Case Study: DealCloud achieves scalable client onboarding with Core10

DealCloud Scales Rapid Growth with Core10 Talent

DealCloud, a CRM platform for investment firms, faced challenges scaling their new client onboarding process due to rapid sales growth. Their internal team was overextended, risking successful client relationships during the critical implementation phase. They partnered with vendor Core10 to access their Hereshore implementation specialists and alleviate this capacity strain on their core staff.

Core10 provided a team that trained extensively on DealCloud's system to deliver white-label implementation services. This solution allowed DealCloud to onboard more clients effectively, leading to increased client success and renewals. The partnership provided a scalable, cost-effective talent pool, enabling DealCloud's internal team to focus on high-value enterprise deals while Core10 executed complex onboarding jobs, which was a key ingredient in the company's continued growth.

DealCloud

Erin Guinan

Senior Vice President, Services