# Agentforce Financial Services (formerly Salesforce Financial Services Cloud) vs Maximizer Comparison | | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Maximizer | |---|---|---| | **Star Rating** | 4.3 out of 5 | 4.0 out of 5 | | **Total Reviews** | 226 | 674 | | **Largest Market Segment** | Enterprise (47.5% of reviews) | Small-Business (74.8% of reviews) | | **Entry Level Price** | $325.00 1 user Per Month | $90.00 3 User Per Year | --- ## Top Pros & Cons ### Agentforce Financial Services (formerly Salesforce Financial Services Cloud) **Not enough data** ### Maximizer Pros: - Ease of Use (51 reviews) - Lead Management (38 reviews) Cons: - Learning Curve (27 reviews) - Integration Issues (21 reviews) --- ## Ratings Comparison | Rating | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Maximizer | |---|---|---| | **Meets Requirements** | 8.6 (151 reviews) | 8.3 (583 reviews) | | **Ease of Use** | 8.0 (174 reviews) | 8.0 (589 reviews) | | **Ease of Setup** | 7.8 (113 reviews) | 7.8 (328 reviews) | | **Ease of Admin** | 8.0 (47 reviews) | 7.9 (195 reviews) | | **Quality of Support** | 8.4 (144 reviews) | 8.2 (561 reviews) | | **Has the product been a good partner in doing business?** | 8.6 (50 reviews) | 8.1 (193 reviews) | | **Product Direction (% positive)** | 8.5 (147 reviews) | 7.8 (581 reviews) | --- ## Pricing ### Agentforce Financial Services (formerly Salesforce Financial Services Cloud) #### Entry-Level Pricing Plan: Financial Services Cloud 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 3 editions](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/pricing) #### Free Trial Yes ### Maximizer #### Entry-Level Pricing Plan: Core Price: $90.00 3 User Per Year Description: Organizations that need deeper customization, marketing tools, and pipeline monitoring to close more deals. Key Features: - Advanced Contact Management - Lead & Opportunity Handling - Task Management [Browse all 4 editions](https://www.g2.com/products/maximizer/pricing) #### Free Trial No --- ## Features Comparison By Category ### CRM | Product | Score | Reviews | |---|---|---| | **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A | | **Maximizer** | 6.9/10 | 501 | #### Sales Force Automation | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Maximizer | |---|---|---| | **Contact & Account Management** | Not enough data | 8.3 (426 reviews) ✓ Verified | | **Partner Relationship Mgmt. (PRM)** | Not enough data | 6.9 (219 reviews) | | **Opportunity & Pipeline Mgmt.** | Not enough data | 7.4 (325 reviews) ✓ Verified | | **Task / Activity Management** | Not enough data | 7.9 (401 reviews) ✓ Verified | | **Territory & Quota Management** | Not enough data | 6.4 (213 reviews) ✓ Verified | | **Desktop Integration** | Not enough data | 7.7 (357 reviews) ✓ Verified | | **Product & Price List Management** | Not enough data | Feature Not Available | | **Quote & Order Management** | Not enough data | Feature Not Available | | **Customer Contract Management** | Not enough data | 7.5 (275 reviews) | #### Marketing Automation | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Maximizer | |---|---|---| | **Email Marketing** | Not enough data | 6.9 (289 reviews) | | **Campaign Management** | Not enough data | 6.7 (241 reviews) | | **Lead Management** | Not enough data | 7.2 (269 reviews) | | **Marketing ROI Analytics** | Not enough data | 6.3 (188 reviews) | #### Customer Support | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Maximizer | |---|---|---| | **Case Management** | Not enough data | 7.5 (262 reviews) | | **Customer Support Portal** | Not enough data | Feature Not Available | | **Knowledge Base** | Not enough data | 7.2 (274 reviews) | | **Call Center Features** | Not enough data | Feature Not Available | | **Support Analytics** | Not enough data | 7.2 (219 reviews) | #### Reporting & Analytics | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Maximizer | |---|---|---| | **Reporting** | Not enough data | 7.2 (310 reviews) ✓ Verified | | **Dashboards** | Not enough data | 7.6 (311 reviews) ✓ Verified | | **Forecasting** | Not enough data | 6.7 (209 reviews) ✓ Verified | #### Mobile & Social | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Maximizer | |---|---|---| | **Social Collaboration Features** | Not enough data | 6.2 (110 reviews) | | **Social Network Integration** | Not enough data | 5.6 (106 reviews) | | **Mobile User Support** | Not enough data | 6.6 (265 reviews) ✓ Verified | #### Platform | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Maximizer | |---|---|---| | **Customization** | Not enough data | 8.0 (242 reviews) ✓ Verified | | **Workflow Capability** | Not enough data | 7.6 (230 reviews) | | **User, Role, and Access Management** | Not enough data | 8.1 (237 reviews) ✓ Verified | | **Internationalization** | Not enough data | 6.9 (158 reviews) | | **Sandbox / Test Environments** | Not enough data | 6.7 (137 reviews) | | **Document & Content Mgmt.** | Not enough data | 7.6 (198 reviews) | | **Performance and Reliability** | Not enough data | 8.0 (226 reviews) ✓ Verified | | **Output Document Generation** | Not enough data | 6.9 (129 reviews) | #### Integration | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Maximizer | |---|---|---| | **Data Import & Export Tools** | Not enough data | 7.4 (220 reviews) ✓ Verified | | **Integration APIs** | Not enough data | 6.5 (158 reviews) ✓ Verified | | **Breadth of Partner Applications** | Not enough data | 6.6 (150 reviews) ✓ Verified | #### Generative AI | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Maximizer | |---|---|---| | **AI Text Generation** | Not enough data | 5.6 (93 reviews) | #### Agentic AI - CRM | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Maximizer | |---|---|---| | **Autonomous Task Execution** | Not enough data | 5.6 (13 reviews) | | **Multi-step Planning** | Not enough data | 5.9 (13 reviews) | | **Cross-system Integration** | Not enough data | 5.7 (14 reviews) | | **Adaptive Learning** | Not enough data | 6.2 (13 reviews) | | **Natural Language Interaction** | Not enough data | 5.8 (12 reviews) | | **Proactive Assistance** | Not enough data | 6.0 (13 reviews) | | **Decision Making** | Not enough data | 6.3 (14 reviews) | ### AI Assistants for Financial Services | Product | Score | Reviews | |---|---|---| | **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A | | **Maximizer** | N/A | N/A | #### Conversation Intelligence | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Maximizer | |---|---|---| | **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) | Maximizer | |---|---|---| | **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) | Maximizer | |---|---|---| | **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) | Maximizer | |---|---|---| | **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 | 87 | | **Maximizer** | 6.2/10 | 72 | #### Content | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Maximizer | |---|---|---| | **Automation** | 8.3 (83 reviews) | 6.0 (67 reviews) | #### Platform Additional Functionality | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Maximizer | |---|---|---| | **Pre-Built Connectors** | 8.1 (81 reviews) | Feature Not Available | | **Dashboard** | 8.6 (81 reviews) | 7.2 (68 reviews) | | **Cloud** | 8.5 (76 reviews) | 6.7 (68 reviews) | | **Mobility** | 8.1 (75 reviews) | 6.5 (67 reviews) | | **Messaging** | 7.9 (75 reviews) | 5.5 (68 reviews) | #### Platform Reporting and Analytics | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Maximizer | |---|---|---| | **Reporting** | 8.6 (79 reviews) | 6.5 (67 reviews) | | **Forecasting** | 7.9 (76 reviews) | 5.2 (66 reviews) | #### Customer Support | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Maximizer | |---|---|---| | **Case Management** | 8.4 (79 reviews) | 6.6 (65 reviews) | | **Customer Support Portal** | 8.4 (77 reviews) | Feature Not Available | | **Knowledge Base** | 8.3 (77 reviews) | 6.8 (65 reviews) | | **Support Analytics** | 8.4 (77 reviews) | 6.4 (65 reviews) | #### Marketing Automation | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Maximizer | |---|---|---| | **Campaign Management** | 8.2 (72 reviews) | 6.3 (64 reviews) | | **Lead Management** | 8.4 (73 reviews) | 6.5 (64 reviews) | | **Marketing Analytics** | 8.2 (73 reviews) | 5.5 (64 reviews) | #### Sales Force Automation | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Maximizer | |---|---|---| | **Pipeline Management** | 8.2 (74 reviews) | 6.3 (64 