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Salesforce Financial Services Cloud vs Scratchpad: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Salesforce Financial Services Cloud medium Failure Risk for Scratchpad medium
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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.

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

"As Chief Revenue Officer I literally use it everyday. I am hearing from our sales team they love it because it makes it so easy to manage their accounts and offers a much more efficient way of putting in updates real time. Thank you Scratchpad team! " - Scott Kiever

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 Scratchpad

Focus area

Scratchpad is better than Salesforce Financial Services Cloud for

Software Failure Risk

  • medium

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

engagement management

Read Reviews (23)

Read Reviews (25)

engaging and following up

Read Reviews (14)

Read Reviews (22)

contact list management

Read Reviews (19)

Read Reviews (6)

contacts history

Read Reviews (7)

Read Reviews (0)

creating contact list

Read Reviews (1)

Read Reviews (2)

collaboration

Read Reviews (12)

Read Reviews (5)

lead management

Read Reviews (11)

Read Reviews (9)

generation of new leads

Read Reviews (9)

Read Reviews (1)

relationship management

Read Reviews (8)

Read Reviews (0)

training & onboarding

Read Reviews (5)

Read Reviews (23)

relationship marketing

Read Reviews (4)

Read Reviews (0)

products & pricelist management

Read Reviews (4)

Read Reviews (1)

opportunity management

Read Reviews (2)

Read Reviews (9)

workflow management

Read Reviews (2)

Read Reviews (46)

conversion management

Read Reviews (2)

Read Reviews (3)

business development

Read Reviews (1)

Read Reviews (3)

account management

Read Reviews (1)

Read Reviews (4)

segmentation and targeting

Read Reviews (1)

Read Reviews (3)

pipeline management

Read Reviews (1)

Read Reviews (41)

helpdesk management

Read Reviews (1)

Read Reviews (9)

customer case management

Read Reviews (0)

Read Reviews (2)

sales document management

Read Reviews (0)

Read Reviews (5)

contract management

Read Reviews (0)

Read Reviews (3)

promotion management

Read Reviews (0)

Read Reviews (2)

discount management

Read Reviews (0)

Read Reviews (2)

sending & publishing communications

Read Reviews (0)

Read Reviews (2)

communication management

Read Reviews (0)

Read Reviews (2)

sending & publishing communications

Read Reviews (0)

Read Reviews (2)

meeting management

Read Reviews (0)

Read Reviews (2)

sales call management

Read Reviews (0)

Read Reviews (2)

meeting 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

  • Scale best practices

  • Increase sales & revenue

  • Improve ROI

  • Launch new products

  • Acquire customers

  • Enhance customer relationships

  • See 3 more

Top Channels

Channels Used

  • phone calls

  • e-mail

  • website

  • offline

  • social media

  • games

  • chat

  • LinkedIn

  • on premises

  • promotions

  • See 7 more

  • phone calls

  • e-mail

  • website

  • offline

  • social media

  • games

  • chat

  • LinkedIn

  • on premises

  • promotions

  • See 7 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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medium

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Integration Risk

low

{{{rsh_C_1}}}

low

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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