Maximize Deal Management Results

Partner with our consultative implementation and customer success teams to digitize your proven workflows and proprietary data.

Maximize Deal Management Results

Reimagining CRE Investment Performance

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.

60/41*

Implementation Net 
Promoter Score

2 Business
Hours

Average Support Response Time

Hundreds

of Successful Implementations

60/41*

Implementation Net 
Promoter Score

* Compared to SaaS industry average of 30, according to a Retently study.

2 Business
Hours

Average Support Response Time

Hundreds

of Successful Implementations

* Compared to SaaS industry average of 30, 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.

450+

Successful Implementations Completed with Institutional Clients Across the Globe

4.9/5

Implementation Manager Knowledge

As rated by clients in 

post-implementation surveys

90+

Years of B2B SaaS Customer 
Success Experience

Across our industry-leading team

4.9/5

Implementation Manager Responsiveness

As rated by clients in 

post-implementation surveys

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.

Maximize Deal Management Results

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. Our hands-on approach ensures that you’ll go live with a powerful platform fully configured to your unique workflows.

Kick Off

1

Building on prior conversations, we’ll align your custom implementation plan to your challenges and goals.

Configuration & Training Prep

2

We’ll configure the platform and present the first iteration to your firm.

3

Your implementation manager will lead recurring workshops to optimize each module for your unique strategy.

4

Before launching, we’ll collaboratively test the platform and migrate your firm’s current data.

Training

5

Once the platform meets your expectations, we’ll develop user guides, train your team and go live.

ON-DEMAND WEBINAR

Hosted by Dealpath

From Implementation to ROI: Maximize Deal Management Results

Invest With the Best Long-Term, Goal-Oriented Partnership

This Webinar is Ideal for:

Get a personalized demo of Dealpath from one of our experts