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LeadSquared Mobile CRM vs Salesforce Financial Services Cloud: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for LeadSquared Mobile CRM medium Failure Risk for Salesforce Financial Services Cloud medium
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Comparison Summary

This comparison report of LeadSquared Mobile CRM vs. Salesforce Financial Services Cloud is based on a specific set of business needs and context. The comparison uses 2499 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing LeadSquared Mobile CRM and Salesforce Financial Services Cloud

LeadSquared Mobile CRM, Salesforce Financial Services Cloud, Siebel CRM, workbooks.com, 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.

LeadSquared Mobile CRM covers Engagement Management, Communication Management with E-Mail, Capturing Leads with Phone Calls, Advertisement 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.

"We are using LeadSquared to manage a lead inflow of 300,000/month (and growing) and an ever-expanding field team of 150 users. Keeping track of the leads and their status, and subsequent follow-ups have become much easier. The main features we use a...re the mobile app, email & SMS automation, location tracking, sales automation, and real-time analytics. Our lead to customer ratio has gone up by 400% and team productivity by 100% since implementing LeadSquared. " - Rahul Bantiya

"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 LeadSquared Mobile CRM

Focus area

LeadSquared Mobile 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

Simple Mobile CRM to run your entire field sales operations

Build a lifetime of trust with a unified financial services experience

Age

2012

1999

Financials

SERIES C

IPO

Business Need

Total Processes
(we found evidences for)

73

48

Total Goals
(we found evidences for)

15

6

Top Processes

Evidences indicate better relative satisfaction

engagement management

Read Reviews (153)

Read Reviews (23)

engaging and following up

Read Reviews (136)

Read Reviews (14)

communication management

Read Reviews (50)

Read Reviews (0)

sending & publishing communications

Read Reviews (32)

Read Reviews (0)

tracking & monitoring communications

Read Reviews (15)

Read Reviews (0)

advertisement

Read Reviews (44)

Read Reviews (0)

capturing leads

Read Reviews (41)

Read Reviews (0)

lead management

Read Reviews (36)

Read Reviews (11)

campaign management

Read Reviews (34)

Read Reviews (1)

campaign analytics

Read Reviews (4)

Read Reviews (0)

campaign monitoring

Read Reviews (2)

Read Reviews (0)

generation of new leads

Read Reviews (34)

Read Reviews (9)

helpdesk management

Read Reviews (30)

Read Reviews (1)

training & onboarding

Read Reviews (29)

Read Reviews (5)

sales document management

Read Reviews (28)

Read Reviews (0)

proposal & quote management

Read Reviews (22)

Read Reviews (0)

contract management

Read Reviews (3)

Read Reviews (0)

workflow management

Read Reviews (27)

Read Reviews (2)

conversion management

Read Reviews (19)

Read Reviews (2)

contact list management

Read Reviews (10)

Read Reviews (19)

products & pricelist management

Read Reviews (6)

Read Reviews (4)

sales call management

Read Reviews (6)

Read Reviews (0)

follower management

Read Reviews (5)

Read Reviews (0)

account management

Read Reviews (5)

Read Reviews (1)

lead qualification

Read Reviews (3)

Read Reviews (1)

business development

Read Reviews (3)

Read Reviews (1)

calendar management

Read Reviews (3)

Read Reviews (0)

relationship management

Read Reviews (3)

Read Reviews (8)

content management

Read Reviews (2)

Read Reviews (0)

customer case management

Read Reviews (2)

Read Reviews (0)

revenue cycle management

Read Reviews (2)

Read Reviews (0)

social media marketing

Read Reviews (2)

Read Reviews (0)

relationship marketing

Read Reviews (1)

Read Reviews (4)

opportunity management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Increase sales & revenue

  • Acquire customers

  • Enhance customer relationships

  • Improve efficiency

  • Improve visibility

  • Improve ROI

  • Improve internal communications

  • Enter new markets internationally or locally

  • Launch new products

  • Build brand awareness

  • Grow market share

  • Scale best practices

  • Improve digital and social presence

  • Increase customer life time value

  • Improve stakeholder relations

  • See 12 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

low

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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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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting