No matter your goals, our implementation and customer success teams will provide white-glove service to deliver a tailored solution aligned to your key KPIs, investment strategy and timeline.
70/41*
Implementation Net Promoter Score
2
Business Hours
Average Support Response Time
Hundreds
of Successful Implementations
*SaaS industry average according to a Retently study
Meet Your Dealpath Customer Team
White-Glove Customer Service to Master Change Management
Software can be a shiny object that costs valuable time, resources and efficiency—which is why you need a hands-on guide to maximize value.
Our industry-leading implementation team handles the heavy lifting of configuring the platform to your unique needs, ensuring you receive the support and direction you deserve.
Over
450
Successful Implementations Completed With Institutional Clients Across the Globe
4.9/5
Implementation Manager Knowledge
90+
Years of B2B SaaS Customer Success Experience
4.9/5
Implementation Manager Responsiveness
Implementation Manager
Lead, project-manage and provide professional consulting services to deliver on your unique data and workflow needs.
Implementation Analyst
Partner with Implementation Manager to handle the heavy lifting of platform configuration, including data imports, workflow creation and more.
Customer Success Manager
Dedicated point of contact after implementation to answer questions, provide product updates, and manage ongoing configuration.
“We’ve taken what was previously a collection of compartmentalized datasets and Microsoft Access databases and centralized them within Dealpath. Dealpath’s real-time platform empowers us to manage information, transaction timelines, milestones, and critical paths while also staying on top of the minutia of day-to-day work like surveys, permits, and environmental reports that induce time constraints for an active deal.”
Matt Hutton
Associate Director of Acquisitions & Dispositions, Klein Enterprises
“Thanks to Dealpath’s configurability and close collaboration throughout the implementation process, we were able to standardize our key deal metrics and property-level information in the system.”
Danielle Gannon
Technology & Innovations Associate, Blackstone
“As we gradually imported all of our data and processes into Dealpath, we discovered new ways that we could optimize our investment process and leverage our data. We’d ask our customer success manager, Patrick, if what we envisioned would be possible. The answer was always ‘yes’!”
John Felker
Co-Chief Investment Officer, T2 Capital Management
Consultative Support to Digitize Existing Processes & Supercharge Your Success
From kick-off to go-live, our goal is to ensure the platform delivers on your goals of centralizing deal data and information–without compromising on your advantage.
Kick Off
Configuration
Training Prep
Training
Building on prior conversations, we’ll align your custom implementation plan to your challenges and goals
1
We’ll configure the platform and present the first iteration to your firm
2
Your implementation manager will lead recurring workshops to optimize each module for your unique strategy
3
Before launching, we’ll collaboratively test the platform and migrate your firm’s current data
4
Once the platform meets your expectations, we’ll develop user guides, train your team and go live
5
Our hands-on approach ensures that you’ll go live with a powerful platform fully configured to your unique workflows.
ON-DEMAND WEBINAR HOSTED BY
From Implementation to ROI: Maximize Deal Management Results
Invest With the Best Long-Term, Goal-Oriented Partnership
From Implementation to ROI: Maximize Deal Management Results
Invest With the Best Long-Term, Goal-Oriented Partnership
