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Pipedrive vs Salesforce Financial Services Cloud: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Pipedrive vs. Salesforce Financial Services Cloud is based on a specific set of business needs and context. The comparison uses 19361 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Pipedrive and Salesforce Financial Services Cloud

Pipedrive, Salesforce Financial Services Cloud, Salesforce Sales Cloud, HubSpot 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.

Pipedrive covers Engagement Management with E-Mail, Lead Tracking, Lead Management, Sales Document 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’m drowning in list of tools I use, so it is important for me to have a better functionality; more tools in one toolbox. Having CRM and email marketing in one tool has accelerated the preparation of campaigns, as there is no extra data export/impor...t necessary. " - Viktors Pedcenko

"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 Pipedrive

Focus area

Pipedrive is better than Salesforce Financial Services Cloud for

Software Failure Risk

  • medium

logo Salesforce Financial Services Cloud

Focus area

Software Failure Risk

  • medium

About

Sales CRM & Pipeline Management Software

Build a lifetime of trust with a unified financial services experience

Age

2010

1999

Financials

SERIES C

IPO

Business Need

Total Processes
(we found evidences for)

128

48

Total Goals
(we found evidences for)

20

6

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up



communication management

sending & publishing communications

tracking & monitoring communications


sales document management

proposal & quote management

contract management



contact list management

creating contact list


generation of new leads


pipeline management



workflow management



sales call management

meeting management


helpdesk management


training & onboarding



promotion management


discount management



business development


campaign management

campaign analytics

campaign monitoring


relationship management


conversion management


social media management

social media analytics

scheduling post to social media

managing social media account


follower management


lead qualification

lead qualification: demographic

lead qualification: technographic

lead qualification: firmographic


account management


opportunity management


products & pricelist management






customer feedback management

measuring customer satisfaction






content management


performance management



sales review & feedback


lifetime value management



revenue cycle management


loyalty management

identify target customers


rating and review management


knowledge management




calendar management



segmentation and targeting


competitive intelligence


touchpoint management


channel management





motivation management


international marketing


social media marketing



community building


conference call management


trade show marketing


outbound marketing


referral management




payment management



subscription management


sales commission management



community marketing


advocacy management


relationship marketing



Top Goals

Goals Achieved

  • Increase sales & revenue

  • Acquire customers

  • Enhance customer relationships

  • Improve internal communications

  • Improve efficiency

  • Scale best practices

  • Enter new markets internationally or locally

  • Improve visibility

  • Improve ROI

  • Build brand awareness

  • Shorten ramp up time

  • Grow market share

  • Improve brand engagement

  • Launch new products

  • Establish thought leadership

  • Improve stakeholder relations

  • Improve navigation

  • Increase average basket value

  • Increase customer life time value

  • Improve digital and social presence

  • See 17 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

low

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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low

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Migration Risk

low

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medium

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Business Setting