Discover how Viking Mergers & Acquisitions replaced scattered spreadsheets and inbox threads with a structured Pipedrive deal pipeline giving brokers real-time visibility into every buyer, seller, and deal stage nationwide.
40%
Faster Deal-Stage Visibility
Zero
Deals Lost to Follow-Up Gaps
Single
Source of Truth for All Deal Data
Real-Time
Buyer & Seller Status Tracking
Viking Mergers & Acquisitions runs a high volume of concurrent buy-side and sell-side engagements across multiple markets, and their deal data was scattered across brokers’ personal spreadsheets, email threads, and sticky notes.
Deal stages initial valuation, buyer matching, letter of intent, due diligence, closing had no consistent system of record. When a broker was out or a deal changed hands internally, the next person had no reliable way to see where a transaction actually stood.
This created blind spots at the worst possible moments: promising buyers went quiet without anyone following up, and leadership had no single view of pipeline health across the national book of business.
We helped Viking Mergers & Acquisitions build a Pipedrive-powered deal pipeline tailored to how M&A transactions actually move from first valuation conversation through closing.
Custom pipeline stages mirror their real deal lifecycle, with required fields and activity reminders that keep buyer/seller follow-ups on schedule instead of relying on memory. We followed the same structured rollout approach we use for other B2B sales teams, so brokers were productive in the new system within days, not months.
Automated task reminders and stage-change notifications now handle the manual chasing brokers used to do by hand, and the CRM connects into the firm’s broader tech stack so contact and deal data stay in sync across tools no more re-entering the same information twice.
Viking Mergers & Acquisitions helps business owners across the country buy and sell companies, guiding both sides of a transaction from valuation through closing with dedicated M&A brokers in each market.
Viking Mergers & Acquisitions
