# Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Creditsafe Comparison | | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **Star Rating** | 4.3 out of 5 | 4.5 out of 5 | | **Total Reviews** | 227 | 242 | | **Largest Market Segment** | Enterprise (47.5% of reviews) | Mid-Market (54.4% of reviews) | | **Entry Level Price** | $325.00 1 user Per Month | Free Trial | --- ## Top Pros & Cons ### Agentforce Financial Services (formerly Salesforce Financial Services Cloud) **Not enough data** ### Creditsafe Pros: - Ease of Use (54 reviews) - Setup Ease (17 reviews) Cons: - Inaccuracy (15 reviews) - Inefficient Search (12 reviews) --- ## Ratings Comparison | Rating | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **Meets Requirements** | 8.6 (151 reviews) | 9.1 (174 reviews) | | **Ease of Use** | 8.0 (174 reviews) | 9.3 (179 reviews) | | **Ease of Setup** | 7.8 (113 reviews) | 9.4 (161 reviews) | | **Ease of Admin** | 8.0 (47 reviews) | 8.8 (27 reviews) | | **Quality of Support** | 8.4 (144 reviews) | 9.1 (151 reviews) | | **Has the product been a good partner in doing business?** | 8.6 (50 reviews) | 9.0 (27 reviews) | | **Product Direction (% positive)** | 8.5 (147 reviews) | 9.2 (167 reviews) | --- ## Pricing ### 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 ### Creditsafe #### Entry-Level Pricing Plan: Standard Price: Free Trial Description: An introductory package designed for business that trade within the US Key Features: - Freedom access to business credit reports - US Officer reports - Media solutions [Browse all 3 editions](https://www.g2.com/products/creditsafe/pricing) #### Free Trial Yes --- ## Features Comparison By Category ### Credit and Collections | Product | Score | Reviews | |---|---|---| | **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A | | **Creditsafe** | 6.9/10 | 156 | #### Customer Credit | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **Credit Limits** | Not enough data | 9.2 (66 reviews) | | **Credit History** | Not enough data | 9.1 (49 reviews) | | **Credit Limits Adjustment** | Not enough data | 8.4 (31 reviews) | | **Integration with Credit Rating Agencies** | Not enough data | 8.7 (99 reviews) | | **Credit Limit Suspension** | Not enough data | 7.7 (29 reviews) | #### Invoice Matching | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **Incomplete Payments** | Not enough data | 6.7 (27 reviews) | | **Match Invoices and Payments** | Not enough data | 6.2 (23 reviews) | | **Errors and Adjustments** | Not enough data | 5.8 (21 reviews) | | **Cash Application** | Not enough data | 5.8 (20 reviews) | #### Collections | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **Late Payments** | Not enough data | 7.8 (27 reviews) | | **Disputed Transactions** | Not enough data | 6.2 (20 reviews) | | **Personalized Customer Messaging** | Not enough data | 5.8 (19 reviews) | | **Customer Profiles** | Not enough data | 8.1 (59 reviews) | #### Analytics | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **At Risk Customers** | Not enough data | 9.3 (45 reviews) | | **Esimated vs Actual Receipts** | Not enough data | 5.8 (20 reviews) | | **Collections Effectiveness** | Not enough data | 7.0 (22 reviews) | | **Scaleability** | Not enough data | 7.3 (27 reviews) | | **Artificial Intelligence** | Not enough data | 5.4 (22 reviews) | | **Compliance Control** | Not enough data | 6.8 (22 reviews) | #### Self Service | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **Customer Portal** | Not enough data | 6.6 (20 reviews) | | **Financial Documents** | Not enough data | 6.7 (20 reviews) | #### Agentic AI - Credit and Collections | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **Autonomous Task Execution** | Not enough data | 4.6 (18 reviews) | | **Multi-step Planning** | Not enough data | 5.3 (18 reviews) | | **Adaptive Learning** | Not enough data | 5.4 (17 reviews) | ### Financial Risk Management | Product | Score | Reviews | |---|---|---| | **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A | | **Creditsafe** | 7.8/10 | 8 | #### Platform Data | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **Visualization** | Not enough data | 9.0 (7 reviews) | #### Platform Interoperability | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **Pre-Built Connectors** | Not enough data | 7.0 (5 reviews) | #### Platform Additional Functionality | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **Dashboard** | Not enough data | 8.8 (7 reviews) | | **Multi-Factor Analysis** | Not enough data | 9.0 (5 reviews) | | **Cloud** | Not enough data | 6.3 (5 reviews) | #### Platform Basics | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **Reporting** | Not enough data | 9.3 (7 reviews) | #### Agentic AI - Financial Risk Management | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **Natural Language Interaction** | Not enough data | 5.0 (5 reviews) | ### Third Party & Supplier Risk Management | Product | Score | Reviews | |---|---|---| | **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A | | **Creditsafe** | 7.9/10 | 10 | #### Risk Assessment | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **Scoring** | Not enough data | 8.7 (9 reviews) | | **AI** | Not enough data | Not enough data | #### Risk Control | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **Reviews** | Not enough data | Not enough data | | **Policies** | Not enough data | Not enough data | | **Workflows** | Not enough data | Not enough data | #### Monitoring | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **Vendor Performance** | Not enough data | 7.7 (5 reviews) | | **Notifications** | Not enough data | 8.1 (6 reviews) | | **Oversight** | Not enough data | 7.0 (5 reviews) | #### Reporting | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **Templates** | Not enough data | Not enough data | | **Centralized Data** | Not enough data | Not