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Salesforce Agentforce Financial Services vs. Smartr365

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Agentforce Financial Services
Score 8.5 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
Smartr365
Score 0.0 out of 10
N/A
Mortgage technology CRM and platform Smartr365 unites mortgage advisers and technology to empower better financial decisions and planning for clients. Smartr365 gives clients access to all of their financial data – mortgages / insurance / pensions / investments.N/A
Pricing
Salesforce Agentforce Financial ServicesSmartr365
Editions & Modules
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
No answers on this topic
Offerings
Pricing Offerings
Agentforce Financial ServicesSmartr365
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
Salesforce Agentforce Financial ServicesSmartr365
Considered Both Products
Agentforce Financial Services
Verified User
Anonymous
Chose Agentforce Financial Services
Salesforce is used by a lot of organisations and is a big name in the market, it is more robust and built for big organisations
Oscar Elizondo Espinosa | TrustRadius Reviewer
Oscar Elizondo Espinosa
Client Specialist
Chose Agentforce Financial Services
The interface is great and collaboration is fantastic. Other platforms are so horrible. Salesforce Financial Services Cloud welcomes you to work and is much faster.
Verified User
Anonymous
Chose Agentforce Financial Services
I think Salesforce has more information in it that our sales team needs that Gainsight was not able to provide
Verified User
Anonymous
Chose Agentforce Financial Services
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 …
Smartr365

No answer on this topic

Best Alternatives
Salesforce Agentforce Financial ServicesSmartr365
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
Salesforce Agentforce Financial ServicesSmartr365
Likelihood to Recommend
7.5
(0 ratings)
-
(0 ratings)
Usability
7.5
(0 ratings)
-
(0 ratings)
User Testimonials
Salesforce Agentforce Financial ServicesSmartr365
Likelihood to Recommend
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
No answers on this topic
Pros
  • Comprehensive CRM
  • Customization and integration options
  • AI
Verified User
Anonymous
Read full review
No answers on this topic
Cons
  • Contact information
  • Company name
  • Salesmanship
Verified User
Anonymous
Read full review
No answers on this topic
Usability
Once established in your organisation it is brilliant, however this can take a while and expertise to do this. Salesforce is a leader in the market and a lot of people have experience. There is a lot that you can do once set up with integrations to manage your deal cycles
Verified User
Anonymous
Read full review
No answers on this topic
Alternatives Considered
Salesforce is used by a lot of organisations and is a big name in the market, it is more robust and built for big organisations
Verified User
Anonymous
Read full review
No answers on this topic
Return on Investment
  • Positive impact - It really helps the tracking and traceability of actions, process and flows. It is very scalable and helps to organize big enterprises.
  • Negative impact - It is not cheap, I will consider Salesforce Financial Services Cloud in the upper scale of costs. However, the cloud capacity is top notch.
Oscar Elizondo Espinosa | TrustRadius Reviewer
Oscar Elizondo Espinosa
Client Specialist
Read full review
No answers on this topic
ScreenShots