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.

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.

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

Read our guide on building a strong foundation of data integrity to promote better decision making in financial firms.

Read this review of M&A transaction deal stages to learn how dealmakers can better navigate the transaction process.

DealCloud built an extensive suite of relationship management solutions designed with features that deliver meaningful outcomes.

Learn how DealCloud Conflicts can help streamline your firm’s sanctions screening strategy to mitigate overall risk and compliance.

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.

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