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Choosing your CRM
For teams in industries with long, complex deal cycles, maintaining quality relationships has a direct impact on the bottom line. There are a plethora of tools available that support relationship-driven deal management, but not all these tools are created equally for nurturing those relationships.
For businesses with sophisticated deal flow processes like venture capital firms, investment banking organizations, private equity firms, financial services companies, or professional services teams, the right CRM can make an outsized impact on your success.
Although platforms like Salesforce and Navatar have been popular options in the field for decades, there are other client relationship management platforms available that may function better for your team’s specialized needs.
Some CRMs claim to be a financial CRM, while others are more generalized, but offer customizable solutions and automated workflows. How can you tell when the extra pricing is worth it versus when you should invest elsewhere? How can you easily identify the differences between Zoho CRM and Zendesk, 4Degrees and DealCloud?
This overview will highlight key features across 4Degrees, DealCloud, and Affinity in order to help your team identify which CRM matches your requirements.
4Degrees vs. DealCloud
Native automated data capture
Implement your CRM quickly
Get to work right away, rather than waiting for months-long deployment.
Customize your workflows easily
Standardize your deal flow and easily adjust as needed with little to no external support.
Capture all of your contact data automatically
Trust that your CRM is capturing valuable contact information from meetings and emails without needing an integration.
Leverage relationship intelligence
Identify insights into details that help your team find, manage, and close more deals.
Customize reporting dashboards
Easily build reporting dashboards for your most important KPIs and keep your team, clients, and partners informed on the latest deal activity.
Expand functionality with integrations
Easily sync third-party tools like Slack, Gmail, Box, and Mailchimp sync with your CRM.
Nurture your network on the go
If you’re stuck at your desk, you may be missing opportunities. Mobile apps for Android, iPhone, and iPad keep you connected wherever you are.
Frequently Asked Questions
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