What is DealCloud?

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.

DealCloud Plugins for Excel

Accessing DealCloud Data in Excel

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.

Enhanced Data Analysis and Reporting

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.

Data Manipulation and Reporting Features

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.

Common Use Cases

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  Accessing DealCloud data within Excel for enhanced analysis
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  Generating advanced, customizable reports without the need for data export
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  Combining DealCloud data with native Excel formulas for more dynamic reporting
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  Refreshing reports in Excel with the latest data from DealCloud with ease
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  Using the push function to update critical KPIs in Excel and import data back into DealCloud

Frequently Asked Questions

What is the main purpose of the DealCloud Excel plugin?

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.

Can I manage my DealCloud pipeline using Microsoft Outlook?

Yes, users can manage their pipeline and deal contacts from within Microsoft Outlook thanks to the integration provided by DealCloud add-ins.

How does DealCloud integrate with Microsoft Word?

DealCloud integrates with Microsoft Word by supporting automated report creation and allowing users to create customized and branded reports using DealCloud data.

Is DealCloud limited to CRM functionalities?

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.

What AI capabilities does the DealCloud platform have?

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.