Salesforce Agentforce Financial Services vs. Zinnia SmartOffice

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.

It is excellent for account opening, document aggregation and storage, tracking and correspondence. It is lacking in its interface and is often not intuitive or user friendly. I have had difficulty running specialized reports in the past and have had to call customer service for issues that should be easy to solve on one's own. There sometimes be a tremendous delay when interfacing with other programs like Microsoft Word.

Incentivized

• Ease of use
• Reporting
• Customisation

Incentivized

• organized
• user friendly
• effective
• helpful
• transparent

Incentivized

• 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.

Incentivized

• The interface could be more user friendly
• Some of its functionality is hard to use and/or hard to find
• There are alot of field that we do not use that do not appear to be able to be deleted
• It can sometimes be difficult to add new functionality

Incentivized

It does its job but could be better. I think it all comes down to each business configuration of the platform.

Incentivized

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.

Incentivized

While we have considered making a change we did not see the merit in considering any other companies. Additionally, the pricing is so attractive it is hard for other companies to compete for our business. At no point in the last 10 years have we seriously considered making a change

Incentivized

• Positively helpful with targets
• Motivating and encouraging
• Helpful with figures

• organization
• productivity
• effeciency

Incentivized