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DealCloud vs Zendesk Sunshine: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of DealCloud vs. Zendesk Sunshine is based on a specific set of business needs and context. The comparison uses 1089 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing DealCloud and Zendesk Sunshine

DealCloud, Zendesk Sunshine, 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.

Zendesk Sunshine focuses on Engagement Management with Review Sites, Workflow Management, Collaboration, Contact List Management with Phone Calls, 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

"One of the main reasons for switching to Zendesk ultimately was to gain those base level efficiencies. What we ended up getting was a lot more than that. Sunshine made it a lot easier for agents to have more information, which in the end resulted in... a much better customer experience. " - John Wie

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 Zendesk Sunshine for

Software Failure Risk

  • low

logo Zendesk Sunshine

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.

Develop custom experiences with the Zendesk Platform | Zendesk Sunshine

Age

2007

Financials

PRIVATE

IPO

Business Need

Total Processes
(we found evidences for)

48

29

Total Goals
(we found evidences for)

12

6

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

contract management


measuring customer satisfaction


customer feedback management

measuring customer 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
  • Enhance customer relationships

  • Launch new products

  • Acquire customers

  • Improve visibility

  • Improve internal communications

  • Enter new markets internationally or locally

  • See 3 more

Top Channels

Channels Used

  • phone calls

  • review sites

  • Amazon

  • website

  • omnichannel

  • e-mail

  • offline

  • trade shows

  • See 5 more
  • phone calls

  • review sites

  • Amazon

  • website

  • omnichannel

  • e-mail

  • offline

  • trade shows

  • 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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medium

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Integration Risk

low

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low

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Migration Risk

medium

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medium

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Business Setting