Comparison Summary
This comparison report of Salesmate Sales CRM vs. Salesforce Financial Services Cloud is based on a specific set of business needs and context. The comparison uses 3411 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Salesmate Sales CRM and Salesforce Financial Services Cloud
Salesmate Sales CRM, Salesforce Financial Services Cloud, Close CRM, Salesflare, 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.
Salesmate Sales CRM covers Communication Management with E-Mail, Sales Call Management with Phone Calls, Workflow Management with E-Mail, Engagement Management with E-Mail, etc.
Salesforce Financial Services Cloud focuses on Engagement Management, Contact List Management with Website, Collaboration with Mobile, Lead Management with Website, etc.
"Improved sales effectiveness. It's got everything we need, works efficiently and it is affordable. The team picked this over all of the others and they're using it. Great sales app. " - Robert Allen
"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.
Salesmate Sales CRM
Focus area
Salesmate Sales CRM is better than Salesforce Financial Services Cloud for
Software Failure Risk
About
Sales CRM Software for Growing Sales Teams
Build a lifetime of trust with a unified financial services experience
Age
2016
1999
Financials
PRIVATE
IPO
Business Need
Total Processes
(we found evidences for)
80
48
Total Goals
(we found evidences for)
11
6
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Increase sales & revenue
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Acquire customers
-
Enhance customer relationships
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Scale best practices
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Improve efficiency
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Establish thought leadership
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Launch new products
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Enter new markets internationally or locally
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Grow market share
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Build brand awareness
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Increase customer life time value
- See 8 more
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Enhance customer relationships
-
Acquire customers
-
Improve visibility
-
Increase sales & revenue
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Increase customer life time value
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Improve ROI
- See 3 more
Top Channels
Channels Used
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website
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promotions
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mobile
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offline
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point of sale
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mobile app
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social media
- See 4 more
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website
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promotions
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mobile
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offline
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point of sale
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mobile app
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social media
- See 4 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
