#1 most frequent
United States of America
63.5%673 installations of 1,060
What is Agentforce Financial Services?
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 CRM can craft personalized communication across all channels and devices for more meaningful customer interactions.
Categories & Use Cases
Who Buys & Uses Salesforce Agentforce Financial Services
#2 most frequent
Canada
7.5%80 installations of 1,060
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
6.0%64 installations of 1,060
Best in Cloud and UI
Use Cases and Deployment Scope
Manage client subscriptions, plan renewals, organize cashflows.
Since we have multiple clients in a business to business relationship, it is hard to keep track of each renewal process. Similarly, we customize our subscriptions, so we have client that pay monthly, yearly, or 1-time basis period. Lastly, the payments are done in multiple currencies, and we are subject to FX risk.
Since we have multiple clients in a business to business relationship, it is hard to keep track of each renewal process. Similarly, we customize our subscriptions, so we have client that pay monthly, yearly, or 1-time basis period. Lastly, the payments are done in multiple currencies, and we are subject to FX risk.
Pros
- The IU is really great, in my opinion, other vendors interface are horrible.
- Reporting. The reporting is cool and it allows to automatic reports that can be downloaded and automated.
- Integration. Salesforce Financial Services Cloud has great integration capabilities with other platforms.
Cons
- 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.
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.
Usability
Alternatives Considered
ServiceNow App Engine, SAP Concur and Navan
Other Software Used
Atlassian Jira, Atlassian Confluence
Salesforce Financial Services Cloud ForceToBeReckonedWith
Use Cases and Deployment Scope
We use the system for lead generation and sharing leads within the sales team in the organisation. We ensure that we follow through on leads and opportunities and in particular, find it really useful to be able to share information between ourselves internally.
We are a happy and inclusive team and we enjoy the processes involved in sharing and generating new business for our company.
We are a happy and inclusive team and we enjoy the processes involved in sharing and generating new business for our company.
Pros
- Lead follow through
- Sharing leads
- Setting targets
Cons
- Contact information
- Company name
- Salesmanship
Return on Investment
- Positively helpful with targets
- Motivating and encouraging
- Helpful with figures
Usability
Other Software Used
Xero
Salesforce review
Use Cases and Deployment Scope
Salesforce helps us as the central CRM platform for managing client relationships across our financial services operations. Saleforce enables us to maintain a unified, 360-degree view of each client by consolidating personal, household, and financial relationship data into a single system of record. Salesforce addresses data fragmentation, limited visibility into client relationships, and manual, inefficient processes.
Salesforce is easy to use allows you to personalise to your needs
Pros
- Ease of use
- Reporting
- Customisation
Cons
- Speed of use, can sometimes be slow
- There is a steep learning curve to become an expert
- There are great integrations, however these could already be built into the platform
Return on Investment
- Clear and accurate data once established
- Easily integrates with a lot of other softwares
Usability
Alternatives Considered
Salesloft and HubSpot CRM
Other Software Used
HubSpot CRM, Salesloft, 1CRM
SF in Customer Success
Use Cases and Deployment Scope
Company CRM, to track customer relationships, opportunities, rev pipelines and contacts.
Pros
- Comprehensive CRM
- Customization and integration options
- AI
Cons
- UI
- More intuitive click paths
Return on Investment
- Automated workflows saves time and money
- Unified single view (tech stack consolidation)
Usability
Alternatives Considered
Gainsight CS
Other Software Used
Gainsight CS, Quickbase
Does exactly what I needed
Use Cases and Deployment Scope
Salesforce helped our company be able to track all opportunities and see the bottom line number. It helped track/follow through with all opportunities. Make notes, track conversations with the lead, "win" or "lose" the opportunity. It also allowed us as a company to be able to see where all leads stand at all times. (Rather than asking your co-worker where the lead stands.)
Pros
- Organization.
- Tracking.
- User friendly.
Cons
- Integration feature.
Most Important Features
- Organization.
- Integration.
- Tracking.
Return on Investment
- Helped track everything in one place.