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

Failure Risk Guidance Security Report ?

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

This comparison report of Kreato CRM vs. Salesforce Financial Services Cloud is based on a specific set of business needs and context. The comparison uses 689 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Kreato CRM and Salesforce Financial Services Cloud

Kreato CRM, and Salesforce Financial Services Cloud 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.

Kreato CRM covers Engagement Management with E-Mail, Sales Call Management with Phone Calls, Capturing Leads with Website, Generation Of New 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.

"Have become more data-centric. Data insights help us to understand the business, make the right decisions, and to determine the next step for success. Having a sales acceleration integrated CRM like this is very important. I can see that our sales a...pproach has been successfully evolved. " - Niranjan Kumar

"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 Kreato CRM

Focus area

Kreato 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

Kreato CRM | AI and Automation powered Sales CRM software

Build a lifetime of trust with a unified financial services experience

Age

1999

Financials

PRIVATE

IPO

Business Need

Total Processes
(we found evidences for)

17

48

Total Goals
(we found evidences for)

6

6

Top Processes

Evidences indicate better relative satisfaction

engagement management

Read Reviews (22)

Read Reviews (23)

engaging and following up

Read Reviews (15)

Read Reviews (14)

sales call management

Read Reviews (21)

Read Reviews (0)

call recording

Read Reviews (21)

Read Reviews (0)

capturing leads

Read Reviews (6)

Read Reviews (0)

generation of new leads

Read Reviews (4)

Read Reviews (9)

communication management

Read Reviews (4)

Read Reviews (0)

tracking & monitoring communications

Read Reviews (3)

Read Reviews (0)

pipeline management

Read Reviews (2)

Read Reviews (1)

contact list management

Read Reviews (0)

Read Reviews (19)

relationship management

Read Reviews (0)

Read Reviews (8)

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)

workflow management

Read Reviews (0)

Read Reviews (2)

conversion management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Increase sales & revenue

  • Improve efficiency

  • Grow market share

  • Enhance customer relationships

  • Scale best practices

  • Acquire customers

  • See 3 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

No Data

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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