AI Functionality in DealCloud – Intapp Assist
The biggest complaint about CRMs seems to always be that it is too time-consuming to enter the appropriate data. Clunky input processes lead to poor adoption, which leads to poor analytics and insights, furthermore, leading to poorly optimized decision-making and time-allocation. Purchasing a product with so much functionality and potential but failing to unlock its true value often leaves many teams frustrated and perpetually looking for new solutions.
Artificial Intelligence (AI) is revolutionizing CRMs by enhancing automation, ease of use, and data-driven decision-making. With AI, CRMs can automatically analyze customer data, predict behaviors, and provide actionable insights, enabling businesses to engage with clients more effectively. AI-driven tools like chatbots and virtual assistants streamline customer interactions, while advanced analytics identify trends and opportunities for dealmakers. This evolution allows CRMs to move beyond data storage more easily, transforming them into dynamic systems that can proactively support sales, marketing, and relationship management strategies.
Intapp Assist
Intapp Assist, a newly released feature in DealCloud, is an AI-powered feature designed to enhance the efficiency and effectiveness of workflows within the platform. It leverages machine learning and natural language processing to automate tasks, extract insights, and facilitate more informed decision-making. By analyzing data and user interactions, Intapp Assist helps streamline processes such as data entry, marketing, and communication tracking. This allows professionals in the alternative assets industry to focus on strategic activities while reducing the time spent on administrative tasks. Intapp Assist aims to optimize relationship management and improve overall productivity within the DealCloud ecosystem.
Key Use Cases & Functionality
So how can Intapp Assist change your day-to-day? Here a few key functionalities our team have unlocked leveraging the feature:
- Summarization: Quickly consume key information with automatically generated summaries. Analyze months of interactions and activities, large numbers of notes on deals, or relationship histories succinctly with the click of a button to get the information you need easily.
- Email Outreach: Increase engagement by using AI-assisted email generation to create compelling and targeted content that is personalized through ‘insights’, which reviews previous interactions, relationships, and news articles related to the recipient.
- Signals: Secure a competitive advantage with a feed providing actionable insights. Signals is an AI-powered feed for dealmakers that keeps you up to date about the people and companies in your network. Opportunities to leverage Signals arise every day, such as a key contact joining a new company or a target company getting funded. Signals alerts the busy professional when relevant events happen and helps them connect with the right people at the right time. Signals uses DealCloud data, third party data, and is powered by AI technologies.
Let Monarch Help You Unlock the Potential of AI in DealCloud
DealCloud is adapting with the new promise of AI. By partnering with Monarch, you can ensure that your DealCloud instance is configured to take full advantage of this functionality as it is released. At Monarch – we have more experience with Intapp DealCloud than any other partner in the market. We’ve helped private equity, venture capital, investment banking, and many other clients get the most out of their relationships using the DealCloud platform.
Ready to unlock the full potential of AI in DealCloud? Contact us.
