cuspera logo CUSPERA

Platformax CRM vs DealCloud: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Platformax CRM vs. DealCloud is based on a specific set of business needs and context. The comparison uses 1498 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Platformax CRM and DealCloud

Platformax CRM, DealCloud, SalesNexus, Claritysoft 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.

Platformax CRM covers Engagement Management with E-Mail, Helpdesk Management with Website, Communication Management with E-Mail, Contact List Management, etc.

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

"Thanks to Platformax we are now building and customizing our sales campaigns in much less time. It has also increased our conversion rate and streamlined our processes, and that's what we needed. " - Federico Nuccio

"We needed a quality off-the-shelf product for managing our deal pipeline and coordinate processes among and within deal teams. DealCloud delivers the right level of functionality, and the flexibility we require to manage the dynamic selection funnel... and investment work stream characteristic in making direct investments in private equity and venture capital. " - Gregory Lindae

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 Platformax CRM

Focus area

Software Failure Risk

  • medium

logo DealCloud

Focus area

Software Failure Risk

  • low

About

Inside sales CRM, generate more leads with prospecting and sales management

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

Age

2014

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

42

48

Total Goals
(we found evidences for)

3

12

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up


helpdesk management


communication management

tracking & monitoring communications

sending & publishing communications


contact list management



relationship management


pipeline management


generation of new leads





training & onboarding


workflow management



sales review & feedback



campaign management

campaign monitoring


sales call management


opportunity management




performance management


follower management


customer feedback management

measuring customer satisfaction



discount management


promotion management



social media management

social media analytics


competitive intelligence


knowledge management


international marketing


business development


lead qualification: technographic


lead qualification

lead qualification: technographic


relationship marketing


merger and acquisition





Top Goals

Goals Achieved

  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • 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

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Security & Privacy Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Integration Risk

low

{{{rsh_C_1}}}

low

{{{rsh_C_1}}}

Migration Risk

medium

{{{rsh_C_1}}}

medium

{{{rsh_C_1}}}

Business Setting