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Focused on client success

 

When you become a DealCloud client, you gain access to our technology, our experts, and the combined knowledge of our entire client base. We support our users with in-depth tutorials, on-demand help, hours of training materials, as well as platform certifications.

 

Our team is focused on enabling ideal outcomes, and as such, we work collaboratively with our clients to make sure that everything runs smoothly: from kick-off to implementation to day-to-day use. With over 10 years of experience in the industry, we leverage our vertical-specific expertise to design and develop instances of DealCloud that serve every unique configuration.

 

  • FOCUSED ON USER ADOPTION
  • EXPERIENCED ACROSS VERTICALS
  • COLLABORATIVE & COMMUNICATIVE
  • BIASED TOWARDS ACTION
  • CLOSELY ALIGNED WITH YOUR GOALS

Have a question?

 

 

Reach out to your dedicated Client Success Manager or call our support line:

 

 

(800) 585-7471

We’re here to help.

Implementation

Our implementation team is focused on understanding your existing processes and data sets. With hundreds of implementations under their belt, they partner with every client to ensure a smooth, thorough, and strategic transfer so your team is set up for success from day one.

Account management and client success

Every DealCloud client is assigned an account team to oversee your needs as your team grows, and as your needs evolve. They act as a partner and are singularly focused on helping you make DealCloud work for your firm’s purposes (no matter how complex or unique).

Managed services

For complex data configurations and more robust projects, our Professional/ Managed Services team provides consultative, results-driven support. Our team of consultants, data experts, and API integration experts work closely with clients on an as-requested basis to develop unique capabilities that give firms a competitive edge.

Live support

With a platform as unique and complex as DealCloud, there are sure to be questions. Our Product Support team is focused on helping you resolve those questions and get you back to closing deals.

DealCloud University

DealCloud University (DCU) empowers you with confidence in understanding our platform and your ability to achieve your firm’s goals. Our on-demand training resources are readily available via the DealCloud platform so you can conveniently find answers quickly — accessible 24/7.

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