Salesforce Financial Services Cloud

Salesforce Financial Services Cloud

Salesforce Financial Services Cloud

28 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Salesforce Financial Services Cloud	Score 7.5 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

Pricing

Salesforce Financial Services Cloud

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

Offerings

Pricing Offerings
Salesforce Financial Services Cloud
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
No

Entry-level Setup Fee

No setup fee

Additional Details

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More Pricing Information

Community Pulse
	Salesforce Financial Services Cloud
Considered Both Products	Salesforce Financial Services Cloud Verified User Consultant Chose Salesforce Financial Services Cloud I think Salesforce has more information in it that our sales team needs that Gainsight was not able to provide Incentivized Helpful? Verified User Employee Chose Salesforce Financial Services Cloud 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 … Incentivized Helpful?

Best Alternatives
	Salesforce Financial Services Cloud
Small Businesses	Affinity CRM Score 9.2 out of 10
Medium-sized Companies	No answers on this topic
Enterprises	No answers on this topic
All Alternatives	View all alternatives

User Ratings
	Salesforce Financial Services Cloud
Likelihood to Recommend	5.0 (2 ratings)
Usability	5.0 (1 ratings)

User Testimonials
	Salesforce Financial Services Cloud
Likelihood to Recommend	Salesforce - Gives me easy visibility to all the opps and contacts for a customer - The way our SF is configured I feel has TOO much on the page and makes finding whats needed difficult or too time consuming Incentivized Verified User Anonymous Read full review
Pros	Salesforce Organization. Tracking. User friendly. Incentivized Verified User Anonymous Read full review
Cons	Salesforce UI More intuitive click paths Incentivized Verified User Anonymous Read full review
Usability	Salesforce It does its job but could be better. I think it all comes down to each business configuration of the platform. Incentivized Verified User Anonymous Read full review
Alternatives Considered	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. Incentivized Verified User Anonymous Read full review
Return on Investment	Salesforce Helped track everything in one place. Incentivized Verified User Anonymous Read full review
ScreenShots