Comparison Summary
This comparison report of Merchant Relationship Management vs. BoldTrail is based on a specific set of business needs and context. The comparison uses 3840 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Merchant Relationship Management and BoldTrail
Merchant Relationship Management, BoldTrail, Leadmaster CRM, Apptivo, 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.
Merchant Relationship Management covers Sales Document Management, Lead Management, Helpdesk Management, Training & Onboarding, etc.
BoldTrail focuses on Generation Of New Leads with Website, Engagement Management, Contact List Management, Advertisement with Social Media, etc.
"With 12 years in the payment processing industry, building in-house solutions and trying many different CRMs with little success, IRIS is the only solution that solves our business needs in one centralized system " - Wayne Hamilton
"kvCORE is different—unlike anything I’ve seen before—and it’s enabled us to keep our agent-first culture thriving. " - Jeff Russell
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.
Merchant Relationship Management
Focus area
Merchant Relationship Management is better than BoldTrail for
Software Failure Risk
BoldTrail
Focus area
BoldTrail is better than Merchant Relationship Management for
Software Failure Risk
About
CRM & Underwriting Platform
Real estate platform with next-gen solution for modern brokerages and enterprises
Financials
PRIVATE
M&A
Business Need
Total Processes
(we found evidences for)
53
69
Total Goals
(we found evidences for)
11
9
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Acquire customers
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Increase sales & revenue
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Enhance customer relationships
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Manage risk
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Improve efficiency
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Improve visibility
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Improve internal communications
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Improve stakeholder relations
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Launch new products
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Improve digital and social presence
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Reduce bounce
- See 8 more
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Acquire customers
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Enhance customer relationships
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Improve ROI
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Enter new markets internationally or locally
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Improve stakeholder relations
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Scale best practices
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Launch new products
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Build brand awareness
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Improve digital and social presence
- See 6 more
Top Channels
Channels Used
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website
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social media
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e-mail
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phone calls
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Facebook
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video
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text SMS
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user generated content
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blogs
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offline
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mobile
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promotions
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on premises
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point of sale
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mobile app
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Instagram
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Facebook at work
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events
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trade shows
- See 16 more
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website
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social media
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e-mail
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phone calls
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Facebook
-
video
-
text SMS
-
user generated content
-
blogs
-
offline
-
mobile
-
promotions
-
on premises
-
point of sale
-
mobile app
-
Instagram
-
Facebook at work
-
events
-
trade shows
- See 16 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
