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Salesforce Financial Services Cloud VS XT-ERP

Compare Salesforce Financial Services Cloud VS XT-ERP and see what are their differences

Salesforce Financial Services Cloud logo Salesforce Financial Services Cloud

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

XT-ERP logo XT-ERP

Modular enterprise resource planning solution
  • Salesforce Financial Services Cloud Landing page
    Landing page //
    2023-02-06
Not present

Salesforce Financial Services Cloud videos

Perspectives on a Salesforce Financial Services Cloud Implementation

XT-ERP videos

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Category Popularity

0-100% (relative to Salesforce Financial Services Cloud and XT-ERP)
Business & Commerce
100 100%
0% 0
CRM
84 84%
16% 16
Communication
0 0%
100% 100
Finance
100 100%
0% 0

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What are some alternatives?

When comparing Salesforce Financial Services Cloud and XT-ERP, you can also consider the following products

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

Ricochet360 - Use Ricochet360 CRM lead dialer, IVR, cloud phone system & marketing automation platform to increase contact rates & sales. Track prospects, notes, to-dos.

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

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.

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.

DealCloud - The DealCloud platform helps deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies