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DealCloud vs Pega Customer Engagement Suite: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of DealCloud vs. Pega Customer Engagement Suite is based on a specific set of business needs and context. The comparison uses 1087 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing DealCloud and Pega Customer Engagement Suite

DealCloud, Pega Customer Engagement Suite, 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.

Pega Customer Engagement Suite focuses on Engagement Management, Helpdesk Management with Phone Calls, Communication Management with Phone Calls, Workflow Management with Phone Calls, etc.

"We were very aware that we didn't have to reinvent the wheel when it came to tech. We have followed DealCloud closely over the last couple of years and it became evident through the scoping process that DealCloud was best in class. The platform prov...ides unparalleled degrees of flexibility enabling us to use data as effectively as possible across all areas of deal and relationship management. We will also use it for investor relations as we hold further closes throughout 2021 after the recent launch of our second fund. Remote working conditions have put greater demands on efficient technology and having DealCloud in place will provide a step-change improvement to how we can operate and help to optimise our performance in deploying Fund II. " - Simon Danielli

"We're operating on a speed that we've never seen before. Today, we use Pega to drive dynamic scripting and offer presentment based on consumer streaming usage, radio type, and the package that they're on. " - Jason Barbrow

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 Pega Customer Engagement Suite for

Software Failure Risk

  • low

logo Pega Customer Engagement Suite

Focus area

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.

Pega Customer Engagement Suite | Integrates customer analytics and business rules in real time, building deeper connections with customers

Age

2017

Financials

PRIVATE

IPO

Business Need

Total Processes
(we found evidences for)

48

23

Total Goals
(we found evidences for)

12

8

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




customer case management


identify target customers


loyalty management

identify target customers


measuring customer satisfaction


customer feedback management

measuring customer satisfaction



personalized marketing


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
  • Enhance customer relationships

  • Improve visibility

  • Increase customer life time value

  • Acquire customers

  • Launch new products

  • Improve ROI

  • Manage risk

  • Scale best practices

  • See 5 more

Top Channels

Channels Used

  • phone calls

  • offline

  • on premises

  • omnichannel

  • mobile

  • social media

  • mobile app

  • See 4 more
  • phone calls

  • offline

  • on premises

  • omnichannel

  • mobile

  • social media

  • mobile app

  • See 4 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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medium

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Migration Risk

medium

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low

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Business Setting