# 360 View CRM vs Agentforce Financial Services (formerly Salesforce Financial Services Cloud) Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Salesforce Financial Services Cloud excels in overall user satisfaction, boasting a significantly higher G2 Score compared to 360 View CRM. Users appreciate features like the **Person Account management** and the streamlined access to client information, which enhances their ability to track progress effectively.
- **Users say** that Salesforce Financial Services Cloud offers a robust set of automation tools, including **Action Plans** and **workflow templates** , which help in managing repeatable processes. In contrast, while 360 View CRM also automates many manual processes, it lacks the depth of automation features that Salesforce provides.
- **Reviewers mention** that Salesforce Financial Services Cloud has a more extensive user base, reflected in its total number of reviews. This suggests a more reliable and tested product, as evidenced by the positive feedback on its **visual relationship maps** and householding features, which are particularly beneficial for financial services.
- **According to verified reviews** , 360 View CRM shines in its ability to provide a comprehensive view of member relationships, which users find invaluable for customer retention and upselling opportunities. However, it faces challenges in market presence and overall satisfaction compared to Salesforce.
- **Users highlight** that while both platforms have similar ratings for ease of use, Salesforce Financial Services Cloud's features like **client record updates** and **progress tracking** are noted for their efficiency, making daily tasks smoother for users.
- **Reviewers note** that Salesforce Financial Services Cloud's support quality is commendable, with a score that reflects its effectiveness in assisting users. In comparison, 360 View CRM also receives positive feedback for its support, but the overall experience with Salesforce tends to be more favorable based on user testimonials.



| | 360 View CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Star Rating** | 4.3 out of 5 | 4.3 out of 5 | 
| **Total Reviews** | 11 | 227 | 
| **Largest Market Segment** | Mid-Market (54.5% of reviews) | Enterprise (47.5% of reviews) | 
| **Entry Level Price** | No pricing available | $325.00 1 user Per Month | 


---
## Ratings Comparison
| Rating | 360 View CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
  | **Meets Requirements** | 8.6 (6 reviews) | 8.6 (151 reviews) | 
  | **Ease of Use** | 8.1 (6 reviews) | 8.0 (174 reviews) | 
  | **Ease of Setup** | Not enough data | 7.8 (113 reviews) | 
  | **Ease of Admin** | Not enough data | 8.0 (47 reviews) | 
  | **Quality of Support** | 8.6 (6 reviews) | 8.4 (144 reviews) | 
  | **Has the product been a good partner in doing business?** | Not enough data | 8.6 (50 reviews) | 
  | **Product Direction (% positive)** | 8.1 (6 reviews) | 8.5 (147 reviews) | 

---
## Pricing

### 360 View CRM

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

#### Entry-Level Pricing

Plan: Agentforce Financial Services Service Enterprise

Price: $325.00 1 user Per Month

Description: The financial services CRM for service with built-in AI.

Key Features:
- Industry-Specific Workflows using Service Cloud Enterprise Edition as a foundation
- Easy-to-Use CSR Console for Single Pane of Glass
- Service Process Studio for Low-Code Customization

[Browse all 8 editions](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### AI Assistants for Financial Services

| Product | Score | Reviews |
|---|---|---|
| **360 View CRM** | N/A | N/A |
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A |

#### Conversation Intelligence

| Feature | 360 View CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Action Items** | Not enough data | Not enough data | 
| **AI Meeting Transcription** | Not enough data | Not enough data | 
| **Sentiment analysis** | Not enough data | Not enough data | 

#### Workflow

| Feature | 360 View CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Triggering** | Not enough data | Not enough data | 
| **Email drafting** | Not enough data | Not enough data | 
| **Form Pre-fill** | Not enough data | Not enough data | 
| **CRM Auto-Logging** | Not enough data | Not enough data | 

#### Compliance

| Feature | 360 View CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Document verification** | Not enough data | Not enough data | 
| **Language Monitoring** | Not enough data | Not enough data | 
| **Audit Trail** | Not enough data | Not enough data | 
| **Access Control** | Not enough data | Not enough data | 
| **Triggering** | Not enough data | Not enough data | 

#### Insights

| Feature | 360 View CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Next Best Action** | Not enough data | Not enough data | 
| **Client Interaction Analysis** | Not enough data | Not enough data | 
| **Revenue Opportunity** | Not enough data | Not enough data | 

### Financial Services CRM

| Product | Score | Reviews |
|---|---|---|
| **360 View CRM** | 8.2/10 | 7 |
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | 8.2/10 | 88 |

#### Content

| Feature | 360 View CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Automation** | 7.8 (6 reviews) | 8.3 (83 reviews) | 

#### Platform Additional Functionality

| Feature | 360 View CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Pre-Built Connectors** | Not enough data | 8.1 (81 reviews) | 
| **Dashboard** | 8.9 (6 reviews) | 8.6 (81 reviews) | 
| **Cloud** | 8.0 (5 reviews) | 8.5 (76 reviews) | 
| **Mobility** | Not enough data | 8.1 (75 reviews) | 
| **Messaging** | 8.3 (5 reviews) | 7.9 (75 reviews) | 

