DealFabric consulting and services
Integration, customization, development, training.
A full range of services to get your CRM up and running quickly and effectively.
Our commitments
A full range of services to get your CRM up and running quickly and effectively
Because your success is our success, get the most out of your investment in DealFabric.
Our end-to-end implementation services help you customize, deploy and adopt DealFabric CRM, and we keep supporting you day to day, through support, maintenance and Customer Success.
Your success is our success, so we do everything we can to help you the way you need.
Strength through partnership, DealFabric has built an ecosystem of partners at your service.
They bring together every skill and area of expertise needed to guide and advise you on the best ways to use an application for deal flow management and investor relations tracking.
They are also able to steer the roll-out of a single cloud solution such as DealFabric, mastering every aspect of technology integration within your IT environment.
Onboarding and training, we always deliver a genuine skills transfer.
DealFabric supports you with every onboarding need during the project phase and, beyond that, we offer several packages depending on what you need.
How we deliver
How the project runs
Phase 01
Before the project
- Review of your requirements document.
- Assessment of your existing setup (data, processes, reporting).
- Advice and sharing of business and application best practices.
- Project planning: schedule, budget, resources, methods.
Phase 02
During the project
(Fixed-price or à la carte services)
- Customization of the interface and the taxonomy.
- Custom automations.
- Migration of your existing data.
- Integration into your IT systems: middle and back office.
- Office suite integration.
- Integration with data rooms, sourcing applications and more.
- Skills transfer throughout the project.
Phase 03
Onboarding
(Duration depends on the size of the team)
- Project team onboarding.
- User training.
- Administrator training.
- Go-live assistance.
With dozens of services professionals
Specialists in the Private Equity sector, our ecosystem gives you sector expertise, business process knowledge and a level of proximity suited to your needs.
Our implementation team and our partners
Work to bring you the greatest possible value, so that your experience of the DealFabric application is as rewarding as it can be.
Any questions?
Send us your requests and your questions, we will be glad to answer them as quickly as we can.
Reply within 24 hours