Description de Financial Services CloudReliez les systèmes, les canaux, les processus et les équipes au client avec Financial Services Cloud, un CRM de premier choix pour le secteur des finances. Soyez présent pour vos clients, où que leurs parcours financiers les mènent, qu'il s'agisse de gestion de patrimoine, de banques, d'assurances ou de prêts.
Qui utilise Financial Services Cloud ?
Les conseillers financiers, les banquiers de détail, leurs équipes et leurs clients
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Review of Salesforce
I like how customizable the software is. You can have it built around your business and not the other way around.
It could be a little more user friendly. There seem to be many ways to navigate to the same place, or many ways to do the same thing.
Alternatives envisagées :
Salesforce FSC Review
Commentaires : It gets the job done but on a really high level. You can't actually do anything transactional related unless you write specific code. So if you want to see all your platforms in one place and the values for all the clients, then this is the platform you want, but keep in mind this is only a small piece of the puzzle. To get it to work, you need to bring on other items and third party consultants. It can get to be a large project.
I like how you can customize anything and everything about Salesforce FSC. If you know how to administer the platform, the possibilities are endless. It is very straight forward to problem solve certain features such as workflow management or contact information.
I like that it can do so much, but I also don't like it. They give you a bunch of alternate ways to really pull in what you need. If you want to see account information you need to set up APIs. Don't know how? You need a third party to come in and do it for you. Oh, but wait, you need ANOTHER one of their products that they don't tell you until AFTER you buy FSC. You don't need to know code, but you have to hire a developer that does. It's very frustrating how many third parties need to be brought in to get something that should really be included. If you have the means, go for it, otherwise it's an endless blackhole of expenses.