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Compare DealCloud vs BoldTrail

Comparison Summary

For DealCloud vs BoldTrail comparison, Our AI algorithm looked at 2905 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using DealCloud and BoldTrail to solve their respective business needs.

Pros and cons of DealCloud and BoldTrail

DealCloud is more suited to businesses that require Relationship Management and Deal Management where as BoldTrail is focused towards Generation Of New Leads with Website and Engagement Management .

logo DealCloud

Focus area

Software Failure Risk

  • low

logo BoldTrail

Focus area

BoldTrail is better than DealCloud for

Software Failure Risk

  • medium

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 platform with next-gen solution for modern brokerages and enterprises

Financials

PRIVATE

M&A

Business Need

Total Processes
(we found evidences for)

48

69

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

contract 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

  • Enhance customer relationships

  • Improve ROI

  • Enter new markets internationally or locally

  • Improve stakeholder relations

  • Scale best practices

  • Launch new products

  • Build brand awareness

  • Improve digital and social presence

  • See 6 more

Top Channels

Channels Used

  • website

  • social media

  • e-mail

  • phone calls

  • Facebook

  • video

  • text SMS

  • user generated content

  • blogs

  • offline

  • mobile

  • promotions

  • on premises

  • point of sale

  • mobile app

  • Instagram

  • Facebook at work

  • events

  • trade shows

  • See 16 more
  • website

  • social media

  • e-mail

  • phone calls

  • Facebook

  • video

  • text SMS

  • user generated content

  • blogs

  • offline

  • mobile

  • promotions

  • on premises

  • point of sale

  • mobile app

  • Instagram

  • Facebook at work

  • events

  • trade shows

  • See 16 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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medium

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Business Setting