Find more opportunities and win more deals using the power of relationships
Traditional CRMs can sort and store key contact information, but only DealCloud offers relationship intelligence technology that lets you increase deal sourcing, business development, fundraising, and related functions and helps you leverage the reach and strength of your personal connections and the firm’s professional network. By accessing relationship intelligence through DealCloud, you can now intelligently scan your personal network — and those of your colleagues — for lucrative referrals. Dealmakers can gain a competitive edge by leveraging the strongest relationships within the firm, and minimize the substantial risk of relationship loss or damage to the firm as a result of employee attrition.
DealCloud’s Relationship Intelligence solution seamlessly identifies who knows whom within your firm and establishes relationship scores based on the volume, recency, and type of engagement by passively harvesting metadata from emails and events using the DealCloud Microsoft Outlook Add-In. By connecting your email activity to your pipeline management solution, you can better maintain updated relationship information without wasting time on manual data entry. And with key information on relationships centrally stored and organized in the cloud within DealCloud, your firm can finally establish a relationship network that promotes firm wide transparency and serves as a single source of truth.