Backstop Hong Kong Connect 2018

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Hong Kong Connect
Thursday, 15 November 2018

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Secrets of the Power User:
How the Vaunted Fund of
Funds uses Backstop for
Optimum Efficiency
KENNETH LO, PMP | SR. PRODUCT MANAGER

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Features that need to
be activated by your
Relationship Manager
or Support
Time saving tips
and tricks

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Five Missions
Live Actions
Stump the Panel
@backstop @klopmp

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Every millisecond counts
http://fastkadence.com/worlds_2015

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Add prospects for
upcoming Meow VC Fund
VIII (MV8)
MISSION 1 OF 5
Annual Meeting Wrap-Up

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Excel Upload
BACKSTOPEXCELNEW CONTACTS

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Remove duplicate
records
MISSION 2 OF 5
Spring Cleaning

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Report Builder
REPORT ETL BACKSTOP

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Track Buying Temperature
and prominently display it
MISSION 3 OF 5
MV8 Fundraising

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Entity Definition Manager
CUSTOM LIST
CUSTOM ENTITY
PAGE
HOME PAGE

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Compile recent intel for
cross-Pacific flights
MISSION 4 OF 5
Prospect Visits

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Summary Book
ACTIVITIES SUMMARY BOOK BON VOYAGE

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Research on LinkedIn,
Twitter & PitchBook
MISSION 5 OF 5
Due Diligence

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Custom Links
PUBLIC DATA THINK TANK
ACTIONABLE
INSIGHT

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Visualize and summarize
prospect data in
print-friendly format
Advanced Mission
Investment Committee Meeting

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Excel Toolkit (ETK)
DATA IMPORT VBA/MACROS
DATA
VISUALIZATION

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Questions?Questions?