Comparison Summary
This comparison report of DealCloud vs. Salesforce Financial Services Cloud is based on a specific set of business needs and context. The comparison uses 1227 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing DealCloud and Salesforce Financial Services Cloud
DealCloud, Salesforce Financial Services Cloud, 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 Financial Services Cloud focuses on Engagement Management, Contact List Management with Website, Collaboration with Mobile, Lead Management with Website, 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
"The Salesforce Platform is a very mobile, 21st-century environment that complements [our] talents at connecting with clients. " - John Joseph
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.
DealCloud
Focus area
DealCloud is better than Salesforce Financial Services Cloud for
Software Failure Risk
About
All-Inclusive Financial Services Software, delivers vertical-specific solutions that enable dealmakers and principal investing professionals to execute deals at the highest levels.
Build a lifetime of trust with a unified financial services experience
Age
1999
Financials
PRIVATE
IPO
Business Need
Total Processes
(we found evidences for)
48
48
Total Goals
(we found evidences for)
12
6
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
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Improve stakeholder relations
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Launch new products
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Improve ROI
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Improve internal communications
- See 9 more
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Enhance customer relationships
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Acquire customers
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Improve visibility
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Increase sales & revenue
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Increase customer life time value
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Improve ROI
- See 3 more
Top Channels
Channels Used
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website
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promotions
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mobile
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offline
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point of sale
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mobile app
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social media
- See 4 more
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website
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promotions
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mobile
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offline
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point of sale
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mobile app
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social media
- See 4 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
