Intapp wins 2024 CRM Excellence Award from TMC
28 Mai 2024 - 3:00PM
Intapp (NASDAQ: INTA), a leading global provider of AI-powered
solutions for professionals in advisory, legal, and capital markets
firms, today announced that the Intapp DealCloud platform has been
awarded a 2024 CRM Excellence Award.
The 25th annual CRM Excellence Award was presented
by CUSTOMER magazine and TMC, a global, integrated media
company. The 2024 CRM Excellence Award-winning companies have been
chosen on the basis of their product or service’s ability to expand
the customer relationship to become all-encompassing, covering the
entire enterprise and the entire customer lifecycle. Each CRM
Excellence Award winner has demonstrated the improvements their
products have made in their clients’ businesses.
“We're thrilled that Intapp DealCloud has been
honored as a top CRM by TMC and CUSTOMER Magazine," said Erin
Guinan, General Manager of DealCloud at Intapp. “This recognition
exemplifies our dedication to delivering user-friendly, secure
tools that apply AI where professionals need it most, letting them
focus on strategic work instead of manual tasks.”
DealCloud provides firms with a single destination
for professionals to find and reference communications, workflows,
and other data relating to client pursuits and engagements. Access
to collective firm intelligence helps teams strengthen
relationships, accurately track and forecast deals and pipeline,
and accelerate execution. Centralizing engagement data and
professionals’ daily activities within DealCloud provides new,
actionable insights into client trends and industry
developments.
DealCloud also integrates AI technology and
automation into everyday workflows to deliver actionable insights
and AI assistance. Automated data capture and signature scraping
technology help firms build and manage a comprehensive view of
relationships with clients, prospects, and other contacts.
DealCloud’s AI capabilities help professionals analyze data quickly
and accurately, and make more informed decisions based on real-time
insights, market trends, and existing firm knowledge. New
generative AI features available in Intapp Assist for
DealCloud generate deal, company and meeting summaries. These
features also create relevant, personalized targeted email
outreach, and deliver key insights and actionable suggestions on
contacts.
“The CRM Excellence Award honors Intapp for being a
true CRM partner to its clients,” said Rich Tehrani, CEO and Group
Editor-in-Chief at TMC. “Intapp has demonstrated to the editors of
CUSTOMER magazine that DealCloud improved the processes of its
clients’ businesses by streamlining and facilitating the flow of
information.”
To learn how Intapp DealCloud brings generative AI
to the daily work of professionals so they can focus on strategic
work instead of manual tasks, visit intapp.com/dealcloud/ai.
About IntappIntapp software helps
professionals unlock their teams’ knowledge, relationships, and
operational insights to increase value for their firms. Using the
power of Applied AI, we make firm and market intelligence easy to
find, understand, and use. With Intapp’s portfolio of vertical SaaS
solutions, professionals can apply their collective expertise to
make smarter decisions, manage risk, and increase competitive
advantage. The world's top firms — across accounting, consulting,
investment banking, legal, private capital, and real assets — trust
Intapp’s industry-specific platform and solutions to modernize and
drive new growth. For more information,
visit intapp.com and connect with us on X, formerly
Twitter (@intapp) and LinkedIn.
Contact
Ali Robinson Global Media Relations Director,
Intapppress@intapp.com
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