Monarch and Intapp Unite to Enhance Client Efficiency
Monarch and Intapp Unite for Enhanced Client Services
Monarch, a premier provider of implementation and customer success services, is thrilled to announce the expansion of its partnership with Intapp. This collaboration promises to significantly streamline client services within the realm of financial service CRM and SaaS platforms. By enhancing their partnership, Monarch will now offer direct-to-customer opportunities alongside subcontracting options, enabling them to provide comprehensive onboarding and configuration services to assist both new and existing customers utilizing Intapp’s DealCloud solutions.
The Foundation of Success
Monarch's expertise stems from its robust history of successfully managing over 1,800 projects under both the Core10 and Monarch brands. These projects have encompassed a variety of services including integrations, implementations, rebuilds, and data migrations. The current expansion aims to leverage this extensive in-house expertise to deliver optimal results directly to clients.
Maximizing DealCloud Value
As a trusted provider, Monarch specializes in configuring DealCloud software, ensuring that customer teams possess the knowledge needed to harness the platform's full capabilities. Whether clients are new to DealCloud or looking to optimize their existing use, partnering with Monarch can facilitate a streamlined implementation process and enhance ongoing maintenance support to maximize platform benefits.
Partnership Benefits
Erin Guinan, General Manager of DealCloud at Intapp, emphasized the value of this partnership, stating, “Monarch has been vital in optimizing our customer adoption process. Their professionalism and efficiency have allowed us to implement new customers promptly, ensuring their success.”
Lee Farabaugh, President of Monarch, echoed this sentiment by noting, “A powerful platform demands a thoughtful adoption strategy to guarantee success. Our dedicated team is focused on helping customers get the most from Intapp DealCloud through a data-centric approach. We are excited to play a role in streamlining the onboarding process for Intapp’s customers, thereby enhancing their capacity for growth and innovation.”
Expert Implementation Services
Monarch serves as a reliable partner in software onboarding, providing expert configuration and tailored workflows for the end users of CRM and SaaS applications. Their project-based services extend to custom integrations, ongoing maintenance, and strategic consulting, ensuring every client achieves their desired outcomes.
About Intapp
Intapp is a leader in empowering professionals to unlock insights within their teams, utilizing Applied AI to streamline firm and market intelligence. Professionals in sectors such as consulting, investment banking, and legal services rely on Intapp's vertical SaaS solutions to make informed decisions, manage risk, and maintain a competitive edge. The organization is trusted by top firms globally, reinforcing its commitment to driving modernization and growth.
About Monarch
Monarch operates under Core10, focusing on implementation and customer success services tailored for leading financial service CRM and SaaS platforms. By streamlining the software adoption journey, Monarch helps businesses onboarding customers efficiently, foster longer customer relationships, and enhance revenue generation. Their unique Hereshore® approach keeps technical jobs rooted in mid-sized North American communities, strengthening local economies.
Frequently Asked Questions
What is the main focus of the partnership between Monarch and Intapp?
The partnership aims to enhance client services by providing comprehensive onboarding and configuration support for Intapp's DealCloud solutions.
How does Monarch support DealCloud customers?
Monarch helps configure DealCloud software, trains customer teams, and facilitates a streamlined implementation process to maximize the platform's value.
What feedback has been shared about Monarch's services?
According to Erin Guinan from Intapp, Monarch's professionalism has been crucial in ensuring successful customer adoption and rapid onboarding processes.
What expertise does Monarch offer?
Monarch provides tailored workflows, custom integrations, and ongoing maintenance support for CRM and SaaS platforms.
What is the Hereshore® model?
Hereshore® is Monarch's alternative to offshoring, prioritizing the retention of tech jobs in mid-sized North American communities to benefit the local workforce.
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