Salesforce Financial Services Cloud
Salesforce, Inc.Reviews from AWS customer
0 AWS reviews
-
5 star0
-
4 star0
-
3 star0
-
2 star0
-
1 star0
External reviews
132 reviews
from
External reviews are not included in the AWS star rating for the product.
Great CRM geared toward Financial Services firms
What do you like best about the product?
Includes objects modeling financial accounts, assets and liabilities, along all the standard fields and capabilities of standard Salesforce. Excellent UI, very intuitive.
What do you dislike about the product?
could use clearer instruction on migrating existing data into the portal
What problems is the product solving and how is that benefiting you?
Visibility across multiple lines, with rules consideration
Great service
What do you like best about the product?
Integration is on point allows me to free up data space
What do you dislike about the product?
Sometimes you can't merge contacts whom might go by different names
What problems is the product solving and how is that benefiting you?
Access client info anywhere
showing 131 - 132