Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The ideal PRM software designed to enhance your partner network experience significantly. Empower your partners to easily register deals, manage leads, access content, and collaborate in real time, among many other functionalities. Partners can engage in each deal by adding notes and documents as progress unfolds, fostering better communication. They also have the capability to submit new deals directly through our platform or integrate with their CRM, with our system efficiently identifying duplicates for seamless approval or rejection. You can monitor all current and historical deals from one centralized location, allowing you to set specific timelines for your partners to adhere to. Automated notifications will assist them in staying on top of their deadlines, ensuring nothing slips through the cracks. Additionally, Elioplus PRM streamlines the lead distribution process to your partners effortlessly. You can either upload new leads or import them from your CRM or marketing automation tool, facilitating a smooth transfer to your partners. Furthermore, this software not only simplifies collaboration but also enhances the overall efficiency of your partner network.
Description
Meridian serves as an AI-driven CRM and deal-management platform tailored for private-market investment teams, empowering firms to thematically source deals, oversee pipelines, and consolidate data across the organization. This platform integrates workflows suitable for every tier, from associates to partners, enabling teams to monitor opportunities, enhance collaboration prior to investment committee meetings, evaluate potential investments against both internal metrics and public data, and leverage insights through a built-in AI assistant. Additionally, users gain from automated updates of company and contact records, the ability to forward emails to capture meeting notes seamlessly, and a user-friendly mobile and web interface that encourages widespread adoption throughout the organization. The system is designed with robust permission settings, accommodates multi-fund structures, and adheres to enterprise-level security standards, including SOC 2 compliance, ensuring the protection of sensitive investment information. With its comprehensive features, Meridian not only enhances operational efficiency but also fosters a culture of informed decision-making within investment teams.
API Access
Has API
API Access
Has API
Integrations
Altvia
Apex
Box
Dropbox
Gmail
Google Calendar
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Raylu
Integrations
Altvia
Apex
Box
Dropbox
Gmail
Google Calendar
Microsoft OneDrive
Microsoft Outlook
Microsoft SharePoint
Raylu
Pricing Details
$298 per month
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Elioplus
Country
Greece
Website
elioplus.com
Vendor Details
Company Name
Meridian
Founded
2023
Country
United States
Website
www.meridian-ai.com
Product Features
Channel Management
Campaign Management
Channel Analytics
Incentive Management
Inventory Control
Lead Management
Opportunity Management
Order Management
Partner Management
Product Management
Reseller Management
Lead Generation
Contact Discovery
Contact Import/Export
Lead Capture
Lead Database Integration
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Visitor Identification
Product Features
Financial CRM
Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management