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Salesforce Financial Services Cloud VS Ricochet360

Compare Salesforce Financial Services Cloud VS Ricochet360 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
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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.

Ricochet360 logo Ricochet360

Use Ricochet360 CRM lead dialer, IVR, cloud phone system & marketing automation platform to increase contact rates & sales. Track prospects, notes, to-dos.
  • Salesforce Financial Services Cloud Landing page
    Landing page //
    2023-02-06
  • Ricochet360 Landing page
    Landing page //
    2022-10-23

Salesforce Financial Services Cloud videos

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Perspectives on a Salesforce Financial Services Cloud Implementation

Ricochet360 videos

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Category Popularity

0-100% (relative to Salesforce Financial Services Cloud and Ricochet360)

Salesforce Financial Services Cloud

Ricochet360

Business & Commerce
57 57%
Business & Commerce
43% 43
CRM
42 42%
CRM
58% 58
Finance
100 100%
Finance
0% 0
Communication
0 0%
Communication
100% 100

User comments

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What are some alternatives?

When comparing Salesforce Financial Services Cloud and Ricochet360, you can also consider the following products

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

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.

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

Pobuca Connect - Connect with your contacts.

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.

Bigin by Zoho CRM - Pipeline-centric CRM built and priced for small businesses

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