Comparison Summary
This comparison report of C2CRM vs. Salesforce Financial Services Cloud is based on a specific set of business needs and context. The comparison uses 985 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing C2CRM and Salesforce Financial Services Cloud
C2CRM, Salesforce Financial Services Cloud, Solve CRM, FreeAgent CRM, 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.
C2CRM covers Drip Marketing with Newsletter, Social Media Management with Mobile, Relationship Management, Sales Document 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.
"What was needed was a software that could automate data entry into a system that easily tracks all of their requests while notifying all the stakeholders of the completion of every stage in the process. " - Jessica Kosty
"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
Flexible CRM that manages client relationships throughout the sales cycle.
Build a lifetime of trust with a unified financial services experience
Age
1999
Financials
PRIVATE
IPO
Business Need
Total Processes
(we found evidences for)
43
48
Total Goals
(we found evidences for)
9
6
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
-
Enhance customer relationships
-
Increase sales & revenue
-
Acquire customers
-
Enter new markets internationally or locally
-
Launch new products
-
Scale best practices
-
Improve stakeholder relations
-
Grow market share
-
Improve internal communications
- See 6 more
-
Enhance customer relationships
-
Acquire customers
-
Improve visibility
-
Increase sales & revenue
-
Increase customer life time value
-
Improve ROI
- See 3 more
Top Channels
Channels Used
-
website
-
promotions
-
mobile
-
offline
-
point of sale
-
mobile app
-
social media
- See 4 more
-
website
-
promotions
-
mobile
-
offline
-
point of sale
-
mobile app
-
social media
- See 4 more
Failure Risk Guidance Security Report?
Compliance Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Security & Privacy Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Integration Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
Migration Risk
{{{rsh_C_1}}}
{{{rsh_C_1}}}
IT and Other Capabilities
- Low
- Medium
- High