#### Platform Reporting and Analytics

| Feature | 360 View CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Reporting** | 8.6 (6 reviews) | 8.6 (79 reviews) | 
| **Forecasting** | 9.0 (5 reviews) | 7.9 (76 reviews) | 

#### Customer Support

| Feature | 360 View CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Case Management** | 7.8 (6 reviews) | 8.4 (79 reviews) | 
| **Customer Support Portal** | 9.0 (5 reviews) | 8.4 (77 reviews) | 
| **Knowledge Base** | 7.8 (6 reviews) | 8.3 (77 reviews) | 
| **Support Analytics** | 8.3 (6 reviews) | 8.4 (77 reviews) | 

#### Marketing Automation

| Feature | 360 View CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Campaign Management** | 8.6 (6 reviews) | 8.2 (72 reviews) | 
| **Lead Management** | 8.6 (6 reviews) | 8.4 (73 reviews) | 
| **Marketing Analytics** | 8.1 (6 reviews) | 8.2 (73 reviews) | 

#### Sales Force Automation

| Feature | 360 View CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Pipeline Management** | 7.5 (6 reviews) | 8.2 (74 reviews) | 
| **Task Management** | 7.2 (6 reviews) | 8.1 (77 reviews) | 
| **Product and Price List Management** | 7.0 (5 reviews) | 8.0 (70 reviews) | 
| **Quote and Order Management** | 7.7 (5 reviews) | 8.1 (73 reviews) | 
| **Contract Management** | 8.7 (5 reviews) | 8.0 (71 reviews) | 

#### Agentic AI - Financial Services CRM

| Feature | 360 View CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Decision Making** | Not enough data | 8.0 (65 reviews) | 

---
## Categories
**Shared Categories (1):** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)


**Unique to Agentforce Financial Services (formerly Salesforce Financial Services Cloud) (1):** [AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services)


---
## Reviewer Demographics

### By Company Size

| Segment | 360 View CRM | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | 
|---|---|---|
| **Small-Business** | 27.3% | 20.5% | 
| **Mid-Market** | 54.5% | 32.0% | 
| **Enterprise** | 18.2% | 47.5% | 

### By Industry

#### 360 View CRM

- **Financial Services:** 18.2%
- **Real Estate:** 9.1%
- **Marketing and Advertising:** 9.1%
- **Information Technology and Services:** 9.1%
- **Education Management:** 9.1%
- **Consumer Services:** 9.1%
- **Computer Software:** 9.1%
- **Computer Hardware:** 9.1%
- **Banking:** 9.1%
- **Airlines/Aviation:** 9.1%

#### Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

- **Financial Services:** 44.7%
- **Banking:** 10.6%
- **Accounting:** 5.5%
- **Information Technology and Services:** 5.5%
- **Computer Software:** 3.0%
- **Hospital & Health Care:** 3.0%
- **Marketing and Advertising:** 3.0%
- **Insurance:** 3.0%
- **Consumer Services:** 1.5%
- **Leisure, Travel & Tourism:** 1.5%
- **Other:** 18.6%

---
## Alternatives

### Alternatives to 360 View CRM

- [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (672 reviews)
- [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) — 4.3/5 stars (268 reviews)
- [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) — 4.5/5 stars (157 reviews)
- [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) — 4.6/5 stars (109 reviews)
- [Merchant Central by NMI](https://www.g2.com/products/merchant-central-by-nmi/reviews) — 4.6/5 stars (100 reviews)
- [Practifi](https://www.g2.com/products/practifi/reviews) — 4.3/5 stars (79 reviews)
- [vcita](https://www.g2.com/products/vcita/reviews) — 4.5/5 stars (81 reviews)
- [Affinity](https://www.g2.com/products/affinity/reviews) — 4.4/5 stars (72 reviews)
- [Irwin](https://www.g2.com/products/irwin/reviews) — 4.5/5 stars (57 reviews)
- [Backstop Solutions Suite](https://www.g2.com/products/backstop-solutions-suite/reviews) — 4.7/5 stars (46 reviews)

### Alternatives to Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

- [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) — 4.6/5 stars (109 reviews)
- [Practifi](https://www.g2.com/products/practifi/reviews) — 4.3/5 stars (79 reviews)
- [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) — 4.3/5 stars (268 reviews)
- [Lead Management](https://www.g2.com/products/total-expert-lead-management/reviews) — 4.5/5 stars (157 reviews)
- [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (672 reviews)
- [GReminders](https://www.g2.com/products/greminders/reviews) — 4.6/5 stars (694 reviews)
- [Zocks](https://www.g2.com/products/zocks/reviews) — 4.8/5 stars (440 reviews)
- [AdvisorEngine CRM](https://www.g2.com/products/advisorengine-crm/reviews) — 4.0/5 stars (26 reviews)
- [DealCloud](https://www.g2.com/products/dealcloud/reviews) — 4.2/5 stars (41 reviews)
- [SmartOffice](https://www.g2.com/products/smartoffice/reviews) — 3.7/5 stars (28 reviews)

---
## Top Discussions

### 360 View CRM

No discussions available for this product.

### Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

No discussions available for this product.

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/360-view-crm-vs-agentforce-financial-services-formerly-salesforce-financial-services-cloud)