reviews) | | **Task Management** | 8.1 (77 reviews) | 7.7 (66 reviews) | | **Product and Price List Management** | 8.0 (70 reviews) | Feature Not Available | | **Quote and Order Management** | 8.1 (73 reviews) | 5.5 (64 reviews) | | **Contract Management** | 8.0 (71 reviews) | 5.8 (62 reviews) | #### Agentic AI - Financial Services CRM | Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Maximizer | |---|---|---| | **Decision Making** | 8.0 (65 reviews) | 4.7 (6 reviews) | --- ## Categories **Shared Categories (1):** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm) **Unique to Agentforce Financial Services (formerly Salesforce Financial Services Cloud) (1):** [AI Assistants for Financial Services](https://www.g2.com/categories/ai-assistants-for-financial-services) **Unique to Maximizer (1):** [CRM Software](https://www.g2.com/categories/crm) --- ## Reviewer Demographics ### By Company Size | Segment | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Maximizer | |---|---|---| | **Small-Business** | 20.5% | 74.8% | | **Mid-Market** | 32.0% | 19.0% | | **Enterprise** | 47.5% | 6.2% | ### 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% #### Maximizer - **Financial Services:** 35.6% - **Investment Management:** 4.1% - **Insurance:** 3.3% - **Marketing and Advertising:** 3.0% - **Information Technology and Services:** 2.8% - **Construction:** 2.7% - **Publishing:** 2.4% - **Real Estate:** 2.4% - **Computer Software:** 1.6% - **Transportation/Trucking/Railroad:** 1.6% - **Other:** 40.6% --- ## 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 (76 reviews) - [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) — 4.3/5 stars (268 reviews) - [Total Expert](https://www.g2.com/products/total-expert/reviews) — 4.5/5 stars (150 reviews) - [Zocks](https://www.g2.com/products/zocks/reviews) — 4.8/5 stars (319 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) — 4.3/5 stars (31 reviews) - [Merchant Central by NMI](https://www.g2.com/products/merchant-central-by-nmi/reviews) — 4.6/5 stars (100 reviews) - [SmartOffice](https://www.g2.com/products/smartoffice/reviews) — 3.7/5 stars (28 reviews) - [Affinity](https://www.g2.com/products/affinity/reviews) — 4.4/5 stars (72 reviews) ### Alternatives to Maximizer - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) — 4.4/5 stars (25784 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) — 4.4/5 stars (13797 reviews) - [Pipedrive](https://www.g2.com/products/pipedrive/reviews) — 4.3/5 stars (3043 reviews) - [Zoho CRM](https://www.g2.com/products/zoho-crm/reviews) — 4.1/5 stars (2927 reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) — 3.8/5 stars (1618 reviews) - [Nutshell](https://www.g2.com/products/nutshell/reviews) — 4.3/5 stars (1426 reviews) - [Nimble CRM](https://www.g2.com/products/nimble/reviews) — 4.5/5 stars (1111 reviews) - [SAP Sales Cloud](https://www.g2.com/products/sap-sap-sales-cloud/reviews) — 4.2/5 stars (998 reviews) - [Pipeline CRM](https://www.g2.com/products/pipeline-crm/reviews) — 4.3/5 stars (951 reviews) - [Sugar Sell](https://www.g2.com/products/sugar-sell/reviews) — 3.8/5 stars (776 reviews) --- ## Top Discussions ### Agentforce Financial Services (formerly Salesforce Financial Services Cloud) No discussions available for this product. ### Maximizer - Title: [What is Maximizer CRM used for?](https://www.g2.com/discussions/what-is-maximizer-crm-used-for) — 3 comments > **Top comment:** "Maximizer CRM is solving several problems related to secure and reliable communication and collaboration for various use cases. " - Title: [Do you integrate with any marketing automations platforms like Marketo?](https://www.g2.com/discussions/integrations-with-marketing-automation) — 1 comment, 1 upvote > **Top comment:** "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..." - Title: [INTEGRATION](https://www.g2.com/discussions/4388-integration) — 1 comment, 1 upvote > **Top comment:** "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..." - Title: [INPUT CSV LEAD FILES](https://www.g2.com/discussions/4387-input-csv-lead-files) — 1 comment, 1 upvote > **Top comment:** "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..." --- **Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-maximizer)