Every successful deal starts with the right data. Whether it is knowing which connections to pursue or which markets to enter, informed decisions hinge on the depth and accuracy of your data. But gathering, validating, and maintaining millions of company and contact profiles is a resource-intensive challenge, one that can slow down even the most agile teams.
That is where Intapp Data, integrated directly within DealCloud, changes the game. By offering continuously enriched profiles of millions of companies and contacts, Intapp Data does not just give you access to information—it transforms how you manage, link, and act on that data. The result? Smarter strategies, faster networking, and fewer hours lost to manual processes.
What is Intapp Data?
At its core, Intapp Data aggregates rich information sourced from public locations, think corporate websites, press releases, and LinkedIn profiles. The dataset spans more than 85 million companies and 200 million contacts, providing extensive firmographic data and detailed contact information. Each profile includes over 50 company attributes (like sector classifications and revenue estimates) and 30 contact attributes (like job titles and professional emails), empowering professionals to spend less time on manual research and more time building relationships.
This comprehensive, continually updated dataset enables DealCloud users to keep their records accurate and current while uncovering new opportunities faster. Updates are applied roughly every 30 days, ensuring data relevance without users needing to start from scratch.
Seamless Integration for Enhanced Data Utilization
Intapp Data is built to fit right into your existing workflow, minimizing disruptions while maximizing efficiency. By automating routine tasks and offering powerful data filtering options, it helps your team focus on what matters most: building connections and closing deals.
Here’s how Intapp Data improves your data utilization:
- Effective Information Filtering: With millions of records at your fingertips, Intapp Data makes it easy to filter information based on relevant criteria, ensuring you quickly access what you need.
- Automated Profile Creation: Manual data entry is a thing of the past. Intapp Data streamlines operations by automating the creation of company and contact profiles, freeing up valuable time for high-priority tasks.
Linking, Managing, and Syncing Data with Ease
Integrating Intapp Data with DealCloud isn’t just about expanding your dataset; it’s about transforming how your organization handles data. The platform’s advanced capabilities simplify linking, management, and synchronization, providing users with clean, cohesive, and constantly updated information.
Efficient Data Linking
- Seamless Matching: Intapp Data uses similarity scores to automatically connect DealCloud entries with matching Intapp records, ensuring data cohesion without manual intervention.
- Advanced Search: Quickly identify and link relevant records directly to DealCloud by applying filters based on industry, geography, or contact type, keeping your information current and well-organized.
Smart Data Management
- Flexible Editing: Users can modify Intapp Data directly within DealCloud. Edits remain in place until the next scheduled update, allowing temporary changes to fit ongoing projects.
- Data Auditing: With built-in tracking capabilities, your team can monitor changes to ensure data accuracy and accountability.
- Continuous Synchronization: Regular data updates keep your records aligned with the latest information from Intapp. Suggested records and advanced search tools further enhance the synchronization process, reducing manual upkeep.
What Intapp Data Is—and Isn’t
To set clear expectations, it’s important to understand the scope of Intapp Data:
- It is not a standalone product; it functions as an integrated component within DealCloud.
- It does not serve as a third-party or partner data integration.
- It does not source data from client sites or any existing data provider integrations.
Monarch: Your Partner in Data-Driven Success
Leveraging Intapp Data’s full potential requires more than just flipping a switch. It demands thoughtful configuration and strategic alignment with your firm’s goals. That’s where Monarch can help.
As a trusted partner, Monarch specializes in tailoring DealCloud implementations to fit each client’s unique needs. From the initial setup of data synchronization workflows to advanced configurations like custom views and context-based filters, Monarch ensures that you get the most out of your Intapp Data integration.
Contact us today to learn more about how we can help you implement Intapp Data for enhanced data management and business growth.
