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
Time & date

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

Event Details