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Breaking Down the Professional Services Sales Myths Using Time-Tested Research I Tom McMakin and Jacob Parks, PIE

  • Professional services
  • Intapp DealCloud
Tom McMakin and Jacob Parks of the Profitable Ideas Exchange (PIE) discuss their book, Never Say Sell, exploring how to expand engagements with existing clients. They reveal how they incorporate gamification in running their company and explain how firms can add value in an era of disruption.

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Press release

Evolem selects DealCloud for deal and relationship management

  • Intapp DealCloud

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Press release

Blue Water Energy Selects DealCloud for Relationship Management

  • Private capital
  • Intapp DealCloud

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Blog Posts

Mentoring, Leading, and Pulling the Right Levers to Build a Highly Creative Firm I Dale Bornstein, M Booth

  • Accounting
  • Consulting
  • + 3 more
M Booth’s Dale Bornstein joins the Strategy Sphere podcast to reveal what led to her becoming a compassionate leader and shares how she finds her own mentors in the pressure-filled industry of integrated marketing.

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Blog Posts

Investment bankers need relationship management tech to find buyers in today’s remote environment

  • Financial services
  • Investment banking
  • + 1 more
Investment bankers need relationship management technology to overcome their struggles to find and connect with qualified buyers for their clients.

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Blog Posts

How a real estate investment CRM can improve property management

  • Financial services
  • Real assets
  • + 1 more
DealCloud's investment management software offer configurable workflow management, deal and relationship management, and team collaboration capabilities.

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Press release

Elvaston Capital Management Selects DealCloud for Deal and Relationship Management

  • Private capital
  • Intapp DealCloud

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Blog Posts

Applying Grit and Teamwork, and Kicking the Tires on Uncharted Technology I Mitch Zuklie, Orrick

  • Professional services
  • Intapp DealCloud
Mitch Zuklie, Chairman and Chief Executive Officer of the law firm Orrick, shares how narrowing an organization’s objectives into just a few key areas can make an enormous difference in terms of innovation, marketing, hiring, and creating an operating game plan. Zuklie also discusses the two key criteria — grit and teamwork — that his firm applies when evaluating talent. Learn about beta-testing legal technology, attributes that make an effective leader, and the ways Zuklie applies the principles of saving wild salmon to the operation of a legal professional services firm.

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Blog Posts

Sparking Innovation in the Professions and Education I Jennifer Leonard, University of Pennsylvania Carey Law School

  • Professional services
  • Intapp DealCloud
Innovation isn’t about disrupting everything and turning the world on its head; Innovation can be a tiny adjustment in the way you operate,” says Jennifer Leonard, Chief Innovation Officer and Executive Director of the Future of the Profession Initiative at the University of Pennsylvania Carey Law School. In the inaugural episode of Strategy Sphere, hosts Lavinia Calvert and Deborah Farone speak with Leonard, addressing how to focus on end users and how — using the tools of radical collaboration — each of us can uncover unexpected solutions to age-old problems.

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Press release

Digital Alpha Advisors Chooses DealCloud for CRM and Deal Management

  • Intapp DealCloud

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