BlueMind vs. Salesforce Agentforce Financial Services

BlueMind

BlueMind

4 Reviews and Ratings

Salesforce Agentforce Financial Services

Salesforce Agentforce Financial Services

40 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
BlueMind	Score 10.0 out of 10	N/A	BlueMind is a digital office that helps advisors manage their business, from lead nurturing to policy execution. The solution uses AI to automate compliance, handle unstructured data, generate policy recommendations, highlight revenue opportunities and perform advisor analytics. The application is a CRM platform, database and risk management tool. Compliance is built into the system and it generated as the agent turns the lead into a client. The tool suite is designed to replace legacy…	$19.99 per user/per month
Agentforce Financial Services	Score 8.4 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

BlueMind

Salesforce Agentforce Financial Services

Editions & Modules

Beginner: $19.99
per user/per month
Advanced: $49.99
per user/per month
Enterprise: Please Contact Us

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
BlueMind	Agentforce Financial Services
Free Trial
Yes	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
Yes	No

Entry-level Setup Fee

Optional

No setup fee

Additional Details

There is an additional 25%+ discount for annual licensing

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More Pricing Information

Community Pulse
	BlueMind	Salesforce Agentforce Financial Services

Best Alternatives
	BlueMind	Salesforce Agentforce Financial Services
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User Ratings
	BlueMind	Salesforce Agentforce Financial Services
Likelihood to Recommend	6.0 (1 ratings)	5.0 (2 ratings)
Usability	- (0 ratings)	5.0 (1 ratings)

User Testimonials
	BlueMind	Salesforce Agentforce Financial Services
Likelihood to Recommend	BlueMind BlueMind is exactly what you would expect from a SaaS CRM solution. It's fast and responsive with a modern design and connects to many existing systems. This is great for a workforce that is remote or we share the data with many users/stakeholders. However, because our business has multiple uses for a CRM, BlueMind isn't as customizable as some of the larger offerings Incentivized AN Amos Ngai Academic Chair 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	BlueMind Transparency - compliance Dashboards Client management Incentivized AN Amos Ngai Academic Chair Read full review	Salesforce Ease of use Reporting Customisation Incentivized Verified User Anonymous Read full review
Cons	BlueMind Automation can be a bit more robust, still requires a bit of fixing to make it work consistently Target estimations are not very deep Dashboards could be more customizable for different use cases. Incentivized AN Amos Ngai Academic Chair 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. Incentivized Oscar Elizondo Espinosa Client Specialist Read full review
Usability	BlueMind 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
Alternatives Considered	BlueMind BlueMind has a much lower barrier to entry. It's easy to deploy and support, and provides the functionalities that we need immediately. Incentivized AN Amos Ngai Academic Chair 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	BlueMind Much more functional than a traditional database Dashboards provides a great single-source information for reporting Client management ensures stakeholders are connected Incentivized AN Amos Ngai Academic Chair Read full review	Salesforce Positively helpful with targets Motivating and encouraging Helpful with figures Verified User Anonymous Read full review
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