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

Failure Risk Guidance Security Report ?

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

This comparison report of Pipeliner CRM vs. Salesforce Financial Services Cloud is based on a specific set of business needs and context. The comparison uses 3146 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Pipeliner CRM and Salesforce Financial Services Cloud

Pipeliner CRM, Salesforce Financial Services Cloud, Teamgate CRM, Capsule 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.

Pipeliner CRM covers Engagement Management, Forecasting, Contact List Management with Mobile, Pipeline Management, etc.

Salesforce Financial Services Cloud focuses on Engagement Management, Contact List Management with Website, Collaboration with Mobile, Lead Management with Website, etc.

"Pipeliner CRM is the main worktool used by our sales team today. All client leads are registered, and then we have configured nine different sales steps for our business. Pipeliner CRM makes it easy to follow the different steps in the sales cycle, ...all the way to the end goal. " - Wilhelm Liljencrantz

"With Salesforce, we have transformed the mortgage process at Barclays " - Jackie Uhi

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 Pipeliner CRM

Focus area

Pipeliner 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

Pipeliner CRM | Sales CRM Software - Sales Enablement

Build a lifetime of trust with a unified financial services experience

Age

1999

Financials

NA

IPO

Business Need

Total Processes
(we found evidences for)

77

48

Total Goals
(we found evidences for)

9

6

Top Processes

Evidences indicate better relative satisfaction

engagement management

Read Reviews (91)

Read Reviews (23)

engaging and following up

Read Reviews (81)

Read Reviews (14)

engaging with scheduling & cadence

Read Reviews (3)

Read Reviews (0)

forecasting

Read Reviews (81)

Read Reviews (6)

contact list management

Read Reviews (68)

Read Reviews (19)

contacts history

Read Reviews (2)

Read Reviews (7)

pipeline management

Read Reviews (62)

Read Reviews (1)

workflow management

Read Reviews (49)

Read Reviews (2)

lead management

Read Reviews (46)

Read Reviews (11)

helpdesk management

Read Reviews (40)

Read Reviews (1)

opportunity management

Read Reviews (28)

Read Reviews (2)

generation of new leads

Read Reviews (27)

Read Reviews (9)

business development

Read Reviews (25)

Read Reviews (1)

products & pricelist management

Read Reviews (22)

Read Reviews (4)

social media management

Read Reviews (20)

Read Reviews (0)

social media analytics

Read Reviews (16)

Read Reviews (0)

communication management

Read Reviews (19)

Read Reviews (0)

sending & publishing communications

Read Reviews (17)

Read Reviews (0)

conversion management

Read Reviews (14)

Read Reviews (2)

training & onboarding

Read Reviews (12)

Read Reviews (5)

sales call management

Read Reviews (12)

Read Reviews (0)

relationship management

Read Reviews (12)

Read Reviews (8)

competitive intelligence

Read Reviews (8)

Read Reviews (1)

customer case management

Read Reviews (7)

Read Reviews (0)

promotion management

Read Reviews (7)

Read Reviews (0)

content management

Read Reviews (7)

Read Reviews (0)

content publishing

Read Reviews (2)

Read Reviews (0)

searching for content

Read Reviews (2)

Read Reviews (0)

sales document management

Read Reviews (6)

Read Reviews (0)

proposal & quote management

Read Reviews (4)

Read Reviews (0)

contract management

Read Reviews (2)

Read Reviews (0)

loyalty management

Read Reviews (6)

Read Reviews (1)

identify target customers

Read Reviews (3)

Read Reviews (0)

customise loyalty program

Read Reviews (2)

Read Reviews (1)

discount management

Read Reviews (5)

Read Reviews (0)

social media marketing

Read Reviews (5)

Read Reviews (0)

performance management

Read Reviews (4)

Read Reviews (0)

lifetime value management

Read Reviews (3)

Read Reviews (1)

motivation management

Read Reviews (2)

Read Reviews (0)

follower management

Read Reviews (2)

Read Reviews (0)

campaign management

Read Reviews (2)

Read Reviews (1)

lead qualification

Read Reviews (2)

Read Reviews (1)

customer feedback management

Read Reviews (2)

Read Reviews (1)

relationship marketing

Read Reviews (0)

Read Reviews (4)

SeealllessActivities

Top Goals

Goals Achieved

  • Increase sales & revenue

  • Enhance customer relationships

  • Acquire customers

  • Improve ROI

  • Improve efficiency

  • Enter new markets internationally or locally

  • Scale best practices

  • Improve stakeholder relations

  • Improve internal communications

  • See 6 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

medium

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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