IXACT Contact vs Salesforce Financial Services Cloud: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for IXACT Contact low Failure Risk for Salesforce Financial Services Cloud medium

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Comparison Summary

This comparison report of IXACT Contact vs. Salesforce Financial Services Cloud is based on a specific set of business needs and context. The comparison uses 1383 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing IXACT Contact and Salesforce Financial Services Cloud

IXACT Contact, Salesforce Financial Services Cloud, LionDesk, Wise Agent, 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.

IXACT Contact covers Contact List Management with Website, Communication Management with E-Mail, Drip Marketing with E-Mail, Capturing Leads with Website, etc.

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

"Our main focus was finding a new CRM and website solution that would help our agents to manage their database and online presence. With IXACT Contact we found what we were looking for and so much more. IXACT Contact gives our agents all the tools th...ey need to stay organized, keep in touch, and build a strong online presence. Agents love the ease of use and support has been truly great in assisting agents with their CRM and website set up. " - Craig Plantz

"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.

IXACT Contact

Focus area

IXACT Contact is better than Salesforce Financial Services Cloud for

Software Failure Risk
Software failure risk includes potential risk in compliance, security and potential delays due to integration and migration issue while using this offering ranging from low to high.

Salesforce Financial Services Cloud

Focus area

Software Failure Risk
Software failure risk includes potential risk in compliance, security and potential delays due to integration and migration issue while using this offering ranging from low to high.

medium

IXACT Contact

4.5

Salesforce Financial Services Cloud

4.1

About

Real Estate CRM & Marketing Automation System to win more business

Build a lifetime of trust with a unified financial services experience

Age

1999

Financials

PRIVATE

IPO

Business Need

Total Processes
(we found evidences for)

Total Goals
(we found evidences for)

Top Processes

Evidences indicate better relative satisfaction

contact list management

contacts history

creating contact list

Read Reviews (11)

Read Reviews (1)

communication management

Read Reviews (42)

Read Reviews (0)

sending & publishing communications

Read Reviews (31)

Read Reviews (0)

tracking & monitoring communications

drip marketing

capturing leads

campaign management

campaign analytics

campaign monitoring

generation of new leads

Read Reviews (24)

Read Reviews (9)

engagement management

Read Reviews (21)

Read Reviews (23)

engaging and following up

lead management

coaching

calendar management

Read Reviews (9)

Read Reviews (0)

conversion management

Read Reviews (9)

Read Reviews (2)

content management

content publishing

searching for content

lead tracking

lead nurturing

sales document management

contract management

helpdesk management

Read Reviews (7)

Read Reviews (1)

pipeline management

advertisement

lead qualification

lead engagement

market research

digital marketing

Read Reviews (2)

Read Reviews (0)

relationship management

collaboration

products & pricelist management

forecasting

training & onboarding

Read Reviews (0)

Read Reviews (5)

relationship marketing

Read Reviews (0)

Read Reviews (4)

opportunity management

Read Reviews (0)

Read Reviews (2)

workflow management

loan management

SeealllessActivities

Top Goals

Goals Achieved

Acquire customers
Enhance customer relationships
Improve digital and social presence
Improve ROI
Increase sales & revenue
Grow market share
Scale best practices
See 4 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

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

low

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low

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Migration Risk

low

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medium

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IT and Other Capabilities

Low
Medium
High

Ease of migration

Read peer / expert warnings.

Data

Data Import

Read peer / expert warnings.

Data Export

Read peer / expert warnings.

Support

24/7 Support

Read peer / expert warnings.

Email Support

Read peer / expert warnings.

Chat Support

Read peer / expert warnings.

Phone Support

Read peer / expert warnings.

Others

AI Powered

Read peer / expert warnings.

Custom Reports

Read peer / expert warnings.

Analytics

Read peer / expert warnings.

IXACT Contact vs Salesforce Financial Services Cloud: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Comparison Summary

This comparison report of IXACT Contact vs. Salesforce Financial Services Cloud is based on a specific set of business needs and context. The comparison uses 1383 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing IXACT Contact and Salesforce Financial Services Cloud

IXACT Contact, Salesforce Financial Services Cloud, LionDesk, Wise Agent, 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.

IXACT Contact covers Contact List Management with Website, Communication Management with E-Mail, Drip Marketing with E-Mail, Capturing Leads with Website, etc.

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

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.

IXACT Contact

Focus area

IXACT Contact is better than Salesforce Financial Services Cloud for

Software Failure Risk Software failure risk includes potential risk in compliance, security and potential delays due to integration and migration issue while using this offering ranging from low to high.

Salesforce Financial Services Cloud

Focus area

Software Failure Risk Software failure risk includes potential risk in compliance, security and potential delays due to integration and migration issue while using this offering ranging from low to high.

Business Need

Top Processes

Top Goals

Top Channels

Failure Risk Guidance Security Report?

Compliance Risk

Security & Privacy Risk

Integration Risk

Migration Risk

IT and Other Capabilities

Data

Support

Others

Business Setting

Get a personalised risk report for IXACT Contact

Get a personalised risk report for Salesforce Financial Services Cloud

Software Failure Risk
Software failure risk includes potential risk in compliance, security and potential delays due to integration and migration issue while using this offering ranging from low to high.

Software Failure Risk
Software failure risk includes potential risk in compliance, security and potential delays due to integration and migration issue while using this offering ranging from low to high.