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.
"The Salesforce Platform is a very mobile, 21st-century environment that complements [our] talents at connecting with clients. " - John Joseph
"Integrated CRM, campaigns & email marketing has improved our communications and allowed our sales & marketing teams to work together more effectively. " - JULIA WALLACE
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.
Gold-Vision CRM
Focus area
Gold-Vision CRM is better than Salesforce Financial Services Cloud for
Software Failure Risk
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
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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Acquire customers
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Improve internal communications
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Enhance customer relationships
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Improve ROI
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Increase sales & revenue
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Build brand awareness
-
Improve consistency
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Grow market share
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Scale best practices
- See 6 more
Top Channels
Channels Used
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e-mail
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phone calls
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offline
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user generated content
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blogs
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social media
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website
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point of sale
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trade shows
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mass media
-
events
-
promotions
- See 9 more
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e-mail
-
phone calls
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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?
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
