Debt Capital Markets

Managing the process of creating and trading fixed-income instruments, such as bonds and loans, within Debt Capital Markets has traditionally been tedious. Debt Capital Market firms need the ability to communicate quickly with various entities as well as functionality that enables them to trade easily with leading participants in the global market.

Built on the industry leading On-Demand CRM solution, salesforce.com, CRM for Debt Capital Markets is a unified system for managing the entire process for creating deals and identifying and selling to investors. It facilitates seamless data sharing among bankers, traders and salespeople, enables firm-wide contact management, and deal bookrunning.

Built using the Apex on-demand platform from salesforce.com, Navatar CRM for Debt Capital Markets is immediately available for test drive.

Key Functionality Manage and track deal flow Create and manage tranches specific to deals Track investor interest and commitments against each tranch Identify prospective investors Manage sales process for deal Deal status reports for borrowers, co-agents, senior management Manage internal and external deal teams

System Features Built on industry leading On-Demand CRM platform - salesforce.com Web based solution with no client installation or upgrade overhead Anywhere, Anytime, Any device Global Access Advanced user interfaces for easy learning Flexible search capability Flexible reporting Capability Adaptors to integrate with internal systems Fully integrated with MS Outlook Executive dashboards User & Technical Support

Please contact us at (212) 461-2140 or sales@navatargroup.com

Test Drive

• CRM for Debt Capital Markets

CRM Technology

• Salesforce Technology
• RightNow Technology
• Application Integration
• Business Intelligence

Our Approach

• CRM Implementation Approach
• Offshore Model
• User-Driven Approach