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DealCloud vs Doxim CRM: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for DealCloud low Failure Risk for Doxim CRM low
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Comparison Summary

This comparison report of DealCloud vs. Doxim CRM is based on a specific set of business needs and context. The comparison uses 1243 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

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 were immediately convinced by the DealCloud platform. Thanks to its track record, the DealCloud team has demonstrated a deep understanding of our activities and our specific needs as a family office. The platform is easy-to-use and flexible, whic...h allows it to fit in perfectly with every type of Evolem activity. With DealCloud we are aiming at better monitoring of our interactions with our contacts and improving our deal flow management efficiency. " - Maxime Boyer

"To have a tool like Doxim Loan Origination that is quick and easy to use is fantastic – I can put through a very high volume of loans efficiently, with the peace of mind that comes from knowing error rates will be low. " - Jessica Struck

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 Doxim CRM for

Software Failure Risk

  • low

logo Doxim CRM

Focus area

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.

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

relationship management

Read Reviews (33)

Read Reviews (4)

deal management

Read Reviews (30)

Read Reviews (0)

promotion management

Read Reviews (29)

Read Reviews (0)

discount management

Read Reviews (29)

Read Reviews (0)

international marketing

Read Reviews (16)

Read Reviews (0)

competitive intelligence

Read Reviews (14)

Read Reviews (0)

workflow management

Read Reviews (12)

Read Reviews (6)

engagement management

Read Reviews (8)

Read Reviews (85)

engaging and following up

Read Reviews (7)

Read Reviews (40)

business development

Read Reviews (8)

Read Reviews (0)

training & onboarding

Read Reviews (6)

Read Reviews (18)

pipeline management

Read Reviews (6)

Read Reviews (2)

lead qualification

Read Reviews (5)

Read Reviews (1)

lead qualification: technographic

Read Reviews (5)

Read Reviews (1)

communication management

Read Reviews (5)

Read Reviews (1)

sending & publishing communications

Read Reviews (3)

Read Reviews (0)

social media management

Read Reviews (4)

Read Reviews (0)

social media analytics

Read Reviews (4)

Read Reviews (0)

relationship marketing

Read Reviews (4)

Read Reviews (0)

contact list management

Read Reviews (3)

Read Reviews (3)

knowledge management

Read Reviews (3)

Read Reviews (1)

merger and acquisition

Read Reviews (3)

Read Reviews (0)

performance management

Read Reviews (3)

Read Reviews (2)

generation of new leads

Read Reviews (3)

Read Reviews (2)

helpdesk management

Read Reviews (2)

Read Reviews (1)

campaign management

Read Reviews (2)

Read Reviews (12)

sales review & feedback

Read Reviews (2)

Read Reviews (0)

sales document management

Read Reviews (1)

Read Reviews (4)

products & pricelist management

Read Reviews (1)

Read Reviews (3)

personalized marketing

Read Reviews (0)

Read Reviews (8)

measuring customer satisfaction

Read Reviews (0)

Read Reviews (3)

measuring net promoter score

Read Reviews (0)

Read Reviews (2)

customer feedback management

Read Reviews (0)

Read Reviews (6)

measuring customer satisfaction

Read Reviews (0)

Read Reviews (3)

measuring net promoter score

Read Reviews (0)

Read Reviews (2)

segmentation and targeting

Read Reviews (0)

Read Reviews (5)

loyalty management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

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

  • Improve internal communications

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Manage risk

  • Improve ROI

  • Improve efficiency

  • Improve visibility

  • See 5 more

Top Channels

Channels Used

  • promotions

  • mobile

  • phone calls

  • mobile app

  • website

  • omnichannel

  • offline

  • on premises

  • See 5 more

  • promotions

  • mobile

  • phone calls

  • mobile app

  • website

  • omnichannel

  • offline

  • on premises

  • See 5 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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medium

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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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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting