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Streak vs Salesforce Financial Services Cloud: 2024 Ultimate Comparison Guide

Failure Risk Guidance Security Report ?

Failure Risk for Streak low Failure Risk for Salesforce Financial Services Cloud medium
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Comparison Summary

This comparison report of Streak vs. Salesforce Financial Services Cloud is based on a specific set of business needs and context. The comparison uses 3079 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Streak and Salesforce Financial Services Cloud

Streak, Salesforce Financial Services Cloud, NetHunt CRM, Agile 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.

Streak covers Communication Management with E-Mail, Engagement Management with E-Mail, Workflow Management, Contact List 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.

"Streak is great! It keeps me organized, reminds me when to follow up, and puts all the historical information I need for my client and prospect interactions in one place. " - Becky Schroeder

"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 Streak

Focus area

Streak is better than Salesforce Financial Services Cloud for

Software Failure Risk

  • low

logo Salesforce Financial Services Cloud

Focus area

Software Failure Risk

  • medium

About

Streak | CRM In Your Inbox | Your CRM Right Inside Gmail‎

Build a lifetime of trust with a unified financial services experience

Age

1999

Financials

PRIVATE

IPO

Business Need

Total Processes
(we found evidences for)

76

48

Total Goals
(we found evidences for)

10

6

Top Processes

Evidences indicate better relative satisfaction

communication management

Read Reviews (323)

Read Reviews (0)

tracking & monitoring communications

Read Reviews (185)

Read Reviews (0)

sending & publishing communications

Read Reviews (132)

Read Reviews (0)

engagement management

Read Reviews (124)

Read Reviews (23)

engaging and following up

Read Reviews (122)

Read Reviews (14)

workflow management

Read Reviews (51)

Read Reviews (2)

contact list management

Read Reviews (49)

Read Reviews (19)

tracking contacts

Read Reviews (6)

Read Reviews (1)

contacts history

Read Reviews (2)

Read Reviews (7)

lead management

Read Reviews (41)

Read Reviews (11)

lead tracking

Read Reviews (27)

Read Reviews (7)

sales document management

Read Reviews (19)

Read Reviews (0)

contract management

Read Reviews (8)

Read Reviews (0)

proposal & quote management

Read Reviews (7)

Read Reviews (0)

generation of new leads

Read Reviews (16)

Read Reviews (9)

pipeline management

Read Reviews (16)

Read Reviews (1)

helpdesk management

Read Reviews (15)

Read Reviews (1)

promotion management

Read Reviews (12)

Read Reviews (0)

relationship management

Read Reviews (11)

Read Reviews (8)

content management

Read Reviews (10)

Read Reviews (0)

content sharing

Read Reviews (4)

Read Reviews (0)

content tracking

Read Reviews (2)

Read Reviews (0)

campaign management

Read Reviews (9)

Read Reviews (1)

campaign analytics

Read Reviews (5)

Read Reviews (0)

campaign monitoring

Read Reviews (2)

Read Reviews (0)

business development

Read Reviews (7)

Read Reviews (1)

training & onboarding

Read Reviews (6)

Read Reviews (5)

conversion management

Read Reviews (6)

Read Reviews (2)

discount management

Read Reviews (5)

Read Reviews (0)

follower management

Read Reviews (3)

Read Reviews (0)

products & pricelist management

Read Reviews (3)

Read Reviews (4)

account management

Read Reviews (3)

Read Reviews (1)

lifetime value management

Read Reviews (2)

Read Reviews (1)

knowledge management

Read Reviews (2)

Read Reviews (0)

sales call management

Read Reviews (2)

Read Reviews (0)

opportunity management

Read Reviews (1)

Read Reviews (2)

relationship marketing

Read Reviews (1)

Read Reviews (4)

SeealllessActivities

Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • Increase sales & revenue

  • Scale best practices

  • Improve internal communications

  • Launch new products

  • Improve stakeholder relations

  • Grow market share

  • Improve digital and social presence

  • Improve ROI

  • See 7 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

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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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