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DealCloud – Ben Harrison (DealCloud), (S3. Sponsored Insight)

Private Equity Deals with Capital Allocators

CHAPTER

Organizing CRM and Features of Deal Cloud Solutions

This chapter discusses how the product suite is organized, the different use cases of CRM, and various features and capabilities like relationship intelligence, AI, email marketing, workflows, and automations. It also highlights the pain points of deal cloud solutions compared to legacy CRM providers in the deal business.

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