Comparison Summary
This comparison report of Salesforce CRM vs. Salesforce Financial Services Cloud is based on a specific set of business needs and context. The comparison uses 102569 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Salesforce CRM and Salesforce Financial Services Cloud
Salesforce CRM, Salesforce Financial Services Cloud, HubSpot CRM, Zoho 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.
Salesforce CRM covers Engagement Management, Contact List Management, Communication Management with E-Mail, Sales Document Management, etc.
Salesforce Financial Services Cloud focuses on Engagement Management, Contact List Management with Website, Collaboration with Mobile, Lead Management with Website, etc.
"Trailhead has made learning Salesforce so much more accessible for me and my colleagues. " - Tami Lau
"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.
Salesforce CRM
Focus area
Salesforce CRM is better than Salesforce Financial Services Cloud for
Software Failure Risk
About
Salesforce CRM | Customer Relationship Management solution that brings companies and customers together
Build a lifetime of trust with a unified financial services experience
Age
1999
1999
Financials
IPO
IPO
Business Need
Total Processes
(we found evidences for)
168
48
Total Goals
(we found evidences for)
23
6
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Enhance customer relationships
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Acquire customers
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Increase sales & revenue
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Scale best practices
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Improve ROI
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Improve internal communications
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Grow market share
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Launch new products
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Improve stakeholder relations
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Enter new markets internationally or locally
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Improve efficiency
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Establish thought leadership
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Improve brand engagement
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Improve digital and social presence
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Build brand awareness
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Improve visibility
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Manage risk
-
Increase customer life time value
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Improve consistency
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Shorten ramp up time
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Improve navigation
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Increase average basket value
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Reduce bounce
- See 20 more
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Enhance customer relationships
-
Acquire customers
-
Improve visibility
-
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
