Salesforce Financial Services Cloud vs. Wealthbox CRM

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Salesforce Financial Services Cloud
Score 7.7 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
Wealthbox CRM
Score 9.1 out of 10
N/A
Wealthbox CRM from Starburst Labs in Providence is a financial sectors focused system that allows users to retrieve, create, and edit data including contacts, tasks, events, notes, opportunities, and projects, as well as build custom workflows.N/A
Pricing
Salesforce Financial Services CloudWealthbox CRM
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Salesforce Financial Services CloudWealthbox CRM
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 Financial Services CloudWealthbox CRM
Top Pros
Top Cons
User Ratings
Salesforce Financial Services CloudWealthbox CRM
Likelihood to Recommend
8.0
(1 ratings)
8.0
(1 ratings)
User Testimonials
Salesforce Financial Services CloudWealthbox CRM
Likelihood to Recommend
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
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Starburst Labs
Wealthbox CRM is great with looking up advisor information. It looks a lot like a Facebook profile -- you can quickly make a comment to record a phone conversation, post an email, etc. The customizable workflows are great for due dates and keeping steps within your business.
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Pros
Salesforce
  • Organization.
  • Tracking.
  • User friendly.
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Starburst Labs
  • Workflow Customization
  • Ease of Use with setting up Advisor and Contact Info
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Cons
Salesforce
No answers on this topic
Starburst Labs
  • Workflow Glitches - workflows will sometimes not move to the next step or will continue to spin in a "loading" fashion. Can be frustrating and slows down business.
  • Issues do not get resolved timely.
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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.
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Starburst Labs
Wealthbox is more user friendly and has a better view
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Return on Investment
Salesforce
  • Helped track everything in one place.
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Starburst Labs
  • Transparency with advisors - they can see the workflows we create and know what step their business is currently in and what's next.
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ScreenShots