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Salesforce Financial Services Cloud vs Gold-Vision CRM: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Salesforce Financial Services Cloud medium Failure Risk for Gold-Vision CRM low
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Comparison Summary

This comparison report of Salesforce Financial Services Cloud vs. Gold-Vision CRM is based on a specific set of business needs and context. The comparison uses 1531 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Salesforce Financial Services Cloud and Gold-Vision CRM

Salesforce Financial Services Cloud, and Gold-Vision CRM 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.

Gold-Vision CRM focuses on Communication Management with E-Mail, Engagement Management, Campaign Management with E-Mail, Sales Document Management, etc.

"With Salesforce, we have transformed the mortgage process at Barclays " - Jackie Uhi

"Our experience with Gold-Vision has been exceptional. They really took the time to understand our process and what we needed out of a CRM and ultimately designed something that exceeded our expectations. " - Linda Malmstadt

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 Gold-Vision CRM

Focus area

Gold-Vision CRM is better than Salesforce Financial Services Cloud for

Software Failure Risk

  • low

About

Build a lifetime of trust with a unified financial services experience

A complete CRM solution, highly configurable and scales in-line with business needs.

Age

1999

Financials

IPO

PRIVATE

Business Need

Total Processes
(we found evidences for)

48

54

Total Goals
(we found evidences for)

6

9

Top Processes

Evidences indicate better relative satisfaction

engagement management

Read Reviews (23)

Read Reviews (30)

engaging and following up

Read Reviews (14)

Read Reviews (24)

contact list management

Read Reviews (19)

Read Reviews (12)

contacts history

Read Reviews (7)

Read Reviews (1)

collaboration

Read Reviews (12)

Read Reviews (6)

lead management

Read Reviews (11)

Read Reviews (9)

generation of new leads

Read Reviews (9)

Read Reviews (8)

relationship management

Read Reviews (8)

Read Reviews (4)

training & onboarding

Read Reviews (5)

Read Reviews (9)

relationship marketing

Read Reviews (4)

Read Reviews (0)

products & pricelist management

Read Reviews (4)

Read Reviews (1)

opportunity management

Read Reviews (2)

Read Reviews (1)

workflow management

Read Reviews (2)

Read Reviews (8)

conversion management

Read Reviews (2)

Read Reviews (0)

business development

Read Reviews (1)

Read Reviews (4)

loyalty management

Read Reviews (1)

Read Reviews (3)

campaign management

Read Reviews (1)

Read Reviews (27)

pipeline management

Read Reviews (1)

Read Reviews (7)

customer feedback management

Read Reviews (1)

Read Reviews (2)

helpdesk management

Read Reviews (1)

Read Reviews (11)

sales document management

Read Reviews (0)

Read Reviews (22)

tracking & monitoring communications

Read Reviews (0)

Read Reviews (29)

communication management

Read Reviews (0)

Read Reviews (33)

tracking & monitoring communications

Read Reviews (0)

Read Reviews (29)

social media analytics

Read Reviews (0)

Read Reviews (2)

social media management

Read Reviews (0)

Read Reviews (2)

social media analytics

Read Reviews (0)

Read Reviews (2)

content curation

Read Reviews (0)

Read Reviews (2)

content management

Read Reviews (0)

Read Reviews (2)

content curation

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

  • Acquire customers

  • Improve internal communications

  • Enhance customer relationships

  • Improve ROI

  • Increase sales & revenue

  • Build brand awareness

  • Improve consistency

  • Grow market share

  • Scale best practices

  • See 6 more

Top Channels

Channels Used

  • e-mail

  • phone calls

  • offline

  • user generated content

  • blogs

  • social media

  • website

  • point of sale

  • trade shows

  • mass media

  • events

  • promotions

  • See 9 more

  • e-mail

  • phone calls

  • offline

  • user generated content

  • blogs

  • social media

  • website

  • point of sale

  • trade shows

  • mass media

  • events

  • promotions

  • See 9 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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low

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Security & Privacy Risk

medium

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low

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Integration Risk

low

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low

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Migration Risk

medium

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low

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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting