Backstop vs. Salesforce Financial Services Cloud

Backstop makes planning and selecting the portfolio efficiently. There is a candid assistance in matters of resource utilization. Moreso, Backstop has a cost accounting notion, which makes the company control the expenses they make. Finally, Backstop has classical research procedures where analysis and decisions arrive after extensive assistance and evaluations.

Incentivized

- 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

• Storage of notes from calls and meetings.
• Tracking portfolio holding balances, transactions, and IRRs/MOICs.
• Allowing flexibility for client-defined uses.

Incentivized

• Organization.
• Tracking.
• User friendly.

Incentivized

• Poor communication procedures
• Lack of specific OS support
• No mobile version for Backstop

Incentivized

• UI
• More intuitive click paths

Incentivized

It does its job but could be better. I think it all comes down to each business configuration of the platform.

Incentivized

Backstop support is fantastic. They always pick up the phone without a wait and are highly knowledgeable, I rarely need more than 5 minutes to fix an issue.

Incentivized

I have not used or evaluated any Backstop competitors. Freestone already used Backstop when I started.

Incentivized

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

• Business ends up profiting
• The chances of investing in the wrong projects don't exist
• The analytical assistance from Backstop increases more investment plans

Incentivized

• Helped track everything in one place.

Incentivized