Qui utilise DealCloud ?

DealCloud est un produit idéal pour les entreprises de toutes tailles et présentes sur tous les marchés.

Description de DealCloud

DealCloud fournit une plateforme, des services et une expertise permettant de renforcer les capacités de négociation des banquiers et des équipes de private equity. La plateforme est spécialement conçue dans cet objectif. Avec une équipe de mise en œuvre qui intègre les clients sur la plateforme, ainsi qu'une équipe de gestion de compte qui les accompagne dans leur développement. Les créateurs de DealCloud viennent du monde de la gestion des fortunes et de la banque d'investissement, et comprennent donc ce dont les clients ont besoin pour exécuter une transaction.

Informations sur DealCloud

DealCloud

https://www.dealcloud.com

Fondé en 2010

Prix de DealCloud

DealCloud n'est pas disponible en version gratuite et ne propose pas d'essai gratuit.

Version gratuite

Non

Essai gratuit

Non

Déploiement

Installation (Mac)

Cloud, SaaS, web

Installation (Windows)

Mobile (iOS natif)

Mobile (Android natif)

Formation

Formation présentielle

Formation en ligne en direct

Webinaires

Documentation

Ressources d'aide

Service de support permanent (réponse directe)

DealCloud - Fonctionnalités

Logiciels CRM immobilier
Alertes sur les biens
Gestion des campagnes
Gestion des contacts
Gestion des leads
Mise en correspondance des clients et des biens
Segmentation
Suivi des interactions
Suivi des références
e-mail marketing
Affectations d'équipe
Alertes de compte
Gestion des leads
Gestion des ressources
Gestion du marketing
Gestion du territoire
Suivi de l'influence
Suivi des frais
Suivi des ménages
Suivi des relations
Analyse ad hoc
Analyse prédictive
Analyse qualitative
Analyse quantitative
Budgétisation et prévision
Consolidation et regroupement
Fiches d'évaluation (scorecards)
Indicateurs clés de performance
Planification stratégique
Rapports ad hoc
Tableau de bord
Benchmarking
Contrat à terme sur marchandises
Fonctions pour conseillers en placement
Gestion de la comptabilité
Gestion des clients
Gestion des fonds
Gestion des risques
Immobilier
Importation et exportation de données
Mesure des performances
Modélisation et simulation
Obligations/actions
Portail client
Pour investisseurs et traders
Rapports de conformité
Rééquilibrage du portefeuille
Distribution de leads
Gestion des campagnes
Gestion des pipelines
Lead nurturing
Lead scoring
Outils de prospection
Saisie de leads
Segmentation de leads
Suivi des interactions
Suivi des sources
Analyse de corrélation
Analyse de l'évolution des ventes
Analyse des concurrents
Analyse statistique
Mesure des performances
Modélisation dynamique
Modélisation et simulation
Présentation graphique des données
Rapports sur les exceptions
Tableau de bord
Collaboration
Gestion des demandes d'information ou de devis
Gestion des dépenses
Gestion des enchères
Gestion des fournisseurs
Gestion des modèles
Gestion du budget
Gestion du risque fournisseur
Gestion du sourcing international
Portail Web des fournisseurs
Qualification des fournisseurs

Avis sur DealCloud

Afficher 5 avis sur 17

Note globale
4,5/5
Facilité d'utilisation
4,2/5
Service client
4,3/5
Fonctionnalités
4,1/5
Rapport qualité-prix
4,2/5
Utilisateur vérifié
Analyst - Portfolio Management Group
Services financiers, 1 001-5 000 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    5/5
  • Facilité d'utilisation
    4/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    9/10
  • Provenance de l'utilisateur 
  • Publié le 15/09/2019

"The Tool I Needed for PE"

Commentaires: Our search fund runs our entire business through DealCloud. It has all the features we need, and combines what was needed from multiple pieces of software into just one product.

Avantages: Our company goes through an unusual amount of intermediaries, and having the ability to split up our communication and deal flow with them versus our proprietary search is great. The ability to filter our information and statistics from our growing pipeline is also great, as it got quite complex with our last CRM.

Inconvénients: Slightly difficult to use the mobile application versus on the computer. I believe this is a function of the sheer amount of information packed into DealCloud, but it can be pretty difficult to fully navigate on the app at times.

  • Provenance de l'utilisateur 
  • Publié le 15/09/2019
Rob C.
Managing Director
Services financiers, 13-50 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 18/11/2016

"DealCloud - highly configurable. Excellent support team"

Commentaires: The DealCloud platform is architected for a number of deal making verticals such as PE, IB, specialty lending, etc. But the beauty of the platform is that these "out of the box" use cases can be further configured to our specific business workflows. We have continued to evolve our DealCloud solution as our business evolves. For example, for our first fundraise we did not use a Placement Agent. On our second fundraise, we did. We changed DealCloud to show prospective LPs brought to us from the Placement Agent. In addition, we further customized DealCloud to marry the data elements that our Placement Agent was tracking in their system to the data elements we wanted to show in our system. We also customized DealCloud for a custom deal sourcing methodology we use internally. The system was extremely flexible to accommodate that workflow process. Finally, we have found the DealCloud support team to be very responsive, including addressing our needs after-hours and over the weekend. They understand that we are in a 24x7 business, particularly when we are in diligence on a potential deal. They are available to support us and are fluent in our industry. We aren't speaking with an offshore help desk but rather to the individuals that build and implement solutions.

