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Salesforce Sales Cloud vs Salesforce Financial Services Cloud: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Salesforce Sales Cloud vs. Salesforce Financial Services Cloud is based on a specific set of business needs and context. The comparison uses 36145 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Salesforce Sales Cloud and Salesforce Financial Services Cloud

Salesforce Sales Cloud, Salesforce Financial Services Cloud, Pipedrive, HubSpot CRM, etc., 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 Sales Cloud covers Contact List Management, Engagement Management, Lead Tracking, Workflow Management, etc.

Salesforce Financial Services Cloud focuses on Engagement Management, Contact List Management with Website, Collaboration with Mobile, Lead Management with Website, etc.

"There's a time in a customer's journey where they might run into an issue or a problem, and that is a defining moment where you can either rise to the occasion and help them or not. If you can address it, you raise the value in the mind of the custo...mer. " - Patrick Spence

"The Salesforce Platform is a very mobile, 21st-century environment that complements [our] talents at connecting with clients. " - John Joseph

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 Sales Cloud

Focus area

Salesforce Sales Cloud is better than Salesforce Financial Services Cloud for

Software Failure Risk

  • medium

logo Salesforce Financial Services Cloud

Focus area

Software Failure Risk

  • medium

About

Sales Performance Management Software

Build a lifetime of trust with a unified financial services experience

Age

1999

1999

Financials

IPO

IPO

Business Need

Total Processes
(we found evidences for)

131

48

Total Goals
(we found evidences for)

22

6

Top Processes

Evidences indicate better relative satisfaction


contact list management

creating contact list


engagement management

engaging and following up

engaging with scheduling & cadence



workflow management


communication management

sending & publishing communications

tracking & monitoring communications


sales document management

contract management

proposal & quote management


helpdesk management



generation of new leads



campaign management

campaign monitoring

campaign analytics



social media management

social media analytics

monitoring social media

managing social media account

scheduling post to social media

engaging on social media


training & onboarding


relationship management


pipeline management


sales call management

meeting management


customer case management



business development


customer feedback management

measuring customer satisfaction

measuring net promoter score



knowledge management

creating knowledge base


products & pricelist management


conversion management


content management

content publishing

searching for content


opportunity management



competitive intelligence


lifetime value management




loyalty management

identify target customers

customise loyalty program


lead qualification

lead qualification: technographic

lead qualification: demographic







rating and review management


community building


sales review & feedback


performance management


follower management



promotion management




social media marketing



discount management


revenue cycle management


billing and invoice management





courses & assessment

create learning path





advocacy management




international marketing


personalized marketing


community marketing




relationship marketing


motivation management




conference call management


trade show marketing


sales quota management


license management


touchpoint management


subscription management



distribution management



Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Improve internal communications

  • Grow market share

  • Improve efficiency

  • Improve ROI

  • Improve stakeholder relations

  • Scale best practices

  • Improve visibility

  • Increase customer life time value

  • Enter new markets internationally or locally

  • Manage risk

  • Improve brand engagement

  • Launch new products

  • Improve digital and social presence

  • Build brand awareness

  • Improve consistency

  • Shorten ramp up time

  • Establish thought leadership

  • Increase average basket value

  • Improve navigation

  • See 19 more
  • Enhance customer relationships

  • Acquire customers

  • Improve visibility

  • Increase sales & revenue

  • Increase customer life time value

  • Improve ROI

  • See 3 more

Top Channels

Channels Used

  • website

  • promotions

  • mobile

  • offline

  • point of sale

  • mobile app

  • social media

  • See 4 more
  • website

  • promotions

  • mobile

  • offline

  • point of sale

  • mobile app

  • social media

  • See 4 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

low

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medium

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Integration Risk

medium

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low

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Migration Risk

medium

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medium

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Business Setting