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Hubspot Sales Hub vs Salesforce Financial Services Cloud: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Hubspot Sales Hub vs. Salesforce Financial Services Cloud is based on a specific set of business needs and context. The comparison uses 19022 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Hubspot Sales Hub and Salesforce Financial Services Cloud

Hubspot Sales Hub, Salesforce Financial Services Cloud, HubSpot CRM, Zoho 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.

Hubspot Sales Hub covers Communication Management with E-Mail, Engagement Management with E-Mail, Contact List Management with E-Mail, Social Media Management with Social Media, etc.

Salesforce Financial Services Cloud focuses on Engagement Management, Contact List Management with Website, Collaboration with Mobile, Lead Management with Website, etc.

"Hubspot has allowed us to help small businesses get access to enterprise tools and functionality affordably. Our clients love having to only learn one tool that will support the evolving marketing, sales, and support needs of their business. " - Amara Omoregie

"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 Hubspot Sales Hub

Focus area

Hubspot Sales Hub is better than Salesforce Financial Services Cloud for

Software Failure Risk

  • medium

logo Salesforce Financial Services Cloud

Focus area

Software Failure Risk

  • medium

About

Fully featured Sales CRM and Sales Engagement Software

Build a lifetime of trust with a unified financial services experience

Age

2006

1999

Financials

IPO

IPO

Business Need

Total Processes
(we found evidences for)

123

48

Total Goals
(we found evidences for)

18

6

Top Processes

Evidences indicate better relative satisfaction


communication management

tracking & monitoring communications

sending & publishing communications


engagement management

engaging and following up

engaging with scheduling & cadence


contact list management

creating contact list


social media management

scheduling post to social media

social media analytics

engaging on social media

monitoring social media

managing social media account


workflow management



sales call management

call transcription


generation of new leads




sales document management

proposal & quote management

contract management


content publishing

searching for content


campaign management

campaign monitoring

campaign analytics


helpdesk management




training & onboarding


business development


conversion management



social media marketing




pipeline management





discount management


promotion management


account management



relationship management


customer feedback management

measuring customer satisfaction

measuring net promoter score


knowledge management



lead qualification

lead qualification: technographic

lead qualification: behavioural

lead qualification: demographic





performance management


personalized marketing


loyalty management

identify target customers


competitive intelligence


database marketing


follower management



products & pricelist management


relationship marketing


rating and review management



segmentation and targeting






customer case management


motivation management


sales review & feedback


lifetime value management



opportunity management


revenue cycle management




courses & assessment

create learning path


distribution management







Top Goals

Goals Achieved

  • Acquire customers

  • Increase sales & revenue

  • Enhance customer relationships

  • Improve ROI

  • Grow market share

  • Enter new markets internationally or locally

  • Scale best practices

  • Improve stakeholder relations

  • Improve internal communications

  • Improve digital and social presence

  • Improve efficiency

  • Improve visibility

  • Shorten ramp up time

  • Establish thought leadership

  • Launch new products

  • Increase customer life time value

  • Build brand awareness

  • Improve brand engagement

  • See 15 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

medium

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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low

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Migration Risk

medium

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medium

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Business Setting