Comparison Summary
This comparison report of Agile CRM vs. Salesforce Financial Services Cloud is based on a specific set of business needs and context. The comparison uses 7728 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Agile CRM and Salesforce Financial Services Cloud
Agile CRM, Salesforce Financial Services Cloud, Freshsales, Hubspot Sales Hub, etc., 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.
Agile CRM covers Contact List Management with E-Mail, Communication Management with E-Mail, Helpdesk Management with E-Mail, Engagement 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.
"I have worked with quite a few CRM solutions including SugarCRM, Daylite, and Salesforce. Within a few days I was able to build scripts to import our data into Agile using their Rest APIs. If you are building a web app, and want to store customer da...ta into a CRM, Agile makes it easy. The concepts of using web triggers in Agile CRM to trigger based on events that occur on our web site or our web app is game changer for our customer support and marketing teams. I am typically very skeptical to change CRM solutions, as most of the work falls on me to actually move the data. With Agile, I feel like we are more in control of the data, and we have given our sales, marketing and staff additional tools to make communication with clients easier. " - Zach Lancaster
"The Salesforce Platform is a very mobile, 21st-century environment that complements [our] talents at connecting with clients. " - John Joseph
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.
Agile CRM
Focus area
Agile CRM is better than Salesforce Financial Services Cloud for
Software Failure Risk
About
Agile CRM | Automate your sales, marketing, and service in one platform
Build a lifetime of trust with a unified financial services experience
Age
2012
1999
Financials
PRIVATE
IPO
Business Need
Total Processes
(we found evidences for)
103
48
Total Goals
(we found evidences for)
16
6
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Scale best practices
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Improve efficiency
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Grow market share
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Increase customer life time value
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Enter new markets internationally or locally
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Improve ROI
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Launch new products
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Improve brand engagement
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Improve digital and social presence
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Improve internal communications
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Improve stakeholder relations
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Build brand awareness
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Reduce bounce
- See 13 more
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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