Avantages: Configurability of the software

Inconvénients: Looking forward to updates to the user interface

  • Provenance de l'utilisateur 
  • Publié le 18/11/2016
Utilisateur vérifié
Analyst
Services financiers, 51-200 employés
Temps d'utilisation du produit: 6 à 12 mois
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    5/5
  • Support client
    Sans note
  • Rapport qualité-prix
    Sans note
  • Probabilité de recommander le produit
    8/10
  • Provenance de l'utilisateur 
  • Publié le 12/06/2020

"better than salesforce"

Commentaires: postive, customer support was very helpful and always available

Avantages: I found this to be much better than competitors in the financial services space, more relevant tools

Inconvénients: kind of clunky interface, ui/ux could be a better and more time spent thre, but other tools are great

  • Provenance de l'utilisateur 
  • Publié le 12/06/2020
Utilisateur vérifié
Managing Director
Services financiers, 13-50 employés
Temps d'utilisation du produit: plus d'un an
  • Note globale
    3/5
  • Facilité d'utilisation
    2/5
  • Fonctionnalités
    3/5
  • Support client
    1/5
  • Rapport qualité-prix
    2/5
  • Probabilité de recommander le produit
    3/10
  • Provenance de l'utilisateur 
  • Publié le 21/02/2020

"The Art of Over Promising and Under Delivering "

Commentaires: Software itself is fine, the people, not so much. Get your own implementation team that will deal with them as they will spend the bare minimum with you, fall short on designing the implementation, and then blame you for mistakes you should have thought of and encourage you to become a platform manager so you can just finish all the changes by yourself. They said it would take 10-15 hours to implement and I assure you that is not even remotely reasonable if you are exporting 7 years worth of data from an old CRM. It's appalling that changes they were supposed to make in implementation are just passed off as your fault and problem. The do not finish the implementation cleanly either - just hand it off when it's too frustrating to other teams and then you start all over again. To this day I am finding all kinds of fields that are date fields set with addresses as the format. Percentage fields as reference fields to companies. It's endless. List's that were hidden but are extremely useful for us to utilize. But I get to spend my time doing that since we are "post-implementation."

Avantages: Interface looks sleek and is somewhat intuitive. Visuals on dashboards are fantastic if you know how to use them. The ability to link different modules easily is what makes this a superior software - until others catch up. As a former Salesforce Dynamo, Zoho, MS Dymanic user in my career, I can compare this to several industry standard CRM systems and being able to link modules (lists) and generate new lists are great. The system is powerful if you know how to use it and you can customize as needed.

Inconvénients: The implementation has been poor and completely missed the mark. The initial promises of being able to guide the implementation with advisory on best in class practices fell very short. It is just now, over a year later that my colleague and I recognized a simple solution that would have streamlined efforts greatly between the deal team and marketing customization's. It's so basic that it is shocking that DealCloud did not suggest this solution - but we get to spend the time fixing it now. When the frustration with implementation was expressed, the account managers will begin the blame game. To the point where a very senior person got on the phone and then proceeded to be very patronizing. Another HUGE con is that there are very limited API's in place for this software and others. One of the senior execs will encourage you to go ahead and do an API yourself if you have the technical skillset as DealCloud is open source. DealCloud will also do the API work for you for a huge fee which they then turn around and sell to other clients after you pay for the initial API.

  • Provenance de l'utilisateur 
  • Publié le 21/02/2020
Utilisateur vérifié
HR coordinator
Marchés boursiers, 13-50 employés
Temps d'utilisation du produit: plus de deux ans
  • Note globale
    5/5
  • Facilité d'utilisation
    5/5
  • Fonctionnalités
    4/5
  • Support client
    5/5
  • Rapport qualité-prix
    5/5
  • Probabilité de recommander le produit
    10/10
  • Provenance de l'utilisateur 
  • Publié le 19/03/2020

"Best customer service"

Commentaires: DealCloud has been an amazing addition to our company and we are so happy with our choice.

Avantages: By far the best thing about deal cloud is their customer service. If there is anything you wish you could do within dealcloud, all you have to do is ask and the team will go above and beyond to see if that ask is feasible, and make the changes if possible.

Inconvénients: Sometimes there are little flukes that happen with the software because of these frequent changes, but they are usually solved very quickly.

  • Provenance de l'utilisateur 
  • Publié le 19/03/2020