Compare Agentforce Financial Services (formerly Salesforce Financial Services Cloud) and CRMNEXT 
Featured Products
At a Glance
Market Segments
Enterprise (47.7% of reviews)
Enterprise (70.0% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
$325.00 1 user Per Month
No pricing available
Agentforce 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 plansCRMNEXT
Star Rating
(20)4.2 out of 5
Market Segments
Enterprise (70.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about CRMNEXTSummary
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 CRMNEXT. This indicates a stronger reputation and reliability among users, particularly in the financial services sector.
- Users say that Salesforce Financial Services Cloud offers a more comprehensive feature set, including advanced tools like Action Plans and workflow templates that automate processes effectively. This has been highlighted as a game-changer for managing repeatable and regulated tasks.
- Reviewers mention that CRMNEXT provides a user-friendly experience, particularly in lead management, with features that allow users to capture leads from various sources seamlessly. This capability has been praised for simplifying the process of maintaining customer data without the need for physical records.
- According to verified reviews, Salesforce Financial Services Cloud shines in its ability to streamline client information access, which significantly enhances the efficiency of updating client records. Users appreciate how this feature helps them track client progress more effectively.
- Users highlight that while CRMNEXT has a strong focus on lead management and campaign capabilities, it struggles with overall market presence and user engagement, as evidenced by the lack of recent reviews compared to Salesforce Financial Services Cloud, which has received a substantial number of recent user feedback.
- Reviewers note that Salesforce Financial Services Cloud's organized layout and financial fields improve usability, making it easier for users to navigate and manage their accounts. This contrasts with CRMNEXT, which, despite its strengths, may not offer the same level of organizational clarity in its interface.
Pricing
Entry-Level Pricing
Agentforce 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
CRMNEXT
No pricing availableFree Trial
Agentforce Financial Services (formerly Salesforce Financial Services Cloud)
Free Trial is available
CRMNEXT
No trial information availableRatings
Meets Requirements
8.6
149
8.1
19
Ease of Use
8.0
172
8.5
19
Ease of Setup
7.8
111
7.7
11
Ease of Admin
8.0
46
7.9
11
Quality of Support
8.4
142
7.8
19
Has the product been a good partner in doing business?
8.6
49
7.9
11
Product Direction (% positive)
8.5
146
8.7
18
Features by Category
Content
8.3
81
8.3
12
Platform Additional Functionality
8.1
79
8.8
12
8.6
81
7.8
13
8.5
76
8.3
7
8.1
75
7.9
11
7.9
75
9.0
7
Platform Reporting and Analytics
8.6
79
7.6
12
7.9
76
9.3
5
Customer Support
8.4
77
8.5
14
8.4
77
7.7
8
8.3
76
8.3
6
8.4
77
6.3
9
Marketing Automation
8.2
72
9.1
9
8.4
73
9.0
10
8.2
72
9.0
7
Sales Force Automation
8.2
74
8.7
9
8.1
76
8.7
9
8.0
70
9.7
5
8.1
73
Not enough data
8.0
71
Not enough data
Agentic AI - Financial Services CRM
7.9
64
Not enough data
Categories
Categories
Shared Categories
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) and CRMNEXT are categorized as Financial Services CRM
Unique Categories
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) has no unique categories
CRMNEXT has no unique categories
Reviews
Reviewers' Company Size
Agentforce Financial Services (formerly Salesforce Financial Services Cloud)
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
CRMNEXT
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
44.7%
Banking
10.7%
Accounting
5.6%
Information Technology and Services
5.6%
Computer Software
3.0%
Other
30.5%
Insurance
35.0%
Banking
30.0%
Financial Services
10.0%
Professional Training & Coaching
5.0%
Medical Devices
5.0%
Other
15.0%
Alternatives
Discussions
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) has no discussions with answers
What is a CRM tool?
2 Comments
PB
CRM is basically customer relationship management and it helps the organization in maintaining a single source of customer information. There are different...Read more
What is the best way to integrate systems without adding more layers
1 Comment
JG
Hey Sachin! We integrate directly into the core which allows us to not add extra layers but a single layer where all systems can speak to one another. Our...Read more
CRMNEXT has no more discussions with answers
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