Comparison Summary
This comparison report of Insightly CRM vs. Salesforce Financial Services Cloud is based on a specific set of business needs and context. The comparison uses 11671 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Insightly CRM and Salesforce Financial Services Cloud
Insightly CRM, Salesforce Financial Services Cloud, Freshsales, Pipeline 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.
Insightly CRM covers Contact List Management with E-Mail, Engagement Management with E-Mail, Lead Tracking, Workflow Management, etc.
Salesforce Financial Services Cloud focuses on Engagement Management, Contact List Management with Website, Collaboration with Mobile, Lead Management with Website, etc.
"Insightly does everything in the most intuitive way possible. " - Seth Rodden
"We've found a partner in innovation with Salesforce. " - Hikmet Ersek
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.
Insightly CRM
Focus area
Insightly CRM is better than Salesforce Financial Services Cloud for
Software Failure Risk
About
CRM Software for Gmail, G Suite and Outlook.
Build a lifetime of trust with a unified financial services experience
Age
2009
1999
Financials
PRIVATE
IPO
Business Need
Total Processes
(we found evidences for)
108
48
Total Goals
(we found evidences for)
13
6
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Improve internal communications
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Improve stakeholder relations
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Enter new markets internationally or locally
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Improve visibility
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Improve ROI
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Launch new products
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Improve consistency
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Improve efficiency
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Scale best practices
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Increase average basket value
- See 10 more
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Enhance customer relationships
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Acquire customers
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Improve visibility
-
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
-
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
