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Salesforce Financial Services Cloud

Salesforce Financial Services Cloud

Overview

What is Salesforce Financial Services Cloud?

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…

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Recent Reviews
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

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Pricing

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Salesforce Financial Services Cloud

Salesforce Financial Services Cloud

N/A
Unavailable

What is Salesforce Financial Services Cloud?

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…

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting / Integration Services

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Alternatives Pricing

Redtail CRM

Redtail CRM

$20
per month
What is Redtail CRM?

Redtail CRM is a cloud-based CRM soluton specifically for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.

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Product Details

What is Salesforce Financial Services Cloud?

Salesforce Financial Services Cloud Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(16)

Reviews

(1-1 of 1)
Companies can't remove reviews or game the system. Here's why
February 23, 2022

Does exactly what I needed

Verified User
Employee in Finance and Accounting
Information Technology & Services Company, 11-50 employees
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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 and Cons
  • Organization.
  • Tracking.
  • User friendly.
  • Integration feature.
Likelihood to Recommend
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.
Most Important Features
  • Organization.
  • Integration.
  • Tracking.
Return on Investment
  • Helped track everything in one place.
Alternatives Considered
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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