enough data | | **360 View** | Not enough data | Not enough data | #### Agentic AI - Third Party & Supplier Risk Management | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **Adaptive Learning** | Not enough data | Not enough data | | **Decision Making** | Not enough data | 8.1 (6 reviews) | ### Accounting & Finance | Product | Score | Reviews | |---|---|---| | **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A | | **Creditsafe** | N/A | N/A | #### Agentic AI - Accounting & Finance | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | ### AI Assistants for Financial Services | Product | Score | Reviews | |---|---|---| | **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A | | **Creditsafe** | N/A | N/A | #### Conversation Intelligence | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **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 | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **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 | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **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 | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **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 | |---|---|---| | **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | 8.2/10 | 88 | | **Creditsafe** | N/A | N/A | #### Content | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **Automation** | 8.3 (83 reviews) | Not enough data | #### Platform Additional Functionality | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **Pre-Built Connectors** | 8.1 (81 reviews) | Not enough data | | **Dashboard** | 8.6 (81 reviews) | Not enough data | | **Cloud** | 8.5 (76 reviews) | Not enough data | | **Mobility** | 8.1 (75 reviews) | Not enough data | | **Messaging** | 7.9 (75 reviews) | Not enough data | #### Platform Reporting and Analytics | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **Reporting** | 8.6 (79 reviews) | Not enough data | | **Forecasting** | 7.9 (76 reviews) | Not enough data | #### Customer Support | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **Case Management** | 8.4 (79 reviews) | Not enough data | | **Customer Support Portal** | 8.4 (77 reviews) | Not enough data | | **Knowledge Base** | 8.3 (77 reviews) | Not enough data | | **Support Analytics** | 8.4 (77 reviews) | Not enough data | #### Marketing Automation | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **Campaign Management** | 8.2 (72 reviews) | Not enough data | | **Lead Management** | 8.4 (73 reviews) | Not enough data | | **Marketing Analytics** | 8.2 (73 reviews) | Not enough data | #### Sales Force Automation | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **Pipeline Management** | 8.2 (74 reviews) | Not enough data | | **Task Management** | 8.1 (77 reviews) | Not enough data | | **Product and Price List Management** | 8.0 (70 reviews) | Not enough data | | **Quote and Order Management** | 8.1 (73 reviews) | Not enough data | | **Contract Management** | 8.0 (71 reviews) | Not enough data | #### Agentic AI - Financial Services CRM | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **Decision Making** | 8.0 (65 reviews) | Not enough data | --- ## Categories **Unique to Agentforce Financial Services (formerly Salesforce Financial Services Cloud) (2):** [AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services), [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) **Unique to Creditsafe (3):** [Financial Risk Management Software](https://www.g2.com/categories/financial-risk-management), [Credit and Collections Software](https://www.g2.com/categories/credit-and-collections), [Third Party & Supplier Risk Management Software](https://www.g2.com/categories/third-party-supplier-risk-management) --- ## Reviewer Demographics ### By Company Size | Segment | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Creditsafe | |---|---|---| | **Small-Business** | 20.5% | 36.7% | | **Mid-Market** | 32.0% | 54.4% | | **Enterprise** | 47.5% | 8.8% | ### By Industry #### 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% #### Creditsafe - **Manufacturing:** 16.6% - **Accounting:** 12.2% - **Construction:** 7.2% - **Wholesale:** 6.1% - **Logistics and Supply Chain:** 4.4% - **Financial Services:** 4.4% - **Telecommunications:** 3.3% - **Chemicals:** 3.3% - **Business Supplies and Equipment:** 3.3% - **Building Materials:** 3.3% - **Other:** 35.9% --- ## Alternatives ### 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 (693 reviews) - [Zocks](https://www.g2.com/products/zocks/reviews) — 4.8/5 stars (430 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) ### Alternatives to Creditsafe - [Vanta](https://www.g2.com/products/vanta/reviews) — 4.6/5 stars (2619 reviews) - [Optro](https://www.g2.com/products/optro/reviews) — 4.6/5 stars (1597 reviews) - [Secureframe](https://www.g2.com/products/secureframe/reviews) — 4.7/5 stars (806 reviews) - [SAP Ariba](https://www.g2.com/products/sap-ariba/reviews) — 4.1/5 stars (792 reviews) - [UpGuard Vendor Risk](https://www.g2.com/products/upguard-vendor-risk/reviews) — 4.5/5 stars (724 reviews) - [Billtrust](https://www.g2.com/products/billtrust/reviews) — 4.4/5 stars (510 reviews) - [Invoiced](https://www.g2.com/products/invoiced/reviews) — 4.5/5 stars (413 reviews) - [Chargeflow](https://www.g2.com/products/chargeflow-inc-chargeflow/reviews) — 4.7/5 stars (276 reviews) - [osapiens](https://www.g2.com/products/osapiens/reviews) — 4.4/5 stars (243 reviews) - [HighRadius Accounts Receivables](https://www.g2.com/products/highradius-corporation/reviews) — 4.3/5 stars (237 reviews) --- ## Top Discussions ### Agentforce Financial Services (formerly Salesforce Financial Services Cloud) No discussions available for this product. ### Creditsafe No discussions available for this product. --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-creditsafe)