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DealCloud vs. Salesforce Financial Services Cloud

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
DealCloud
Score 7.6 out of 10
N/A
DealCloud’s platform centralizes communication data and helps firms transform average day-to-day activities into actionable relationship intelligence. DealCloud is an Intapp company (acquired August 2018).N/A
Salesforce Financial Services Cloud
Score 8.1 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…N/A
Pricing
DealCloudSalesforce Financial Services Cloud
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
DealCloudSalesforce Financial Services Cloud
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
DealCloudSalesforce Financial Services Cloud
Top Pros
Top Cons
Best Alternatives
DealCloudSalesforce Financial Services Cloud
Small Businesses
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
DealCloudSalesforce Financial Services Cloud
Likelihood to Recommend
-
(0 ratings)
8.0
(1 ratings)
User Testimonials
DealCloudSalesforce Financial Services Cloud
Likelihood to Recommend
Intapp
No answers on this topic
Salesforce
Salesforce helped us organize all leads into one software. Any call in or email lead we were able to record right into Salesforce. It helped coordinate/track/win/loose all opportunities. It's also very user friendly. When we bring on new employees or even interns; we are able to show them what is needed and they are able to jump right in
Verified User
Anonymous
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Pros
Intapp
No answers on this topic
Salesforce
  • Organization.
  • Tracking.
  • User friendly.
Verified User
Anonymous
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Alternatives Considered
Intapp
No answers on this topic
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
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Return on Investment
Intapp
No answers on this topic
Salesforce
  • Helped track everything in one place.
Verified User
Anonymous
Read full review
ScreenShots