Ebix SmartOffice vs. Salesforce Financial Services Cloud

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Ebix SmartOffice
Score 7.0 out of 10
N/A
Ebix, headquartered in Johns Creek, offers SmartOffice, the company's practice and agency management solutions for financinal service providers and banking institutions, supporting these agencies with CRM features, supporting client engagement, note logging, financial document and data management, and related features.
$70
per month per user
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
Ebix SmartOfficeSalesforce Financial Services Cloud
Editions & Modules
Single User Performance License
$70
per month Single User
Advisor Bundle
$135
per month Up to 2 user licenses
Producer Bundle
$275
per month Up to 5 user licenses
No answers on this topic
Offerings
Pricing Offerings
Ebix SmartOfficeSalesforce Financial Services Cloud
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesNo
Entry-level Setup FeeOptionalNo setup fee
Additional Details
More Pricing Information
Community Pulse
Ebix SmartOfficeSalesforce Financial Services Cloud
Top Pros

No answers on this topic

Top Cons

No answers on this topic

Best Alternatives
Ebix SmartOfficeSalesforce Financial Services Cloud
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User Ratings
Ebix SmartOfficeSalesforce Financial Services Cloud
Likelihood to Recommend
7.5
(2 ratings)
8.0
(1 ratings)
User Testimonials
Ebix SmartOfficeSalesforce Financial Services Cloud
Likelihood to Recommend
Ebix
It is excellent for account opening, document aggregation and storage, tracking and correspondence. It is lacking in its interface and is often not intuitive or user friendly. I have had difficulty running specialized reports in the past and have had to call customer service for issues that should be easy to solve on one's own. There sometimes be a tremendous delay when interfacing with other programs like Microsoft Word.
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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
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Pros
Ebix
  • organized
  • user friendly
  • effective
  • helpful
  • transparent
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Salesforce
  • Organization.
  • Tracking.
  • User friendly.
Read full review
Cons
Ebix
  • The interface could be more user friendly
  • Some of its functionality is hard to use and/or hard to find
  • There are alot of field that we do not use that do not appear to be able to be deleted
  • It can sometimes be difficult to add new functionality
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Salesforce
No answers on this topic
Alternatives Considered
Ebix
While we have considered making a change we did not see the merit in considering any other companies. Additionally, the pricing is so attractive it is hard for other companies to compete for our business. At no point in the last 10 years have we seriously considered making a change
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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.
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Return on Investment
Ebix
  • organization
  • productivity
  • effeciency
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Salesforce
  • Helped track everything in one place.
Read full review
ScreenShots