Comparison Summary
This comparison report of DealCloud vs. Follow Up Boss is based on a specific set of business needs and context. The comparison uses 2394 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing DealCloud and Follow Up Boss
DealCloud, Follow Up Boss, 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.
Follow Up Boss focuses on Engagement Management, Generation Of New Leads with E-Mail, Lead Engagement, Collaboration with Phone Calls, etc.
"We extensively examined the marketplace of providers of enterprise CRM systems to the investment banking industry. We knew we had found the right solution when we realized the extent to which DealCloud is purpose-built for the investment banking and... private capital marketplaces. We had a very effective implementation experience and receive outstanding service from the industry experts on DealCloud's Account Management team. " - Leslie Ann B. Curry
"I was absolutely wowed by the skill set of the implementation team at Follow Up Boss. Out of the 10+ people I’ve dealt with in redoing our website and switching our CRM, the team at Follow Up Boss made everything VERY easy for me learn. They helped ...me navigate through some more advanced functionality - we moved at a good speed and I felt like I was their only client. " - Matt Talbot
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.
Real Estate CRM and Lead Management Software to deliver an incredible customer experience
Financials
PRIVATE
NA
Business Need
Total Processes
(we found evidences for)
48
54
Total Goals
(we found evidences for)
12
7
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
- See 9 more
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Improve ROI
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Enhance customer relationships
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Increase sales & revenue
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Acquire customers
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Improve efficiency
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Scale best practices
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Improve brand engagement
- See 4 more
Top Channels
Channels Used
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phone calls
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e-mail
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social media
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website
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mobile
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Facebook
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text SMS
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games
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mobile app
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video
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offline
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on premises
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chat
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Slack
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mass media
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Twitter
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out of home
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billboards
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Facebook page
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radio
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television
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promotions
- See 19 more
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phone calls
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e-mail
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social media
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website
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mobile
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Facebook
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text SMS
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games
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mobile app
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video
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offline
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on premises
-
chat
-
Slack
-
mass media
-
Twitter
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out of home
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billboards
-
Facebook page
-
radio
-
television
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promotions
- See 19 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
