Gerald Edelman has established itself as one of the leading mid-tier firms in the UK. Through Gerald Edelman’s business advisory and professional services, (including accounts, audit and tax), it builds real relationships with clients and delivers solutions that are unique and transformative, bringing concepts to life and driving businesses forward.
For the Deal Advisory team at Gerald Edelman, having a single source of truth for all deal and relationship data for every client and client project was imperative to successfully conduct business and fuel growth. Prior to implementing DealCloud, the team was operating using a generic database in addition to storing data in various disparate Excel spreadsheets. That operating model did not meet their strategic needs and the team felt they needed more purpose-built, industry-specific solution. A search for a more systemic approach to how the team tracked deals and relationships in the market led them to DealCloud.
Below, we offer an in-depth case study that showcases how Gerald Edelman created a single source of truth by leveraging DealCloud’s technology.