Move Beyond Traditional CRM to Accelerate Growth and Strengthen Client Relationships
June 3, 2021
9:00 a.m. – 10:00 a.m. PDT | 12:00 p.m. – 1:00 p.m. EDT | 5:00 p.m. – 6:00 p.m. BST
Join us to learn how DealCloud, a purpose-built modern solution, addresses many of the unique challenges faced by firms that have historically been underserved by other technologies. In this session, we’ll examine real-life use cases and show how Intapp provides unique solutions that drive your client development efforts.
- Discovering strengths, weaknesses, and trends in your client initiatives and relationships to identify opportunities to expand, win more business, and strengthen relationships
- Understanding your firm’s relationships, knowledge, and expertise to support your client initiatives and programs
- Enhancing your firm’s competitive profile and reputation in the market by executing your marketing programs and campaigns with greater impact