Salesforce Financial Services Cloud
Salesforce, Inc.Reviews from AWS customer
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Good to organize leads
What do you like best about the product?
Easy to search for clients and leads. Any client that you have information on you could easily search and it will pop up under the search tab which is pretty convenient and time-saving.
What do you dislike about the product?
So many different function buttons that you can get lost in them when you first start.
What problems is the product solving and how is that benefiting you?
Client organization
Recommendations to others considering the product:
The setup is a little rocky at first but once you get used to it it's a pretty easy to use application
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
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