Software Alternatives, Accelerators & Startups

Salesmachine VS Salesforce Financial Services Cloud

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

Salesmachine logo Salesmachine

Salesmachine scores your customer health in real-time and informs your team who need attention to prevent churn and improve expansion. Thanks to the Product Qualified Leads scoring method and tasks & playbooks automation, convert min. +25% trials.

Salesforce Financial Services Cloud logo Salesforce Financial Services Cloud

Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.
  • Salesmachine Landing page
    Landing page //
    2023-10-18

CUSTOMER PROFILES: Know everything about your customers. Salesmachine tracking tools collects all the customers information, interactions with your product, emails activity, location and more so you can have all the information you need to interact with them, at the right time.

SEGMENTATION: Group customers based on their actions. Create custom segments to identify customers who risk to churn, who are ready to pay, are not activated, need assistance, and much more. Receive statistics on your segment to know how they perform.

TASKS, EMAILS, NOTIFICATIONS: Always know what to do and when to do it. Create custom workflows to automatically generate to do, emails, tasks and notifications.

INTEGRATIONS: Connect external services to make your Salesmachine smarter. Salesmachine connects with your favorite tools so you can manage your sales and customer success where you prefer. Email Provider, Support, Marketing, Payment, CRM and Teams' Communication tools such as Slack or Hipchat. We add new services on regular basis.

PREDICTIVE ENGINE: Predict customer health to reduce churn and close more deals. Salesmachine leverages data science to detect customers churn / buy signals to help you make the best decisions.

PRODUCT QUALIFIED LEADS SOCRING METHOD: Get your Sales Team more efficient. Detect leads that really use your product and are more likely to convert. Get your Sales Teams'effort focus on these leads to increase your conversion rate by 25% to 40% easily!

  • Salesforce Financial Services Cloud Landing page
    Landing page //
    2023-02-06

Salesmachine

$ Details
paid Free Trial $75.0 / Monthly ("2 seats", "unlimited visitors")
Platforms
Browser Linux Windows Mac OSX

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Category Popularity

0-100% (relative to Salesmachine and Salesforce Financial Services Cloud)
CRM
71 71%
29% 29
Business & Commerce
0 0%
100% 100
Help Desk
100 100%
0% 0
Sales Workflow
100 100%
0% 0

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What are some alternatives?

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

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.

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

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

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.

Intercom - Intercom is a customer relationship management and messaging tool for web businesses. Build relationships with users to create loyal customers.

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