How to Effectively Track Engagements With Objectives Milestones and Interactions
Expectations are increasing on investors to better substantiate engagements, with results and outcomes tracked over time. Given how this complicates tracking and reporting efforts, investors’ system capabilities have come into the limelight, often viewed as falling short of needs with inadequate workflows and data structure. In this blog, we highlight how evolving expectations are changing investor practices, and how modern software like Esgaia can empower your teams to record and monitor engagement progress over time.