Comparison Summary
This comparison report of Close CRM vs. Salesforce Financial Services Cloud is based on a specific set of business needs and context. The comparison uses 3013 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Close CRM and Salesforce Financial Services Cloud
Close CRM, Salesforce Financial Services Cloud, Salesmate Sales CRM, Freshsales, 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.
Close CRM covers Engagement Management with E-Mail, Sales Call Management with Phone Calls, Communication Management with E-Mail, Lead 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 email sequences in Close have been invaluable. They have enabled us to streamline and more efficiently manage our work flows, and have personally allowed me to improve my productivity by at least 50%. " - Conal Maguire
"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.
Close CRM
Focus area
Close CRM is better than Salesforce Financial Services Cloud for
Software Failure Risk
About
Inside Sales Software CRM with Calling & Emailing
Build a lifetime of trust with a unified financial services experience
Age
2013
1999
Financials
SEED
IPO
Business Need
Total Processes
(we found evidences for)
89
48
Total Goals
(we found evidences for)
12
6
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Increase sales & revenue
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Acquire customers
-
Enhance customer relationships
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Scale best practices
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Improve internal communications
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Improve ROI
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Increase customer life time value
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Enter new markets internationally or locally
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Improve efficiency
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Grow market share
-
Build brand awareness
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Manage risk
- See 9 more
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Enhance customer relationships
-
Acquire customers
-
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
