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Desktop CRM

WelcomeDesktop CRM

Q4 Desktop makes it easy to build a successful investor relations program.
Here are the steps we'll follow to get you started.

Kickoff

Orientation & Training

Historic Import Process

Desktop Support and Help Center

Getting Started

Kickoff

Meet your Q4 team: At Q4, we have a team dedicated to help you achieve your IR goals. If you’re unsure of what your goals are, we’d be happy to work with you to build out an IR plan.

Key questions from Q4:

  • How can Q4 help you achieve your IR goals?
  • What are your current pain points?

Client Deliverables

  • Are there specific reports you are looking for?
  • Are there any historical activities and contacts that you want added to Desktop?
A meeting
A person training

Orientation & Training

Your Investor Relations Manager (IRM) will help you set up your Desktop Training and Credentials to access the Desktop CRM tool. If you have preferred timing on training, please let your IRM know.

Historic Import Process

Your IRM will work with the Data Import team to get your historical data (activities and contacts) into the Desktop CRM.

We have a preferred format to input historical data and the model can be found here.

It is highly recommended to use our preferred spreadsheet template for historical data to ensure a high level of accuracy and speed. The most recent 2 years of historical data will be imported first for your review. Once we receive the go-ahead we will continue with the remaining data at a later date. It usually takes about 2 weeks for the 2 most recent years of data to be transferred to our Desktop CRM.

A person in the middle of a video call

Desktop Support and Help Center

Your IRM will serve as day-to-day support on the Q4 Desktop product. Q4 Desktop has a Help Center available through the profile button on your Desktop screen or here. This is a great resource for finding more information on completing common workflows like logging activities, creating briefing books, building reports and running targeting screens.

Getting Started