Wondering how to implement a CRM in your organization? Read our seven best practices for developing a cross-functional CRM implementation strategy.

Professional and financial services firms are inundated with data every day: new contact information, a target firm’s recent earnings announcement, how much a current client […]

Read how DealCloud's data management platform features allow dealmakers to easily run detailed reports, analyze industry trends, and evaluate potential synergies.

Why should law firms invest in DealCloud for legal? Lavinia Calvert, Vice President and Legal Industry Principal at Intapp, shares four factors that distinguish DealCloud for legal from traditional, horizontal CRMs and other platforms in the market.

In the fast-paced, hyper-competitive environment of capital fundraising, placement agent firms need access to reliable, actionable data to help them manage complex relationships, reporting, and deals throughout […]

Learn how Intapp DealCloud’s experience management software helps law firms capture, organise, and search firmwide expertise to support business development, automate data capture with AI, and improve client service.

Unlike traditional CRMs, industry-specific, cloud-based client intelligence systems provide the capabilities that professional services and capital markets firms require. By investing in a purpose-built system, firms can meet client expectations, increase efficiency, and uncover new opportunities.

As an acquirer, you need to find a balance between acting quickly and acting carefully. By equipping each member of your M&A function with the right technology, your team can find more quality deals faster without sacrificing security, accuracy, or synergy realization.

All dealmakers know that compliance regulations are increasing, but many of them don’t know the reasons behind this increased scrutiny. Read our 7 case-building arguments in favor of improving risk management and how it can help your firm in the long-run.

Private equity (PE) groups are often hesitant to implement new technology, as they’re unsure whether a new software solution will improve their processes and, consequentially, their profitability. Read on to learn how Intapp DealCloud helped Women’s World Banking improve information management.

In commercial real estate (CRE), success isn’t measured by the number of closed deals — it’s measured by the number of closed profitable deals. To […]

How corporate development leaders are digitizing the internal approval process