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Userlytics vs Salesforce Financial Services Cloud: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Userlytics vs. Salesforce Financial Services Cloud is based on a specific set of business needs and context. The comparison uses 720 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Userlytics and Salesforce Financial Services Cloud

Userlytics belong to a category of solutions that help Collaboration and Productivity, whereas Salesforce Financial Services Cloud 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.

Userlytics covers Engagement Management with Website, Sales Call Management with Phone Calls, Customer Feedback Management with Promotions, Advertisement with Website, etc.

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

"As a global non-profit, we have a firm commitment to learning and listening to our supporters. From focus groups to usability testing, gathering this insight can only lead to a better user experience for every donor that hits our site. To date, we’v...e worked closely with Userlytics and the platform has a solid user interface, making it that much easier to launch a study and view the results. I also love that they are committed to rolling out new features and enhancements on the platform. Ultimately, that’s what makes the difference in the long stretch. Finally, their support and management staff are exceptional. I highly recommend them!! " - Carl Ferrara

"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 Userlytics

Focus area

Software Failure Risk

  • medium

logo Salesforce Financial Services Cloud

Focus area

Software Failure Risk

  • medium

About

Userlytics: Remote User Testing Platform

Build a lifetime of trust with a unified financial services experience

Age

1999

Financials

PRIVATE

IPO

Business Need

Total Processes
(we found evidences for)

20

48

Total Goals
(we found evidences for)

5

6

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up


sales call management


customer feedback management

measuring net promoter score



training & onboarding




contact list management



generation of new leads


relationship management




relationship marketing


products & pricelist management


opportunity management


workflow management



conversion management


Top Goals

Goals Achieved

  • Acquire customers

  • Establish thought leadership

  • Improve digital and social presence

  • Scale best practices

  • Enhance customer relationships

  • See 2 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

medium

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low

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Migration Risk

medium

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medium

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Business Setting