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Salesforce Financial Services Cloud vs 4Degrees: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Salesforce Financial Services Cloud medium Failure Risk for 4Degrees medium
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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.

"We've found a partner in innovation with Salesforce. " - Hikmet Ersek

"4Degrees is seamless - simple, easy to use, and helps us stay organized. " - Mo Muhtaseb

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 Financial Services Cloud

Focus area

Software Failure Risk

  • medium

logo 4Degrees

Focus area

Software Failure Risk

  • medium

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

engagement management

Read Reviews (23)

Read Reviews (5)

engaging and following up

Read Reviews (14)

Read Reviews (5)

contact list management

Read Reviews (19)

Read Reviews (4)

contacts history

Read Reviews (7)

Read Reviews (0)

collaboration

Read Reviews (12)

Read Reviews (2)

lead management

Read Reviews (11)

Read Reviews (2)

generation of new leads

Read Reviews (9)

Read Reviews (0)

relationship management

Read Reviews (8)

Read Reviews (12)

training & onboarding

Read Reviews (5)

Read Reviews (1)

relationship marketing

Read Reviews (4)

Read Reviews (0)

products & pricelist management

Read Reviews (4)

Read Reviews (0)

opportunity management

Read Reviews (2)

Read Reviews (1)

workflow management

Read Reviews (2)

Read Reviews (4)

conversion management

Read Reviews (2)

Read Reviews (0)

business development

Read Reviews (1)

Read Reviews (2)

pipeline management

Read Reviews (1)

Read Reviews (4)

promotion management

Read Reviews (0)

Read Reviews (2)

discount management

Read Reviews (0)

Read Reviews (2)

SeealllessActivities

Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Improve visibility

  • Increase sales & revenue

  • Increase customer life time value

  • Improve ROI

  • See 3 more

  • Enhance customer relationships

  • Acquire customers

Top Channels

Channels Used

  • e-mail

  • e-mail

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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No Data

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Integration Risk

low

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medium

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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