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Intouch CRM vs Salesforce Financial Services Cloud: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Intouch CRM medium Failure Risk for Salesforce Financial Services Cloud medium
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Comparison Summary

This comparison report of Intouch CRM vs. Salesforce Financial Services Cloud is based on a specific set of business needs and context. The comparison uses 978 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Intouch CRM and Salesforce Financial Services Cloud

Intouch CRM, Salesforce Financial Services Cloud, Karma CRM, Revamp 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.

Intouch CRM covers Helpdesk Management with Chat, Contact List Management with E-Mail, Lead Qualification, Billing And Invoice 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.

"InTouch provides great value for money, it’s easy to customise and the help and technical support they provide is excellent. " - Christine Macdonald

"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.


logo Intouch CRM

Focus area

Intouch CRM is better than Salesforce Financial Services Cloud for

Software Failure Risk

  • medium

logo Salesforce Financial Services Cloud

Focus area

Software Failure Risk

  • medium

About

CRM system with full Sales and Marketing Features

Build a lifetime of trust with a unified financial services experience

Age

2005

1999

Financials

PRIVATE

IPO

Business Need

Total Processes
(we found evidences for)

45

48

Total Goals
(we found evidences for)

4

6

Top Processes

Evidences indicate better relative satisfaction

helpdesk management

Read Reviews (47)

Read Reviews (1)

contact list management

Read Reviews (46)

Read Reviews (19)

lead qualification

Read Reviews (28)

Read Reviews (1)

lead qualification: behavioural

Read Reviews (5)

Read Reviews (0)

lead qualification: technographic

Read Reviews (5)

Read Reviews (1)

lead qualification: firmographic

Read Reviews (5)

Read Reviews (0)

lead qualification: demographic

Read Reviews (5)

Read Reviews (0)

billing and invoice management

Read Reviews (16)

Read Reviews (0)

market survey

Read Reviews (16)

Read Reviews (0)

pipeline management

Read Reviews (16)

Read Reviews (1)

generation of new leads

Read Reviews (12)

Read Reviews (9)

calendar management

Read Reviews (7)

Read Reviews (0)

communication management

Read Reviews (7)

Read Reviews (0)

sending & publishing communications

Read Reviews (7)

Read Reviews (0)

conversion management

Read Reviews (7)

Read Reviews (2)

customer feedback management

Read Reviews (6)

Read Reviews (1)

discount management

Read Reviews (5)

Read Reviews (0)

promotion management

Read Reviews (5)

Read Reviews (0)

engagement management

Read Reviews (5)

Read Reviews (23)

engaging and following up

Read Reviews (3)

Read Reviews (14)

social media marketing

Read Reviews (5)

Read Reviews (0)

knowledge management

Read Reviews (3)

Read Reviews (0)

campaign management

Read Reviews (2)

Read Reviews (1)

customer case management

Read Reviews (2)

Read Reviews (0)

relationship management

Read Reviews (2)

Read Reviews (8)

workflow management

Read Reviews (1)

Read Reviews (2)

training & onboarding

Read Reviews (0)

Read Reviews (5)

relationship marketing

Read Reviews (0)

Read Reviews (4)

products & pricelist management

Read Reviews (0)

Read Reviews (4)

opportunity management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Acquire customers

  • Enhance customer relationships

  • Increase sales & revenue

  • Improve digital and social presence

  • See 1 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

No Data

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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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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting