IQLeads® vs. Salesforce Financial Services Cloud

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
IQLeads®
Score 0.0 out of 10
N/A
IQLeads is an automated sales, service and retention lead generation and tracking system. The software uses a data mining engine to automatically searches your core banking data and other 3rd party data sources to find relevant cross-sales, retention and servicing leads. Leads are served up to branch locations, tellers, commercial bankers and others who need to be informed of possible sales opportunities. Each leads is tracked to completion using easy to use drill down reports.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
IQLeads®Salesforce Financial Services Cloud
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
IQLeads®Salesforce 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
IQLeads®Salesforce Financial Services Cloud
Top Pros

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Top Cons

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Best Alternatives
IQLeads®Salesforce Financial Services Cloud
Small Businesses
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Medium-sized Companies
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Enterprises
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All AlternativesView all alternativesView all alternatives
User Ratings
IQLeads®Salesforce Financial Services Cloud
Likelihood to Recommend
-
(0 ratings)
8.0
(1 ratings)
User Testimonials
IQLeads®Salesforce Financial Services Cloud
Likelihood to Recommend
Quest Analytics
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
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Pros
Quest Analytics
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Salesforce
  • Organization.
  • Tracking.
  • User friendly.
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Alternatives Considered
Quest Analytics
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.
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Return on Investment
Quest Analytics
No answers on this topic
Salesforce
  • Helped track everything in one place.
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ScreenShots