Comparison Summary
Introducing Copper and DealCloud
Copper, DealCloud, Pipeline 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.
Copper covers Engagement Management with E-Mail, Contact List Management with E-Mail, Lead Tracking, Lead Management, etc.
DealCloud focuses on Relationship Management, Deal Management, Promotion Management, Discount Management, etc.
"Customers’ expectation for how to engage with the physical world is accelerating rapidly. So we think of the retail experience in a very data-driven manner—similar to that of an online session. Just like the web optimizes the conversion funnel, we f...ind unique moments in the physical store where we can use technology to remove friction. " - Healey Cypher
"We looked at a number of solutions to help us manage our deal flow, execution, and relationship management. What stands out about DealCloud is that their technology was built with intimate knowledge of the needs of investors and what it means to man...age deals and relationships across the entire lifecycle. DealCloud has become essential to my day and it has made our whole team more efficient as we collaborate and is especially useful in a world that suddenly relies on more remote work and interactions. " - Paul Jordan
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
Copper | CRM Software Built for Google & G-Suite
All-Inclusive Financial Services Software, delivers vertical-specific solutions that enable dealmakers and principal investing professionals to execute deals at the highest levels.
Financials
PRIVATE
Business Need
Total Processes
(we found evidences for)
89
48
Total Goals
(we found evidences for)
13
12
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Scale best practices
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Improve internal communications
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Improve stakeholder relations
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Launch new products
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Build brand awareness
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Grow market share
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Enter new markets internationally or locally
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Improve visibility
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Improve ROI
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Improve digital and social presence
- See 10 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
