Lors de l'évaluation des deux solutions, les examinateurs ont trouvé Wealthbox CRM plus facile à utiliser, à configurer et à administrer. Les examinateurs ont également préféré faire des affaires avec Wealthbox CRM dans l'ensemble.
J'aime la façon dont Salesforce Financial m'aide à organiser et à maintenir tous mes prospects/opportunités actuels dans une présentation accessible et facile à utiliser.
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.
J'aime la façon dont Salesforce Financial m'aide à organiser et à maintenir tous mes prospects/opportunités actuels dans une présentation accessible et facile à utiliser.
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.