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

Failure Risk Guidance Security Report ?

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

This comparison report of Neon CRM vs. Salesforce Financial Services Cloud is based on a specific set of business needs and context. The comparison uses 1058 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Neon CRM and Salesforce Financial Services Cloud

Neon CRM, Salesforce Financial Services Cloud, Blackbaud CRM, Kindful, 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.

Neon CRM covers Membership Management with Promotions, Event Management with Promotions, Engagement Management with Offline, Communication 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.

"I feel like I have a more well-rounded picture of our donors and members using Windfall’s information along with Neon CRM. " - Kaye Berman

"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 Neon CRM

Focus area

Software Failure Risk

  • medium

logo Salesforce Financial Services Cloud

Focus area

Software Failure Risk

  • medium

About

Nonprofit software solution that helps organizations do more

Build a lifetime of trust with a unified financial services experience

Age

2004

1999

Financials

PRIVATE

IPO

Business Need

Total Processes
(we found evidences for)

30

48

Total Goals
(we found evidences for)

4

6

Top Processes

Evidences indicate better relative satisfaction

membership management

Read Reviews (17)

Read Reviews (0)

event management

Read Reviews (16)

Read Reviews (0)

engagement management

Read Reviews (10)

Read Reviews (23)

engaging and following up

Read Reviews (10)

Read Reviews (14)

collaboration

Read Reviews (8)

Read Reviews (12)

communication management

Read Reviews (8)

Read Reviews (0)

sending & publishing communications

Read Reviews (2)

Read Reviews (0)

tracking & monitoring communications

Read Reviews (2)

Read Reviews (0)

helpdesk management

Read Reviews (6)

Read Reviews (1)

social media management

Read Reviews (6)

Read Reviews (0)

social media analytics

Read Reviews (4)

Read Reviews (0)

monitoring social media

Read Reviews (2)

Read Reviews (0)

training & onboarding

Read Reviews (4)

Read Reviews (5)

relationship management

Read Reviews (2)

Read Reviews (8)

contact list management

Read Reviews (2)

Read Reviews (19)

creating contact list

Read Reviews (2)

Read Reviews (1)

knowledge management

Read Reviews (2)

Read Reviews (0)

generation of new leads

Read Reviews (1)

Read Reviews (9)

products & pricelist management

Read Reviews (1)

Read Reviews (4)

relationship marketing

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

  • Scale best practices

  • Acquire customers

  • Improve internal communications

  • Enhance customer relationships

  • 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

medium

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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

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