# Agentforce Financial Services (formerly Salesforce Financial Services Cloud), Total Expert vs Redtail Technology Comparison

| | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Star Rating** | 4.3 out of 5 | 4.5 out of 5 | 4.3 out of 5 | 
| **Total Reviews** | 226 | 150 | 268 | 
| **Largest Market Segment** | Impresa (47.5% delle recensioni) | Mercato Medio (71.4% delle recensioni) | Piccola Impresa (92.4% delle recensioni) | 
| **Entry Level Price** | $325.00 1 user Al mese | Nessun prezzo disponibile | Contattaci | 

---
## Top Pros & Cons

### Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

**Not enough data**

### Total Expert

Pros:
- Ease of Use (9 reviews)
- Integrations (7 reviews)

Cons:
- Not Intuitive (5 reviews)
- Learning Curve (3 reviews)

### Redtail Technology

Pros:
- Ease of Use (83 reviews)
- Helpful (39 reviews)

Cons:
- Missing Features (18 reviews)
- Limited Features (12 reviews)

---
## Ratings Comparison
| Rating | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
  | **Soddisfa i requisiti** | 8.6 (151 reviews) | 8.4 (129 reviews) | 8.6 (186 reviews) | 
  | **Facilità d'uso** | 8.0 (174 reviews) | 8.3 (127 reviews) | 8.6 (208 reviews) | 
  | **Facilità di configurazione** | 7.8 (113 reviews) | 7.6 (98 reviews) | 8.4 (118 reviews) | 
  | **Facilità di amministrazione** | 8.0 (47 reviews) | 8.4 (100 reviews) | 8.7 (62 reviews) | 
  | **Qualità del supporto** | 8.4 (144 reviews) | 8.5 (126 reviews) | 8.7 (176 reviews) | 
  | **Ritiene che the product sia stato un valido partner commerciale?** | 8.6 (50 reviews) | 8.9 (103 reviews) | 9.0 (64 reviews) | 
  | **Direzione del prodotto (% positivo)** | 8.5 (147 reviews) | 9.4 (109 reviews) | 8.4 (187 reviews) | 

---
## Pricing

### Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

#### Entry-Level Pricing

Plan: Agentforce Financial Services Service Enterprise

Price: $325.00 1 user Al mese

Description: Il CRM per i servizi finanziari con AI integrata.

Key Features:
- Flussi di lavoro specifici per settore utilizzando Service Cloud Enterprise Edition come base
- Console CSR facile da usare per un'unica vista
- Service Process Studio per la personalizzazione a basso codice

[Browse all 8 editions](https://www.g2.com/it/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/pricing)

#### Free Trial

Yes

### Total Expert

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Redtail Technology

#### Entry-Level Pricing

Plan: Enterprise

Price: Contattaci

Description: Customizable plans with endless options available! Minimum license commitment is required. 

Key Features:
- Customize Your Plan

[Browse all 3 editions](https://www.g2.com/it/products/redtail-technology/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### Automazione del Marketing

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A |
| **Total Expert** | 7.5/10 | 90 |
| **Redtail Technology** | N/A | N/A |

#### Email Marketing

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Costruire e Personalizzare Email** | Dati insufficienti | 7.8 (77 reviews) ✓ Verified | Dati insufficienti | 
| **Invio di email in uscita** | Dati insufficienti | 8.4 (72 reviews) ✓ Verified | Dati insufficienti | 
| **Gestisci la consegna delle email** | Dati insufficienti | 8.0 (74 reviews) ✓ Verified | Dati insufficienti | 
| **Risposte Email Automatiche** | Dati insufficienti | 8.0 (70 reviews) ✓ Verified | Dati insufficienti | 

#### Marketing online

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Pagine di destinazione e moduli** | Dati insufficienti | 7.2 (64 reviews) ✓ Verified | Dati insufficienti | 
| **Contenuto Dinamico** | Dati insufficienti | 7.7 (69 reviews) ✓ Verified | Dati insufficienti | 
| **Test A/B** | Dati insufficienti | 7.0 (58 reviews) ✓ Verified | Dati insufficienti | 
| **Ottimizzato per dispositivi mobili** | Dati insufficienti | 7.2 (63 reviews) ✓ Verified | Dati insufficienti | 
| **Tracciamento e Ottimizzazione della Ricerca** | Dati insufficienti | 6.8 (49 reviews) | Dati insufficienti | 

#### Gestione dei contatti

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Database dei Lead di Marketing** | Dati insufficienti | 8.3 (65 reviews) ✓ Verified | Dati insufficienti | 
| **Gestione della Qualità dei Dati** | Dati insufficienti | 7.5 (63 reviews) ✓ Verified | Dati insufficienti | 
| **Segmentazione** | Dati insufficienti | 8.2 (59 reviews) ✓ Verified | Dati insufficienti | 
| **Punteggio e Valutazione dei Lead** | Dati insufficienti | 7.3 (53 reviews) ✓ Verified | Dati insufficienti | 
| **Coltivazione dei contatti** | Dati insufficienti | 8.5 (62 reviews) ✓ Verified | Dati insufficienti | 
| **Monitoraggio del Comportamento Online** | Dati insufficienti | 7.3 (49 reviews) | Dati insufficienti | 
| **Avvisi e Compiti Automatici** | Dati insufficienti | 8.6 (61 reviews) ✓ Verified | Dati insufficienti | 
| **Integrazione dei Lead nel CRM** | Dati insufficienti | 8.4 (60 reviews) ✓ Verified | Dati insufficienti | 

#### Gestione delle Campagne

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Gestione del Programma** | Dati insufficienti | 8.0 (59 reviews) ✓ Verified | Dati insufficienti | 
| **Marketing di Eventi / Webinar** | Dati insufficienti | 7.6 (55 reviews) ✓ Verified | Dati insufficienti | 
| **Calendario** | Dati insufficienti | 7.0 (47 reviews) ✓ Verified | Dati insufficienti | 
| **Bilancio** | Dati insufficienti | 6.8 (45 reviews) | Dati insufficienti | 

#### Sociale

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Ascolto Sociale** | Dati insufficienti | 6.1 (46 reviews) | Dati insufficienti | 
| **Condivisione Sociale** | Dati insufficienti | 7.3 (62 reviews) ✓ Verified | Dati insufficienti | 
| **Campagne Sociali** | Dati insufficienti | 7.2 (51 reviews) ✓ Verified | Dati insufficienti | 
| **Coinvolgimento sui social media** | Dati insufficienti | 6.9 (52 reviews) | Dati insufficienti | 
| **Pubblicità sui social media** | Dati insufficienti | 6.1 (45 reviews) | Dati insufficienti | 

#### Reportistica e Analisi

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Reportistica di base** | Dati insufficienti | 7.6 (70 reviews) ✓ Verified | Dati insufficienti | 
| **Analisi Web** | Dati insufficienti | 6.5 (55 reviews) ✓ Verified | Dati insufficienti | 
| **Analisi del ROI** | Dati insufficienti | 6.9 (51 reviews) ✓ Verified | Dati insufficienti | 
| **Analisi dei ricavi** | Dati insufficienti | 6.9 (48 reviews) ✓ Verified | Dati insufficienti | 
| **SEO / Analisi delle Parole Chiave** | Dati insufficienti | 6.1 (47 reviews) | Dati insufficienti | 

#### Piattaforma

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Personalizzazione** | Dati insufficienti | 7.6 (66 reviews) ✓ Verified | Dati insufficienti | 
| **Capacità del flusso di lavoro** | Dati insufficienti | 8.3 (61 reviews) ✓ Verified | Dati insufficienti | 
| **Gestione di Utenti, Ruoli e Accessi** | Dati insufficienti | 8.3 (67 reviews) ✓ Verified | Dati insufficienti | 
| **Internazionalizzazione** | Dati insufficienti | 7.2 (48 reviews) ✓ Verified | Dati insufficienti | 
| **Ambienti di prova / Sandbox** | Dati insufficienti | 6.8 (50 reviews) ✓ Verified | Dati insufficienti | 
| **Prestazioni e Affidabilità** | Dati insufficienti | 7.9 (65 reviews) ✓ Verified | Dati insufficienti | 
| **Generazione del Documento di Output** | Dati insufficienti | 7.5 (53 reviews) ✓ Verified | Dati insufficienti | 

#### AI agentico - Automazione del marketing

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Esecuzione Autonoma dei Compiti** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Pianificazione a più fasi** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Integrazione tra sistemi** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Apprendimento Adattivo** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Assistenza Proattiva** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Prendere decisioni** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 

#### Integrazione

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Strumenti di Importazione ed Esportazione Dati** | Dati insufficienti | 8.1 (66 reviews) ✓ Verified | Dati insufficienti | 
| **API di integrazione** | Dati insufficienti | 7.5 (65 reviews) ✓ Verified | Dati insufficienti | 
| **Ampiezza delle Applicazioni dei Partner** | Dati insufficienti | 7.8 (57 reviews) ✓ Verified | Dati insufficienti | 

### CRM per mutui

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A |
| **Total Expert** | 7.1/10 | 72 |
| **Redtail Technology** | N/A | N/A |

#### Servizi di prestito

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Integrazione LOS - CRM per mutui** | Dati insufficienti | 8.4 (62 reviews) | Dati insufficienti | 
| **Avvisi - CRM Mutui** | Dati insufficienti | 8.2 (58 reviews) | Dati insufficienti | 
| **Relazione con il prestatore - CRM ipotecario** | Dati insufficienti | 8.1 (58 reviews) | Dati insufficienti | 
| **Conformità - CRM per mutui** | Dati insufficienti | 7.9 (56 reviews) | Dati insufficienti | 

#### Gestione del Cliente

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Gestione dei Contatti - CRM per Mutui** | Dati insufficienti | 8.4 (60 reviews) | Dati insufficienti | 
| **CRM Immobiliare - CRM Mutui** | Dati insufficienti | 8.2 (58 reviews) | Dati insufficienti | 
| **Automazione Email Marketing - CRM per Mutui** | Dati insufficienti | 8.6 (64 reviews) | Dati insufficienti | 

#### Agentic AI - CRM per mutui

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Esecuzione Autonoma dei Compiti** | Dati insufficienti | 5.3 (10 reviews) | Dati insufficienti | 
| **Pianificazione a più fasi** | Dati insufficienti | 5.7 (10 reviews) | Dati insufficienti | 
| **Integrazione tra sistemi** | Dati insufficienti | 5.8 (10 reviews) | Dati insufficienti | 
| **Apprendimento Adattivo** | Dati insufficienti | 5.9 (9 reviews) | Dati insufficienti | 
| **Assistenza Proattiva** | Dati insufficienti | 5.7 (10 reviews) | Dati insufficienti | 
| **Prendere decisioni** | Dati insufficienti | 6.0 (10 reviews) | Dati insufficienti | 

### Marketing tramite SMS

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A |
| **Total Expert** | N/A | N/A |
| **Redtail Technology** | N/A | N/A |

#### Messaggistica di testo

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **SMS di massa** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Messaggistica bidirezionale** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Pianificatore di Testo** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Risposte Automatiche** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Accorciamento automatico degli URL** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Marketing MMS** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Personalizzazione** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **SMS transazionale** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 

#### Piattaforma SMS

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Segnalazione** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Automazione** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Etichetta Bianca** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Testo-a-Linea Fissa** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Codici Brevi** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Integrazione API** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 

#### AI agentico - Marketing via SMS

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Esecuzione autonoma dei compiti** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Pianificazione a più fasi** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Integrazione tra sistemi** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Interazione in Linguaggio Naturale** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Assistenza Proattiva** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Prendere decisioni** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 

### Backup email

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A |
| **Total Expert** | N/A | N/A |
| **Redtail Technology** | 8.5/10 | 10 |

#### Funzionalità

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Compatibilità** | Dati insufficienti | Dati insufficienti | 9.2 (10 reviews) | 
| **Ordina e Filtra** | Dati insufficienti | Dati insufficienti | 9.3 (10 reviews) | 
| **Conversione** | Dati insufficienti | Dati insufficienti | 7.8 (10 reviews) | 

#### Usabilità

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Gestione dei lotti** | Dati insufficienti | Dati insufficienti | 7.7 (10 reviews) | 
| **Pianificazione automatizzata** | Dati insufficienti | Dati insufficienti | 8.8 (10 reviews) | 
| **Gestione Granulare della Conservazione** | Dati insufficienti | Dati insufficienti | 7.2 (9 reviews) | 

#### Affidabilità

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Backup da cloud a cloud** | Dati insufficienti | Dati insufficienti | 8.3 (10 reviews) | 
| **Rilevamento indirizzo** | Dati insufficienti | Dati insufficienti | 8.5 (10 reviews) | 
| **Sicurezza** | Dati insufficienti | Dati insufficienti | 9.7 (10 reviews) | 

