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.
"Without our rigorous approach to customer success, Mybanker would not exist. When it comes to performance metrics and sales reporting, less is more. With the help of visual tools like Plecto and Pipedrive, we are able to have all the essential data ...we need at our fingertips so we can focus on the activities that close deals. " - Jesper Jakobsen
"The Salesforce Platform is a very mobile, 21st-century environment that complements [our] talents at connecting with clients. " - John Joseph
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.
Pipedrive
Focus area
Pipedrive is better than Salesforce Financial Services Cloud for
Software Failure Risk
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
Top Goals
Goals Achieved
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Increase sales & revenue
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Acquire customers
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Enhance customer relationships
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Improve internal communications
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Improve efficiency
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Scale best practices
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Enter new markets internationally or locally
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Improve visibility
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Improve ROI
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Build brand awareness
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Shorten ramp up time
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Grow market share
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Improve brand engagement
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Launch new products
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Establish thought leadership
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Improve stakeholder relations
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Improve navigation
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Increase average basket value
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Increase customer life time value
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Improve digital and social presence
- See 17 more
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Enhance customer relationships
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Acquire customers
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Improve visibility
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Increase sales & revenue
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Increase customer life time value
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Improve ROI
- See 3 more
Top Channels
Channels Used
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website
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promotions
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mobile
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offline
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point of sale
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mobile app
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social media
- See 4 more
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website
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promotions
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mobile
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offline
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point of sale
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mobile app
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social media
- See 4 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
