Salesbolt VS Plaid
Compare Salesbolt VS Plaid and see what are their differences
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Salesbolt
Salesflare
17hats
LinkPoint Connect
GovWin IQ
Velocify
Collabspot
SalesTrack
Plaid
Verafin
QuoteMedia
Digital Insight
Ensenta
FIS Global
Banno
Dianomi
Salesbolt Contact Tracking helps your company increase revenue and reach sales targets by improving every step of the sales process, from sourcing new accounts to reducing churn in existing customers.
Customer Job Role & Company Change data can help your Revenue Team identify new opportunities and improve retention rates.
Sales Teams: Get alerted whenever an existing customer contact changes role or company to open opportunities with new target accounts.
Marketing Teams: Can run targeted account-based strategies focused towards newly identified companies with historical customer contacts.
Customer Success Teams: Can prevent potential churn through notifications whenever a contact role leaves an existing customer account.
Salesbolt's Chrome Extension enables you to get deeper insights by surfacing a direct window into your Salesforce CRM from LinkedIn. The SalesBolt sidebar enables you to cross-reference, update/edit and add new records to Salesforce without leaving the page you're on.
Salesbolt PlaidBased on our record, Plaid seems to be more popular. It has been mentiond 78 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
Oh this is a https://plaid.com/ use case I think. - Source: Hacker News / 8 months ago
My company made a financial dashboard for small businesses that aggregates information from financial institutions into a simplified view. The problem I need to solve: our only way of showing what it looks like when in use, is by connecting our own bank accounts + credit cards, but of course that exposes our personal info. I'd like to setup a demo account using fake financial data that simulates a real world... Source: 10 months ago
I have been looking into this and found Plaid, Yodlee, and Flinks. I am not 100% if any of these will work. Source: 11 months ago
Yeah I fully expect to pay, but I am sure there are companies that do this. It's simply reading data, I am not touching anything within the user's bank account. Places like Australia are quite big on open banking I believe, that allows, with proper verification, to access bank account information. I've just found one company plaid.com, it doesn't have all the institutions I was hoping for but the majority of big... Source: 11 months ago
Switching platforms won't help. Every money visualization app on the market uses plaid to fetch their data, so every app will have the same data quality issues. Source: 11 months ago
Salesflare - Simply powerful CRM. Automates your data to build better relationships and make more sales.
Verafin - Verafin provides compliance, anti-money laundering, and fraud detection software.
17hats - The all-in-one business system for entrepreneurs.
QuoteMedia - Financial web tools that allow users to access real-time stock quotes, with live charts and NASDAQ level 2 data.
LinkPoint Connect - LinkPoint Connect: Desktop Edition for Salesforce links the work you do in your email to the records you need to update in the CRM.
Digital Insight - Digital Insight provides digital banking solutions to mid-market banks and credit unions.