Exploring Private Equity on Salesforce

Guest: Duncan McEntyre, Vice President of Sales Operations, Blueprint Equity

Duncan McEntyre knows a promising B2B SaaS company when he sees one. After all, identifying and investing in such businesses is his job.

At Blueprint Equity, building and maintaining positive relationships with investors is key to their success. They adopted Salesforce, the biggest name in CRM tech today, to achieve this goal.

Today, Duncan takes us through the investment process and how they manage millions in private equity on Salesforce. See how this powerful tech helps Blueprint add growth capital and resources to already successful businesses so they grow further.

Private Equity on Salesforce

Don’t have time for the full episode? Here’s what you need to know:

The Highlights

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