The Relationship Intelligence Blog

Are outdated CRMs holding back your deal flow? Discover how a Relationship Intelligence CRM transforms deal-making with powerful insights, automated data enrichment, and strategic outreach—helping you close deals faster and leverage your network like never before.

The article explains how family offices face complexities in managing diverse investments and relationships using traditional tools like Excel or generic CRMs, leading to inefficiencies and missed opportunities. It highlights how industry specific CRMs can streamline operations, enhance relationship management, and empower family offices to achieve greater efficiency and growth.

This guide provides a clear roadmap for Corporate Venture Capital (CVC) and Mergers & Acquisitions (M&A) teams to advocate for CRM adoption within their organizations successfully. It covers strategies to overcome internal resistance, build stakeholder support, and align the CRM with key business objectives to gain executive approval.

This article explores how strong relationships are the key to successful deal origination in investment banking, helping firms uncover proprietary deals and gain a competitive edge. It also highlights how leveraging relationship intelligence tools like 4Degrees can streamline the deal-sourcing process and maximize the value of your professional network.

This article compares Affinity, Salesforce Sales Cloud, and 4Degrees as CRM solutions for deal-driven teams. It highlights the strengths and limitations of each platform, providing prospects with the information they need to make an informed decision.

The article discusses the limitations of Intapp's DealCloud CRM platform for deal-driven industries, highlighting issues such as high costs, outdated technology, lengthy implementation periods, and limited customization and integration capabilities. It then explores top alternatives, detailing their features and benefits to help firms choose a more adaptable and efficient CRM solution that better meets their unique operational needs.