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Firm58 VS Salesforce Financial Services Cloud

Compare Firm58 VS Salesforce Financial Services Cloud and see what are their differences

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Sales pipeline software that gets you organized. Helps you focus on the right deals, so easy to use that salespeople just love it. Great for small teams. featured
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Firm58 logo Firm58

Firm58 offers web-based financial management software that helps increase a firm's revenue and operational efficiency and reduce costs.

Salesforce Financial Services Cloud logo Salesforce Financial Services Cloud

Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.
  • Firm58 Landing page
    Landing page //
    2023-07-18
  • Salesforce Financial Services Cloud Landing page
    Landing page //
    2023-02-06

Firm58 videos

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Firm58 CSA/Soft Dollar Solution Demo

Salesforce Financial Services Cloud videos

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Perspectives on a Salesforce Financial Services Cloud Implementation

Category Popularity

0-100% (relative to Firm58 and Salesforce Financial Services Cloud)

Firm58

Salesforce Financial Services Cloud

Accounting
100 100%
Accounting
0% 0
Business & Commerce
20 20%
Business & Commerce
80% 80
Finance
28 28%
Finance
72% 72
CRM
0 0%
CRM
100% 100

User comments

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What are some alternatives?

When comparing Firm58 and Salesforce Financial Services Cloud, you can also consider the following products

Joist - Joist is a mobile application to manage estimates, invoicing and accounting for contractors.

Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.

Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...

Money Guide Pro - Money Guide Pro is a financial planning software solution.

SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.

fi360 Toolkit - Other Finance & Insurance

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