After KB Partners signed on to 4Degrees, deal flow processes became faster and more efficient. Data entry became much easier with the ability to automate the search of websites, locations, and descriptions. Having a system that can sort and filter, along with more automation for logging information, has made their jobs easier and more effective.
An unexpected benefit has been 4Degrees’ impact on relationship management. After each call KB Partners puts in notes and tags for easier searches. The dashboard function allows them to stay on top of networking, see the right deals, and keep up-to-date on news, tweets, and needed communication.
Dietz says, “The time saved using 4Degrees has been great. We can not only have all of our data in one place that’s easy to search and filter, but also be able to use that information in new ways.”