This article outlines key user adoption strategies for successfully rolling out a CRM, with tips like emphasizing data quality, setting up duplication rules, tracking usage, leveraging notifications/workflows, and securing executive buy-in.

Learn more about the five key people who will play a crucial role on your “CRM Team" when selecting and investing in a CRM solution for your business.

In this article, we examine the three fundamental principles to consider when rolling out a new technology. With hundreds of investors, advisors, and lenders faced with the need to make major internal technological shifts each day, these truths can help capital markets professionals decide what approach makes the most sense for their unique organization.

Boost private equity performance in 2023 with two key dashboards: Executive Network and Risk Analysis. Maintain talent connections, mitigate risks, and propel growth. Download DealCloud resources today!

Learn more on 3 ways for private equity professionals and corporate buyers can more strategically source private equity add-on’s given today’s market trends.

Creating a 100 day plan for your private equity firm? Learn our key takeaways for seamless CRM implementation from clients who have successfully integrated a CRM at their firm.

To kick-start business development efforts, follow our four ways for investment bankers to perform a “deal sponsor relationship health” self-assessment.

In the Hamilton Lane Market Overview, we take a look at what’s changing with capital markets trends, and what trends remain a constant in the world of M&A.

With the incessant demands of LPs, IR managers are tasked with wearing many hats. Here we discuss three ways professionals can gain an edge with investor relations software.