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Compare DealCloud vs PlanPlus Online

Comparison Summary

For DealCloud vs PlanPlus Online comparison, Our AI algorithm looked at 1280 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using DealCloud and PlanPlus Online to solve their respective business needs.

Pros and cons of DealCloud and PlanPlus Online

DealCloud is more suited to businesses that require Relationship Management and Deal Management where as PlanPlus Online is focused towards Collaboration with Offline and Contact List Management with E-Mail .

logo DealCloud

Focus area

DealCloud is better than PlanPlus Online for

Software Failure Risk

  • low

logo PlanPlus Online

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.

PlanPlus Online | A Productivity System for Leaders and High Achievers

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

48

42

Total Goals
(we found evidences for)

12

4

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


opportunity management



meeting management


sales call management

meeting management


conference call management


calendar management



account 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

  • Increase sales & revenue

  • Acquire customers

  • Improve digital and social presence

  • See 1 more

Top Channels

Channels Used

  • e-mail

  • offline

  • phone calls

  • website

  • events

  • trade shows

  • point of sale

  • promotions

  • video

  • social media

  • See 7 more
  • e-mail

  • offline

  • phone calls

  • website

  • events

  • trade shows

  • point of sale

  • promotions

  • video

  • social media

  • See 7 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

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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low

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Business Setting