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Compare DealCloud and Salesforce Financial Services Cloud 
Featured Products
At a Glance
Market Segments
Small-Business (69.2% of reviews)
Enterprise (47.2% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
No pricing available
$325.00 1 user Per Month
DealCloud
Star Rating
(31)4.3 out of 5
Market Segments
Small-Business (69.2% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about DealCloudSalesforce Financial Services Cloud
Star Rating
(221)4.3 out of 5
Market Segments
Enterprise (47.2% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$325.00 1 user Per Month
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Salesforce Financial Services Cloud excels in overall user satisfaction, boasting a significantly higher G2 Score compared to DealCloud. Users appreciate features like the Person Account management and the streamlined access to client information, which enhances their workflow and productivity.
- According to verified reviews, Salesforce Financial Services Cloud has a much larger volume of recent feedback, indicating a more active user base. This suggests that users are consistently finding value in the platform, with many highlighting the effectiveness of Action Plans and workflow templates for automating regulated processes.
- Users say that DealCloud offers an intuitive user interface, making it easier to manage networks of contacts. This is particularly beneficial for small businesses, as noted by reviewers who appreciate the platform's ability to keep track of active deals and fast-moving processes.
- Reviewers mention that while both platforms have similar ease of use ratings, Salesforce Financial Services Cloud provides a more comprehensive set of features, such as visual relationship maps and householding, which enhance client relationship management.
- Users highlight the quality of support from DealCloud, noting that their support team is responsive and willing to make adjustments as needs change. This level of customer service is a strong point for DealCloud, especially for users who require ongoing assistance.
- According to recent feedback, Salesforce Financial Services Cloud's advanced features, like reporting and forecasting tools, are praised for their effectiveness in helping users make informed decisions, while DealCloud's capabilities in these areas are seen as less robust, indicating a potential gap for users focused on analytics.
Pricing
Entry-Level Pricing
DealCloud
No pricing availableSalesforce Financial Services Cloud
Financial Services Cloud Service Enterprise
$325.00
1 user Per Month
The financial services CRM for service with built-in AI.
- Industry-Specific Workflows using Service Cloud Enterprise Edition as a foundation
- Easy-to-Use CSR Console for Single Pane of Glass
- Service Process Studio for Low-Code Customization
Free Trial
DealCloud
No trial information availableSalesforce Financial Services Cloud
Free Trial is available
Ratings
Meets Requirements
9.0
21
8.6
147
Ease of Use
8.0
22
8.0
170
Ease of Setup
7.5
12
7.8
109
Ease of Admin
8.3
5
8.0
45
Quality of Support
9.4
21
8.4
140
Has the product been a good partner in doing business?
8.7
5
8.6
48
Product Direction (% positive)
9.4
21
8.5
144
Features by Category
Investment Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Fund Management
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Agentic AI - Venture Capital Management
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Deal Identification - Deal Sourcing
4.7
5
Not enough data
7.0
5
Not enough data
5.3
5
Not enough data
5.7
5
Not enough data
Market Intelligence - Deal Sourcing
Not enough data
Not enough data
6.3
5
Not enough data
5.3
5
Not enough data
5.3
5
Not enough data
5.3
5
Not enough data
Workflow & Customization - Deal Sourcing
6.3
5
Not enough data
6.3
5
Not enough data
7.7
5
Not enough data
8.0
5
Not enough data
Content
7.3
14
8.3
80
Platform Additional Functionality
6.9
14
8.1
79
8.3
14
8.6
79
8.3
13
8.5
76
7.3
13
8.1
75
6.2
13
7.9
75
Platform Reporting and Analytics
8.5
13
8.5
78
6.5
13
7.9
76
Customer Support
9.0
13
8.4
76
9.0
13
8.4
77
8.5
13
8.3
76
Feature Not Available
8.3
76
Marketing Automation
7.9
13
8.2
72
8.2
12
8.4
73
7.3
13
8.2
72
Sales Force Automation
8.5
13
8.2
74
8.1
12
8.1
75
7.1
12
8.0
70
7.2
12
8.1
73
Feature Not Available
8.0
71
Agentic AI - Financial Services CRM
6.0
7
7.9
64
Categories
Categories
Shared Categories
DealCloud and Salesforce Financial Services Cloud are categorized as Financial Services CRM
Unique Categories
DealCloud is categorized as Deal Sourcing and Venture Capital Management
Salesforce Financial Services Cloud has no unique categories
Reviews
Reviewers' Company Size
DealCloud
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Salesforce Financial Services Cloud
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Venture Capital & Private Equity
26.9%
Financial Services
19.2%
Information Technology and Services
11.5%
Investment Banking
7.7%
Real Estate
3.8%
Other
30.8%
Financial Services
45.1%
Banking
10.8%
Information Technology and Services
5.6%
Accounting
5.1%
Marketing and Advertising
3.1%
Other
30.3%
Discussions
DealCloud has no discussions with answers
Salesforce Financial Services Cloud has no discussions with answers
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