Comparison Summary
This comparison report of Freshsales vs. Salesforce Financial Services Cloud is based on a specific set of business needs and context. The comparison uses 8824 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Freshsales and Salesforce Financial Services Cloud
Freshsales, Salesforce Financial Services Cloud, Pipeline CRM, Agile 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.
Freshsales covers Engagement Management with E-Mail, Communication Management with E-Mail, Workflow 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.
"Freshsales allows us to focus on converting our leads. The interface is so intuitive that our new sales staff do not require training on how to use Freshsales, they just hit the ground running. " - Chris Gaulin
"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.
Freshsales
Focus area
Freshsales is better than Salesforce Financial Services Cloud for
Software Failure Risk
About
AI-based sales CRM to Improve engagement and nurture existing customers, drive leads to closure
Build a lifetime of trust with a unified financial services experience
Age
2010
1999
Financials
SERIES H
IPO
Business Need
Total Processes
(we found evidences for)
107
48
Total Goals
(we found evidences for)
13
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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Improve efficiency
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Improve internal communications
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Improve ROI
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Improve visibility
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Scale best practices
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Enter new markets internationally or locally
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Improve stakeholder relations
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Grow market share
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Launch new products
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Shorten ramp up time
- See 10 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
