Monarch

🚀 Boost your firm’s efficiency with smarter intermediary tracking! Knowing which partners are truly delivering quality deals is essential for success in private equity and investment banking. Learn how Intapp DealCloud can help your firm identify the top performers and streamline relationship management in our latest blog. https://hubs.li/Q02TKjWP0

Financial data should work for you, not against you. By integrating PitchBook with Intapp #DealCloud through DataCortex, firms can streamline processes and unlock deeper insights. Access powerful data, including: Companies: Over 4.45M records with firmographics, valuations, and industry classifications. Contacts: Data on 3.13M+ professionals, from investors to decision-makers. Funds: Details on 140K+ funds, including fundraising and investment strategies. Our latest blog explores how this integration reduces manual tasks, ensures data accuracy, and enhances decision-making. Don’t miss it! https://hubs.li/Q02-P5Wz0

Without a consistent approach, SaaS companies can hit numerous pitfalls that ultimately lead to failed implementations. Some of the common hurdles we’ve seen include: ✅ Inadequate Planning: A lack of clear goals, timelines, and resource allocation can derail an implementation. Project management starts with comprehensive planning to set a strong foundation for success. ✅ Poor Communication: Miscommunication can cause confusion, delays, and misunderstanding. A point person provides customers with regular communication to foster collaboration and alignment. ✅ Insufficient Training and Support: Without appropriate training and ongoing support, users may struggle to adopt the new software. A project manager can help identify where a customer needs help and arrange additional training. ✅ Scope Creep: Expanding project requirements can lead to project delays and increased costs. A disciplined project manager can shepherd change to minimize scope creep. One of the ways we avoid hitting these implementation traps is to use dedicated project management. A good project manager can navigate onboarding users through unexpected challenges. Learn how your team can address these common pitfalls: https://hubs.li/Q02sX9zV0 #SaaSimplementation #onboardingsuccess #SaaS

From launching in January to now, 2024 has been a remarkable year of building incredible partnerships. As we wrap up the year, we’re excited to share our thanks and appreciation with some cozy fall essentials! 🧥🍂 Lee Farabaugh and the Monarch team have been hard at work at Swag HQ, making sure our partners feel our gratitude. Partnerships are at the heart of what we do, and we’re proud to work with such amazing clients and collaborators.

Do you know which intermediaries are delivering the best deals? Not all relationships are created equal. Our recent article walks you through how to track and analyze intermediaries in Intapp DealCloud, helping your firm focus on partnerships that yield the greatest ROI. Start prioritizing the right relationships today! Check out the blog: https://hubs.li/Q02TK80v0

Is your Intapp DealCloud setup fully optimized? The effectiveness of any platform lies in how well it’s configured to meet your specific needs. Our blog outlines the critical steps to ensure your DealCloud is set up for success, enabling your team to efficiently track market transactions and derive meaningful insights. Take your transaction tracking to the next level with these expert tips. https://hubs.ly/Q02LLl1w0

With Intapp's August 2408 release of DealCloud, new AI features like company recommendations, smart tags, and expanded datasets are making a measurable impact on how investment professionals manage data and target opportunities. For a full look at these enhancements, you can check out the release here: https://hubs.li/Q02XP-1R0 At Monarch, we’re proud to see firsthand how these AI-powered tools are saving time and improving accuracy, allowing for better decision-making across teams. Our recent article dives into how AI is transforming CRM workflows within DealCloud—exploring practical ways it can be leveraged to optimize daily tasks. If you’re exploring how AI can transform your CRM experience, you can find our take here: https://hubs.li/Q02XQ0w30

Don’t invest in Intapp DealCloud without a plan to promote adoption in your organization. After working on more than 1,800 Intapp DealCloud projects, we’ve learned a thing or two (or five) about how to get your team to use the platform. After all, enterprise-wide adoption is the fastest way to get the most from your data. We’ve put together a list of Five Key Indicators for Adoption. If you keep an eye on these important elements of your onboarding, you’ll be in good shape. And if you need support, we’re here for you. See the list: https://hubs.li/Q02yGXVy0 #DealCloud #TechnologyAdoption

Can you provide White Glove implementation service at scale? When it comes to onboarding experiences, providing high-quality and consistent service is key. Customers expect a smooth transition. They need personalized guidance and solutions tailored to their unique needs. Everyone’s implementation goal should be to go above and beyond. We want to ensure every customer feels valued, supported, and empowered from the moment they start using the software. Four pillars form the foundation of White Glove onboarding. ✅Deep Expertise ✅Project Management ✅Customer Relations ✅Creative Solutions If your software success is affecting your ability to onboard customers effectively, we can help. Our white-label implementation services fold neatly into your workflow, so success won’t compromise your onboarding: https://hubs.li/Q02sXJrD0 #SaaSimplementation #software

You cannot overstate the importance of White Glove service for customer satisfaction. It ensures that your software is set up correctly. It means a tailored process to meet the unique needs of each customer, supporting them every step of the way. By offering a top-notch onboarding experience, you are setting your customers up for success. More importantly, you're maximizing the value they can derive from your software. And you’re building the foundation for long-term recurring revenue. If you’re struggling to maintain White Glove implementation practices as your SaaS company scales, we have some thoughts for you. Our White Glove onboarding blog looks at the pillars of successful implementation and helps you avoid some of the common pitfalls: https://hubs.li/Q02sXJst0