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Junxure vs. Salesforce Agentforce Health

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Junxure

    Score9.5 out of 10
    N/AJunxure is customer relationship management (CRM) software supporting financial advisors with growth as well as helping manage advisory businesses, owned and supported by AdvisorEngine since the January 2018 acquisition.N/A

    Agentforce Health

    Score8.1 out of 10
    N/ASalesforce Agentforce Health (formerly Health Cloud) is a patient and member relationship platform designed to deliver personalized engagement, and provide a complete view of the patient.N/A
    Pricing
    JunxureAgentforce Health
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    JunxureAgentforce Health
    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
    JunxureAgentforce Health
    Considered Both Products
    AdvisorEngine
    No answer on this topic
    Salesforce
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    5 Answers
    No answers on this topic
    Delivers good value for the price
    No answers on this topic
    No answers on this topic
    Happy with the feature set
    100%
    Happy with the feature set
    5 Answers
    No answers on this topic
    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
    JunxureAgentforce Health
    Likelihood to Recommend
    9.5
    (6 ratings)
    7.7
    (3 ratings)
    Likelihood to Renew
    9.1
    (1 ratings)
    8.0
    (1 ratings)
    Usability
    -
    (0 ratings)
    7.0
    (2 ratings)
    User Testimonials
    JunxureAgentforce Health
    Likelihood to Recommend
    AdvisorEngine
    Junxure is great for any office just for tracking and transparency alone! I think the earlier you start using it in your business the better. This will create good habits for the employees to start using Junxure instead of their email and chat features. These take up so much time. Time equals money! This also allows you to see the status of any project or client without having to contact fellow employees. You can even see their email correspondence, therefore, if someone is sick you do not have to call them to find out what is going on with that particular client or task.
    Incentivized
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    Salesforce
    Salesforce Health Cloud is great if your organization has the expertise to integrate with your EMR system. All the functionality of service cloud plus healthcare related synergies to help with easy to use appointment reminders and further health suggestions are a huge plus.
    Incentivized
    Read full review
    Pros
    AdvisorEngine
    • Clients can log in to view their investment statements. This is a timesaving benefit, as clients won't have to ask you every time they want to see how their money is performing. Being able to self-service will make your clients feel more in control of their money.
    • Being cloud-based means that the workflow monitor can be accessed anytime, anywhere. Nobody will forget important tasks as everything is being tracked. This allows staff to work from home and communicate with other employees with ease.
    • The pending action screen will allow you to reduce your to-do list and keep it in one central, accessible place. Workflow will see a major improvement!
    Read full review
    Salesforce
    • Account creation is simple and straightforward.
    • The software’s global search field works incredibly well and confines information via keyword search throughout the entire system.
    Read full review
    Cons
    AdvisorEngine
    • Their integration options are a little limited compared to Redtail and SF. This has never caused an issue, but it may force you to think creatively at times.
    • Not the cheapest option, but not the highest either. I would say it has an ok price, but pays for itself. May not be right for people struggling through their first solo year.
    • I would like to see them add new features a little faster. Seems that updates are few and far between. It's a growing industry, and we need new tactics to stay ahead of the robo options coming on the market.
    Incentivized
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    Salesforce
    • They can have standard pages or components which can directly be used to book or record the appointment with the practitioner.
    • [I believe] there is nothing more that [Salesforce] Health Cloud can improve as already everything comes under automation, from [booking] to service issues, everything is automated.
    Read full review
    Likelihood to Renew
    AdvisorEngine
    Junxure is a wonderful tool and is easy to use. Once you get your team to work with Junxure more than they do chat, email etc., it will work well and save a lot of time.
    Incentivized
    Read full review
    Salesforce
    No answers on this topic
    Usability
    AdvisorEngine
    No answers on this topic
    Salesforce
    It is a wonderful platform with some limitations in it's ability to easily connect with Epic. If your system has the experience and ability to build the connector, you will have great success and a robust platform to do all you need.
    Incentivized
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    Alternatives Considered
    AdvisorEngine
    I do not particularly remember the system I entered above, as I only used it for temporary work that I did nine years ago. I did not select Junxure myself - the office I work in already had it implemented before I came on. This question does not seem to be applicable to me.
    Incentivized
    Read full review
    Salesforce
    When it comes to Health Cloud in other CRM we have to create the related object and fields and we have to set [up] a complete architecture for the healthcare business to run over the CRM. But here Salesforce is proving a managed package, which is Health Cloud, has the framework already built we just [have to] use the standard functionality and get our task with automation done. This has definitely reduced the effort of developers as well as the agents who are working on the Health Cloud. [Even] a person with very little coding skill can use this CRM and get [their] task cases, etc. automated and [the] perfect solution can be built with low efforts.
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    Return on Investment
    AdvisorEngine
    • It has saved time by automatically capturing emails.
    • It has created efficiency from having to keep track of tasks manually or keeping power documents around.
    • It’s definitely worth the cost through all of the efficiency our firm gains. The ability to send work actions to teammates depending on their responsibilities is greatly helpful!
    Incentivized
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    Salesforce
    • the impact has been positive.
    Read full review
    ScreenShots