Financial Services Cloud

By Salesforce

0.0
Rating out of 5 Based on 0 reviews

Check How Financial Services Cloud can help to automate Indian Business. Techimply provide their list of features, pricing, Free demo and Comparison with the best alternative

Pricing of Financial Services Cloud

Basic

USD 150
USD 0

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Awards & Badges Received

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Key Features of Financial Services Cloud

Key Features:
  • Expense Tracking
  • Relationship Tracking
  • Contact Management
  • Lead Management
  • Marketing Automation
  • Activity Dashboard
  • Alerts/Notifications
  • Client Management
  • Collaboration Tools
  • Customer Database
  • Document Management
  • Pipeline Management
  • Territory Management
  • Team Assignments
  • Financial Management

Key Specification

Other Categories: Financial CRM Software Insurance Agency Software
Deployment: Cloud Hosted,On Premise,Any,Hybrid
Customer Support: Email,Phone,Live Chat
Customization:
Languages Support: English

Who uses Financial Services Cloud

StartUps
StartUps
SMEs
SMEs
Agencies
Agencies
Enterprises
Enterprises

Company Details

Company Name: Salesforce
Headquarter: United States
Website: Visit Website go-to-link
Social Media:

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Financial Services Cloud Video

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Frequently Asked Questions (FAQs)

The user group of Financial Services Cloud are as follows :

  • Startups
  • SMEs
  • Agencies
  • Enterprises

Financial Services Cloud has 1 plans,

  • Basic USD 150

The key featuers of Financial Services Cloud are as follows :

  • Expense Tracking
  • Relationship Tracking
  • Contact Management
  • Lead Management
  • Marketing Automation
  • Activity Dashboard
  • Alerts/Notifications
  • Client Management
  • Collaboration Tools
  • Customer Database
  • Document Management
  • Pipeline Management
  • Territory Management
  • Team Assignments
  • Financial Management

Financial Services Cloud pricing model : Yearly,Monthly,Onetime(Perpetual License)

Financial Services Cloud is Cloud Hosted,On Premise,Any,Hybrid Software.

Financial Services Cloud offers Email,Phone,Live Chat support.

Financial Services Cloud provides Blogs,Help Guides,On-Site Training,Webinars,Video Guides for the software training.