Comparison Summary
This comparison report of Salesforce Essentials vs. Salesforce Financial Services Cloud is based on a specific set of business needs and context. The comparison uses 3046 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Salesforce Essentials and Salesforce Financial Services Cloud
Salesforce Essentials, Salesforce Financial Services Cloud, Siebel CRM, Vtiger all-in-one 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 Essentials covers Engagement Management, Helpdesk Management with Social Media, Sales Document Management with Social Media, Knowledge Management with Social Media, etc.
Salesforce Financial Services Cloud focuses on Engagement Management, Contact List Management with Website, Collaboration with Mobile, Lead Management with Website, etc.
"Data is foundational, but it is only the beginning of the journey. We’re moving advanced analytics right to the forefront of our engagement strategy. " - Rob Birse
"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.
Salesforce Essentials
Focus area
Salesforce Essentials is better than Salesforce Financial Services Cloud for
Software Failure Risk
About
Build stronger customer relationships, with the CRM built for small business
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)
82
48
Total Goals
(we found evidences for)
16
6
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Enhance customer relationships
-
Acquire customers
-
Increase sales & revenue
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Improve stakeholder relations
-
Improve ROI
-
Increase customer life time value
-
Improve efficiency
-
Improve brand engagement
-
Build brand awareness
-
Grow market share
-
Increase average basket value
-
Improve digital and social presence
-
Improve internal communications
-
Scale best practices
-
Launch new products
-
Establish thought leadership
- See 13 more
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Enhance customer relationships
-
Acquire customers
-
Improve visibility
-
Increase sales & revenue
-
Increase customer life time value
-
Improve ROI
- See 3 more
Top Channels
Channels Used
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website
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promotions
-
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
-
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
