{"id":10853,"date":"2025-09-23T12:32:46","date_gmt":"2025-09-23T12:32:46","guid":{"rendered":"https:\/\/www.eudonet.com\/?p=10853"},"modified":"2025-11-04T16:49:22","modified_gmt":"2025-11-04T16:49:22","slug":"initiative-et-finance","status":"publish","type":"post","link":"https:\/\/www.eudonet.com\/fr\/ressources\/blog\/initiative-et-finance\/","title":{"rendered":"T\u00e9moignage Initiative &#038; Finance : Deal flow et CRM, le duo gagnant pour les acteurs du capital investissement ?"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">Tous les acteurs du private equity, qu\u2019ils soient g\u00e9n\u00e9ralistes ou sp\u00e9cialis\u00e9s ; dans le capital innovation, le capital d\u00e9veloppement, le LBO ou le capital retournement s\u2019accordent sur un point : un bon r\u00e9seau relationnel est capital.\u00a0Ces contacts, des dirigeants d\u2019entreprise en direct ou des interm\u00e9diaires, ind\u00e9pendants ou banques d\u2019affaires, sont \u00e0 la source du deal flow, c\u2019est-\u00e0-dire le flux de dossiers d\u2019investissement, n\u00e9cessaire au d\u00e9veloppement de l\u2019activit\u00e9.\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Etre connu et reconnu et entretenir une relation privil\u00e9gi\u00e9e avec les bonnes personnes est l\u2019assurance d\u2019\u00eatre sollicit\u00e9 sur les dossiers les plus int\u00e9ressants, aussi bien du point du vue du projet de l\u2019entreprise que de la rentabilit\u00e9 qu\u2019ils g\u00e9n\u00e8reront pour les souscripteurs.\u00a0Pour cela, une solution collaborative r\u00e9unissant tous les contacts et les \u00e9changes offre des perspectives prometteuses.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Initiative &amp; Finance est un acteur fran\u00e7ais du capital investissement, sp\u00e9cialis\u00e9 dans le financement et la transmission des PME. Les 14 collaborateurs soutiennent les managers entrepreneurs dans leurs projets de recomposition du capital, transmission, acc\u00e9l\u00e9ration de croissance, strat\u00e9gie d\u2019acquisition\u2026<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Plus de 30 ans d\u2019exp\u00e9rience dans l\u2019investissement et la transmission de PME<\/li>\n\n\n\n<li>Entre 5 et 7 op\u00e9rations par an<\/li>\n\n\n\n<li>2 \u00e0 15 millions d\u2019euros investis par op\u00e9ration<\/li>\n\n\n\n<li>Plus de 500 millions d\u2019euros investis et 600 millions de plus-values cumul\u00e9es<\/li>\n<\/ul>\n\n\n\n<div class=\"wp-block--blockquote-with-background\"><blockquote class=\"font-medium i130 mb2\"><em><em>Notre base CRM est un \u00e9l\u00e9ment important de notre activit\u00e9, puisqu\u2019elle nous permet de centraliser tous les apporteurs d\u2019affaires ainsi que l\u2019historique des relations avec eux : opportunit\u00e9s d\u00e9tect\u00e9es et gagn\u00e9es, derniers \u00e9changes, dossiers en cours\u2026 Nous l\u2019utilisons \u00e9galement pour r\u00e9aliser des actions de marketing et de communication aupr\u00e8s de ces derniers, pour qu\u2019ils pensent \u00e0 nous lors de la recherche d\u2019un partenaire sur un futur dossier.<\/em><\/em><\/blockquote><div class=\"author-info\"><div class=\"author-details\"><div class=\"author-name txt font-medium i130\"><strong><strong>Marc DAGOUSSET<\/strong><\/strong><\/div><div class=\"author-job txt font-regular i130\">Responsable du D\u00e9veloppement<\/div><\/div><\/div><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Au-del\u00e0 de la gestion de contacts, <strong>Eudonet XRM a \u00e9t\u00e9 adapt\u00e9 aux besoins quotidiens d\u2019Initiative &amp; Finance pour piloter l\u2019activit\u00e9<\/strong> comme le pr\u00e9cise Marc DAGOUSSET :\u00a0<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u00ab <strong>Tous nos dossiers et opportunit\u00e9s sont cr\u00e9\u00e9s et suivis dans notre solution<\/strong>. Nous l\u2019utilisons \u00e9galement pour g\u00e9rer l\u2019ensemble des informations et actions n\u00e9cessaires au traitement administratif. Ainsi, nous pouvons voir et mettre \u00e0 jour l\u2019\u00e9tat d\u2019avancement, la ou les personnes en charge, les op\u00e9rations effectu\u00e9es ou encore retrouver l\u2019ensemble des documents li\u00e9s au dossier.