Compare Agentforce Financial Services (formerly Salesforce Financial Services Cloud) and DealCloud 
Featured Products
At a Glance
Market Segments
Enterprise (47.7% of reviews)
Small-Business (69.2% 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 plansDealCloud
Star Rating
(31)4.3 out of 5
Market Segments
Small-Business (69.2% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about DealCloudSummary
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 DealCloud. Users appreciate features like the Person Account management and the streamlined access to client information, which enhances their workflow and productivity.
- According to verified reviews, Salesforce Financial Services Cloud has a much larger volume of recent feedback, indicating a more active user base. This suggests that users are consistently finding value in the platform, with many highlighting the effectiveness of Action Plans and workflow templates for automating regulated processes.
- Users say that DealCloud offers an intuitive user interface, making it easier to manage networks of contacts. This is particularly beneficial for small businesses, as noted by reviewers who appreciate the platform's ability to keep track of active deals and fast-moving processes.
- Reviewers mention that while both platforms have similar ease of use ratings, Salesforce Financial Services Cloud provides a more comprehensive set of features, such as visual relationship maps and householding, which enhance client relationship management.
- Users highlight the quality of support from DealCloud, noting that their support team is responsive and willing to make adjustments as needs change. This level of customer service is a strong point for DealCloud, especially for users who require ongoing assistance.
- According to recent feedback, Salesforce Financial Services Cloud's advanced features, like reporting and forecasting tools, are praised for their effectiveness in helping users make informed decisions, while DealCloud's capabilities in these areas are seen as less robust, indicating a potential gap for users focused on analytics.
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
DealCloud
No pricing availableFree Trial
Agentforce Financial Services (formerly Salesforce Financial Services Cloud)
Free Trial is available
DealCloud
No trial information availableRatings
Meets Requirements
8.6
149
9.0
21
Ease of Use
8.0
172
8.0
22
Ease of Setup
7.8
111
7.5
12
Ease of Admin
8.0
46
8.3
5
Quality of Support
8.4
142
9.4
21
Has the product been a good partner in doing business?
8.6
49
8.7
5
Product Direction (% positive)
8.5
146
9.4
21
Features by Category
Investment Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Fund Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Feature Not Available
Agentic AI - Venture Capital Management
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Deal Identification - Deal Sourcing
Not enough data
4.7
5
Not enough data
7.0
5
Not enough data
5.3
5
Not enough data
5.7
5
Market Intelligence - Deal Sourcing
Not enough data
Not enough data
Not enough data
6.3
5
Not enough data
5.3
5
Not enough data
5.3
5
Not enough data
5.3
5
Workflow & Customization - Deal Sourcing
Not enough data
6.3
5
Not enough data
6.3
5
Not enough data
7.7
5
Not enough data
8.0
5
Content
8.3
81
7.3
14
Platform Additional Functionality
8.1
79
6.9
14
8.6
81
8.3
14
8.5
76
8.3
13
8.1
75
7.3
13
7.9
75
6.2
13
Platform Reporting and Analytics
8.6
79
8.5
13
7.9
76
6.5
13
Customer Support
8.4
77
9.0
13
8.4
77
9.0
13
8.3
76
8.5
13
8.4
77
Feature Not Available
Marketing Automation
8.2
72
7.9
13
8.4
73
8.2
12
8.2
72
7.3
13
Sales Force Automation
8.2
74
8.5
13
8.1
76
8.1
12
8.0
70
7.1
12
8.1
73
7.2
12
8.0
71
Feature Not Available
Agentic AI - Financial Services CRM
7.9
64
6.0
7
Categories
Categories
Shared Categories
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) and DealCloud are categorized as Financial Services CRM
Unique Categories
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) has no unique categories
DealCloud is categorized as Deal Sourcing and Venture Capital Management
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.)
DealCloud
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%
Venture Capital & Private Equity
26.9%
Financial Services
19.2%
Information Technology and Services
11.5%
Investment Banking
7.7%
Real Estate
3.8%
Other
30.8%
Alternatives
Discussions
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) has no discussions with answers
DealCloud has no discussions with answers
Hunting for software insights?
With over 3 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
