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Salesforce Essentials vs Salesforce Financial Services Cloud: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Salesforce Essentials medium Failure Risk for Salesforce Financial Services Cloud medium
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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, Bullhorn ATS & 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

"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.


logo Salesforce Essentials

Focus area

Salesforce Essentials is better than Salesforce Financial Services Cloud for

Software Failure Risk

  • medium

logo Salesforce Financial Services Cloud

Focus area

Software Failure Risk

  • medium

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

engagement management

Read Reviews (122)

Read Reviews (23)

engaging and following up

Read Reviews (73)

Read Reviews (14)

engaging with scheduling & cadence

Read Reviews (4)

Read Reviews (0)

helpdesk management

Read Reviews (78)

Read Reviews (1)

sales document management

Read Reviews (64)

Read Reviews (0)

contract management

Read Reviews (31)

Read Reviews (0)

digital signature

Read Reviews (16)

Read Reviews (0)

proposal & quote management

Read Reviews (15)

Read Reviews (0)

knowledge management

Read Reviews (35)

Read Reviews (0)

sharing knowledge

Read Reviews (4)

Read Reviews (0)

contact list management

Read Reviews (32)

Read Reviews (19)

contacts history

Read Reviews (11)

Read Reviews (7)

tracking contacts

Read Reviews (2)

Read Reviews (1)

communication management

Read Reviews (30)

Read Reviews (0)

tracking & monitoring communications

Read Reviews (21)

Read Reviews (0)

sending & publishing communications

Read Reviews (7)

Read Reviews (0)

workflow management

Read Reviews (25)

Read Reviews (2)

customer case management

Read Reviews (25)

Read Reviews (0)

pipeline management

Read Reviews (21)

Read Reviews (1)

sales call management

Read Reviews (18)

Read Reviews (0)

meeting management

Read Reviews (3)

Read Reviews (0)

training & onboarding

Read Reviews (16)

Read Reviews (5)

community building

Read Reviews (15)

Read Reviews (1)

conversion management

Read Reviews (13)

Read Reviews (2)

social media management

Read Reviews (12)

Read Reviews (0)

managing social media account

Read Reviews (4)

Read Reviews (0)

social media analytics

Read Reviews (4)

Read Reviews (0)

customer feedback management

Read Reviews (11)

Read Reviews (1)

measuring customer satisfaction

Read Reviews (3)

Read Reviews (0)

relationship management

Read Reviews (8)

Read Reviews (8)

lead qualification

Read Reviews (8)

Read Reviews (1)

lead qualification: demographic

Read Reviews (3)

Read Reviews (0)

lead qualification: technographic

Read Reviews (2)

Read Reviews (1)

campaign management

Read Reviews (8)

Read Reviews (1)

campaign analytics

Read Reviews (2)

Read Reviews (0)

generation of new leads

Read Reviews (7)

Read Reviews (9)

content management

Read Reviews (6)

Read Reviews (0)

content curation

Read Reviews (4)

Read Reviews (0)

content sharing

Read Reviews (2)

Read Reviews (0)

opportunity management

Read Reviews (6)

Read Reviews (2)

business development

Read Reviews (5)

Read Reviews (1)

rating and review management

Read Reviews (4)

Read Reviews (1)

account management

Read Reviews (4)

Read Reviews (1)

loyalty management

Read Reviews (4)

Read Reviews (1)

customise loyalty program

Read Reviews (2)

Read Reviews (1)

products & pricelist management

Read Reviews (2)

Read Reviews (4)

relationship marketing

Read Reviews (0)

Read Reviews (4)

SeealllessActivities

Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • 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

  • 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

low

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

{{{rsh_C_1}}}

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