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Compare Salesforce Financial Services Cloud and Vendasta Yesware 
Featured Products
At a Glance
Market Segments
Enterprise (47.2% of reviews)
Small-Business (45.3% of reviews)
Entry-Level Pricing
$325.00 1 user Per Month
$15.00 1 Seat Per Month
Salesforce Financial Services Cloud
Star Rating
(221)4.3 out of 5
Market Segments
Enterprise (47.2% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
$325.00 1 user Per Month
Free Trial is available
Browse all 3 pricing plansVendasta Yesware
Star Rating
(820)4.4 out of 5
Market Segments
Small-Business (45.3% of reviews)
Pros & Cons
Entry-Level Pricing
$15.00 1 Seat Per Month
Browse all 4 pricing plansSalesforce Financial Services Cloud vs Vendasta Yesware
When assessing the two solutions, reviewers found Vendasta Yesware easier to use, set up, and administer. Reviewers also preferred doing business with Vendasta Yesware overall.
- Reviewers felt that Vendasta Yesware meets the needs of their business better than Salesforce Financial Services Cloud.
- When comparing quality of ongoing product support, reviewers felt that Vendasta Yesware is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Salesforce Financial Services Cloud over Vendasta Yesware.
Pricing
Entry-Level Pricing
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
Vendasta Yesware
Pro
$15.00
1 Seat Per Month
For solo sales professionals & small businesses
- Unlimited email open tracking
- Unlimited email link tracking
- Unlimited attachment tracking
Free Trial
Salesforce Financial Services Cloud
Free Trial is available
Vendasta Yesware
Free Trial is available
Ratings
Meets Requirements
8.6
147
8.7
730
Ease of Use
8.0
170
8.8
736
Ease of Setup
7.8
109
8.9
165
Ease of Admin
8.0
45
8.7
160
Quality of Support
8.4
140
8.5
586
Has the product been a good partner in doing business?
8.6
48
8.7
153
Product Direction (% positive)
8.5
144
7.9
729
Features by Category
Integrated Workflows
Not enough data
7.9
113
|
Verified
Not enough data
9.1
170
|
Verified
Not enough data
6.7
58
Not enough data
7.6
80
|
Verified
Not enough data
8.3
119
|
Verified
Not enough data
7.6
33
Not enough data
7.2
24
Repeatability and Reportability
Not enough data
8.2
111
|
Verified
Not enough data
8.3
110
|
Verified
Not enough data
8.2
115
|
Verified
Not enough data
7.6
71
Not enough data
5.8
18
AI and Automation
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Generative AI
Not enough data
Feature Not Available
Agentic AI - Sales Engagement
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Notifications
Not enough data
9.3
10
Not enough data
9.4
9
Not enough data
9.4
9
Settings
Not enough data
8.8
8
Not enough data
9.2
8
Not enough data
9.0
8
Personalization
Not enough data
4.3
5
Not enough data
8.2
11
Integrations
Not enough data
8.1
7
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Feature Not Available
Generative AI
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Agentic AI - Online Appointment Scheduling
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integrations
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Branding & Customizatio
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Automatic Rules & Configurations
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Business Scheduling
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Salesforce AppExchange Apps
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Email Tracking
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
8.7
373
Not enough data
8.5
348
Not enough data
8.4
325
Customizations
Not enough data
8.6
328
Not enough data
8.7
324
Not enough data
8.6
350
Not enough data
8.4
161
Not enough data
8.5
334
Generative AI
Not enough data
Feature Not Available
Content
8.3
80
Not enough data
Platform Additional Functionality
8.1
79
Not enough data
8.6
79
Not enough data
8.5
76
Not enough data
8.1
75
Not enough data
7.9
75
Not enough data
Platform Reporting and Analytics
8.5
78
Not enough data
7.9
76
Not enough data
Customer Support
8.4
76
Not enough data
8.4
77
Not enough data
8.3
76
Not enough data
8.3
76
Not enough data
Marketing Automation
8.2
72
Not enough data
8.4
73
Not enough data
8.2
72
Not enough data
Sales Force Automation
8.2
74
Not enough data
8.1
75
Not enough data
8.0
70
Not enough data
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
Salesforce Financial Services Cloud and Vendasta Yesware share no categories
Unique Categories
Salesforce Financial Services Cloud is categorized as Financial Services CRM
Vendasta Yesware is categorized as Sales Engagement, Business Scheduling, Email Tracking, Salesforce AppExchange Apps, and Online Appointment Scheduling
Reviews
Reviewers' Company Size
Salesforce Financial Services Cloud
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Vendasta Yesware
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
45.1%
Banking
10.8%
Information Technology and Services
5.6%
Accounting
5.1%
Marketing and Advertising
3.1%
Other
30.3%
Computer Software
21.0%
Internet
14.6%
Information Technology and Services
13.6%
Marketing and Advertising
12.2%
Financial Services
3.1%
Other
35.6%
Alternatives
Discussions
Salesforce Financial Services Cloud has no discussions with answers
Mac OS X + Office 365
2 Comments
NP
Yesware works with Gmail and the desktop version of Outlook.Read more
How does Yesware email tracking work?
1 Comment
CK
They put in a small, undetectable picture into the email that when the email loads, the picture is loaded from a unique website. They track when the website...Read more
Is there a plan to make a better individual package for a single person that contains more but not all the features offered through Yesware?
1 Comment
DM
Hi - I have an individual plan that works nicely for me. I pay month-to-month auto-billing. Works great! Read more
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