Affinity CRM vs. Salesforce Financial Services Cloud

Affinity CRM

Affinity CRM

49 Reviews and Ratings

Salesforce Financial Services Cloud

Salesforce Financial Services Cloud

28 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Affinity CRM	Score 9.4 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
Salesforce Financial Services Cloud	Score 7.5 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 CRM

Salesforce Financial Services Cloud

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 CRM	Salesforce Financial Services Cloud
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

No setup fee

Additional Details

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More Pricing Information

Community Pulse
	Affinity CRM	Salesforce Financial Services Cloud

Best Alternatives
	Affinity CRM	Salesforce Financial Services Cloud
Small Businesses	Method:CRM Score 9.4 out of 10	Affinity CRM Score 9.4 out of 10
Medium-sized Companies	Conversica Score 4.1 out of 10	No answers on this topic
Enterprises	Conversica Score 4.1 out of 10	No answers on this topic
All Alternatives	View all alternatives	View all alternatives

User Ratings
	Affinity CRM	Salesforce Financial Services Cloud
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 CRM	Salesforce Financial Services Cloud
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. Incentivized Tom Wondra Consultant / Senior Account Executive Read full review	Salesforce - Gives me easy visibility to all the opps and contacts for a customer - The way our SF is configured I feel has TOO much on the page and makes finding whats needed difficult or too time consuming Incentivized Verified User Anonymous Read full review
Pros	Affinity (Project Affinity, Inc.) Organization Data Housing Exporting Data Incentivized GA Greg Antonelli Investor Realtions Senior Associate Read full review	Salesforce Organization. Tracking. User friendly. Incentivized 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 Incentivized Andrew Bouldin Principal Read full review	Salesforce UI More intuitive click paths Incentivized Verified User Anonymous 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. Incentivized 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. Incentivized 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. Incentivized 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. Incentivized 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. Incentivized 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. Incentivized GA Greg Antonelli Investor Realtions Senior Associate Read full review	Salesforce Helped track everything in one place. Incentivized Verified User Anonymous Read full review
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