Comparison Summary
This comparison report of Salesforce Financial Services Cloud vs. 4Degrees is based on a specific set of business needs and context. The comparison uses 577 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Salesforce Financial Services Cloud and 4Degrees
Salesforce Financial Services Cloud, and 4Degrees 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 Financial Services Cloud covers Engagement Management, Contact List Management with Website, Collaboration with Mobile, Lead Management with Website, etc.
4Degrees focuses on Relationship Management, Deal Management, Engagement Management, Pipeline Management, etc.
"The Salesforce Platform is a very mobile, 21st-century environment that complements [our] talents at connecting with clients. " - John Joseph
"4Degrees is perfect for our needs, making our dealflow & relationship management incredibly more effective. " - Lance Dietz
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.
About
Build a lifetime of trust with a unified financial services experience
Intelligent relationship management for deal-driven teams,
Age
1999
Financials
IPO
PRIVATE
Business Need
Total Processes
(we found evidences for)
48
22
Total Goals
(we found evidences for)
6
2
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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Improve visibility
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Increase sales & revenue
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Increase customer life time value
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Improve ROI
- See 3 more
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Enhance customer relationships
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Acquire customers
Top Channels
Channels Used
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e-mail
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e-mail
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
