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Teamgate CRM vs Salesforce Financial Services Cloud: 2024 Ultimate Comparison Guide

Comparison Summary

This comparison report of Teamgate CRM vs. Salesforce Financial Services Cloud is based on a specific set of business needs and context. The comparison uses 2763 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Teamgate CRM and Salesforce Financial Services Cloud

Teamgate CRM, Salesforce Financial Services Cloud, Salesmate Sales CRM, Close 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.

Teamgate CRM covers Contact List Management with Phone Calls, Generation Of New Leads, Lead Management, Forecasting, etc.

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

"I think your CRM is fantastic and does exactly what i want. It is much better than most of the other CRM’s I have come across. " - Biotech Executive

"With Salesforce, we have transformed the mortgage process at Barclays " - Jackie Uhi

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 Teamgate CRM

Focus area

Teamgate CRM is better than Salesforce Financial Services Cloud for

Software Failure Risk

  • low

logo Salesforce Financial Services Cloud

Focus area

Software Failure Risk

  • medium

About

Teamgate CRM | Sales CRM software to power your growth

Build a lifetime of trust with a unified financial services experience

Age

1999

Financials

SEED

IPO

Business Need

Total Processes
(we found evidences for)

74

48

Total Goals
(we found evidences for)

12

6

Top Processes

Evidences indicate better relative satisfaction


contact list management


generation of new leads




pipeline management


social media management

social media analytics


communication management

sending & publishing communications

tracking & monitoring communications



sales call management

meeting management


engagement management

engaging and following up


conversion management


lead qualification

lead qualification: behavioural

lead qualification: technographic



products & pricelist management


opportunity management



helpdesk management



campaign management

campaign monitoring




relationship management



training & onboarding


trade show marketing


promotion management


sales document management


workflow management


competitive intelligence



discount management



content management


performance management


account management


revenue cycle management




rating and review management


segmentation and targeting


relationship marketing



Top Goals

Goals Achieved

  • Increase sales & revenue

  • Improve efficiency

  • Enhance customer relationships

  • Acquire customers

  • Improve internal communications

  • Manage risk

  • Improve ROI

  • Improve stakeholder relations

  • Enter new markets internationally or locally

  • Build brand awareness

  • Scale best practices

  • Improve digital and social presence

  • See 9 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