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DealCloud vs Upsales: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of DealCloud vs. Upsales is based on a specific set of business needs and context. The comparison uses 1065 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing DealCloud and Upsales

DealCloud, Upsales, 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.

Upsales focuses on Generation Of New Leads, Upselling, Lead Analytics, Engagement Management with Phone Calls, etc.

"We were immediately convinced by the DealCloud platform. Thanks to its track record, the DealCloud team has demonstrated a deep understanding of our activities and our specific needs as a family office. The platform is easy-to-use and flexible, whic...h allows it to fit in perfectly with every type of Evolem activity. With DealCloud we are aiming at better monitoring of our interactions with our contacts and improving our deal flow management efficiency. " - Maxime Boyer

"Upsales helped us bring sales and marketing together on a global scale " - Silvia Tarchi

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 Upsales for

Software Failure Risk

  • low

logo Upsales

Focus area

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.

Upsales | CRM & Marketing Automation platform for B2B companies

Financials

PRIVATE

SERIES A

Business Need

Total Processes
(we found evidences for)

48

37

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


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



account 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
  • Acquire customers

  • Enter new markets internationally or locally

  • Increase sales & revenue

  • Enhance customer relationships

  • Grow market share

  • Scale best practices

  • Improve efficiency

  • See 4 more

Top Channels

Channels Used

  • phone calls

  • offline

  • games

  • e-mail

  • events

  • trade shows

  • user generated content

  • blogs

  • See 5 more
  • phone calls

  • offline

  • games

  • e-mail

  • events

  • trade shows

  • user generated content

  • blogs

  • See 5 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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No Data

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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