Salesforce Financial Services Cloud

Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.

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8.2/10 (Expert Score) ★★★★★
Product is rated as #14 in category Financial Services CRM Software
Ease of use
7.9
Support
8.1
Ease of Setup
7.3

Salesforce Financial Services Cloud provides integrated sales, service and marketing solutions that break down silos and help create a cohesive, personalized customer experience across all departments, and through all channels of communication.

Salesforce Financial Services Cloud
Salesforce Financial Services Cloud

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Customer Reviews

Salesforce Financial Services Cloud Reviews

User in Financial Services

Advanced user of Salesforce Financial Services Cloud
★★★★★
Robust and well-structured tool for high quality financial work.

What do you like best?

SalesforcГ© Financial is a software that I consider to be designed with a very complete structure, since it allows us to work in a fast way, focused on the important objectives and totally modern. The software is very adaptable to the different work needs that are required to complete any kind of financial project, allowing us to provide very personalized advice to our customers, have a vision of everything that happens through its bright and broad graphics. Sales forcГ© is a totally cloud-based software, it has a great support team capable of providing answers to any question and providing support quickly if necessary, it has a fairly wide, modern interface and very fast operation to work with complete peace of mind. Personally I am quite confident about this platform, as the experience I have gained has been impressive.

What do you dislike?

One of the few disadvantages of using salesforce financial is that it's difficult to operate when you're a beginner, since the service doesn't have any documentation and the platform is very broad. Its cost can become a problem when you have budget restrictions, since this service compared to other alternatives is quite expensive, however its high quality and great performance is why it's worth acquiring this service.

Recommendations to others considering the product:

It really is a platform with a great reputation, the service has a brilliant support team and high availability at the time you need it most. SalesforcГ© Financial is a totally innovative platform, it's very productive, and its customization capabilities are very high. For beginners it can be a bit complex software to use but in a very short time it is easy to adapt to your system. From my point of view this service has no comparison with any of its competitors because of how favorable it is for financial work.

What problems are you solving with the product? What benefits have you realized?

Sales forcГ© financial is considered a valuable tool for our team, as a platform that allows us to provide complete accessories to our clients, create solutions according to their needs and evaluate their progress through extensive graphics that provide us with valuable information. The tool has allowed us to work with high performance from the beginning, saving time and keeping us completely updated.

Review source: G2.com

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