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DealCloud vs Salesforce CRM: 2024 Ultimate Comparison Guide

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 needed a quality off-the-shelf product for managing our deal pipeline and coordinate processes among and within deal teams. DealCloud delivers the right level of functionality, and the flexibility we require to manage the dynamic selection funnel... and investment work stream characteristic in making direct investments in private equity and venture capital. " - Gregory Lindae

"Trailhead has made learning Salesforce so much more accessible for me and my colleagues. " - Tami Lau

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

Software Failure Risk

  • low

logo Salesforce CRM

Focus area

Salesforce CRM 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.

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


relationship management



promotion management


discount management


international marketing


competitive intelligence




engagement management

engaging and following up


business development


training & onboarding


pipeline management


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




trade show marketing





sales document management

contract management



opportunity management



products & pricelist management




measuring customer satisfaction


measuring net promoter score


customer feedback management

measuring customer satisfaction

measuring net promoter score




content publishing


searching for content



content publishing

searching for content


customer case management



meeting management


call transcription



objection handling



sales call management

meeting management

call transcription

objection handling


conversion management





lifetime value management



customise loyalty program


identify target customers


customise loyalty program

identify target customers




rating and review management



create learning path


identify skill gaps


track learning progress


courses & assessment

create learning path

identify skill gaps

track learning progress





social media marketing


personalized marketing



follower management




revenue cycle management





conference call management


billing and invoice management



segmentation and targeting




touchpoint management


community marketing







channel management


calendar management


sales quota management


motivation management


advocacy management


subscription management


database marketing


license management


influencer marketing



category management


renewal management



referral management



distribution management


compliance & governance


sales commission management


outbound marketing


evangelist management


payment management


membership management



bundling of products


influencer management


sales incentive 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
  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • 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

  • Build brand awareness

  • Improve visibility

  • Manage risk

  • Increase customer life time value

  • Improve consistency

  • Shorten ramp up time

  • Improve navigation

  • Increase average basket value

  • Reduce bounce

  • See 20 more

Top Channels

Channels Used

  • 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
  • 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?

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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medium

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Integration Risk

low

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medium

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Migration Risk

medium

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medium

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Business Setting