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Salesforce Financial Services Cloud VS Pipeliner CRM

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

Pipedrive
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
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.

Pipeliner CRM logo Pipeliner CRM

Pipeliner CRM empowers small to medium-sized sales teams to close more deals and lower risk. Implementation and training are a breeze. Mac & Windows.
  • Salesforce Financial Services Cloud Landing page
    Landing page //
    2023-02-06
  • Pipeliner CRM Landing page
    Landing page //
    2023-10-17

  www.pipelinersales.comSoftware by Pipelinersales Corporation

Salesforce Financial Services Cloud videos

+ Add

Perspectives on a Salesforce Financial Services Cloud Implementation

Pipeliner CRM videos

+ Add

What Are the Benefits of Using Pipeliner CRM?

More videos:

  • Review - Pipeliner CRM: Product Spotlight
  • Review - Pipeliner CRM: Pipeline View

Category Popularity

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

Salesforce Financial Services Cloud

Pipeliner CRM

Business & Commerce
30 30%
Business & Commerce
70% 70
CRM
9 9%
CRM
91% 91
Sales
0 0%
Sales
100% 100
Finance
100 100%
Finance
0% 0

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare Salesforce Financial Services Cloud and Pipeliner CRM

Salesforce Financial Services Cloud Reviews

We have no reviews of Salesforce Financial Services Cloud yet.
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Pipeliner CRM Reviews

Top 21 Salesforce’s Competitors and Alternatives
Pipeliner CRM offers baseline features designed for sales teams and professionals. This CRM also provides a dynamic pipeline view that helps users focus on high-value info and activities. The company has around 200 employees and over $50 million in revenues annually.
Source: bstrategyhub.com

What are some alternatives?

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

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

Zoho CRM - Omnichannel CRM for Businesses of all sizes

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

Pipedrive - 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.

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.

Copper - Copper (formerly ProsperWorks) is easy-to-use customer relationship management for small businesses. Capture contacts and sales leads direct from Gmail with our simple CRM.

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