Wer verwendet DealCloud?

DealCloud ist am besten geeignet für Unternehmen, die auf privaten Kapitalmärkten tätig sind.

Was ist DealCloud?

DealCloud bietet eine Plattform, Dienstleistungen und Expertise, um die Fähigkeiten von Investmentbanker*innen und Private-Equity-Deal-Teams bei Deals zu nutzen. Die Plattform wurde speziell für diesen Zweck entwickelt. Die Plattform bietet ein Implementierungsteam, das die Kund*innen unterstützt und ein Account-Management-Team, das sie voranbringt. DealCloud stammt aus der Privatkapital- und Investment-Banking-Welt und weiß, was Kund*innen benötigen, um ein Geschäft abzuschließen.

DealCloud – Details

DealCloud

https://www.dealcloud.com

Gegründet 2010

DealCloud – Kostenübersicht

DealCloud bietet keine Gratisversion und keine kostenlose Testversion.

Kostenlose Version

Nein

Gratis Testen

Nein

Einsatz

Installiert - Mac

Cloud, SaaS, Web

Installiert - Windows

Mobile - iOS Native

Mobile - Android Native

Training

Persönlich

Live Online

Webinare

Dokumentation

Kundenbetreuung

24/7 (Live Vertreter)

DealCloud Funktionen

Absatzplanung Software
Ausnahmen-Berichterstattung
Dashboard
Dynamische Modellierung
Grafische Präsentation von Daten
Korrelationsanalyse
Leistungskennzahlen
Modellierung & Simulation
Statistische Analyse
Umsatzentwicklung-Analyse
Wettbewerbsanalyse
Anleihen / Aktien
Benchmarking
Compliance Berichterstattung
Daten-Import / -Export
Fondsverwaltung
Für Anlageberater
Für Investoren & Händler
Immobilien
Kundenmanagement
Kundenportal
Leistungskennzahlen
Modellierung & Simulation
Portfolio-Neuausrichtung
Rechnungsführung
Risikomanagement
Warentermingeschäfte
Ad-hoc-Analyse
Ad-hoc-Berichte
Dashboard
Konsolidierung
Kostenplanung und Prognosen
Prädiktive Analytik
Qualitative Analyse
Quantitative Analyse
Strategische Planung
Wertungslisten erstellen
Wichtige Leistungsindikatoren (Key Performance Indicators, KPI)
Auktions-Management
Ausgabenmanagement
Budgetmanagement
Globales Beschaffungsmanagement
Kollaboration
Lieferanten-Management
Lieferanten-Risikomanagement
Lieferanten-Web-Portal
Lieferantenqualifizierung
Rfx-Management
Vorlagen-Management
Beziehungs-Nachverfolgung
Einfluss-Nachverfolgung
Gebietsmanagement
Haushalts-Nachverfolgung
Konto-Benachrichtigungen
Kostenverfolgung
Leadmanagement
Marketing-Management
Team-Aufgaben
Vermögensverwaltung
E-Mail Marketing
Immobilien-Bekanntmachungen
Kampagnenmanagement
Kontaktmanagement
Kunden-Objekt-Abstimmung
Leadmanagement
Segmentierung
Verfolgung von Interaktionen
Zugriffsquellen-Verfolgung
Kampagnenmanagement
Lead Scoring
Lead Segmentierung
Lead-Distribution
Lead-Erfassung
Lead-Pflege
Pipeline-Management
Planungs-Tools
Quellen-Nachverfolgung
Verfolgung von Interaktionen

DealCloud – Nutzerbewertungen

Zeigt 5 von 17 Nutzerbewertungen

Gesamt
4,5/5
Benutzerfreundlichkeit
4,2/5
Kundenservice
4,3/5
Funktionen
4,1/5
Preis-Leistungs-Verhältnis
4,2/5
Verifizierter Rezensent
Analyst - Portfolio Management Group
Finanzdienstleistungen, 1.001-5.000 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    4/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    9/10
  • Quelle des Nutzers 
  • Bewertet am 15.9.2019

"The Tool I Needed for PE"

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.

  • Quelle des Nutzers 
  • Bewertet am 15.9.2019
Rob C.
Managing Director
Finanzdienstleistungen, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 18.11.2016

"DealCloud - highly configurable. Excellent support team"

Kommentare: 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.

Vorteile: Configurability of the software

Nachteile: Looking forward to updates to the user interface

  • Quelle des Nutzers 
  • Bewertet am 18.11.2016
Verifizierter Rezensent
Analyst
Finanzdienstleistungen, 51-200 Mitarbeiter
Verwendete die Software für: 6-12 Monate
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    5/5
  • Kundenbetreuung
    Nicht bewertet
  • Preis-Leistungs-Verhältnis
    Nicht bewertet
  • Wahrscheinlichkeit der Weiterempfehlung
    8/10
  • Quelle des Nutzers 
  • Bewertet am 12.6.2020

"better than salesforce"

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

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

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

  • Quelle des Nutzers 
  • Bewertet am 12.6.2020
Verifizierter Rezensent
Managing Director
Finanzdienstleistungen, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
  • Gesamtbewertung
    3/5
  • Benutzerfreundlichkeit
    2/5
  • Eigenschaften & Funktionalitäten
    3/5
  • Kundenbetreuung
    1/5
  • Preis-Leistungs-Verhältnis
    2/5
  • Wahrscheinlichkeit der Weiterempfehlung
    3/10
  • Quelle des Nutzers 
  • Bewertet am 21.2.2020

"The Art of Over Promising and Under Delivering "

Kommentare: 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."

Vorteile: 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.

Nachteile: 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.

  • Quelle des Nutzers 
  • Bewertet am 21.2.2020
Verifizierter Rezensent
HR coordinator
Kapitalmärkte, 13-50 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
  • Gesamtbewertung
    5/5
  • Benutzerfreundlichkeit
    5/5
  • Eigenschaften & Funktionalitäten
    4/5
  • Kundenbetreuung
    5/5
  • Preis-Leistungs-Verhältnis
    5/5
  • Wahrscheinlichkeit der Weiterempfehlung
    10/10
  • Quelle des Nutzers 
  • Bewertet am 19.3.2020

"Best customer service"

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

Vorteile: 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.

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

  • Quelle des Nutzers 
  • Bewertet am 19.3.2020