Compare Salesforce Financial Services Cloud and Wealthbox CRM 
- Users report that Salesforce Financial Services Cloud excels in its Pipeline Management with a score of 8.1, allowing for detailed tracking of client interactions and sales processes, while Wealthbox CRM, with a score of 7.8, offers a more simplified approach that may not meet the needs of larger enterprises.
- Reviewers mention that the Task Management feature in Wealthbox CRM is highly rated at 9.0, providing users with an intuitive interface for managing daily tasks, whereas Salesforce Financial Services Cloud scores lower at 7.2, indicating a more complex user experience that may require additional training.
- G2 users highlight the superior Customer Support in Salesforce Financial Services Cloud, particularly in Case Management with a score of 8.8, which is praised for its comprehensive tracking and resolution capabilities, compared to Wealthbox CRM's score of 8.3, which, while still strong, lacks some advanced features.
- Users on G2 report that Salesforce Financial Services Cloud's Marketing Analytics feature, scoring 8.1, provides robust insights into campaign performance, whereas Wealthbox CRM's score of 6.7 indicates a need for improvement in this area, with users seeking more detailed analytics.
- Reviewers mention that the Ease of Use in Wealthbox CRM, rated at 9.3, is a significant advantage for small businesses looking for a straightforward CRM solution, while Salesforce Financial Services Cloud's score of 8.0 suggests a steeper learning curve that may be better suited for larger organizations with dedicated training resources.
- Users say that the Forecasting capabilities in Salesforce Financial Services Cloud, with a score of 7.4, are more advanced, allowing for better sales predictions, while Wealthbox CRM's lower score of 6.2 indicates limitations in this functionality, which could impact strategic planning for users.
- Contacts
- 1 CRM Workspace
- 1 Opportunity Pipeline
One thing I really like about it is how it provides a 360 degree view of clients, which makes it easier to understand their needs and deliver tailored services. I also appreciate its strong focus on compliance and security, which is super important in the...
The complexity of building a client database/importing an existing database. The format required to upload information is ridiculous and persnickety.
I like that the software is specifically made for financial advisors. Wealthbox understands our business and the specific needs we have in maintaining client information. The financial industry has specific regulatory requirements and Wealthbox does a...
No live customer support. Help articles are limited. Very difficult to share contacts with another user. When you add an event to Outlook, It's very difficult to change the event in WB. No system. Syncing the calendar was a three-day process.
One thing I really like about it is how it provides a 360 degree view of clients, which makes it easier to understand their needs and deliver tailored services. I also appreciate its strong focus on compliance and security, which is super important in the...
I like that the software is specifically made for financial advisors. Wealthbox understands our business and the specific needs we have in maintaining client information. The financial industry has specific regulatory requirements and Wealthbox does a...
The complexity of building a client database/importing an existing database. The format required to upload information is ridiculous and persnickety.
No live customer support. Help articles are limited. Very difficult to share contacts with another user. When you add an event to Outlook, It's very difficult to change the event in WB. No system. Syncing the calendar was a three-day process.
