Comparison Summary
This comparison report of DealCloud vs. Scratchpad is based on a specific set of business needs and context. The comparison uses 1909 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing DealCloud and Scratchpad
DealCloud, Scratchpad, 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.
Scratchpad focuses on Forecasting, Workflow Management, Pipeline Management, Engagement Management, 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
"Scratchpad makes updating Salesforce simple and quick! The UI makes it simple to make updates to opportunities. You can pull in the exact fields you need to work with you're not loading custom field after custom field in a SFDC layout just to make a... simple update. I really like the notes section as well, you can write notes in Scratchpad and then link them right over to the opp/contact you're working on. " - Adam Chamberlain
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.
Fastest experience to update Salesforces
Financials
PRIVATE
SERIES B
Business Need
Total Processes
(we found evidences for)
48
46
Total Goals
(we found evidences for)
12
6
Top Processes
Evidences indicate better relative satisfaction
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
-
Scale best practices
-
Increase sales & revenue
-
Improve ROI
-
Launch new products
-
Acquire customers
-
Enhance customer relationships
- See 3 more
Top Channels
Channels Used
-
phone calls
-
e-mail
-
website
-
offline
-
social media
-
games
-
chat
-
LinkedIn
-
on premises
-
promotions
- See 7 more
-
phone calls
-
e-mail
-
website
-
offline
-
social media
-
games
-
chat
-
LinkedIn
-
on premises
-
promotions
- See 7 more
Failure Risk Guidance Security Report?
Compliance Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Security & Privacy Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Integration Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Migration Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
IT and Other Capabilities
- Low
- Medium
- High
