Compare Agentforce Financial Services (formerly Salesforce Financial Services Cloud) and Maximizer 
At a Glance
Market Segments
Enterprise (47.7% of reviews)
Small-Business (74.6% of reviews)
Entry-Level Pricing
$325.00 1 user Per Month
$65.00 3 User Per Year
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 plansMaximizer
Star Rating
(670)4.0 out of 5
Market Segments
Small-Business (74.6% of reviews)
Pros & Cons
Entry-Level Pricing
$65.00 3 User Per Year
Browse all 3 pricing plansAgentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Maximizer
When assessing the two solutions, reviewers found them equally easy to use and set up. However, reviewers preferred the ease of administration and doing business with Agentforce Financial Services (formerly Salesforce Financial Services Cloud) overall.
- Reviewers felt that Agentforce Financial Services (formerly Salesforce Financial Services Cloud) meets the needs of their business better than Maximizer.
- When comparing quality of ongoing product support, reviewers felt that Agentforce Financial Services (formerly Salesforce Financial Services Cloud) is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Agentforce Financial Services (formerly Salesforce Financial Services Cloud) over Maximizer.
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
Maximizer
Base Edition
$65.00
3 User Per Year
- Advanced Contact Management
- Lead & Opportunity Handling
- Task Management
Free Trial
Agentforce Financial Services (formerly Salesforce Financial Services Cloud)
Free Trial is available
Maximizer
No trial information availableRatings
Meets Requirements
8.6
149
8.3
583
Ease of Use
8.0
172
8.0
589
Ease of Setup
7.8
111
7.8
328
Ease of Admin
8.0
46
7.9
195
Quality of Support
8.4
142
8.2
561
Has the product been a good partner in doing business?
8.6
49
8.1
193
Product Direction (% positive)
8.5
146
7.8
581
Features by Category
Sales Force Automation
Not enough data
8.3
426
|
Verified
Not enough data
7.0
220
Not enough data
7.4
326
|
Verified
Not enough data
7.9
402
|
Verified
Not enough data
6.4
215
|
Verified
Not enough data
7.8
360
|
Verified
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
7.5
275
Marketing Automation
Not enough data
6.9
289
Not enough data
6.7
242
Not enough data
7.2
269
Not enough data
6.3
189
Customer Support
Not enough data
7.5
263
Not enough data
Feature Not Available
Not enough data
7.2
274
Not enough data
Feature Not Available
Not enough data
7.2
219
Reporting & Analytics
Not enough data
7.2
310
|
Verified
Not enough data
7.5
312
|
Verified
Not enough data
6.7
210
|
Verified
Mobile & Social
Not enough data
6.2
110
Not enough data
5.6
106
Not enough data
6.6
266
|
Verified
Platform
Not enough data
8.0
243
|
Verified
Not enough data
7.6
231
Not enough data
8.1
238
|
Verified
Not enough data
6.9
158
Not enough data
6.7
137
Not enough data
7.6
198
Not enough data
8.0
226
|
Verified
Not enough data
6.9
129
Integration
Not enough data
7.4
221
|
Verified
Not enough data
6.6
159
|
Verified
Not enough data
6.6
151
|
Verified
Generative AI
Not enough data
5.6
93
Agentic AI - CRM
Not enough data
5.6
13
Not enough data
5.9
13
Not enough data
5.7
14
Not enough data
6.2
13
Not enough data
5.8
12
Not enough data
6.0
13
Not enough data
6.3
14
Content
8.3
81
6.0
67
Platform Additional Functionality
8.1
79
Feature Not Available
8.6
81
7.2
68
8.5
76
6.7
68
8.1
75
6.5
67
7.9
75
5.5
68
Platform Reporting and Analytics
8.6
79
6.5
67
7.9
76
5.2
66
Customer Support
8.4
77
6.6
65
8.4
77
Feature Not Available
8.3
76
6.8
65
8.4
77
6.4
65
Marketing Automation
8.2
72
6.3
64
8.4
73
6.5
64
8.2
72
5.5
64
Sales Force Automation
8.2
74
6.4
65
8.1
76
7.7
67
8.0
70
Feature Not Available
8.1
73
5.5
64
8.0
71
5.8
62
Agentic AI - Financial Services CRM
7.9
64
4.7
6
Categories
Categories
Shared Categories
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) and Maximizer are categorized as Financial Services CRM
Unique Categories
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) has no unique categories
Maximizer is categorized as CRM
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.)
Maximizer
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%
Financial Services
35.7%
Investment Management
4.1%
Insurance
3.3%
Marketing and Advertising
3.0%
Information Technology and Services
2.8%
Other
51.1%
Alternatives
Discussions
Agentforce Financial Services (formerly Salesforce Financial Services Cloud) has no discussions with answers
INPUT CSV LEAD FILES
1 Comment
MR
Lead sheets in the form of a web inquiry page can be integrated into Maximizer using the 'web to lead' technology provided in the product as standard. It is...Read more
INTEGRATION
1 Comment
MR
Maximizer CRM 2017 has integrations for MS Office products (Outlook, Word, Excel) these are included as add-ons with the product. The Web APIs for Maximizer...Read more
Do you integrate with any marketing automations platforms like Marketo?
1 Comment
MD
Maximizer neglected to future-proof Maximizer CRM Live and their self-hosted CRM by not providing any open keys for self serve integration with powerful...Read more
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