Salesforce Financial Services Cloud
Salesforce, Inc.Reviews from AWS customer
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Good function, limited granularity
What do you like best about the product?
user interface and collaraborative workflow internally allows for easy use when remote
What do you dislike about the product?
cumbersome feature sets that aren't utilized
What problems is the product solving and how is that benefiting you?
quarterly and annual reviews; accruals and budgeting forecasts
Recommendations to others considering the product:
make sure you have a level of adoption and utilization that is going to be given by the team before throwing it into implementation. Also, AP needs to be tested proactively with integrated payment files first.
Very good software to track everything on my customers accounts
What do you like best about the product?
data analysis really easy to pull into reports
What do you dislike about the product?
None so far that I have disliked except for lightning I much prefer classic view
What problems is the product solving and how is that benefiting you?
I'm not sure as everything is handled through our IT department
Integration is perfect, reporting is lacking.
What do you like best about the product?
The integration with Salesforce was seamless and incredibly easy for even a junior level admin to complete-it was very convenient having everything in one database for finance and sales information and reporting.
What do you dislike about the product?
The reporting and customization was lacking- it was difficult to combine some objects to get the right insight the finance team wanted.
What problems is the product solving and how is that benefiting you?
Giving sales reps insight into financial payments and invoices for their clients was beneficial- the usability was good as everyone was already familiar with salesforce and how it works.
Best products for sales and financial services
What do you like best about the product?
It's user interface is very easy to understand and user friendly as well
What do you dislike about the product?
Omni channel functionality is little fussy
What problems is the product solving and how is that benefiting you?
Api integration, customer profiling
APEX by Salesforce
What do you like best about the product?
The leader in technology for customer management. Training is outstanding, and I'm learning new things every day about this system.
What do you dislike about the product?
I wish it could sync to all my emailed leads and be a little easier to navigate when looking for customer policies.
What problems is the product solving and how is that benefiting you?
Being able to keep track of prospect transitiong.
Recommendations to others considering the product:
TAKE THE TRAINING! You cannot learn everything on your own when using this system.
Easy way to store all the data of a customer 360°
What do you like best about the product?
cloud base services gives access at the faster speed to data of customers and many more details
What do you dislike about the product?
Dislike in the sense we cannot say thay but still some tabs need to improve.
What problems is the product solving and how is that benefiting you?
one click quick access of customer data , history of reqeusts raised by customer ... meeting mapping n also data interaction.
Robust and well-structured tool for high quality financial work.
What do you like best about the product?
Salesforcé Financial is a software that I consider to be designed with a very complete structure, since it allows us to work in a fast way, focused on the important objectives and totally modern. The software is very adaptable to the different work needs that are required to complete any kind of financial project, allowing us to provide very personalized advice to our customers, have a vision of everything that happens through its bright and broad graphics. Sales forcé is a totally cloud-based software, it has a great support team capable of providing answers to any question and providing support quickly if necessary, it has a fairly wide, modern interface and very fast operation to work with complete peace of mind. Personally I am quite confident about this platform, as the experience I have gained has been impressive.
What do you dislike about the product?
One of the few disadvantages of using salesforce financial is that it's difficult to operate when you're a beginner, since the service doesn't have any documentation and the platform is very broad. Its cost can become a problem when you have budget restrictions, since this service compared to other alternatives is quite expensive, however its high quality and great performance is why it's worth acquiring this service.
What problems is the product solving and how is that benefiting you?
Sales forcé financial is considered a valuable tool for our team, as a platform that allows us to provide complete accessories to our clients, create solutions according to their needs and evaluate their progress through extensive graphics that provide us with valuable information. The tool has allowed us to work with high performance from the beginning, saving time and keeping us completely updated.
Recommendations to others considering the product:
It really is a platform with a great reputation, the service has a brilliant support team and high availability at the time you need it most. Salesforcé Financial is a totally innovative platform, it's very productive, and its customization capabilities are very high. For beginners it can be a bit complex software to use but in a very short time it is easy to adapt to your system. From my point of view this service has no comparison with any of its competitors because of how favorable it is for financial work.
Salesforce good
What do you like best about the product?
It is easy to use and to customize, it is a smart tool
What do you dislike about the product?
At the moment nothing to dislike, I’m working so well with this tool
What problems is the product solving and how is that benefiting you?
Save time working better
Good Tool for Client Analysis
What do you like best about the product?
I like the clean and clear data mapping when analyzing data. It helps to see and predict trends as well as certain inconsistencies that could be occurring.This will give a much better oversight of the entire business operation and help to forecast future casts.
What do you dislike about the product?
The sheer amount of data that can be presented in a report/displayed can be overwhelming and trying to find out exactly what fields and values you are needing can quickly turn into a cumbersome process. Having some functionality that only works in lightning compared to classic makes it difficult to track down the root cause of certain issues.
What problems is the product solving and how is that benefiting you?
Some business problems that have been solved using Salesforce Financial Services Cloud were finding out certain required data fields our client wanted were not being populated or being received from out hub feeds. This would have had an impact on our SLA's but they were caught early enough using Salesforce to not have a significant impact. There are a copious amount of benefits such as but not limited to the ease of view-ability for all of the financial services.
Recommendations to others considering the product:
It is a very easy platform for your team to implement and use especially if the operational side of the business is already using a Salesforce platform. However even if you have not implemented Salesforce there can be data feeds sent to this platform easily from what I hear working with our developers and are able to convert those data maps into our in house fields.
Great tool to keep up on things
What do you like best about the product?
The connectivity to current things going on with the company
What do you dislike about the product?
Salesfores needs to be more customizable. I want to be able to change default response times
What problems is the product solving and how is that benefiting you?
Having access to many functions and objects we created for our work reports and data tracking that are essential to reporting for my work
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