The Zapier Blog

JULY 7, 2025

That's where CRM automation comes in. In this guide, we'll walk you through what CRM automation is, why it's important, and how you can automate your CRM software to streamline your lead management. Table of contents What is CRM automation? What are the benefits of CRM automation? Learn more.

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David Teten VC

NOVEMBER 18, 2021

Usually small funds have fewer resources, so the more that can be automated, the better.”. Affinity) automate this. We haven’t found a good system for pulling in data about family offices investing in VC , although a number of vendors are focusing specifically on automating the fundraising process. a LinkedIn page).

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David Teten VC

DECEMBER 3, 2019

Private equity and venture capital investors are copying our sisters in the hedge fund world: we’re trying to automate more of our job. . Sabena Quan-Hin, Marketing Manager at Flow Capital , wrote, “There are two crucial aspects of marketing that investors often overlook: automation and analytics. She is a model for us all!

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The Zapier Blog

APRIL 5, 2023

Grow your business with marketing automation Learn how But for this article, I'll focus on creating a content style guide: the editorial guidelines for tone, structure, voice, and values. Are you helpful with a streak of silliness? So take a moment to craft what impression you want to leave on your readers and buyers.

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David Teten VC

DECEMBER 4, 2019

Private equity and venture capital investors are copying our sisters in the hedge fund world: we’re trying to automate more of our job. . Sabena Quan-Hin, Marketing Manager at Flow Capital , wrote, “There are two crucial aspects of marketing that investors often overlook: automation and analytics. 5) Manage relationships (CRM).

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technology investing investment ventures 81

David Teten VC

DECEMBER 12, 2017

But what tools are they using themselves to automate their own processes? These GPs believe strongly that automating data gathering, sifting through and selecting investment opportunities, managing relationships and streamlining follow-on funding and exit processes, gives them a competitive advantage over their peers. Respondents. .

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