Visit https://inpractise.com/articles/intapp-dealcloud-vs-salesforce-choosing-a-pe-fund-crm for full transcripts, business analysis, audio, video and more.

Intapp DealCloud vs Salesforce: Choosing an Investment Fund CRM Current Investment Officer at a Large Asset Manager

The executive has over a decade of institutional investment experience and is a current investment officer at an asset manager where they led the firm-wide implementation of DealCloud CRM and managed the RFP versus Salesforce.