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Salesforce Financial Services Cloud vs Surefyre: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Salesforce Financial Services Cloud vs. Surefyre is based on a specific set of business needs and context. The comparison uses 572 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Salesforce Financial Services Cloud and Surefyre

Salesforce Financial Services Cloud, and Surefyre 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.

Surefyre focuses on Sales Document Management, Workflow Management with Phone Calls, Lead Tracking, Sales Commission Management, etc.

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

"After laboring on a proprietary solution for nearly six months we decided to demo Surefyre. What a great decision. Four weeks later Surefyre launched and we began accepting submissions mapped directly to our rating module. The Surefyre team understa...nds the P&C business and can implement solutions quickly and effectively. They are a valued partner in the ongoing success and growth of our business. " - Tom Gillingham

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

Salesforce Financial Services Cloud is better than Surefyre for

Software Failure Risk

  • medium

logo Surefyre

Focus area

Software Failure Risk

  • medium

About

Build a lifetime of trust with a unified financial services experience

Submission automation platform for modern MGAs, wholesalers, and carriers

Age

1999

Financials

IPO

SEED

Business Need

Total Processes
(we found evidences for)

48

11

Total Goals
(we found evidences for)

6

2

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up


contact list management




generation of new leads


relationship management




training & onboarding


relationship marketing


products & pricelist management


opportunity management


workflow management



conversion management


sales document management


sales commission management


Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Improve visibility

  • Increase sales & revenue

  • Increase customer life time value

  • Improve ROI

  • See 3 more
  • Improve digital and social presence

  • Enhance customer relationships

Top Channels

Channels Used

  • e-mail

  • phone calls

  • offline

  • point of sale

  • See 1 more
  • e-mail

  • phone calls

  • offline

  • point of sale

  • See 1 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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No Data

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Security & Privacy Risk

medium

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medium

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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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Business Setting