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Salesforce Financial Services Cloud vs Zoho Bigin: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Salesforce Financial Services Cloud medium Failure Risk for Zoho Bigin medium
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Comparison Summary

This comparison report of Salesforce Financial Services Cloud vs. Zoho Bigin is based on a specific set of business needs and context. The comparison uses 756 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Salesforce Financial Services Cloud and Zoho Bigin

Salesforce Financial Services Cloud, and Zoho Bigin 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.

Zoho Bigin focuses on Engagement Management with Phone Calls, Training & Onboarding, Workflow Management with E-Mail, Pipeline Management, etc.

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

"Bigin is exactly what we needed at our growing real estate company. We had looked into many CRM services but all of them were either too costly with features we didn’t yet need; too complicated to set up; or too simplistic with not enough features f...or the price. Zoho Bigin has been amazing. I watched one instruction video from the YouTube channel and I was ready to set up. It’s so simple to navigate that we were up and running on day 2. Customer support has also been great, even through the trial period. I’ve received quick responses to all my queries and even follow-up calls with walk throughs. Just stellar all the way. I look forward to exploring more of it and using all the features. " - Aika-Grace Wangwe

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 Zoho Bigin

Focus area

Software Failure Risk

  • medium

About

Build a lifetime of trust with a unified financial services experience

Zoho Bigin | A powerful CRM solution for small and micro businesses manage their customer relationships

Age

1999

1996

Financials

IPO

PRIVATE

Business Need

Total Processes
(we found evidences for)

48

29

Total Goals
(we found evidences for)

6

6

Top Processes

Evidences indicate better relative satisfaction

engagement management

Read Reviews (23)

Read Reviews (16)

engaging and following up

Read Reviews (14)

Read Reviews (16)

contact list management

Read Reviews (19)

Read Reviews (3)

contacts history

Read Reviews (7)

Read Reviews (1)

collaboration

Read Reviews (12)

Read Reviews (2)

lead management

Read Reviews (11)

Read Reviews (3)

generation of new leads

Read Reviews (9)

Read Reviews (4)

relationship management

Read Reviews (8)

Read Reviews (3)

training & onboarding

Read Reviews (5)

Read Reviews (12)

relationship marketing

Read Reviews (4)

Read Reviews (0)

products & pricelist management

Read Reviews (4)

Read Reviews (0)

opportunity management

Read Reviews (2)

Read Reviews (0)

workflow management

Read Reviews (2)

Read Reviews (8)

conversion management

Read Reviews (2)

Read Reviews (3)

business development

Read Reviews (1)

Read Reviews (2)

lead qualification

Read Reviews (1)

Read Reviews (3)

pipeline management

Read Reviews (1)

Read Reviews (7)

sales document management

Read Reviews (0)

Read Reviews (4)

contract management

Read Reviews (0)

Read Reviews (4)

sending & publishing communications

Read Reviews (0)

Read Reviews (4)

communication management

Read Reviews (0)

Read Reviews (4)

sending & publishing communications

Read Reviews (0)

Read Reviews (4)

sales call management

Read Reviews (0)

Read Reviews (3)

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

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve ROI

  • Improve stakeholder relations

  • Launch new products

  • See 3 more

Top Channels

Channels Used

  • phone calls

  • e-mail

  • social media

  • LinkedIn

  • website

  • See 2 more

  • phone calls

  • e-mail

  • social media

  • LinkedIn

  • website

  • See 2 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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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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IT and Other Capabilities

  • Low
  • Medium
  • High

Business Setting