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Salesforce Financial Services Cloud VS FollowUpThen

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

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Contents:
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  2. » Videos
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Salesforce Financial Services Cloud logo Salesforce Financial Services Cloud

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

FollowUpThen logo FollowUpThen

The simplest way to schedule an email reminder
  • Salesforce Financial Services Cloud Landing page
    Landing page //
    2023-02-06
  • FollowUpThen Landing page
    Landing page //
    2023-07-27

Salesforce Financial Services Cloud videos

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Perspectives on a Salesforce Financial Services Cloud Implementation

FollowUpThen videos

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Best email follow up reminder tool - FollowUpThen review

Category Popularity

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

Salesforce Financial Services Cloud

FollowUpThen

CRM
63 63%
CRM
37% 37
Email Productivity
0 0%
Email Productivity
100% 100
Business & Commerce
100 100%
Business & Commerce
0% 0
Email Tools
0 0%
Email Tools
100% 100

User comments

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

Based on our record, FollowUpThen seems to be more popular. It has been mentiond 2 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.

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.

FollowUpThen mentions (2)

  • Suggestion for volunteers who do projects
    I do a lot of volunteering with skills matching nonprofits. These are usually one hour "ask the expert" or 1-4 week projects. Most nonprofits have very little experience in project work so you have to remind them to do things. I use followupthen.com with my emails to make sure I don't lose track of them. The free level of FUT.com does all I want. Send a note to someone with... Source: almost 2 years ago
  • Some Useful Websites that you should must use
    📎52. followupthen.com: Setup quick reminders via email itself. Source: over 2 years ago

What are some alternatives?

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

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

Followup.cc - FollowUp for email is a lightweight productivity suite that keeps your conversations and tasks from slipping through the cracks. Set perfectly timed reminders that arrive at the top of your inbox, right when you need them.

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.

Gmelius - Gmelius is the first collaboration platform designed for G Suite and your company's daily tools.

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

SendRecurring - SendRecurring allows you to setup, send, and maintain scheduled email reminders.

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