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Compare Spotler CRM vs DealCloud

Comparison Summary

For Spotler CRM vs DealCloud comparison, Our AI algorithm looked at 3885 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using Spotler CRM and DealCloud to solve their respective business needs.

Pros and cons of Spotler CRM and DealCloud

Spotler CRM is more suited to businesses that require Helpdesk Management with Phone Calls and Contact List Management with E-Mail where as DealCloud is focused towards Relationship Management and Deal Management .

Both Spotler CRM and DealCloud are CRM software, peers recommend Spotler CRM for lead tracking and generation of new leads where as DealCloud is more known for promotion management and discount management .

logo Spotler CRM

Focus area

Spotler CRM is better than DealCloud for

Software Failure Risk

  • medium

logo DealCloud

Focus area

DealCloud is better than Spotler CRM for

Software Failure Risk

  • low

About

The CRM That Grows With Your Business

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

Age

2005

Financials

M&A

PRIVATE

Business Need

Total Processes
(we found evidences for)

66

48

Total Goals
(we found evidences for)

13

12

Top Processes

Evidences indicate better relative satisfaction


helpdesk management


contact list management

creating contact list


engagement management

engaging and following up


campaign management

campaign monitoring


communication management

sending & publishing communications

tracking & monitoring communications



generation of new leads


sales document management

proposal & quote management

contract management



social media management

social media analytics

engaging on social media

scheduling post to social media



relationship management


pipeline management


business development


workflow management


customer case management




training & onboarding



opportunity management


account management



follower management




segmentation and targeting



trade show marketing


sales call management



lifetime value management


relationship marketing



sales review & feedback


lead qualification

lead qualification: technographic



promotion management


discount management


international marketing


competitive intelligence


knowledge management


merger and acquisition


performance management




Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Increase sales & revenue

  • Improve ROI

  • Grow market share

  • Improve internal communications

  • Improve stakeholder relations

  • Improve visibility

  • Scale best practices

  • Build brand awareness

  • Improve efficiency

  • Launch new products

  • Improve digital and social presence

  • See 10 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

low

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medium

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Security & Privacy Risk

low

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medium

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Integration Risk

medium

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low

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Migration Risk

low

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medium

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Business Setting