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Referral Maker CRM vs Salesforce Financial Services Cloud: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Referral Maker CRM medium Failure Risk for Salesforce Financial Services Cloud medium
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Comparison Summary

This comparison report of Referral Maker CRM vs. Salesforce Financial Services Cloud is based on a specific set of business needs and context. The comparison uses 737 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Referral Maker CRM and Salesforce Financial Services Cloud

Referral Maker CRM, and Salesforce Financial Services Cloud 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.

Referral Maker CRM covers Generation Of New Leads, Engagement Management with Phone Calls, Contact List Management with Phone Calls, Coaching, etc.

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

"I LOVE CRM! From the first time I saw it I was hooked! I knew it would be the core of my business and it has been. The ease of use and all the tools it offers me to be consistent with my clients has been a game changer for my business. " - Mike Mudd, Louisville, KY

"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.


logo Referral Maker CRM

Focus area

Software Failure Risk

  • medium

logo Salesforce Financial Services Cloud

Focus area

Software Failure Risk

  • medium

About

Real estate CRM with lead generation tool offering realtor training and support

Build a lifetime of trust with a unified financial services experience

Age

1999

Financials

PRIVATE

IPO

Business Need

Total Processes
(we found evidences for)

35

48

Total Goals
(we found evidences for)

3

6

Top Processes

Evidences indicate better relative satisfaction

generation of new leads

Read Reviews (34)

Read Reviews (9)

engagement management

Read Reviews (8)

Read Reviews (23)

engaging and following up

Read Reviews (8)

Read Reviews (14)

contact list management

Read Reviews (7)

Read Reviews (19)

contacts history

Read Reviews (1)

Read Reviews (7)

coaching

Read Reviews (7)

Read Reviews (0)

communication management

Read Reviews (5)

Read Reviews (0)

sending & publishing communications

Read Reviews (4)

Read Reviews (0)

lead tracking

Read Reviews (3)

Read Reviews (7)

helpdesk management

Read Reviews (3)

Read Reviews (1)

sales document management

Read Reviews (3)

Read Reviews (0)

contract management

Read Reviews (2)

Read Reviews (0)

training & onboarding

Read Reviews (2)

Read Reviews (5)

conversion management

Read Reviews (1)

Read Reviews (2)

relationship management

Read Reviews (1)

Read Reviews (8)

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)

SeealllessActivities

Top Goals

Goals Achieved

  • Enhance customer relationships

  • Enter new markets internationally or locally

  • Grow market share

  • 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