Salesforce Financial Services Cloud und Wealthbox CRM vergleichen 
Salesforce Financial Services Cloud vs Wealthbox CRM
Bei der Bewertung der beiden Lösungen fanden die Rezensenten Wealthbox CRM einfacher zu verwenden, einzurichten und zu verwalten. Die Rezensenten bevorzugten es auch, insgesamt Geschäfte mit Wealthbox CRM zu machen.
- Die Gutachter waren der Meinung, dass Wealthbox CRM den Bedürfnissen ihres Unternehmens besser entspricht als Salesforce Financial Services Cloud.
- Beim Vergleich der Qualität des laufenden Produktsupports bevorzugten die Gutachter Wealthbox CRM.
- Bei Feature-Updates und Roadmaps bevorzugten unsere Rezensenten die Richtung von Wealthbox CRM gegenüber Salesforce Financial Services Cloud.
- Kontakte
- 1 CRM-Arbeitsbereich
- 1 Chancen-Pipeline
Ich mag, wie Salesforce Financial mir hilft, alle meine aktuellen Leads/Chancen in einem zugänglichen und benutzerfreundlichen Layout zu organisieren und zu pflegen.
Because of all the feature sets, it can be overwhelming to get started. There's a massive learning curve which is daunting when you're trying to run a business at the same time.
I like that the software is specifically made for financial advisors. Wealthbox understands our business and the specific needs we have in maintaining client information. The financial industry has specific regulatory requirements and Wealthbox does a...
Wealthbox doesn't help me accomplish work. It is limited on workflows, reporting, automations, and data management.
Ich mag, wie Salesforce Financial mir hilft, alle meine aktuellen Leads/Chancen in einem zugänglichen und benutzerfreundlichen Layout zu organisieren und zu pflegen.
I like that the software is specifically made for financial advisors. Wealthbox understands our business and the specific needs we have in maintaining client information. The financial industry has specific regulatory requirements and Wealthbox does a...
Because of all the feature sets, it can be overwhelming to get started. There's a massive learning curve which is daunting when you're trying to run a business at the same time.
Wealthbox doesn't help me accomplish work. It is limited on workflows, reporting, automations, and data management.
