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How dealmakers at an investment banking firm are winning new business and preserving existing revenue

How dealmakers at an investment banking firm are winning new business and preserving existing revenue

  • Investment banking
  • Intapp DealCloud

CRM for accountants: Why traditional CRMs fail to meet the needs of accounting firms

Generic CRM software often fails to meet the unique, industry-specific needs of accounting firms. Accounting firms need a scalable CRM for accountants that supports multidirectional relationships and a variety of service lines.

  • Accounting
  • Intapp DealCloud

Strategic account management for law firms: How strategic account programs can support your top clients and position your client team as trusted advisors

Succeed with law firm growth initiatives through strategic account management. DealCloud helps qualify clients who can expand your business into new sectors. You’ll increase the strength of your relationship while your client teams serve as trusted advisors.

  • Legal
  • Intapp DealCloud

How the right tech improves efficiency for ventures operations managers

We interviewed Arc Ventures’ ventures operations manager (VOM) to learn more about how technology can empower operations managers.

  • Financial services
  • Private capital
  • + 1 more

Pitch and RFP analysis for law firms: Leveraging proposal analytics to increase content relevance and win rates

Improve win rates and content relevancy using legal pitch and RFP analysis. DealCloud integrates with QorusDocs, providing robust pitch and proposal analytics while empowering marketing and BD teams to proactively drive the sales cycle.

  • Legal
  • Intapp DealCloud

Venture capital versus private equity relationships — and how to improve both

When it comes to venture capital versus private equity deals, there are key distinctions that firms must address.

  • Private capital
  • Intapp DealCloud

Modernize your private equity marketing to attract LPs, intermediaries, and private companies

Learn how you can modernize your private equity marketing, and how digital technology like Intapp DealCloud can help.

  • Financial services
  • Private capital
  • + 1 more

Innovative law firm relationship management

Intapp hosted a Legal Marketing Association (LMA) webinar to discuss law firm relationship management, relationship intelligence, and how innovative techniques and purpose-built legal CRMs can help your firm win more business.

  • Legal
  • Intapp DealCloud

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

Bringing in client voices by soliciting client feedback can help firms more deeply understand their clients’ needs, expose service gaps, and surface new business development opportunities. Using client training programs, client interviews, client surveys, and matter debriefs, you can improve your value delivery, strengthen client relationships, and increase retention.

  • Legal
  • Intapp DealCloud

At-risk programs for law firms: Applying data analytics to strengthen client relationships and increase retention

Legal at-risk programs strengthen client relationships and increase retention. Intapp DealCloud helps firms track new-matter velocity and perform relationship mapping to identify at-risk clients and implement remediation measures.

  • Legal
  • Intapp DealCloud

Equip your dealmakers with modern relationship management solutions

Intapp DealCloud built an extensive suite of relationship management solutions designed to deliver meaningful outcomes.

  • Intapp DealCloud

Drive real-time reporting for your commercial real estate firm

For commercial real estate firms, real-time reporting is imperative for dealmakers to move the pipeline forward.

  • Real assets
  • Intapp DealCloud