Comparison Summary
This comparison report of DealCloud vs. Shape Software is based on a specific set of business needs and context. The comparison uses 1253 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing DealCloud and Shape Software
DealCloud, Shape Software, 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.
Shape Software focuses on Capturing Leads with Promotions, Lead Nurturing with Promotions, Drip Marketing with Text SMS, Sales Document Management with Offline, 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
"Shape has been invaluable for the growth of my business. It's taken the stress out of organizing and tracking new leads with a reliable & automated follow-up system. Shape Software has given me the freedom to focus on my clients. " - Aaron Powell
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.
CRM that connects team, applications, and clients in one centralized hub.
Financials
PRIVATE
Business Need
Total Processes
(we found evidences for)
48
44
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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Acquire customers
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Scale best practices
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Enhance customer relationships
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Improve ROI
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Increase sales & revenue
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Improve internal communications
- See 3 more
Top Channels
Channels Used
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e-mail
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promotions
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text SMS
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video
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phone calls
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offline
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point of sale
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newsletter
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website
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user generated content
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blogs
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on premises
- See 9 more
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e-mail
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promotions
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text SMS
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video
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phone calls
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offline
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point of sale
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newsletter
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website
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user generated content
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blogs
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on premises
- See 9 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
