Intapp DealCloud business development
Unlock the full potential of your team’s knowledge base and business processes and gain a holistic picture of your business development opportunity landscape.
With fully customizable workflows, enable your pursuit teams to improve how they organize their activities, manage relationships, and improve visibility — all through intelligent business development insights.
Help your team do their best work, gain a competitive advantage, and close more opportunities.
Track opportunity progress with integrated pipeline, execution, and third-party data.
Use or customize industry-specific configuration blueprints to fit your firm’s exact needs.
Source all proprietary, third-party, and relationship data in one location for enhanced visibility.
It was important for us to have one centralized location for all of our deal sourcing efforts which houses all of our institutional knowledge.
The DealCloud team did an amazing job in helping us aggregate all of this information, enabling us to do our work in a more efficient manner.
Set up any field or dataset to fit your firm’s exact needs.
View companies and contacts by territory, simplifying how you plan business development travel and strategies.
Unlock marketing analytics and relationship intelligence with DealCloud Dispatch.
Access up–to–date deal and relationship history to easily perform due diligence.
Visualize pipeline and activity data with intuitive dashboards and analytics.
Enable business development efficiency on the go, from any location.
Analyze your firm’s proprietary data alongside third-party intelligence from our growing list of data providers — right from the Intapp DealCloud interface.
Webinar
Many years ago, in private equity firms, senior investment professionals typically handled origination of deal flow, just as in many law firms today, senior partners handle business development. But the financial services industry moved away from that business model and implemented a more dynamic and successful approach: using business development executives to cultivate new business opportunities. The Legal Sales and Service Organization (LSSO) community is now helping law firms adopt this model with client-facing executives and business development (BD) professionals.
Law firm BD and sales executives devote time and resources to identify opportunities and oversee the continuous improvement process. These professionals also implement and monitor the analytics that allow firms to stay a step ahead when managing relationships, sourcing deals, and driving revenue.
Watch this webinar to explore best practices, proven strategies, and lessons you can adopt from the private equity industry to develop new business and drive growth.
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Video
Join us for a discussion on how business leaders are leveraging technology-led transformation to support collaboration and better apply knowledge and data to improve efficiency and drive superior client outcomes.
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For more than a decade, Intapp has been bringing the power of automation and intelligence to professional and financial services firms — helping clients like you solve their specialized needs and challenges.
The results of our technology strategy are the industry solutions professionals rely on to close deals, meet compliance, and increase visibility and collaboration.
Our AI solutions, built on Intapp Data Foundation, meet industry-specific data, integration, and security needs to support your professionals.
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