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Feb 1, 2023Liked by Andre Retterath

Feel your pain on the Salesforce to Affinity migration...!

Surprised if you could really capture (& migrate) all the data in the old system using RPA or whether you had to draw a line somewhere and just compromise in light of the advantages of the new system.

We found the Affinity import interface a little tricky to get everything in as we would have liked

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Yes, took some time to set up the UiPath RPA bot but it eventually migrated all data that we stored in Salesforce IQ to Affinity. No manual interaction needed but make sure to create the right mapping between SF labels and Aff labels ;)

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Jan 26, 2023Liked by Andre Retterath

I declared myself as being data-driven and asked for research and deep insights - that said, I am at the very beginning of this road and would not mind reading at any level of depth

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Awesome, hope you find value in some of the earlier posts then. They are best suited for VCs who feel comfortable as Productivity VC and want to take the leap towards more data-driven approaches. I'll make sure to keep a good mix of high-level and deep dive content. Looking forward to your thoughts on future episodes!

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Jan 26, 2023Liked by Andre Retterath

Hi Andre, thank you for all the info you share. Answering your poll: I’m a systems architect/ data engineer learning about the data-driven part of the institutional investors world.

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Hi Anton, thanks for your feedback. Definitely worth checking some of the earlier posts then and I will make sure to keep a good mix of productivity and data-driven related topics. Looking forward to your thoughts on future episodes.

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Jan 26, 2023Liked by Andre Retterath

Hi Andre, thanks for your insights! I just want to comment briefly. As a public VC, we traditionally have strong limitations in our tech stack and high requirements from regulators. DGSVO etc. But coming from the MS Office suite, I'm desperately happy to have found Notion to deal with datasets, cloud data, etc. Maybe as a first step on "your" curve :-) And I recommend it to my teammates. But as for other tools like Zapier and Calendly that you recommend. I also see the threat that input in the deal funnel tends not always to bring more quality but yust quantity. To say it with your words: many faster horses plug the road for new cars. :-) So still a way to go.

Best regards from Mainz Jörg

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Thanks for your thoughts, Jörg, and great to hear you started with some productivity tools like Notion. A great first step and I'm sure there are more ahead. On deal funnel I tend to agree that volume is not correlated with quality. However, we have the ambition to achieve comprehensive coverage top of funnel (=see all opportunities out there) and then be smart about the screening to eventually focus and spend our human time on the most promising opportunities. Way to go! :)

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