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DealCloud vs Gold-Vision CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of DealCloud vs. Gold-Vision CRM is based on a specific set of business needs and context. The comparison uses 1842 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing DealCloud and Gold-Vision CRM

DealCloud, Gold-Vision 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.

Gold-Vision CRM focuses on Communication Management with E-Mail, Engagement Management, Campaign Management with E-Mail, Sales Document Management, etc.

"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

"We felt we’ve had a very personalised service as all the staff have always been approachable and ready to discuss our requirements. With technology projects if you don’t have that personal touch it’s easy for these projects to become complicated. " - Sarah Jarvis

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 Gold-Vision CRM for

Software Failure Risk

  • low

logo Gold-Vision CRM

Focus area

Gold-Vision 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.

A complete CRM solution, highly configurable and scales in-line with business needs.

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

48

54

Total Goals
(we found evidences for)

12

9

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






identify target customers


loyalty management

identify target customers


measuring customer satisfaction


customer feedback management

measuring customer satisfaction







content 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
  • Acquire customers

  • Improve internal communications

  • Enhance customer relationships

  • Improve ROI

  • Increase sales & revenue

  • Build brand awareness

  • Improve consistency

  • Grow market share

  • Scale best practices

  • See 6 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • offline

  • user generated content

  • blogs

  • social media

  • website

  • point of sale

  • trade shows

  • mass media

  • events

  • promotions

  • See 9 more
  • e-mail

  • phone calls

  • offline

  • user generated content

  • blogs

  • social media

  • website

  • point of sale

  • trade shows

  • mass media

  • events

  • promotions

  • See 9 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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low

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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