Pilot.com vs. Salesforce Financial Services Cloud

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Pilot
Score 6.0 out of 10
N/A
Pilot is a platform that offers bookkeeping, tax, and CFO services for growing businesses. Pilot's bookkeeping and tax plans are based on an annual subscription model with t pricing that scales with to a business's expense rate and business needs, such as connected institutions, bills, and invoices. They offer a discounted rate for their services to companies that are pre-revenue.
$599
per month billed annually
Salesforce Financial Services Cloud
Score 8.3 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
Pilot.comSalesforce Financial Services Cloud
Editions & Modules
Core
$599
per month billed annually
Select
$849
per month billed annually
Plus
custom pricing
per month billed annually
No answers on this topic
Offerings
Pricing Offerings
PilotSalesforce 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
Pilot.comSalesforce Financial Services Cloud
Top Pros
Top Cons
Best Alternatives
Pilot.comSalesforce Financial Services Cloud
Small Businesses
Dext Prepare (with Receipt Bank)
Dext Prepare (with Receipt Bank)
Score 8.1 out of 10

No answers on this topic

Medium-sized Companies
Vertex
Vertex
Score 8.7 out of 10

No answers on this topic

Enterprises
Vertex
Vertex
Score 8.7 out of 10

No answers on this topic

All AlternativesView all alternativesView all alternatives
User Ratings
Pilot.comSalesforce Financial Services Cloud
Likelihood to Recommend
5.0
(1 ratings)
8.0
(1 ratings)
User Testimonials
Pilot.comSalesforce Financial Services Cloud
Likelihood to Recommend
Pilot.com, Inc.
The accounting integration works well once defined but also gives the sense that is a little bit blind, so you need to continuously take a look at the integrations made, so you cannot trust 100%. Also the robot it's a little bit blind so there is the need for a human to take a look at what the software makes. Definitely understand the client's business and needs are something to improve.
Luis Doro | TrustRadius Reviewer
Luis Doro
Chartered Accountant
Read full review
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
Verified User
Anonymous
Read full review
Pros
Pilot.com, Inc.
No answers on this topic
Salesforce
  • Organization.
  • Tracking.
  • User friendly.
Verified User
Anonymous
Read full review
Cons
Pilot.com, Inc.
  • More focus on the client needs.
  • Better interpretation of the data provided.
Luis Doro | TrustRadius Reviewer
Luis Doro
Chartered Accountant
Read full review
Salesforce
No answers on this topic
Alternatives Considered
Pilot.com, Inc.
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
Pilot.com, Inc.
No answers on this topic
Salesforce
  • Helped track everything in one place.
Verified User
Anonymous
Read full review
ScreenShots