TrustRadius

Affinity CRM vs. Salesforce Agentforce Financial Services

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Affinity CRM
Score 9.2 out of 10
N/A
Affinity is a relationship intelligence platform enabling teams to leverage their network to close deals. Affinity manages relationships by auto-populating a connected CRM pipeline and unlocking introductions to decision makers.
$2,000
per year per user
Agentforce Financial Services
Score 8.2 out of 10
N/A
The Financial Services Cloud from Salesforce is used to create customized experiences for users and customers, and get information at the right to improve productivity and satisfaction. The vendor states that wealth management advisors can use the CRM’s ability to better understand and address client needs, building fruitful client relationships. Retail, mortgage, and commercial bankers can get a complete customer view when and where they need it. In insurance, users of the financial services…
$300
per month billed annually per user
Pricing
Affinity CRMSalesforce Agentforce Financial Services
Editions & Modules
Essential
$2000
per year per user
Scale
$2300
per year per user
Advanced
$2700
per year per user
Enterprise
Contact
Sales
$300
per month billed annually per user
Service
$300
per month billed annually per user
Sales and Service
$325
per month billed annually per user
Einstein 1 for Sales and Service
$700
per month billed annually per user
Offerings
Pricing Offerings
Affinity CRMAgentforce Financial Services
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details——
More Pricing Information
Community Pulse
Affinity CRMSalesforce Agentforce Financial Services
Best Alternatives
Affinity CRMSalesforce Agentforce Financial Services
Small Businesses
Method:CRM
Method:CRM
Score 9.3 out of 10
Affinity CRM
Affinity CRM
Score 9.2 out of 10
Medium-sized Companies
Conversica
Conversica
Score 4.0 out of 10

No answers on this topic

Enterprises
Conversica
Conversica
Score 4.0 out of 10

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
Affinity CRMSalesforce Agentforce Financial Services
Likelihood to Recommend
9.1
(4 ratings)
5.0
(2 ratings)
Likelihood to Renew
10.0
(1 ratings)
-
(0 ratings)
Usability
-
(0 ratings)
5.0
(1 ratings)
Support Rating
10.0
(1 ratings)
-
(0 ratings)
User Testimonials
Affinity CRMSalesforce Agentforce Financial Services
Likelihood to Recommend
Affinity (Project Affinity, Inc.)
Nudge.ai is well suited for individual contributors without enough time or resource to do proper research on clients/prospects. It may work as well for larger teams, but I don't have experience using Nudge.ai in that environment. Nudge.ai is easy to use, so the onboarding and ramp-up time is quick.
Tom Wondra | TrustRadius Reviewer
Tom Wondra
Consultant / Senior Account Executive
Read full review
Salesforce
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.
Verified User
Anonymous
Read full review
Pros
Affinity (Project Affinity, Inc.)
  • Organization
  • Data Housing
  • Exporting Data
GA
Greg Antonelli
Investor Realtions Senior Associate
Read full review
Salesforce
  • Ease of use
  • Reporting
  • Customisation
Verified User
Anonymous
Read full review
Cons
Affinity (Project Affinity, Inc.)
  • More prompts to update and sort new connections
  • More visual appeal on each listing on a list
  • An Outlook desktop app plugin
Andrew Bouldin | TrustRadius Reviewer
Read full review
Salesforce
  • Automation. There is room to automate certain processes that require manual executions.
  • Implementation. It is hard and requires a 3rd party to help to implement which is costly.
Oscar Elizondo Espinosa | TrustRadius Reviewer
Oscar Elizondo Espinosa
Client Specialist
Read full review
Likelihood to Renew
Affinity (Project Affinity, Inc.)
We will definitely be renewing. The value for the price we are paying is solid, and we are interested in growing our use to see if we can expand on the value we are getting from Nudge.ai.
Tom Wondra | TrustRadius Reviewer
Tom Wondra
Consultant / Senior Account Executive
Read full review
Salesforce
No answers on this topic
Usability
Affinity (Project Affinity, Inc.)
No answers on this topic
Salesforce
It does its job but could be better. I think it all comes down to each business configuration of the platform.
Verified User
Anonymous
Read full review
Support Rating
Affinity (Project Affinity, Inc.)
Nudge.ai is fairly intuitive, so the need for support is minimal. I have only had to reach out to the support team a couple of times for minor issue. The response has been quick and issues resolved to my satisfaction in a reasonable time frame. I have no issues with Nudge support at this time.
Tom Wondra | TrustRadius Reviewer
Tom Wondra
Consultant / Senior Account Executive
Read full review
Salesforce
No answers on this topic
Alternatives Considered
Affinity (Project Affinity, Inc.)
Affinity is the bridge that links our communication through our software workflow.
Verified User
Anonymous
Read full review
Salesforce
We haven't used anything previously to Salesforce. We were trying to implement what we needed as a company with our current ticketing and quoting software, but it wasn't doing what we needed. Once we found Salesforce we were able to really dial in on the important things needed as a company.
Verified User
Anonymous
Read full review
Return on Investment
Affinity (Project Affinity, Inc.)
  • Hard to quantify - I know my job would be exponentially more difficult if I didn't have it.
  • Affinity frees someone in business development or sales of the endless spreadsheets needed to track pipeline progress.
GA
Greg Antonelli
Investor Realtions Senior Associate
Read full review
Salesforce
  • Positively helpful with targets
  • Motivating and encouraging
  • Helpful with figures
Verified User
Anonymous
Read full review
ScreenShots