is such a critical part of our business that without it we would be half the size that we are.”
“It was a very manual process, It took up to 2 hours per fund.”
“Because of the manual process, the potential for errors was high.”