Cohesive Capital Partners Selects DealCloud
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Private capital
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Intapp DealCloud
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Shamrock Capital Deploys DealCloud
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Private capital
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Intapp DealCloud
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The Power of Business Intelligent Thinking at Capital Markets Firms
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Financial services
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Private capital
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We outline the key tenets of Business Intelligence Thinking and how the most effective dealmakers can leverage the use of business intelligence software to increase operational efficiency and success.
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Three alerts every private equity professional needs in their inbox
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Private capital
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Intapp DealCloud
Explore three alert configurations we recommend for private equity firms looking to better leverage their data and analytics.
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Constitution Capital Partners Selects DealCloud
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Private capital
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Intapp DealCloud
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Roark Capital Selects DealCloud
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Private capital
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Intapp DealCloud
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Alchemy Partners Selects DealCloud
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Private capital
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Intapp DealCloud
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CBPE Capital Selects DealCloud
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Private capital
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Intapp DealCloud
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3i Group Selects DealCloud
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Private capital
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Intapp DealCloud
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5 Tips for Kick-Starting CRM User Adoption
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Financial services
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Private capital
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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.
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