\u00a0En unifiant dans le CRM la d\u00e9tection des opportunit\u00e9s et le traitement des dossiers, nous disposons \u00e0 la fois d\u2019<strong>un outil de travail collaboratif qui nous donne une vision globale de l\u2019information<\/strong>, mais aussi d\u2019<strong>une m\u00e9moire compl\u00e8te de notre activit\u00e9<\/strong>. Il est donc u<strong>n actif essentiel pour notre d\u00e9veloppement<\/strong>. Nous venons de passer \u00e0 Eudonet XRM et sommes tr\u00e8s contents de l\u2019accompagnement d\u2019Eudonet. D\u2019ailleurs nous allons prochainement suive une formation pour faire des op\u00e9rations marketing plus pouss\u00e9es depuis notre CRM \u00bb<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Cr\u00e9\u00e9 en 2000, Eudonet est \u00e9diteur et int\u00e9grateur de solution CRM et xRM et conna\u00eet une forte croissance en France et \u00e0 l\u2019international. Cette double comp\u00e9tence nous permet de proposer \u00e0 nos clients des solutions d\u00e9di\u00e9es \u00e0 leur activit\u00e9 sp\u00e9cifique, pour le d\u00e9veloppement commercial et l\u2019organisation des processus internes par exemple. Nous accompagnons plus de 200 clients dans leur relation client dont DPD France, Asartis D\u00e9veloppement, Thales Services\u2026<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tous les acteurs du private equity, qu\u2019ils soient g\u00e9n\u00e9ralistes ou sp\u00e9cialis\u00e9s ; dans le capital innovation, le capital d\u00e9veloppement, le LBO ou le capital retournement s\u2019accordent sur un point : un bon r\u00e9seau relationnel est capital.\u00a0Ces contacts, des dirigeants d\u2019entreprise en direct ou des interm\u00e9diaires, ind\u00e9pendants ou banques d\u2019affaires, sont \u00e0 la source du deal [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":27824,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_focuskw":"","_yoast_wpseo_title":"Deal flow et CRM : t\u00e9moignage Initiative & Finance | Eudonet","_yoast_wpseo_metadesc":"Au-del\u00e0 de la gestion de contacts, la plateforme CRM Eudonet a \u00e9t\u00e9 adapt\u00e9e aux besoins d\u2019Initiative & Finance pour piloter son activit\u00e9.","footnotes":""},"tags":[],"sectors":[61],"solutions":[55],"class_list":["post-10853","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry"],"acf":{"article_suptitle":"","article_short_desc":"","article_caption":"","article_related":"","author_name":"Christophe GUILBERT","author_link":"https:\/\/www.linkedin.com\/in\/christophe-guilbert-0788b66a\/","author_photo":24322,"author_bio":""},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v26.3 (Yoast SEO v26.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Deal flow et CRM : t\u00e9moignage Initiative &amp; Finance | Eudonet<\/title>\n<meta name=\"description\" content=\"Au-del\u00e0 de la gestion de contacts, la plateforme CRM Eudonet a \u00e9t\u00e9 adapt\u00e9e aux besoins d\u2019Initiative &amp; Finance pour piloter son activit\u00e9.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.eudonet.com\/fr\/ressources\/blog\/initiative-et-finance\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"T\u00e9moignage Initiative &amp; Finance : Deal flow et CRM, le duo gagnant pour les acteurs du capital investissement ?\" \/>\n<meta property=\"og:description\" content=\"Au-del\u00e0 de la gestion de contacts, la plateforme CRM Eudonet a \u00e9t\u00e9 adapt\u00e9e aux besoins d\u2019Initiative &amp; Finance pour piloter son activit\u00e9.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.eudonet.com\/fr\/ressources\/blog\/initiative-et-finance\/\" \/>\n<meta property=\"og:site_name\" content=\"Eudonet\" \/>\n<meta property=\"article:published_time\" content=\"2025-09-23T12:32:46+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-11-04T16:49:22+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.eudonet.com\/wp-content\/uploads\/2023\/02\/001-general-blog-1.png\" \/>\n\t<meta property=\"og:image:width\" content=\"800\" \/>\n\t<meta property=\"og:image:height\" content=\"525\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Willy Bellony\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"\u00c9crit par\" \/>\n\t<meta name=\"twitter:data1\" content=\"Willy Bellony\" \/>\n\t<meta name=\"twitter:label2\" content=\"Dur\u00e9e de lecture