TrustRadius

Equisoft/connect vs. Salesforce Agentforce Financial Services

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Equisoft/connect
Score 0.0 out of 10
N/A
Equisoft/connect (formerly Kronos Finance) is a web-based CRM software specifically created for financial advisors. It enables users to centralize clients’ insurance and investment information. And the vendor state it is also a productivity, marketing, sales and compliance tool. Equisoft acquired Kronos Technologies in 2018.N/A
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
Equisoft/connectSalesforce Agentforce Financial Services
Editions & Modules
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
Offerings
Pricing Offerings
Equisoft/connectAgentforce Financial Services
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
Equisoft/connectSalesforce Agentforce Financial Services
Best Alternatives
Equisoft/connectSalesforce Agentforce Financial Services
Small Businesses
Affinity CRM
Affinity CRM
Score 9.2 out of 10
Affinity CRM
Affinity CRM
Score 9.2 out of 10
Medium-sized Companies

No answers on this topic

No answers on this topic

Enterprises

No answers on this topic

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
Equisoft/connectSalesforce Agentforce Financial Services
Likelihood to Recommend
-
(0 ratings)
5.0
(2 ratings)
Usability
-
(0 ratings)
5.0
(1 ratings)
User Testimonials
Equisoft/connectSalesforce Agentforce Financial Services
Likelihood to Recommend
Equisoft
No answers on this topic
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
Equisoft
No answers on this topic
Salesforce
  • Ease of use
  • Reporting
  • Customisation
Verified User
Anonymous
Read full review
Cons
Equisoft
No answers on this topic
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.
Oscar Elizondo Espinosa | TrustRadius Reviewer
Oscar Elizondo Espinosa
Client Specialist
Read full review
Usability
Equisoft
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.
Verified User
Anonymous
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Alternatives Considered
Equisoft
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
Read full review
Return on Investment
Equisoft
No answers on this topic
Salesforce
  • Positively helpful with targets
  • Motivating and encouraging
  • Helpful with figures
Verified User
Anonymous
Read full review
ScreenShots