Comparison Summary
This comparison report of DealCloud vs. Salesforce CRM is based on a specific set of business needs and context. The comparison uses 102880 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing DealCloud and Salesforce CRM
DealCloud, Salesforce 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.
Salesforce CRM focuses on Engagement Management, Contact List Management, Communication Management with E-Mail, Sales Document Management, 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
"Quip really fits the way we share and get alignment around ideas. " - Rick Smith
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.
Salesforce CRM | Customer Relationship Management solution that brings companies and customers together
Age
1999
Financials
PRIVATE
IPO
Business Need
Total Processes
(we found evidences for)
48
168
Total Goals
(we found evidences for)
12
23
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
-
Improve stakeholder relations
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Launch new products
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Improve ROI
-
Improve internal communications
- See 9 more
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Enhance customer relationships
-
Acquire customers
-
Increase sales & revenue
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Scale best practices
-
Improve ROI
-
Improve internal communications
-
Grow market share
-
Launch new products
-
Improve stakeholder relations
-
Enter new markets internationally or locally
-
Improve efficiency
-
Establish thought leadership
-
Improve brand engagement
-
Improve digital and social presence
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Build brand awareness
-
Improve visibility
-
Manage risk
-
Increase customer life time value
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Improve consistency
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Shorten ramp up time
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Improve navigation
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Increase average basket value
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Reduce bounce
- See 20 more
Top Channels
Channels Used
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e-mail
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phone calls
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social media
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offline
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mobile
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website
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point of sale
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user generated content
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blogs
-
mobile app
-
chat
-
promotions
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on premises
-
video
-
trade shows
-
omnichannel
-
causes and charity
-
text SMS
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Facebook
-
games
-
events
-
channel partners
-
review sites
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LinkedIn
-
Amazon
-
Twitter
-
newsletter
-
support groups
-
mass media
-
display advertisement
-
coupons
-
Slack
-
Instagram
-
print media
-
magazine
-
Netflix
-
television
-
radio
-
Pinterest
-
movies
-
Whatsapp
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out of home
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Doubleclick
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brochure
-
billboards
-
Glassdoor
-
eBay
-
Facebook page
-
Facebook at work
- See 46 more
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e-mail
-
phone calls
-
social media
-
offline
-
mobile
-
website
-
point of sale
-
user generated content
-
blogs
-
mobile app
-
chat
-
promotions
-
on premises
-
video
-
trade shows
-
omnichannel
-
causes and charity
-
text SMS
-
Facebook
-
games
-
events
-
channel partners
-
review sites
-
LinkedIn
-
Amazon
-
Twitter
-
newsletter
-
support groups
-
mass media
-
display advertisement
-
coupons
-
Slack
-
Instagram
-
print media
-
magazine
-
Netflix
-
television
-
radio
-
Pinterest
-
movies
-
Whatsapp
-
out of home
-
Doubleclick
-
brochure
-
billboards
-
Glassdoor
-
eBay
-
Facebook page
-
Facebook at work
- See 46 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