estim\u00e9e\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.eudonet.com\/fr\/ressources\/blog\/initiative-et-finance\/\",\"url\":\"https:\/\/www.eudonet.com\/fr\/ressources\/blog\/initiative-et-finance\/\",\"name\":\"Deal flow et CRM : t\u00e9moignage Initiative & Finance | Eudonet\",\"isPartOf\":{\"@id\":\"https:\/\/www.eudonet.com\/fr\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.eudonet.com\/fr\/ressources\/blog\/initiative-et-finance\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.eudonet.com\/fr\/ressources\/blog\/initiative-et-finance\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.eudonet.com\/wp-content\/uploads\/2023\/02\/001-general-blog-1.png\",\"datePublished\":\"2025-09-23T12:32:46+00:00\",\"dateModified\":\"2025-11-04T16:49:22+00:00\",\"author\":{\"@id\":\"https:\/\/www.eudonet.com\/fr\/#\/schema\/person\/b2495db7ff9b68cf8a934e142f1d53d0\"},\"description\":\"Au-del\u00e0 de la gestion de contacts, la plateforme CRM Eudonet a \u00e9t\u00e9 adapt\u00e9e aux besoins d\u2019Initiative & Finance pour piloter son activit\u00e9.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.eudonet.com\/fr\/ressources\/blog\/initiative-et-finance\/#breadcrumb\"},\"inLanguage\":\"fr-FR\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.eudonet.com\/fr\/ressources\/blog\/initiative-et-finance\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\/\/www.eudonet.com\/fr\/ressources\/blog\/initiative-et-finance\/#primaryimage\",\"url\":\"https:\/\/www.eudonet.com\/wp-content\/uploads\/2023\/02\/001-general-blog-1.png\",\"contentUrl\":\"https:\/\/www.eudonet.com\/wp-content\/uploads\/2023\/02\/001-general-blog-1.png\",\"width\":800,\"height\":525},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.eudonet.com\/fr\/ressources\/blog\/initiative-et-finance\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Accueil\",\"item\":\"https:\/\/www.eudonet.com\/fr\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"T\u00e9moignage Initiative &#038; Finance : Deal flow et CRM, le duo gagnant pour les acteurs du capital investissement ?\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.eudonet.com\/fr\/#website\",\"url\":\"https:\/\/www.eudonet.com\/fr\/\",\"name\":\"Eudonet\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.eudonet.com\/fr\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"fr-FR\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.eudonet.com\/fr\/#\/schema\/person\/b2495db7ff9b68cf8a934e142f1d53d0\",\"name\":\"Willy Bellony\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\/\/www.eudonet.com\/fr\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/a77ef4b5b407ec5c311be341cc26e77a93bb0f64280bac5ceb05494a217bba8c?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/a77ef4b5b407ec5c311be341cc26e77a93bb0f64280bac5ceb05494a217bba8c?s=96&d=mm&r=g\",\"caption\":\"Willy Bellony\"}},{\"@type\":\"ImageObject\",\"inLanguage\":\"fr-FR\",\"@id\":\"https:\/\/www.eudonet.com\/fr\/ressources\/blog\/initiative-et-finance\/#local-main-organization-logo\",\"url\":\"\",\"contentUrl\":\"\",\"caption\":\"Eudonet\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Deal flow et CRM : t\u00e9moignage Initiative & Finance | Eudonet","description":"Au-del\u00e0 de la gestion de contacts, la plateforme CRM Eudonet a \u00e9t\u00e9 adapt\u00e9e aux besoins d\u2019Initiative & Finance pour piloter son activit\u00e9.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.eudonet.com\/fr\/ressources\/blog\/initiative-et-finance\/","og_locale":"fr_FR","og_type":"article","og_title":"T\u00e9moignage Initiative & Finance : Deal flow et CRM, le duo gagnant pour les acteurs du capital investissement ?","og_description":"Au-del\u00e0 de la gestion de contacts, la plateforme CRM Eudonet a \u00e9t\u00e9 adapt\u00e9e aux besoins d\u2019Initiative & Finance pour piloter son activit\u00e9.","og_url":"https:\/\/www.eudonet.com\/fr\/ressources\/blog\/initiative-et-finance\/","og_site_name":"Eudonet","article_published_time":"2025-09-23T12:32:46+00:00","article_modified_time":"2025-11-04T16:49:22+00:00","og_image":[{"width":800,"height":525,"url":"https:\/\/www.eudonet.com\/wp-content\/uploads\/2023\/02\/001-general-blog-1.png","type":"image\/png"}],"author":"Willy Bellony","twitter_card":"summary_large_image","twitter_misc":{"\u00c9crit