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UGRU VS Salesforce Financial Services Cloud

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

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UGRU logo UGRU

UGRU - CRM for Financial Planners is a Full Featured, Integrated CRM with the Best Financial Planning Software for Financial Advisors, FINRA Compliant

Salesforce Financial Services Cloud logo Salesforce Financial Services Cloud

Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.
  • UGRU Landing page
    Landing page //
    2022-01-13
  • Salesforce Financial Services Cloud Landing page
    Landing page //
    2023-02-06

UGRU videos

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Salesforce Financial Services Cloud videos

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Perspectives on a Salesforce Financial Services Cloud Implementation

Category Popularity

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

UGRU

Salesforce Financial Services Cloud

Sales
100 100%
Sales
0% 0
Business & Commerce
0 0%
Business & Commerce
100% 100
CRM
22 22%
CRM
78% 78
Sales Workflow
100 100%
Sales Workflow
0% 0

User comments

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What are some alternatives?

When comparing UGRU 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.

HotBoomerang - HotBoomerang is a fully customizable contact manager.

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

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.

Fat Free CRM - Fat Free CRM is an open source CRM designed to be highly customizable; elegant in simplicity.

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