Compare 360 View CRM and Agentforce Financial Services (formerly Salesforce Financial Services Cloud) 
Featured Products
At a Glance
Market Segments
Mid-Market (58.3% of reviews)
Enterprise (47.7% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
No pricing available
$325.00 1 user Per Month
360 View CRM
Star Rating
(12)4.4 out of 5
Market Segments
Mid-Market (58.3% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about 360 View CRMAgentforce Financial Services (formerly Salesforce Financial Services Cloud)
Star Rating
(223)4.3 out of 5
Market Segments
Enterprise (47.7% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$325.00 1 user Per Month
Free Trial is available
Browse all 3 pricing plansSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- 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.
Pricing
Entry-Level Pricing
360 View CRM
No pricing availableAgentforce Financial Services (formerly Salesforce Financial Services Cloud)
Financial Services Cloud Service Enterprise
$325.00
1 user Per Month
The financial services CRM for service with built-in AI.
- 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
Free Trial
360 View CRM
No trial information availableAgentforce Financial Services (formerly Salesforce Financial Services Cloud)
Free Trial is available
Ratings
Meets Requirements
8.8
7
8.6
149
Ease of Use
8.3
7
8.0
172
Ease of Setup
Not enough data
7.8
111
Ease of Admin
Not enough data
8.0
46
Quality of Support
8.6
7
8.4
142
Has the product been a good partner in doing business?
Not enough data
8.6
49
Product Direction (% positive)
8.3
7
8.5
146
Features by Category
Content
7.8
6
8.3
81
Platform Additional Functionality
Not enough data
8.1
79
8.9
6
8.6
81
8.0
5
8.5
76
Not enough data
8.1
75
8.3
5
7.9
75
Platform Reporting and Analytics
8.6
6
8.6
79
9.0
5
7.9
76
Customer Support
8.1
7
8.4
77
9.0
5
8.4
77
7.8
6
8.3
76
8.3
6
8.4
77
Marketing Automation
8.6
6
8.2
72
8.6
6
8.4
73
8.1
6
8.2
72
Sales Force Automation
7.5
6
8.2
74
7.2
6
8.1
76
7.0
5
8.0
70
7.7
5
8.1
73
8.7
5
8.0
71
Agentic AI - Financial Services CRM
Not enough data
7.9
64
Categories
Categories
Shared Categories
360 View CRM and Agentforce Financial Services (formerly Salesforce Financial Services Cloud) are categorized as Financial Services CRM
Unique Categories
360 View CRM has no unique categories
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) has no unique categories
Reviews
Reviewers' Company Size
360 View CRM
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Agentforce Financial Services (formerly Salesforce Financial Services Cloud)
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
16.7%
Telecommunications
8.3%
Real Estate
8.3%
Marketing and Advertising
8.3%
Information Technology and Services
8.3%
Other
50.0%
Financial Services
44.7%
Banking
10.7%
Accounting
5.6%
Information Technology and Services
5.6%
Computer Software
3.0%
Other
30.5%
Alternatives
Discussions
360 View CRM has no discussions with answers
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) has no discussions with answers
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