CRM for accountants: Why traditional CRMs fail to meet the needs of accounting firms
Strategic account management for law firms: How strategic account programs can support your top clients and position your client team as trusted advisors
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Senior Director, PGL DealCloud
Livingbridge selects DealCloud for relationship management, fundraising, and client services activities
How the right tech improves efficiency for ventures operations managers
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President, Industries
Pitch and RFP analysis for law firms: Leveraging proposal analytics to increase content relevance and win rates
Venture capital versus private equity relationships — and how to improve both
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President, Industries
PM Magazine – How will the arrival of NewLaw business models shape law firm marketing functions?
Bengur Bryan selects DealCloud to centralize information and manage relationships
Modernize your private equity marketing to attract LPs, intermediaries, and private companies
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President, Industries
Intapp partners with Equilar to enhance relationship intelligence and accelerate business development efforts
Innovative law firm relationship management
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Practice Group Leader - DealCloud
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Senior Director, PGL DealCloud
Saratoga Investment Corp. selects DealCloud for deal and relationship management
Jolt Capital selects DealCloud to support the firm’s investor relations function
Astara Capital Partners selects DealCloud to track relationships and deal flow
Northlane Capital Partners selects DealCloud to track deal flow
Bansk selects DealCloud to manage relationships and pipeline
Gathering and leveraging client feedback: How law firms are using client training programs, interviews, surveys, and matter debriefs to surface BD opportunities and address service gaps
At-risk programs for law firms: Applying data analytics to strengthen client relationships and increase retention
Equip your dealmakers with modern relationship management solutions
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President, Industries