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Compare CRMNEXT and Salesforce Financial Services Cloud 
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At a Glance
Market Segments
Enterprise (73.7% of reviews)
Enterprise (48.4% of reviews)
Pros & Cons
Not enough data
Not enough data
Entry-Level Pricing
No pricing available
$325.00 1 user Per Month
CRMNEXT
Star Rating
(19)4.1 out of 5
Market Segments
Enterprise (73.7% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about CRMNEXTSalesforce Financial Services Cloud
Star Rating
(213)4.3 out of 5
Market Segments
Enterprise (48.4% 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.
- Users report that CRMNEXT excels in Messaging with a score of 9.0, indicating that its communication features are highly effective for client interactions, while Salesforce Financial Services Cloud falls behind with a score of 7.6, suggesting room for improvement in this area.
- Reviewers mention that CRMNEXT's Product and Price List Management is particularly strong, achieving a score of 9.7, which allows for seamless updates and management of pricing structures, whereas Salesforce Financial Services Cloud scores 8.1, indicating it may not be as robust in this functionality.
- G2 users highlight that CRMNEXT's Campaign Management feature is rated at 9.1, showcasing its effectiveness in executing marketing strategies, while Salesforce Financial Services Cloud's score of 7.8 suggests it may not offer the same level of capability in managing campaigns.
- Users on G2 report that CRMNEXT's Forecasting capabilities are exceptional, with a score of 9.3, which helps businesses predict sales trends accurately, compared to Salesforce Financial Services Cloud's lower score of 7.4, indicating less effectiveness in this critical area.
- Reviewers mention that CRMNEXT's Case Management feature is rated at 8.3, providing a solid framework for handling customer inquiries, while Salesforce Financial Services Cloud scores higher at 8.8, suggesting it may offer more advanced tools for managing customer support cases.
- Users say that CRMNEXT's Automation features are rated at 8.2, which helps streamline processes effectively, while Salesforce Financial Services Cloud's score of 8.1 indicates it is slightly less efficient in automating tasks, though still competent.
Pricing
Entry-Level Pricing
CRMNEXT
No pricing availableSalesforce 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
CRMNEXT
No trial information availableSalesforce Financial Services Cloud
Free Trial is available
Ratings
Meets Requirements
8.0
18
8.6
142
Ease of Use
8.5
18
8.0
165
Ease of Setup
7.7
10
7.8
104
Ease of Admin
7.8
10
8.0
44
Quality of Support
7.8
18
8.4
135
Has the product been a good partner in doing business?
7.7
10
8.6
47
Product Direction (% positive)
8.6
17
8.4
139
Features by Category
Content
8.2
11
8.2
75
Platform Additional Functionality
8.8
12
8.1
76
7.6
12
8.6
76
8.3
7
8.5
75
7.9
11
8.1
75
9.0
7
7.9
74
Platform Reporting and Analytics
7.4
11
8.5
76
9.3
5
7.8
74
Customer Support
8.3
13
8.4
75
7.7
8
8.4
76
8.3
6
8.3
75
6.3
9
8.4
75
Marketing Automation
9.1
9
8.2
71
9.0
10
8.4
72
9.0
7
8.2
72
Sales Force Automation
8.7
9
8.2
73
8.7
9
8.1
75
9.7
5
8.0
70
Not enough data
8.1
73
Not enough data
8.0
71
Agentic AI - Financial Services CRM
Not enough data
7.9
64
Categories
Categories
Shared Categories
CRMNEXT and Salesforce Financial Services Cloud are categorized as Financial Services CRM
Unique Categories
CRMNEXT has no unique categories
Salesforce Financial Services Cloud has no unique categories
Reviews
Reviewers' Company Size
CRMNEXT
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
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
Insurance
36.8%
Banking
31.6%
Financial Services
10.5%
Medical Devices
5.3%
Mechanical or Industrial Engineering
5.3%
Other
10.5%
Financial Services
45.8%
Banking
11.1%
Information Technology and Services
5.8%
Accounting
4.7%
Insurance
3.2%
Other
29.5%
Alternatives
Discussions
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
What is a CRM tool?
1 Comment
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
CRMNEXT has no more discussions with answers
Salesforce Financial Services Cloud has no discussions with answers
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