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Pipeliner CRM vs DealCloud: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Pipeliner CRM vs. DealCloud is based on a specific set of business needs and context. The comparison uses 3457 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Pipeliner CRM and DealCloud

Pipeliner CRM, DealCloud, Teamgate CRM, Capsule 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.

Pipeliner CRM covers Engagement Management, Forecasting, Contact List Management with Mobile, Pipeline Management, etc.

DealCloud focuses on Relationship Management, Deal Management, Promotion Management, Discount Management, etc.

"Pipeliner CRM is the main worktool used by our sales team today. All client leads are registered, and then we have configured nine different sales steps for our business. Pipeliner CRM makes it easy to follow the different steps in the sales cycle, ...all the way to the end goal. " - Wilhelm Liljencrantz

"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

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 Pipeliner CRM

Focus area

Pipeliner CRM is better than DealCloud for

Software Failure Risk

  • medium

logo DealCloud

Focus area

Software Failure Risk

  • low

About

Pipeliner CRM | Sales CRM Software - Sales Enablement

All-Inclusive Financial Services Software, delivers vertical-specific solutions that enable dealmakers and principal investing professionals to execute deals at the highest levels.

Financials

NA

PRIVATE

Business Need

Total Processes
(we found evidences for)

77

48

Total Goals
(we found evidences for)

9

12

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up

engaging with scheduling & cadence



contact list management


pipeline management


workflow management



helpdesk management


opportunity management


generation of new leads




business development


products & pricelist management


social media management

social media analytics


communication management

sending & publishing communications



conversion management


training & onboarding


sales call management


relationship management





competitive intelligence


customer case management


promotion management


content management

content publishing

searching for content


sales document management

proposal & quote management

contract management


loyalty management

identify target customers

customise loyalty program



discount management


social media marketing



performance management


lifetime value management


motivation management


follower management



campaign management



lead qualification

lead qualification: technographic



customer feedback management





sales review & feedback


international marketing


relationship marketing


knowledge management


merger and acquisition




Top Goals

Goals Achieved

  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • Improve ROI

  • Improve efficiency

  • Enter new markets internationally or locally

  • Scale best practices

  • Improve stakeholder relations

  • Improve internal communications

  • See 6 more
  • 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

Top Channels

Channels Used

  • offline

  • causes and charity

  • e-mail

  • user generated content

  • blogs

  • print media

  • magazine

  • website

  • events

  • trade shows

  • mobile

  • See 8 more
  • offline

  • causes and charity

  • e-mail

  • user generated content

  • blogs

  • print media

  • magazine

  • website

  • events

  • trade shows

  • mobile

  • See 8 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

medium

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low

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Migration Risk

medium

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medium

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Business Setting