Intapp DealCloud: Dispatch
Now, your team can create, launch, and measure your marketing campaigns from the same dashboard as your relationship management and pipeline data. Intapp DealCloud Dispatch combines all the capabilities of a marketing platform with the powerful insights gathered by a pipeline manager.
Inform every marketing campaign and email deployment your firm runs — from deal announcements, newsletters, and industry coverage — with the detailed content of your deal and relationship management platform.
Create email templates, landing pages, event invites and more.
Automate personalized email outreach based on engagement.
Track campaign performance to refine your marketing strategy.
We chose Dispatch for a number of reasons to help us communicate with the industry. One is it’s fully integrated into DealCloud. We need to have all the data and the analysis in our DealCloud system.
Second, it’s a very user-friendly system, and it’s easy for us to configure as we communicate within the industry.
Spend less time building campaigns with preformatted campaign templates and libraries.
Save time preparing emails with AI-generated content informed by your audience.
Automate outreach based on engagement and accelerate your follow-through process.
Design, customize, and launch unique landing pages and embedded forms that capture the details you need for your next event, marketing initiative, or campaign.
Track your most important marketing activity metrics within the context of your CRM and pipeline data.
Get built-in security, push-button reports, and offline mode.
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Case study
Prior to deploying DealCloud, the professionals at Axiom managed their data using spreadsheets and a generic CRM. As Axiom continued to grow and became a leading investment manager, the firm realized it needed a unified and configurable platform to manage its pipeline, fundraising, reporting, and other strategic and operational activities. These business needs led Axiom to implement DealCloud.
Below, we offer an in-depth case study that showcases how Axiom Asia leverages DealCloud’s technology.
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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.
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