Comparison Summary
This comparison report of 20NINE vs. Salesforce Financial Services Cloud is based on a specific set of business needs and context. The comparison uses 703 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing 20NINE and Salesforce Financial Services Cloud
20NINE, and Salesforce Financial Services Cloud belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.
20NINE covers Sales Document Management, Forecasting, Collaboration with Promotions, Communication Management with E-Mail, etc.
Salesforce Financial Services Cloud focuses on Engagement Management, Contact List Management with Website, Collaboration with Mobile, Lead Management with Website, etc.
"Salesbox made us more efficient directly It is amazing how we became more efficient after only 3 days of using Salesbox. I have never experienced any CRM just like it. It is clearly designed by people who understand what efficient sales is all about. " - Sales development company
"With Salesforce, we have transformed the mortgage process at Barclays " - Jackie Uhi
Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.
About
Contextual software for small businesses aiming big
Build a lifetime of trust with a unified financial services experience
Age
2014
1999
Financials
SEED
IPO
Business Need
Total Processes
(we found evidences for)
28
48
Total Goals
(we found evidences for)
3
6
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Increase sales & revenue
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Enhance customer relationships
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Acquire customers
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Enhance customer relationships
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Acquire customers
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Improve visibility
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Increase sales & revenue
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Increase customer life time value
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Improve ROI
- See 3 more
Top Channels
Channels Used
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website
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promotions
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mobile
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offline
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point of sale
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mobile app
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social media
- See 4 more
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website
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promotions
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mobile
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offline
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point of sale
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mobile app
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social media
- See 4 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
