Monarch and Intapp Join Forces for Improved Client Services
Monarch, a leading provider of implementation and customer success services, is pleased to announce the expansion of its partnership with Intapp. This collaboration aims to enhance client services specifically within financial service CRM and SaaS platforms. With this expanded partnership, Monarch will now provide direct-to-customer opportunities alongside subcontracting options, allowing them to offer comprehensive onboarding and configuration services for both new and existing customers who utilize Intapp’s DealCloud solutions.
Building on a Strong Foundation
Monarch's strength comes from a solid history of overseeing more than 1,800 projects across both the Core10 and Monarch brands. These projects have included a range of services, such as integrations, implementations, rebuilds, and data migrations. With this latest expansion, Monarch aims to use its extensive in-house knowledge to deliver exceptional results directly to clients.
Unlocking the Full Value of DealCloud
As a trusted provider, Monarch excels at configuring DealCloud software. This ensures that customer teams have the necessary expertise to fully utilize the platform's capabilities. Whether clients are newcomers to DealCloud or are seeking to enhance their current usage, collaborating with Monarch can lead to a smoother implementation process and improved maintenance support, maximizing the platform's advantages.
Advantages of the Partnership
Erin Guinan, General Manager of DealCloud at Intapp, highlighted the significance of this partnership by stating, “Monarch has been essential in fine-tuning our customer adoption process. Their professionalism and efficiency have enabled us to onboard new customers quickly, ensuring their success.”
Lee Farabaugh, President of Monarch, echoed her thoughts, saying, “A powerful platform requires a well-considered adoption strategy to ensure success. Our dedicated team is committed to helping customers achieve the most from Intapp DealCloud through a data-driven approach. We’re excited to streamline the onboarding experience for Intapp’s customers, enhancing their abilities to grow and innovate.”
Expert Implementation Services
Monarch positions itself as a dependable partner in software onboarding, offering expert configuration and customized workflows for CRM and SaaS application end users. Their project-based services also include custom integrations, ongoing maintenance, and strategic consulting, all aimed at ensuring that each client reaches their desired outcomes.
About Intapp
Intapp stands out as a leader in helping professionals unlock insights within their teams, utilizing Applied AI to simplify firm and market intelligence. Professionals from industries such as consulting, investment banking, and legal services turn to Intapp's vertical SaaS solutions to make informed decisions, manage risk effectively, and maintain a competitive advantage. The organization has earned the trust of top firms around the world, helping drive modernization and growth.
About Monarch
Monarch operates under Core10, focusing on tailored implementation and customer success services specifically for prominent financial service CRM and SaaS platforms. By making the software adoption process smoother, Monarch helps businesses onboard customers efficiently, cultivate lasting customer relationships, and boost revenue generation. Their innovative Hereshore® approach keeps technical jobs rooted in mid-sized North American communities, supporting local economies.
Frequently Asked Questions
What is the main aim of the partnership between Monarch and Intapp?
The partnership is designed to improve client services by offering thorough onboarding and configuration help for Intapp's DealCloud solutions.
How does Monarch assist DealCloud customers?
Monarch configures DealCloud software, trains customer teams, and supports a streamlined implementation process to enhance the platform's benefits.
What feedback has been provided regarding Monarch's services?
Erin Guinan from Intapp noted that Monarch's professionalism has been key in ensuring successful customer adoption and quick onboarding.
What expertise does Monarch provide?
Monarch delivers 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, focusing on keeping tech jobs in mid-sized North American communities to support the local workforce.
