Intapp DealCloud Activator blueprint
Empower your professionals with the tools they need to become Activators
Intapp DealCloud
More than a CRM
Features and capabilities
Industry solutions
Intapp DealCloud helps your business development professionals adopt an Activator mindset, so they can unlock a competitive edge in managing client relationships and growing your business.
Intapp DealCloud’s Activator hub simplifies the complex process of client interaction by providing essential tools and guidance for prioritizing outreach, building networks, and understanding client needs. By taking a strategic and effective approach to client relationship management, your professionals can capitalize on valuable events, become trusted advisors, and drive business growth through deeper client relationships.
Become an Activator to drive high-performance business development
Commit
Foster stronger client relationships through consistent outreach and time allocated to business development.
Connect
Bridge the gap by turning casual contacts into powerful connections.
Create
Drive greater value for your clients by unlocking a deeper understanding of their needs.
Build, track, and launch with Intapp DealCloud
Relationship signals and notifications
Stay on top of client outreach with an AI-driven relationship intelligence feed that delivers actionable recommendations and insights on contacts and events.
Relationship intelligence
Improve relationship discovery and cultivation through passive data capture and AI-driven intelligence reporting.
Relationship mapping and coverage
Facilitate warm introductions by identifying meaningful connections within your network via relationship maps.
Referral network
Better understand who’s bringing business to the firm so you can prioritize relationships, outreach patterns, and client engagement.
Event outcomes and reporting
Analyze event outcomes with dashboards that show connection performance, interactions converted into opportunities or matters, and generated revenue.
News feeds
Keep a pulse on the market and remain ahead of the competition with integrated industry news, insights, and updates.
Client ideas and suggestions
Create client profiles and groupings with integrated market intelligence to gain a better understanding of your client’s interests and needs.
Centralized activity and notes
Increase transparency to understand key details — such as last contact date and next steps — by institutionalizing client interactions with automated activity capture.
Learn more about Intapp DealCloud
News
Rainmaker Genome Project results revealed
Intapp and DCM Insights’ Rainmaker Genome Project identifies the leading approach to winning new b...
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Blog Posts
The Activator Playbook: Commit, connect, and create
Transcript: I would say that activators do three things that make them different from their colleagu...
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Blog Posts
3 ways DealCloud supports Activator behaviors
According to a global research study of nearly 1,800 partners in professional and financial services...
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