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Streak vs Salesforce Financial Services Cloud: 2024 Ultimate Comparison Guide

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

tracking & monitoring communications

sending & publishing communications


engagement management

engaging and following up


workflow management


contact list management




sales document management

contract management

proposal & quote management



generation of new leads


pipeline management


helpdesk management



promotion management



relationship management


content management


campaign management

campaign analytics

campaign monitoring


business development


training & onboarding


conversion management


discount management



follower management



products & pricelist management


account management




lifetime value management


knowledge management




sales call management


opportunity management


relationship marketing




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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Business Setting