Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Navatar Corporate Development

Elevate Your Expectations of What Deal Software Can Be

Industries
Financial Services
Business Need
Sales

Rating

Reputation

MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
5
Lifetime average
Showing 4 of 4 Reviews
Sort by

Navatar Is the Key to Unlocking Insights and Driving Deals

A Salesforce org often has multiple data sources, reports and it makes it difficult to track the right signals to drive new business and retain existing business. Navatar solves this with its easy to use layout, robust insights and reporting. Navatar helps put all the pieces together, create the right signals for your team and discover robust relationship insights! The Navatar team is highly knowledgeable, efficient and customizes their offerings for your very specific business needs.

Rick Shoff

Easily Customized

This is a fantastic tool for staying organized and is easily customizable to fit any M&A reporting need. With a little help from the Customer Support team, I've become a highly effective DBA. The tool is intuitive, but when I do need assistance the knowlegeable folks at Navatar are always accessible.

Tom Winsor

Great CRM for Corporate Strategic Buyers

We spent over a year trying to customize salesforce with a consultant, before we bumped into Navatar. I wish someone would have told us about them earlier. This product has exactly what we were looking for. We’re very impressed by how much their team knows about the dealmaking process and the nuances of how it all works. I guess they must have absorbed a lot from their investment management customers. Great product from a great team.

Bridget De Maria

Great product

We really like the product. It’s very well thought out. Navatar’s support is also very responsive and knowledgeable.