#### AI agentico - Backup email

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Esecuzione autonoma dei compiti** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Integrazione tra sistemi** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Assistenza Proattiva** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Prendere decisioni** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 

### Assistenti AI per i servizi finanziari

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A |
| **Total Expert** | N/A | N/A |
| **Redtail Technology** | N/A | N/A |

#### Intelligenza Conversazionale

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Elementi d'azione** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Trascrizione della Riunione AI** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Analisi del sentimento** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 

#### Flusso di lavoro

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Innescare** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Redazione di email** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Pre-compilazione modulo** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Registrazione automatica CRM** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 

#### Conformità

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Verifica dei documenti** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Monitoraggio della lingua** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Traccia di controllo** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Controllo Accessi** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Innescare** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 

#### Approfondimenti

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Prossima Migliore Azione** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Analisi dell'interazione con il cliente** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Opportunità di Ricavo** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 

### Backup

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | N/A | N/A |
| **Total Expert** | N/A | N/A |
| **Redtail Technology** | N/A | N/A |

#### Gestione

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Recupero di emergenza** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Backup remoto** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Formati di archiviazione** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Backup programmati** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Ripristino su richiesta** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 

#### Segnalazione

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Monitoraggio delle attività** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Documentazione** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Avvisi/Notifiche** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 

#### Sicurezza

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Crittografia dei dati** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Sicurezza e Conformità** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 
| **Deduplicazione** | Dati insufficienti | Dati insufficienti | Dati insufficienti | 

### CRM per i servizi finanziari

| Product | Score | Reviews |
|---|---|---|
| **Agentforce Financial Services (formerly Salesforce Financial Services Cloud)** | 8.2/10 | 87 |
| **Total Expert** | 7.5/10 | 30 |
| **Redtail Technology** | 7.3/10 | 139 |

#### Contenuto

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Automazione** | 8.3 (83 reviews) | 8.2 (29 reviews) | 7.1 (108 reviews) | 

#### Funzionalità Aggiuntiva della Piattaforma

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Connettori Pre-Costruiti** | 8.1 (81 reviews) | 7.1 (22 reviews) | 7.5 (102 reviews) | 
| **Cruscotto** | 8.6 (81 reviews) | 7.6 (29 reviews) | 8.7 (118 reviews) | 
| **Nuvola** | 8.5 (76 reviews) | 7.9 (22 reviews) | 7.9 (96 reviews) | 
| **Mobilità** | 8.1 (75 reviews) | 6.7 (25 reviews) | 7.6 (101 reviews) | 
| **Messaggistica** | 7.9 (75 reviews) | 7.7 (23 reviews) | 6.6 (80 reviews) | 

#### Piattaforma di Reportistica e Analisi

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Segnalazione** | 8.6 (79 reviews) | 6.5 (28 reviews) | 7.9 (95 reviews) | 
| **Previsione** | 7.9 (76 reviews) | 6.5 (20 reviews) | 6.9 (78 reviews) | 

#### Supporto Clienti

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Gestione dei casi** | 8.4 (79 reviews) | Funzionalità non disponibile | 8.4 (97 reviews) | 
| **Portale di Supporto Clienti** | 8.4 (77 reviews) | 7.6 (26 reviews) | 8.0 (98 reviews) | 
| **Base di conoscenza** | 8.3 (77 reviews) | 8.1 (25 reviews) | 8.1 (102 reviews) | 
| **Supporto Analitico** | 8.4 (77 reviews) | 7.3 (24 reviews) | 7.9 (94 reviews) | 

#### Automazione del Marketing

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Gestione delle campagne** | 8.2 (72 reviews) | 8.1 (28 reviews) | 7.0 (81 reviews) | 
| **Gestione dei contatti** | 8.4 (73 reviews) | 7.8 (27 reviews) | 7.6 (90 reviews) | 
| **Analisi di Marketing** | 8.2 (73 reviews) | 7.5 (29 reviews) | 6.6 (82 reviews) | 

#### Automazione della forza vendita

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Gestione della Pipeline** | 8.2 (74 reviews) | 7.4 (22 reviews) | 6.9 (83 reviews) | 
| **Gestione delle attività** | 8.1 (77 reviews) | 8.0 (23 reviews) | 8.2 (101 reviews) | 
| **Gestione dell'Elenco Prodotti e Prezzi** | 8.0 (70 reviews) | Funzionalità non disponibile | 6.1 (72 reviews) | 
| **Gestione di Preventivi e Ordini** | 8.1 (73 reviews) | Funzionalità non disponibile | 5.9 (72 reviews) | 
| **Gestione dei Contratti** | 8.0 (71 reviews) | Funzionalità non disponibile | 6.9 (73 reviews) | 

