Financial Services Cloud
By Salesforce
Check How Financial Services Cloud can help to automate Indian Business. Techimply provide their list of features, pricing, Free demo and Comparison with the best alternative
Pricing of Financial Services Cloud
Awards & Badges Received
Get More Awards & Badges from Techimply
Key Features of Financial Services Cloud
Key Features:
Key Specification
Other Categories: | Financial CRM Software Insurance Agency Software |
---|---|
Deployment: | Cloud Hosted,On Premise,Any,Hybrid |
Customer Support: | Email,Phone,Live Chat |
Customization: | |
Languages Support: | English |
Who uses Financial Services Cloud
StartUps
SMEs
Agencies
Enterprises
Company Details
Company Name: | Salesforce |
---|---|
Headquarter: | United States |
Website: | Visit Website |
Social Media: |
Most Popular Software
Fitsyn
By Fitsyn
Sticky Advisor
By stickypages
Shape
By Shape Software
Junxure Cloud
By AdvisorEngine
QaTraq
By Traq Software
ObjectWay
By ObjectWay
Most trusted software on Techimply
NetSuite
The #1 Cloud ERP
Pipedrive
The CRM platform to grow your business
Brevo CRM Suite
Connections that spark growth
Quickbase CRM
Meet Quickbase AI! The future of dynamic work is now
Thryv CRM
Finally, a frustration-free Customer Relationship Management software for small business
Zoho CRM
World's Favorite CRM
Alternative
Zoho CRM
World's Favorite CRM
Salesforce
Sales Force Automation Solutions And SFA Software
Pipedrive
The CRM platform to grow your business
Financial Services Cloud Video
User Reviews
Share your experience! Be the very first reviewer.
Write a Review
Frequently Asked Questions (FAQs)
Q. Who are the main user group of Financial Services Cloud?
The user group of Financial Services Cloud are as follows :
- Startups
- SMEs
- Agencies
- Enterprises
Q. How much does Financial Services Cloud cost?
Financial Services Cloud has 1 plans,
- Basic USD 150
Q. What are the main features of Financial Services Cloud?
The key featuers of Financial Services Cloud are as follows :
- Expense Tracking
- Relationship Tracking
- Contact Management
- Lead Management
- Marketing Automation
- Activity Dashboard
- Alerts/Notifications
- Client Management
- Collaboration Tools
- Customer Database
- Document Management
- Pipeline Management
- Territory Management
- Team Assignments
- Financial Management
Q. What pricing model does Financial Services Cloud support?
Financial Services Cloud pricing model : Yearly,Monthly,Onetime(Perpetual License)
Q. Is Financial Services Cloud is online or offline?
Financial Services Cloud is Cloud Hosted,On Premise,Any,Hybrid Software.
Q. What type of support does Financial Services Cloud provide?
Financial Services Cloud offers Email,Phone,Live Chat support.
Q. What type of guides provided by Financial Services Cloud for training?
Financial Services Cloud provides Blogs,Help Guides,On-Site Training,Webinars,Video Guides for the software training.