par":"Willy Bellony","Dur\u00e9e de lecture estim\u00e9e":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.eudonet.com\/fr\/ressources\/blog\/initiative-et-finance\/","url":"https:\/\/www.eudonet.com\/fr\/ressources\/blog\/initiative-et-finance\/","name":"Deal flow et CRM : t\u00e9moignage Initiative & Finance | Eudonet","isPartOf":{"@id":"https:\/\/www.eudonet.com\/fr\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.eudonet.com\/fr\/ressources\/blog\/initiative-et-finance\/#primaryimage"},"image":{"@id":"https:\/\/www.eudonet.com\/fr\/ressources\/blog\/initiative-et-finance\/#primaryimage"},"thumbnailUrl":"https:\/\/www.eudonet.com\/wp-content\/uploads\/2023\/02\/001-general-blog-1.png","datePublished":"2025-09-23T12:32:46+00:00","dateModified":"2025-11-04T16:49:22+00:00","author":{"@id":"https:\/\/www.eudonet.com\/fr\/#\/schema\/person\/b2495db7ff9b68cf8a934e142f1d53d0"},"description":"Au-del\u00e0 de la gestion de contacts, la plateforme CRM Eudonet a \u00e9t\u00e9 adapt\u00e9e aux besoins d\u2019Initiative & Finance pour piloter son activit\u00e9.","breadcrumb":{"@id":"https:\/\/www.eudonet.com\/fr\/ressources\/blog\/initiative-et-finance\/#breadcrumb"},"inLanguage":"fr-FR","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.eudonet.com\/fr\/ressources\/blog\/initiative-et-finance\/"]}]},{"@type":"ImageObject","inLanguage":"fr-FR","@id":"https:\/\/www.eudonet.com\/fr\/ressources\/blog\/initiative-et-finance\/#primaryimage","url":"https:\/\/www.eudonet.com\/wp-content\/uploads\/2023\/02\/001-general-blog-1.png","contentUrl":"https:\/\/www.eudonet.com\/wp-content\/uploads\/2023\/02\/001-general-blog-1.png","width":800,"height":525},{"@type":"BreadcrumbList","@id":"https:\/\/www.eudonet.com\/fr\/ressources\/blog\/initiative-et-finance\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Accueil","item":"https:\/\/www.eudonet.com\/fr\/"},{"@type":"ListItem","position":2,"name":"T\u00e9moignage Initiative &#038; Finance : Deal flow et CRM, le duo gagnant pour les acteurs du capital investissement ?"}]},{"@type":"WebSite","@id":"https:\/\/www.eudonet.com\/fr\/#website","url":"https:\/\/www.eudonet.com\/fr\/","name":"Eudonet","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.eudonet.com\/fr\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"fr-FR"},{"@type":"Person","@id":"https:\/\/www.eudonet.com\/fr\/#\/schema\/person\/b2495db7ff9b68cf8a934e142f1d53d0","name":"Willy Bellony","image":{"@type":"ImageObject","inLanguage":"fr-FR","@id":"https:\/\/www.eudonet.com\/fr\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/a77ef4b5b407ec5c311be341cc26e77a93bb0f64280bac5ceb05494a217bba8c?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/a77ef4b5b407ec5c311be341cc26e77a93bb0f64280bac5ceb05494a217bba8c?s=96&d=mm&r=g","caption":"Willy Bellony"}},{"@type":"ImageObject","inLanguage":"fr-FR","@id":"https:\/\/www.eudonet.com\/fr\/ressources\/blog\/initiative-et-finance\/#local-main-organization-logo","url":"","contentUrl":"","caption":"Eudonet"}]}},"_links":{"self":[{"href":"https:\/\/www.eudonet.com\/fr\/wp-json\/wp\/v2\/posts\/10853","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.eudonet.com\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.eudonet.com\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.eudonet.com\/fr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.eudonet.com\/fr\/wp-json\/wp\/v2\/comments?post=10853"}],"version-history":[{"count":5,"href":"https:\/\/www.eudonet.com\/fr\/wp-json\/wp\/v2\/posts\/10853\/revisions"}],"predecessor-version":[{"id":30747,"href":"https:\/\/www.eudonet.com\/fr\/wp-json\/wp\/v2\/posts\/10853\/revisions\/30747"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.eudonet.com\/fr\/wp-json\/wp\/v2\/media\/27824"}],"wp:attachment":[{"href":"https:\/\/www.eudonet.com\/fr\/wp-json\/wp\/v2\/media?parent=10853"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.eudonet.com\/fr\/wp-json\/wp\/v2\/tags?post=10853"},{"taxonomy":"sector","embeddable":true,"href":"https:\/\/www.eudonet.com\/fr\/wp-json\/wp\/v2\/sectors?post=10853"},{"taxonomy":"solution","embeddable":true,"href":"https:\/\/www.eudonet.com\/fr\/wp-json\/wp\/v2\/solutions?post=10853"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}