CB Insights vs. Dynamo Software vs. Salesforce Agentforce Financial Services

Transparency - we were reading a lot of hype about Bitcoin, and it was in every market sector. Those of us who remember 2001, were alarmed. But digging through to find the truth was a challenge. CB Insights provided regular, extensive data every week, more often at the peak. We are certain our own analysis was correct based on that and stopped worrying that we might have missed a market opportunity.

Incentivized

Its alot more Dynamic than Salesforce. It helps with CRM, investor details, investor performance, fund performance, a huge help page, customizability, etc.. Its also pretty simple to work in which is a bonus. WE use it to send out mass mailings and you can have a template that you can roll over each month so that you dont have to reformat anything. Tax documents can be delivered automatically and it just pulls information from your server so you dont need to add anything into the cloud

Incentivized

Salesforce Financial Services Cloud is really helpful when it comes to projections for our business. In order to cover our office overheads, we try to project sales leads becoming opportunities and closed and won sales for each quarter so we can ensure all targets are met and obligations too.

• Data Driven Strategies
• Predicting competitors possible Strategy
• Track Competitors

Incentivized

• Tracking relationships in the CRM and the Web Add-in tool to add new information straight from emails.
• The flexibility to build out whatever view you would like to see certain data in and the ability to then export information to Excel.
• The Mail Merge Tool allows us to communicate to over 100 different subsets of our limited partners in different SPVs.

• Comprehensive CRM
• Customization and integration options
• AI

Incentivized

• Pre and post money valuation data.
• Estimates on revenue and number of clients.

Incentivized

• Some functionality is clunky: Mailing Campaigns, Passthrough Integration, Dynamo Accounting Complex Transactions. At times it seems functionality is rolled out too soon.
• Onboarding of new clients for us seems a bit haphazard. We just added a new tenant with CRM, Dynamo Accounting and the Investor Portal and we weren't exactly sure what the state of the new tenant should be based on what was copied over from a prior tenant or how much Dynamo Software time or support we would have to customize the new tenant.
• At times it seems Dynamo Software's terminology with relationships either isn't intuitive or is repetitive creating additional time/confusion when modifying workspaces, portal set-up, etc.

• Contact information
• Company name
• Salesmanship

The usability is great - the user interface is intuitive and easy to learn and navigate. The ability to customize the interface both at a user level and admin/system-wide level is a huge plus. Additionally, the ability to generate custom, exportable views/reports is very useful. One piece of feedback on the custom views - it would be great if all entities in the hierarchy structure (documents, contacts, funds, companies, etc.) could all relate to each other in customized views which would enhance the capabilities even further.

Once established in your organisation it is brilliant, however this can take a while and expertise to do this. Salesforce is a leader in the market and a lot of people have experience. There is a lot that you can do once set up with integrations to manage your deal cycles

Incentivized

Very responsive and eager to maintain client relationships.

Incentivized

PitchBook has better cap table data for tracking investors.

Incentivized

No comment as the only other software I use/ed here at Cento is Highrise, which is being deprecated. I think iLevels is another one, but that was just a demo. Can't say it was good or not, it seemed like it was more catered for bigger/heavier financial type data sets and reporting, which we'd like but isn't a huge stickler or priority at the moment to be platform enabled.

Incentivized

Salesforce is used by a lot of organisations and is a big name in the market, it is more robust and built for big organisations

Incentivized

• Positive in both volume and detail of the most relevant information upon which to make key strategic decisions.
• It's not an inexpensive service, but worth the price given the accuracy, timeliness and criticality of the information they are able to provide.
• Strategy - strategy - strategy! There's no way anyone could gather that much intelligence in just one stop with any other service.

Incentivized

• Streamlined Reporting for our Limited Partners
• Overall Efficency: Monday Mgmt Meetings, Deal Pipeline, Tracking Deals
• Productivity in Fundraising
• Single Sources of Trust for our internal teams

• Positive impact - It really helps the tracking and traceability of actions, process and flows. It is very scalable and helps to organize big enterprises.
• Negative impact - It is not cheap, I will consider Salesforce Financial Services Cloud in the upper scale of costs. However, the cloud capacity is top notch.

Incentivized