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Yardi Matrix vs Salesforce Financial Services Cloud: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Yardi Matrix vs. Salesforce Financial Services Cloud is based on a specific set of business needs and context. The comparison uses 594 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Yardi Matrix and Salesforce Financial Services Cloud

Yardi Matrix, and 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.

Yardi Matrix covers Market Research, Market Survey, Competitive Intelligence with Offline, Pipeline Management, etc.

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

"Yardi Matrix has proven to be a valuable resource in our business. From the individual property level detail, up to the overall industry market conditions, we make informed data driven decisions from the many reports and tools available. The navigat...ion of the program is intuitive, user friendly, and their customer service is truly top-notch. We will continue to use Yardi Matrix in many years to come. " - Bruce Tokarski

"We've found a partner in innovation with Salesforce. " - Hikmet Ersek

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 Yardi Matrix

Focus area

Software Failure Risk

  • medium

logo Salesforce Financial Services Cloud

Focus area

Software Failure Risk

  • medium

About

Yardi Matrix: Commercial Real Estate Data and Research

Build a lifetime of trust with a unified financial services experience

Age

1999

Financials

IPO

Business Need

Total Processes
(we found evidences for)

11

48

Total Goals
(we found evidences for)

5

6

Top Processes

Evidences indicate better relative satisfaction


engaging and following up


engagement management

engaging and following up



contact list management




generation of new leads


relationship management




training & onboarding


relationship marketing


products & pricelist management


opportunity management


workflow management



conversion management


Top Goals

Goals Achieved

  • Grow market share

  • Enter new markets internationally or locally

  • Increase sales & revenue

  • Acquire customers

  • Improve efficiency

  • 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