Monarch, a leading provider of implementation and customer success services for financial service CRM and SaaS platforms, has expanded its partnership with Intapp, a global provider of AI-powered solutions for professionals in advisory, legal, and capital markets firms. This extended collaboration opens up new direct-to-customer and subcontracting opportunities, enabling Monarch to support Intapp DealCloud clients with enhanced onboarding and configuration services. These services aim to optimize workflow efficiency and maximize platform performance.
Strengthening the Partnership for Enhanced Client Support
Monarch initially established its reputation in DealCloud services by completing over 1,800 successful projects, ranging from integrations to post-go-live support. As an in-house staff augmentation partner, Monarch operated under the Core10 and Monarch brands, assisting in implementations, rebuilds, revamps, and data migrations. This expanded partnership enables Monarch to leverage its in-depth platform expertise and provide enhanced services both directly to clients and as a subcontractor.
Monarch’s Expertise in DealCloud Software Configuration
Monarch specializes in customizing DealCloud software configurations to meet each client’s unique needs. The company’s expertise helps teams maximize the value of the DealCloud platform, allowing clients to accelerate their implementation processes, streamline data migration, and receive ongoing maintenance support. These services ensure that clients unlock the full potential of the platform, resulting in increased operational efficiency and improved workflow management.
Similar insight: Carbon6 Launches 1P Deduction Management Solution for Walmart Suppliers
Accelerating Customer Success with Streamlined Onboarding
According to Erin Guinan, General Manager of DealCloud at Intapp, Monarch’s partnership has been instrumental in optimizing customer adoption. She stated, “Partnering with Monarch has allowed us to onboard new customers swiftly, ensuring a level of professionalism that guarantees success.”
Monarch’s approach focuses on delivering a seamless customer experience by offering tailored strategies for DealCloud adoption. As new and existing clients onboard the platform, Monarch ensures they can navigate the setup process with minimal friction and maximum effectiveness. This leads to quicker adoption and more efficient utilization of DealCloud’s powerful capabilities.
Data-Centric Solutions to Drive Platform Success
Monarch takes a data-centric approach to help customers maximize the value of Intapp DealCloud. “For customers invested in a powerful platform like Intapp DealCloud, an effective adoption strategy is critical to ensure success,” said Lee Farabaugh, President of Monarch. “Our team is dedicated to optimizing the platform’s impact on business operations and helping the Intapp team streamline its onboarding processes to capture more revenue and focus on growth and innovation.”
Monarch’s expertise extends to crafting tailored workflows that meet the specific needs of its clients. By taking this customer-focused approach, the company is able to deliver solutions that optimize platform performance and help businesses fully harness the power of DealCloud.
Monarch’s Comprehensive Service Offerings
Monarch’s implementation experts deliver a wide range of services beyond onboarding and configuration. These include custom integrations, rebuilds, revamps, and project-based consulting services. Monarch also provides ongoing maintenance and post-go-live support, ensuring clients experience long-term success with their CRM and SaaS platforms.
The company’s deep expertise and commitment to customer success make it a trusted partner for Intapp and its DealCloud customers. Monarch continues to expand its influence by providing flexible, scalable solutions that empower organizations to achieve their business goals.
Conclusion
The expanded partnership between Monarch and Intapp marks a significant step toward delivering exceptional client services for DealCloud users. With its proven track record of success, Monarch is well-positioned to help businesses optimize their platform performance, streamline onboarding, and accelerate adoption.
As Monarch continues to support Intapp DealCloud customers, it remains a trusted leader in CRM and SaaS platform implementation, offering tailored solutions that drive efficiency, maximize value, and enhance business operations.