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DealCloud vs Zoho Bigin: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of DealCloud vs. Zoho Bigin is based on a specific set of business needs and context. The comparison uses 1067 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing DealCloud and Zoho Bigin

DealCloud, Zoho Bigin, 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.

Zoho Bigin focuses on Engagement Management with Phone Calls, Training & Onboarding, Workflow Management with E-Mail, Pipeline Management, etc.

"We extensively examined the marketplace of providers of enterprise CRM systems to the investment banking industry. We knew we had found the right solution when we realized the extent to which DealCloud is purpose-built for the investment banking and... private capital marketplaces. We had a very effective implementation experience and receive outstanding service from the industry experts on DealCloud's Account Management team. " - Leslie Ann B. Curry

"Love the new features. It helps make the entire CRM system more personal and germane to our workflow. The searches seem to be more pointed and concise. Bigin has the capabilities and customization for my growing business and no bloat to clutter my p...rocess. Overall, Bigin was the perfect option for what I need. " - Derek Osborne

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 Zoho Bigin for

Software Failure Risk

  • low

logo Zoho Bigin

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.

Zoho Bigin | A powerful CRM solution for small and micro businesses manage their customer relationships

Age

1996

Financials

PRIVATE

PRIVATE

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




sales call management


conversion 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
  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve ROI

  • Improve stakeholder relations

  • Launch new products

  • See 3 more

Top Channels

Channels Used

  • phone calls

  • e-mail

  • social media

  • LinkedIn

  • website

  • See 2 more
  • phone calls

  • e-mail

  • social media

  • LinkedIn

  • website

  • See 2 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