Comparison Summary
Introducing DealCloud and Doxim CRM
DealCloud, Doxim 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.
Doxim CRM focuses on Engagement Management, Training & Onboarding, Campaign Management, Personalized Marketing, etc.
"We needed a quality off-the-shelf product for managing our deal pipeline and coordinate processes among and within deal teams. DealCloud delivers the right level of functionality, and the flexibility we require to manage the dynamic selection funnel... and investment work stream characteristic in making direct investments in private equity and venture capital. " - Gregory Lindae
"Many Members have commented about the new graphics in our statement messages. So it’s very apparent that our new graphics based ads have much more impact than plain text ones. " - Amy Gertsma
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
All-Inclusive Financial Services Software, delivers vertical-specific solutions that enable dealmakers and principal investing professionals to execute deals at the highest levels.
CRM for Financial Services
Financials
PRIVATE
M&A
Business Need
Total Processes
(we found evidences for)
48
38
Total Goals
(we found evidences for)
12
8
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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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
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Improve internal communications
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Manage risk
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Improve ROI
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Improve efficiency
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Improve visibility
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Top Channels
Channels Used
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promotions
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mobile
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phone calls
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mobile app
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website
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omnichannel
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offline
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on premises
- See 5 more
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promotions
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mobile
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phone calls
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mobile app
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website
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omnichannel
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offline
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on premises
- See 5 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
