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Salesforce Financial Services Cloud VS FollowUpBoss

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

Freshdesk
Freshdesk is a cloud-based customer support software that lets you support customers through traditional channels like phone and email, social channels like Facebook and Twitter, and your own branded community featured
Contents:
  1. » Base Details
  2. » Videos
  3. » Reviews
  4. » Alternatives

Salesforce Financial Services Cloud logo Salesforce Financial Services Cloud

Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.

FollowUpBoss logo FollowUpBoss

Stop leaving money on the table and make sure all your leads are followed up with our Real Estate Lead Management Software.
  • Salesforce Financial Services Cloud Landing page
    Landing page //
    2023-02-06
  • FollowUpBoss Landing page
    Landing page //
    2023-10-07

Salesforce Financial Services Cloud videos

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Perspectives on a Salesforce Financial Services Cloud Implementation

FollowUpBoss videos

No FollowUpBoss videos yet. You could help us improve this page by suggesting one.

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Category Popularity

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

Salesforce Financial Services Cloud

FollowUpBoss

Business & Commerce
100 100%
Business & Commerce
0% 0
Customer Service
0 0%
Customer Service
100% 100
CRM
100 100%
CRM
0% 0
Customer Experience
0 0%
Customer Experience
100% 100

User comments

Share your experience with using Salesforce Financial Services Cloud and FollowUpBoss. For example, how are they different and which one is better?
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Social recommendations and mentions

Based on our record, FollowUpBoss seems to be more popular. It has been mentiond 1 time 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.

Salesforce Financial Services Cloud mentions (0)

We have not tracked any mentions of Salesforce Financial Services Cloud yet. Tracking of Salesforce Financial Services Cloud recommendations started around Mar 2021.

FollowUpBoss mentions (1)

  • Creative ways to get "free" leads aka. referrals. Any other suggestions?
    Send each new lead and past client a "Happy 4th of July" type text. You can set up an automated drip campaign for simple things like this in your CRM; followupboss.com is probably one of the best ones I've used, but you could use most CRMs that have drip campaigns. Here my biggest thing is "more touch points" since most clients forget about their agents. Source: 7 months ago

What are some alternatives?

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

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

Market Leader - Market Leader provides innovative online technology and marketing solutions for real estate professionals

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

OvationCXM - Own the journey. Guide the experience. Unleash the benefits.

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.

kvCORE - kvCORE is an online platform that helps the real estate businesses to run their entire enterprise through a single platform.

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