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DealCloud vs CloudYogi CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of DealCloud vs. CloudYogi CRM is based on a specific set of business needs and context. The comparison uses 2769 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing DealCloud and CloudYogi CRM

DealCloud, CloudYogi CRM, ClearView CRM, Virtuous CRM, 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.

DealCloud covers Relationship Management, Deal Management, Promotion Management, Discount Management, etc.

CloudYogi CRM focuses on Helpdesk Management, Engagement Management, Social Media Management, Collaboration with Offline, etc.

"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

"We discovered improved co-ordination among our individual departments at every step. This is truly quality software that has economically and efficiently contoured our management system, controlling and managing contractor’s and vendor’s records. We... have also benefited a lot by keeping track of our product samples. " - Arun Kumar

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.


logo DealCloud

Focus area

DealCloud is better than CloudYogi CRM for

Software Failure Risk

  • low

logo CloudYogi CRM

Focus area

CloudYogi CRM is better than DealCloud for

Software Failure Risk

  • low

About

All-Inclusive Financial Services Software, delivers vertical-specific solutions that enable dealmakers and principal investing professionals to execute deals at the highest levels.

CloudYogi CRM | Boosts your customer and sales management by providing an easy to use interface

Financials

PRIVATE

NA

Business Need

Total Processes
(we found evidences for)

48

73

Total Goals
(we found evidences for)

12

12

Top Processes

Evidences indicate better relative satisfaction


relationship management



promotion management


discount management


international marketing


competitive intelligence


workflow management



engagement management

engaging and following up


business development


training & onboarding


pipeline management


lead qualification

lead qualification: technographic


communication management

sending & publishing communications

tracking & monitoring communications


social media management

social media analytics


relationship marketing




contact list management


knowledge management


merger and acquisition


performance management


generation of new leads



helpdesk management


campaign management


sales review & feedback






sales document management

contract management


opportunity management



products & pricelist management


membership management



measuring customer satisfaction


customer feedback management

measuring customer satisfaction


social media marketing




conversion management



content management



account management


lifetime value management


meeting management


sales call management

meeting management



Top Goals

Goals Achieved

  • Scale best practices

  • Grow market share

  • Enhance customer relationships

  • Acquire customers

  • Improve visibility

  • Establish thought leadership

  • Enter new markets internationally or locally

  • Manage risk

  • Improve stakeholder relations

  • Launch new products

  • Improve ROI

  • Improve internal communications

  • See 9 more
  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve efficiency

  • Scale best practices

  • Improve ROI

  • Manage risk

  • Improve visibility

  • Improve stakeholder relations

  • Grow market share

  • Improve brand engagement

  • Improve internal communications

  • See 9 more

Top Channels

Channels Used

  • mobile

  • e-mail

  • social media

  • website

  • offline

  • chat

  • point of sale

  • phone calls

  • video

  • mobile app

  • on premises

  • user generated content

  • blogs

  • events

  • trade shows

  • omnichannel

  • Instagram

  • Whatsapp

  • Twitter

  • LinkedIn

  • Facebook

  • promotions

  • causes and charity

  • text SMS

  • See 21 more
  • mobile

  • e-mail

  • social media

  • website

  • offline

  • chat

  • point of sale

  • phone calls

  • video

  • mobile app

  • on premises

  • user generated content

  • blogs

  • events

  • trade shows

  • omnichannel

  • Instagram

  • Whatsapp

  • Twitter

  • LinkedIn

  • Facebook

  • promotions

  • causes and charity

  • text SMS

  • See 21 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

medium

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low

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Integration Risk

low

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low

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Migration Risk

medium

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low

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Business Setting