Unlock the full potential of your investment with it|venture’s DealCloud Health Check.
Signs that a DealCloud Health Check is right for you.
Firstly, if your organisation currently utilises DealCloud but suspects there are opportunities for enhancement, our Health Check service helps you maximise the platform’s value. Next, consider the following indicators:
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Are your users fully engaged with the platform?
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Is data being entered consistently and accurately?
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Is your team leveraging DealCloud’s latest features and updates?
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Does the user interface feel intuitive and tailored to your business workflows?
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Are you able to maintain a reliable, central source of truth for your data?
You might also be:
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Looking to enhance user experience, drive adoption, as well as maximise your return on investment.
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Interested in understanding industry best practices and how your setup compares.
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Seeking a clearer picture of how your teams are interacting with the platform.
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Aware that your DealCloud instance could be better optimised, however unsure where to begin.
Therefore, if any of these challenges resonate with your current experience, it may be time to undertake a comprehensive review. Specifically, our Health Check helps you identify what’s working well, where there’s untapped potential, and how to align your DealCloud platform with your strategic goals.
DealCloud is a powerful, flexible platform, but without a structured and strategic approach to implementation and optimisation, many firms are not yet maximising the full potential of the platform.
Support is often ad-hoc, delivered through isolated fixes without a cohesive plan or measurable long-term outcomes. While some areas of your platform may be delivering value, the real challenge is understanding what areas aren’t, as well as identifying untapped opportunities for improvement. That’s where the it|venture DealCloud Health Check comes in. Because we take a comprehensive, 360° view of your platform, assessed through three critical lenses:
User Experience
How effectively your team engages with DealCloud on a daily basis to drive better business outcomes.
Data Quality
The consistency, reliability, and structure of the data that powers your operations.
Best Practice
How your setup compares to industry-leading standards, informed by 100+ successful DealCloud implementations.
This in-depth assessment allows us to identify key opportunities for improvement, providing clear, prioritised recommendations supported by practical and strategic rationale.
The result?
A more streamlined, impactful, as well as fully optimised DealCloud platform, tailored to support your business the way it was intended.
What’s involved in a DealCloud Health Check
Our comprehensive DealCloud Health Check is designed to give you clear, actionable insights. It begins with a 30-minute consultation to understand your challenges and your goals, followed by an in depth evaluation of your DealCloud environment.
Our Health Check goes beyond surface-level observations, therefore providing a deep and meaningful analysis of your DealCloud environment. Because we focus on several core areas to ensure your platform is configured to meet your business needs and support long-term value creation.
We begin by evaluating the overall structure of your DealCloud instance, identifying what works well, where inefficiencies may exist, as well as opportunities for optimisation. So, the goal is to align your platform with current operations and future growth.
Many organisations underuse, or are unaware of, the full range of features available to them. So, we assess which functionalities are currently in use, highlight those that could offer added value, and identify missed opportunities to improve efficiency, collaboration, and reporting.
Understanding how your end users interact with DealCloud is crucial. We gather feedback to identify pain points and usability issues, as well as areas where training or refinement may be required to increase engagement and adoption.
Data structure is central to any CRM platform. So, our field audit provides a granular review of all fields in your system, with a focus on:
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- Identifying active vs. redundant fields: We determine which fields are in regular use and which are outdated or unnecessary, helping to declutter and streamline the interface.
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- Tracking field usage frequency: By measuring how often each field is accessed or edited, we ensure the system reflects actual business workflows and information needs.
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- Highlighting inconsistencies: We flag duplicates, conflicting values, and underutilised fields that may compromise data quality or system performance.
Included tools
To provide meaningful insights and clear recommendations, we utilise proprietary tracking tools that visualise platform engagement and data structure.
Field Usage Tracker
A dynamic report that shows how frequently each field is used and where it’s used, as well as how it contributes to your overall data strategy. Because this helps to identify high-value fields and remove or consolidate those with limited utility.
User Activity Tracker
An overview of user interaction with DealCloud, including device usage patterns, login frequency, and engagement levels across different teams. This helps pinpoint where adoption efforts should be focused.
DealCloud Health Check
The outcomes.
At the conclusion of the Health Check, you will receive a tailored roadmap and implementation plan that is designed to:
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Prioritise improvements that maximise return on investment.
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Align platform capabilities with your strategic objectives.
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Enhance user experience and system performance.
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Support long-term scalability, governance, and platform health.
This clear, actionable plan empowers your organisation to make informed decisions and unlock the full value of DealCloud.
Post DealCloud Health Check Services
We don’t just identify areas for improvement, we work with you to turn those insights into measurable outcomes.
Once the Health Check is complete, we offer a range of post-assessment services designed to implement recommendations, optimise your platform, and support ongoing success.
We deliver a tailored implementation plan that translates insights into clear, prioritised actions addressing your organisation’s specific needs, whether that’s improving usability, driving adoption, enhancing data quality, or expanding platform capabilities.
We offer ongoing oversight and technical management of your environment to ensure it remains efficient, secure, and aligned with your business processes. This includes regular reviews, configuration updates, and best practice guidance to maintain platform health.
Many organisations connect DealCloud to platforms such as Outlook, SharePoint, ERP systems, or proprietary data sources. We deliver secure, scalable integrations that streamline workflows, eliminate duplication, and improve data consistency across your tech stack.
Adoption doesn’t happen automatically. We help refine your user engagement approach through structured onboarding, role-specific guidance, and clear communication strategies to increase uptake and embed DealCloud as a core part of daily operations.
Whether it’s onboarding new users or upskilling existing teams, we deliver bespoke training sessions tailored to your configuration and business goals. Training is designed to improve confidence, maximise feature utilisation, and encourage consistent, high-quality data entry.
Every firm has unique processes. We develop bespoke tools, workflows, and configurations within DealCloud to support the way your teams actually work, reducing friction, increasing automation, and enhancing the value delivered by the platform.
We build interactive dashboards and tailored reports that transform your data into real-time, actionable insights. From pipeline tracking to activity monitoring, our reporting solutions provide the visibility and intelligence required to make informed strategic decisions.
Find out more
The it|venture DealCloud Health Check.
If you are ready to unlock your DealCloud’s full potential, then request your complimentary 30-minute consultation today. During your consultation, we will take time to understand your business goals, how you are currently using DealCloud, and where you may have opportunities to improve efficiency, drive greater value, and support your team more effectively.
You can also download our DealCloud Health Check Brochure by clicking on the image.