#### Agentic AI - CRM per i servizi finanziari

| Feature | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Prendere decisioni** | 8.0 (65 reviews) | Dati insufficienti | 6.2 (18 reviews) | 

---
## Categories
**Shared Categories (1):** [CRM per i servizi finanziari Software](https://www.g2.com/it/categories/financial-services-crm)

**Unique to Agentforce Financial Services (formerly Salesforce Financial Services Cloud) (1):** [Assistenti AI per i servizi finanziari](https://www.g2.com/it/categories/ai-assistants-for-financial-services)

**Unique to Total Expert (2):** [Software CRM per mutui](https://www.g2.com/it/categories/mortgage-crm), [Software di automazione del marketing](https://www.g2.com/it/categories/marketing-automation)

**Unique to Redtail Technology (3):** [Software di marketing via SMS](https://www.g2.com/it/categories/sms-marketing), [Software di gestione documentale](https://www.g2.com/it/categories/document-management), [Software di Backup Email](https://www.g2.com/it/categories/email-backup)


---
## Reviewer Demographics

### By Company Size

| Segment | Agentforce Financial Services (formerly Salesforce Financial Services Cloud) | Total Expert | Redtail Technology | 
|---|---|---|---|
| **Piccola impresa** | 20.5% | 9.5% | 92.4% | 
| **Mid-Market** | 32.0% | 71.4% | 5.3% | 
| **Enterprise** | 47.5% | 19.0% | 2.3% | 

### By Industry

#### Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

- **Servizi Finanziari:** 44.7%
- **Bancario:** 10.6%
- **Contabilità:** 5.5%
- **Tecnologia dell'informazione e servizi:** 5.5%
- **Software per computer:** 3.0%
- **Ospedale e Assistenza Sanitaria:** 3.0%
- **Marketing e Pubblicità:** 3.0%
- **Assicurazione:** 3.0%
- **Servizi al Consumatore:** 1.5%
- **Tempo libero, Viaggi e Turismo:** 1.5%
- **Other:** 18.6%

#### Total Expert

- **Servizi Finanziari:** 64.6%
- **Bancario:** 14.3%
- **Immobiliare:** 9.5%
- **Marketing e Pubblicità:** 5.4%
- **Vino e Liquori:** 0.7%
- **Istruzione Primaria/Secondaria:** 0.7%
- **Internet:** 0.7%
- **Tecnologia dell'informazione e servizi:** 0.7%
- **Risorse Umane:** 0.7%
- **Ospedale e Assistenza Sanitaria:** 0.7%
- **Other:** 2.0%

#### Redtail Technology

- **Servizi Finanziari:** 86.8%
- **Gestione degli investimenti:** 5.3%
- **Assicurazione:** 2.2%
- **Contabilità:** 1.8%
- **Marketing e Pubblicità:** 1.3%
- **Tecnologia dell'informazione e servizi:** 0.9%
- **Vendita al dettaglio:** 0.4%
- **Gestione delle organizzazioni non profit:** 0.4%
- **Pratica medica:** 0.4%
- **Servizi al Consumatore:** 0.4%

---
## Alternatives

### Alternatives to Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

- [Wealthbox CRM](https://www.g2.com/it/products/wealthbox-crm/reviews) — 4.6/5 stars (109 reviews)
- [Practifi](https://www.g2.com/it/products/practifi/reviews) — 4.3/5 stars (76 reviews)
- [Maximizer](https://www.g2.com/it/products/maximizer/reviews) — 4.0/5 stars (673 reviews)
- [Zocks](https://www.g2.com/it/products/zocks/reviews) — 4.8/5 stars (335 reviews)
- [AdvisorEngine CRM](https://www.g2.com/it/products/advisorengine-crm/reviews) — 4.0/5 stars (26 reviews)
- [DealCloud](https://www.g2.com/it/products/dealcloud/reviews) — 4.3/5 stars (31 reviews)
- [Merchant Central by NMI](https://www.g2.com/it/products/merchant-central-by-nmi/reviews) — 4.6/5 stars (100 reviews)
- [SmartOffice](https://www.g2.com/it/products/smartoffice/reviews) — 3.7/5 stars (28 reviews)
- [Affinity](https://www.g2.com/it/products/affinity/reviews) — 4.4/5 stars (72 reviews)
- [CRMNEXT](https://www.g2.com/it/products/crmnext/reviews) — 4.2/5 stars (20 reviews)

