Intapp | Intelligence Applied Howto

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Intapp | Intelligence Applied is an AI-powered industry cloud platform designed for professional and financial services firms to drive growth, improve outcomes, and reduce risk.
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What is Intapp | Intelligence Applied
Features of Intapp | Intelligence Applied & Use Cases

How to Use Intapp | Intelligence Applied

Sign up for an Intapp DealCloud account: Go to the Intapp website and sign up for a DealCloud account to access the platform.
Log in to Intapp DealCloud: Use your credentials to log in to the DealCloud platform through the appropriate regional login page (US, EU, AE, or AP).
Set up your firm profile: Enter your firm's information and customize settings to align with your business needs.
Import or enter contact and deal data: Add your existing contact and deal information into the DealCloud CRM system.
Configure relationship management tools: Set up relationship tracking, activity capture, and communication logging features.
Create deal pipelines and workflows: Build customized deal stages and processes to manage your firm's transactions.
Set up reporting and analytics: Configure dashboards and reports to gain insights into your firm's performance and pipeline.
Integrate third-party data sources: Connect external data providers like DataCortex to enrich your firm's proprietary data.
Train team members: Utilize Intapp DealCloud University resources to onboard and train users on the platform.
Leverage AI capabilities: Explore and implement Intapp's Applied AI features to enhance decision-making and automate processes.

Intapp | Intelligence Applied FAQs

Intapp DealCloud is an AI-powered platform that provides robust deal and relationship workflows, key insights for better decision-making, and a central hub for collaboration and knowledge sharing. It's designed for professional and financial services firms to help them discover, win, and execute new business opportunities.

Intapp | Intelligence Applied Monthly Traffic Trends

Intapp | Intelligence Applied experienced a 32.3% decline in traffic, reaching 208.8K visits. Despite strong financial results and multiple award recognitions, the significant decline may indicate increased competition or user fatigue with the current product features.

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