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C2CRM vs Salesforce Financial Services Cloud: 2024 Ultimate Comparison Guide

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.

"The JD Edwards integration piece of the solution was very important because we had over 100,000 customer records in this database with multiple contacts that needed to be successfully transferred into C2, Our sales reps needed the capability to quic...kly turn quotes into orders. We also wanted a central repository for our product data that could be accessed by our multi-channel sell­ing organization. " - Dolge

"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.


logo C2CRM

Focus area

Software Failure Risk

  • medium

logo Salesforce Financial Services Cloud

Focus area

Software Failure Risk

  • medium

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



social media management

social media analytics


relationship management


workflow management


sales document management

proposal & quote management



contact list management



products & pricelist management


helpdesk management


generation of new leads


knowledge management


campaign management


engagement management

engaging and following up


communication management



training & onboarding



opportunity management


relationship marketing



conversion management


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?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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low

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Migration Risk

medium

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medium

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Business Setting