### Alternatives to Total Expert

- [HubSpot Marketing Hub](https://www.g2.com/it/products/hubspot-marketing-hub/reviews) — 4.4/5 stars (14760 reviews)
- [HighLevel](https://www.g2.com/it/products/highlevel/reviews) — 4.6/5 stars (638 reviews)
- [ActiveCampaign](https://www.g2.com/it/products/activecampaign/reviews) — 4.4/5 stars (14691 reviews)
- [Adobe Marketo Engage](https://www.g2.com/it/products/adobe-marketo-engage/reviews) — 4.1/5 stars (3136 reviews)
- [WebEngage](https://www.g2.com/it/products/webengage/reviews) — 4.5/5 stars (751 reviews)
- [Maximizer](https://www.g2.com/it/products/maximizer/reviews) — 4.0/5 stars (673 reviews)
- [Bloomreach](https://www.g2.com/it/products/bloomreach-bloomreach/reviews) — 4.6/5 stars (764 reviews)
- [Constant Contact Advanced Automation](https://www.g2.com/it/products/constant-contact-advanced-automation/reviews) — 4.4/5 stars (960 reviews)
- [Oracle Eloqua](https://www.g2.com/it/products/oracle-eloqua/reviews) — 3.9/5 stars (626 reviews)
- [Ortto](https://www.g2.com/it/products/ortto/reviews) — 4.4/5 stars (622 reviews)

### Alternatives to Redtail Technology

- [Wealthbox CRM](https://www.g2.com/it/products/wealthbox-crm/reviews) — 4.6/5 stars (109 reviews)
- [Maximizer](https://www.g2.com/it/products/maximizer/reviews) — 4.0/5 stars (673 reviews)
- [HighLevel](https://www.g2.com/it/products/highlevel/reviews) — 4.6/5 stars (638 reviews)
- [Close](https://www.g2.com/it/products/close/reviews) — 4.7/5 stars (2040 reviews)
- [ActiveCampaign](https://www.g2.com/it/products/activecampaign/reviews) — 4.4/5 stars (14691 reviews)
- [Birdeye](https://www.g2.com/it/products/birdeye/reviews) — 4.7/5 stars (4063 reviews)
- [Brevo Marketing Platform](https://www.g2.com/it/products/brevo-marketing-platform/reviews) — 4.5/5 stars (2569 reviews)
- [Constant Contact](https://www.g2.com/it/products/constant-contact/reviews) — 4.1/5 stars (7392 reviews)
- [Intuit Mailchimp All-in-One Marketing Platform](https://www.g2.com/it/products/intuit-mailchimp-all-in-one-marketing-platform/reviews) — 4.4/5 stars (5421 reviews)
- [Agentforce Marketing (formerly Salesforce Marketing Cloud)](https://www.g2.com/it/products/agentforce-marketing-formerly-salesforce-marketing-cloud/reviews) — 4.0/5 stars (4463 reviews)

---
## Top Discussions

### Agentforce Financial Services (formerly Salesforce Financial Services Cloud)

No discussions available for this product.

### Total Expert

- Title: [Total Expert è gratuito?](https://www.g2.com/it/discussions/is-total-expert-free) — 1 comment
  > **Top comment:** "No"

### Redtail Technology

- Title: [A cosa serve Redtail Imaging?](https://www.g2.com/it/discussions/what-is-redtail-imaging-used-for) — 1 comment
  > **Top comment:** "Lo usiamo come archivio interno per la conformità"
- Title: [Fornirai ora o in futuro calcoli RMD per conti di pensionamento e conti ereditati?](https://www.g2.com/it/discussions/will-you-now-or-in-the-future-provide-rmd-calculations-for-retirement-and-inherited-accounts) — 1 comment, 1 upvote
  > **Top comment:** "Sono un utente finale, ma se dovessi indovinare, direi di no. Sono bravi a identificare i clienti idonei per RMD, tuttavia, anche i custodi evitano i calcoli..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/it/compare/agentforce-financial-services-formerly-salesforce-financial-services-cloud-vs-total-expert-vs-redtail-technology)