Comparison Summary
Introducing Close CRM and DealCloud
Close CRM, DealCloud, Salesmate Sales CRM, Freshsales, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.
Close CRM covers Engagement Management with E-Mail, Sales Call Management with Phone Calls, Communication Management with E-Mail, Lead Management with E-Mail, etc.
DealCloud focuses on Relationship Management, Deal Management, Promotion Management, Discount Management, etc.
"I like your Daily Sales Motivation videos and so does the team at Doctrina. We like them so much we want to post the action items on the wall around our office! " - Tomaž Švajger
"We were very aware that we didn't have to reinvent the wheel when it came to tech. We have followed DealCloud closely over the last couple of years and it became evident through the scoping process that DealCloud was best in class. The platform prov...ides unparalleled degrees of flexibility enabling us to use data as effectively as possible across all areas of deal and relationship management. We will also use it for investor relations as we hold further closes throughout 2021 after the recent launch of our second fund. Remote working conditions have put greater demands on efficient technology and having DealCloud in place will provide a step-change improvement to how we can operate and help to optimise our performance in deploying Fund II. " - Simon Danielli
Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.
About
Inside Sales Software CRM with Calling & Emailing
All-Inclusive Financial Services Software, delivers vertical-specific solutions that enable dealmakers and principal investing professionals to execute deals at the highest levels.
Age
2013
Financials
SEED
PRIVATE
Business Need
Total Processes
(we found evidences for)
89
48
Total Goals
(we found evidences for)
12
12
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Increase sales & revenue
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Acquire customers
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Enhance customer relationships
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Scale best practices
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Improve internal communications
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Improve ROI
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Increase customer life time value
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Enter new markets internationally or locally
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Improve efficiency
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Grow market share
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Build brand awareness
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Manage risk
- See 9 more
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Scale best practices
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Grow market share
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Enhance customer relationships
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Acquire customers
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Improve visibility
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Establish thought leadership
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Enter new markets internationally or locally
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Manage risk
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Improve stakeholder relations
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Launch new products
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Improve ROI
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Improve internal communications
- See 9 more
Top Channels
Channels Used
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offline
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causes and charity
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e-mail
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user generated content
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blogs
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print media
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magazine
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website
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events
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trade shows
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mobile
- See 8 more
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offline
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causes and charity
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e-mail
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user generated content
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blogs
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print media
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magazine
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website
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events
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trade shows
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mobile
- See 8 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
