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DEALCLOUD REDEFINES

Relationship management

 

With competition and dry powder more prevalent than ever, it’s critically important for professionals in the capital markets to keep their strategies close and their relationships closer.

 

Because of the increasingly complex nature of these relationships, Rolodexes and spreadsheets are no longer the best tool for the job. DealCloud’s platform centralizes communication data and helps firms transform average day-to-day activities into actionable relationship intelligence.

 

  • STREAMLINED RELATIONSHIP TIERING
  • FULL HISTORICAL VIEW OF COMMUNICATION
  • FLEXIBLE RELATIONSHIP OWNERSHIP
  • ONE-CLICK TEAR SHEET DOWNLOADS
  • INCREASED RELATIONSHIP INTELLIGENCE
  • FULLY CONFIGURABLE PERMISSIONS
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Relationship intelligence for the modern era

 

DealCloud enables firms to build custom categorization and tiering systems that streamline relationship management efforts.

 

Instead of guessing, let the data dictate who should receive the first call or email of the day.

Real-time dashboards, reports, and notifications

 

Whether calculating a firmwide relationship score, or drilling down into the touchpoint history with individuals, managers, and partners, firms rely on DealCloud’s tailored dashboards, reports, and notification engine to guide their actions.

 

Increased transparency into the health of these complex relationships helps firms execute on business development efforts more quickly and with more confidence.

 

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“DealCloud offered us the ability to move to a cloud-based platform and to map complex relationships [Their] implementation team was able to capture, migrate and map our rich historical data, and customize the platform around our needs.”

Mike Hompesch

“A key reason for our decision to choose DealCloud is its purpose-built architecture. Traditional CRM platforms are based on the sales department pipeline model, which doesn’t align with the way leading law firms like Baker McKenzie operate to develop client relationships. With DealCloud, we will have a solution built specifically for our needs giving a single, all-encompassing view of clients, people networks, and prospects.”

Dan Surowiec

“We selected DealCloud for its versatile functionality and found it to be easily adaptable for our firm. The platform will complement our current investment and investor relations processes as our firm continues to scale. As we continue to grow as a firm, DealCloud will allow us to work more efficiently on the investment side and will assist us with building and strengthening our relationships.”

Christopher Faucher

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