In today's fast-paced business environment, efficiency and seamless integration are key to staying ahead. That's where the DealCloud plugin for Excel becomes invaluable, bridging the gap between robust data management and the familiar functionality of Excel. On this page, we will delve into what DealCloud is, explore the transformative plugins that integrate DealCloud with Excel, highlight common use cases that showcase the power of these integrations, and answer frequently asked questions to ensure you harness the full potential of this dynamic duo. Discover how to optimize your workflow, enhance reporting, and drive real-time insights right at your fingertips.
DealCloud is a cloud-based financial services software designed to support financial and professional services firms in various aspects of their operations. It specializes in deal sourcing and fund management, providing a comprehensive platform for managing the dealmaking process from strategy through execution.
As a Customer Relationship Management (CRM) software, DealCloud offers robust capabilities for relationship and pipeline management, enabling users to efficiently manage their business development efforts and maintain strong client relationships. It also plays a critical role in data management, including the integration of third-party data, to ensure that firms have access to the information they need for informed decision-making.
Moreover, DealCloud is employed for a range of other vital business functions, such as marketing, fundraising and investor relations, reporting and analytics, and ensuring compliance. Its versatility and integration features make it a pivotal tool for firms aiming to optimize their operations and maximize their success in the competitive financial services landscape.
The Excel plugin and the Microsoft Excel add-in both allow users to easily access their DealCloud data within Excel. This integration streamlines the process of analyzing and reporting by providing direct access to the data without the need for exporting it from a web browser.
With the Excel plugin and add-in, users can pull data from DealCloud into Excel with the click of a button, supporting advanced reporting capabilities. These tools enable users to combine DealCloud data with native Excel formulas to create comprehensive reports which can be refreshed to ensure the most up-to-date information is always at hand.
The Excel plugin and add-in not only support pulling data into Excel but also allow for advanced reporting which includes the ability to push data back to the DealCloud platform. This two-way integration facilitates a seamless workflow for consolidating historical spreadsheets and conducting analysis on behalf of other users directly within Excel.
The main purpose of the DealCloud Excel plugin is to allow for bi-directional syncing of information between Microsoft Excel and DealCloud, enabling data access and updates within Excel to improve reporting outcomes and to integrate data analysis and management into users' everyday workflows.
Yes, users can manage their pipeline and deal contacts from within Microsoft Outlook thanks to the integration provided by DealCloud add-ins.
DealCloud integrates with Microsoft Word by supporting automated report creation and allowing users to create customized and branded reports using DealCloud data.
No, DealCloud is more than just a CRM; it includes features for compliance, conflict management, employee compliance, intake, terms, and information governance, as well as time automation features to improve timekeeping and client satisfaction.
DealCloud has a strategy for Applied AI that includes conversational query, generation, recommendation, summarization, and zero entry features, designed to assist users in making smarter decisions quickly.
Intapp DealCloud's integration with Excel through its sophisticated plugins empowers financial and professional service firms to synchronize their data seamlessly across platforms, automate tasks, and make informed decisions with the power of applied AI. Leveraging cloud-based technology built on Microsoft Azure, these plugins are designed to enhance efficiency in deal and relationship management, from capturing data in Microsoft Edge to automating reports in Excel. For those seeking an even more streamlined experience without the need for plugins, consider using Sourcetable to import your data directly into a spreadsheet. Sign up for Sourcetable today and start managing your deals and relationships with unparalleled ease and intelligence.