Datasite Outreach
About Datasite Outreach
Datasite Outreach is a web-based M&A deal marketing platform designed to help businesses in the banking industry identify potential buyers, optimize engagement processes, and centralize buyer tracking. The platform lets teams automate manual marketing tasks and enhance project efficiency throughout the entire M&A lifecycle.
Key features of Datasite Outreach include audit management, document classification, compliance management, role-based permissions, secure data storage, user management, electronic signature, and project management. It allows managers to send automated emails to buyers with watermarked, customizable, and password-protected messages. Supervisors can generate reports based on real-time buyer engagement and deal milestones, which can be exported and shared with team members in a single click.
Datasite Outreach enables team leaders to mine historical data to yield analytics on projects and buyers, by integrating the platform with existing CRM systems. It also offers leadership insights, which help businesses understand deal probability, buyer behavior, and market dynamics.
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- Industry: Banking
- Company size: 11–50 Employees
- Used Monthly for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Great platform for managing documentation
Reviewed on 2024/03/12
Pros
Easy to navigate, user friendly, great UI, self explanatory
Cons
Should be easier to do bulk downloads,,
Response from Datasite
Hi there, Ryan! Thank you very much for taking the time from your day to leave us a review. Really glad that you've found Datasite easy to use and user-friendly! I've shared your note on bulk downloads with our Product team, so thank you for passing that along, too. Again, we thank you for your feedback and we look forward to serving you again very soon! Warm regards, The Datasite Team
Datasite Outreach FAQs
Below are some frequently asked questions for Datasite Outreach.Q. What type of pricing plans does Datasite Outreach offer?
Datasite Outreach offers the following pricing plans:
- Free Trial: Not Available
Please contact Datasite for pricing details.
Q. Who are the typical users of Datasite Outreach?
Datasite Outreach has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500
Q. What languages does Datasite Outreach support?
Datasite Outreach supports the following languages:
Chinese, English, French, German, Italian, Japanese, Portuguese, Spanish, Traditional Chinese
Q. Does Datasite Outreach support mobile devices?
Datasite Outreach supports the following devices:
Q. What other apps does Datasite Outreach integrate with?
We do not have any information about what integrations Datasite Outreach has
Q. What level of support does Datasite Outreach offer?
Datasite Outreach offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat
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