enVisual360 vs. Salesforce Agentforce Financial Services

enVisual360

1 Reviews and Ratings

Salesforce Agentforce Financial Services

42 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
enVisual360	Score8 out of 10	N/A	A modular solution for financial advisors, an integrated KYC compliance CRM, Wealth Management, trust and company administrations software with document management, AML / FATCA / CRS compliance and Accounting / Asset management software. Users only need to license the modules needed, and is offered in both an entry-level Boutique version to the larger Enterprise edition. enVisual360 is a product from enSynergy Professional Services in Doncaster.	N/A
Agentforce Financial Services	Score8.5 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

enVisual360

Agentforce Financial Services

No answers on this topic

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

Pricing Offerings
enVisual360	Agentforce Financial Services
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

No setup fee

No setup fee

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Community Pulse
Key User Insights
	enVisual360	Agentforce Financial Services
Considered Both Products	enSynergy Professional Services No answer on this topic	Salesforce No answer on this topic
	Would buy again
	No answers on this topic	100% Would buy again 5 Answers
	Delivers good value for the price
	No answers on this topic	No answers on this topic
	Happy with the feature set
	No answers on this topic	100% Happy with the feature set 5 Answers
	Lived up to sales and marketing promises
	No answers on this topic	No answers on this topic
	Implementation went as expected
No answers on this topic	No answers on this topic

User Ratings
	enVisual360	Agentforce Financial Services
Likelihood to Recommend	8.0 (1 ratings)	7.5 (5 ratings)
Usability	- (0 ratings)	7.5 (4 ratings)

User Testimonials
	enVisual360	Agentforce Financial Services
Likelihood to Recommend	enSynergy Professional Services It is well suited for a small to medium size organization with 0 to 200 employees. It is well suited where customer is willing to share financials with SaaS based application. It is not suited for organization who want lot if customizations as per their business needs as this software works on mostly standard business processes. Amit Goregaonkar Project Manager SAP 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 Read full review
Pros	enSynergy Professional Services Compay & Trust Management Transaction monitoring and insights Asset Management Amit Goregaonkar Project Manager SAP Read full review	Salesforce Ease of use Reporting Customisation Incentivized Verified User Read full review
Cons	enSynergy Professional Services UI/UX License Pricing Change Management Amit Goregaonkar Project Manager SAP 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	enSynergy Professional Services 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 Read full review
Alternatives Considered	enSynergy Professional Services enVisual360 is more of a finance management tool whereas SAP HANA Cloud is comprehensive enterprise management ERP solution. enVisual360 is relatively easy to use solution. enVisual360 is very much economical as compared to SAP HANA Cloud. enVisual360 has low scope of customizations as compared to SAP HANA Cloud. Overall enVisual360 is suited for organizations with employee count 0 to 100. Amit Goregaonkar Project Manager SAP 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 Read full review
Return on Investment	enSynergy Professional Services 5% growth in overall profit 10% reduction in manpower More comprehensive dashboards and MIS reports Amit Goregaonkar Project Manager SAP Read full review	Salesforce Positively helpful with targets Motivating and encouraging Helpful with figures Verified User Read full review
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