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DealCloud vs Salsa CRM: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of DealCloud vs. Salsa CRM is based on a specific set of business needs and context. The comparison uses 3530 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing DealCloud and Salsa CRM

DealCloud, Salsa 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.

Salsa CRM focuses on Helpdesk Management with Offline, Engagement Management with Offline, Communication Management with E-Mail, Training & Onboarding with Video, 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

"We are building a community of supporters to take action and hold our elected leaders accountable. We work to make sure government leaders are hearing from their constituents that early education is a critical investment. It helps to build stronger ...communities and economies. And, it helps kids live better lives in the long run. " - Diana Onken

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 Salsa CRM for

Software Failure Risk

  • low

logo Salsa CRM

Focus area

Salsa 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.

Donor Management and Fundraising CRM

Financials

PRIVATE

M&A

Business Need

Total Processes
(we found evidences for)

48

49

Total Goals
(we found evidences for)

12

7

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


products & pricelist management





content management


customer feedback management


community building



account management


segmentation and targeting


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
  • Improve ROI

  • Scale best practices

  • Improve digital and social presence

  • Acquire customers

  • Improve internal communications

  • Increase sales & revenue

  • Launch new products

  • See 4 more

Top Channels

Channels Used

  • offline

  • causes and charity

  • e-mail

  • social media

  • website

  • newsletter

  • user generated content

  • blogs

  • phone calls

  • mobile

  • video

  • mobile app

  • trade shows

  • chat

  • point of sale

  • mass media

  • See 13 more
  • offline

  • causes and charity

  • e-mail

  • social media

  • website

  • newsletter

  • user generated content

  • blogs

  • phone calls

  • mobile

  • video

  • mobile app

  • trade shows

  • chat

  • point of sale

  • mass media

  • See 13 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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medium

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Business Setting