Comparison Summary
This comparison report of Salesforce Financial Services Cloud vs. Scratchpad is based on a specific set of business needs and context. The comparison uses 1598 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Salesforce Financial Services Cloud and Scratchpad
Salesforce Financial Services Cloud, and Scratchpad 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.
Scratchpad focuses on Forecasting, Workflow Management, Pipeline Management, Engagement Management, etc.
"The Salesforce Platform is a very mobile, 21st-century environment that complements [our] talents at connecting with clients. " - John Joseph
"Scratchpad Command enables me to work quickly, effectively, and accurately in my role by allowing me to check Salesforce data and update in real time without delays and multiple tabs. Data maintenance and consistency is a huge focus for us as we sca...le, and Scratchpad Command is helping me achieve that. " - Yael Smolar
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.
Scratchpad
Focus area
Scratchpad is better than Salesforce Financial Services Cloud for
Software Failure Risk
About
Build a lifetime of trust with a unified financial services experience
Fastest experience to update Salesforces
Age
1999
Financials
IPO
SERIES B
Business Need
Total Processes
(we found evidences for)
48
46
Total Goals
(we found evidences for)
6
6
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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Scale best practices
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Increase sales & revenue
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Improve ROI
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Launch new products
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Acquire customers
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Enhance customer relationships
- See 3 more
Top Channels
Channels Used
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phone calls
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e-mail
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website
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offline
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social media
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games
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chat
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LinkedIn
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on premises
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promotions
- See 7 more
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phone calls
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e-mail
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website
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offline
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social media
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games
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chat
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LinkedIn
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on premises
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promotions
- See 7 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