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Salesforce Finance Cloud- Review
What do you like best about the product?
The flexibility, change requests and user stories are easy to develop and even more easy to deploy.
Whether you want to do it with coding or without coding, Salesforce provides you with all the services and customizations.
Whether you want to do it with coding or without coding, Salesforce provides you with all the services and customizations.
What do you dislike about the product?
The processing power, it's a pro and con both. If we deploy a large size functionality, the server has crashed a few times which has resulted into buisness loss.
What problems is the product solving and how is that benefiting you?
We are using Salesforce Finance Cloud for a huge Lending Firm. It provides us with the flexibility to make changes and support such a huge project which involves millions of people.
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FSC
What do you like best about the product?
KYC/Onboarding, Personal Account data model, Households & Relationships, Automated workflows, ease of use
What do you dislike about the product?
Cost/Price, updated marketing materials that reflects the same product lines
What problems is the product solving and how is that benefiting you?
Better way to manage book of business (Leads, Policies, AUM)
Needs, an overlay to make it functional
What do you like best about the product?
It is an open software, and allows api integration, unfortunately due to the complexity of choice a salesforce specialist is needed to get the most from the software
What do you dislike about the product?
Not knowing what exactly is included in your licence agreement and high turnover of staff assigned for customer relations
What problems is the product solving and how is that benefiting you?
Open integration and bespoke functionality
Good platform centered around customer
What do you like best about the product?
Intuitive with constant new features and great support
What do you dislike about the product?
Not using it ti full potential as case management only
What problems is the product solving and how is that benefiting you?
Supporting building a new bank
Recommendations to others considering the product:
Very adaptable to fast changing org
Customer care executive
What do you like best about the product?
I like how we can link it with any cloud calling software and instantly get in touch with customer . We can keep track and records. Provide resolution and services through tickets that we can generate from Salesforce
What do you dislike about the product?
Sometimes the servers are down other than that it's an excellent product and a lot of companies uses this to provide better customer satisfaction and achieve its goals
What problems is the product solving and how is that benefiting you?
We're solving financial problems of customers by giving them loans and financial aids. I realised the benefits of sales force is that we can link itbwith cloud calling software
Simply the best!
What do you like best about the product?
The interface is very simple and makes finding things super easy and user-friendly. I especially like how you can't really mess anything up. Much better some of the other products I've used.
What do you dislike about the product?
Not really anything to dislike aside from the fact that the app runs slow if there are too many tabs open and in my line of work, it's necessary to look at more than one screen of data.
What problems is the product solving and how is that benefiting you?
Client management and data, but also reports are so easy to create!!!
CRM easy for all
What do you like best about the product?
Easy to find customers by name, phone number, company name or even using the notes, all this makes a phone call flow be easier for all employees, and eficient in long working hours
What do you dislike about the product?
I use to like more how fast was using SalesForde classic, to surf between pages is faster, just that, all new system (lightning) works perfect in my opinion and for the last 2 years i have been iusing it
What problems is the product solving and how is that benefiting you?
It manages all the clients we habe to call on a sales day to porspect, also links with Back Office so that any change in the sales status updates ASAP to sales force avoiding two different departments have contact with the same person
Recommendations to others considering the product:
Stop looking for an other option SalesForce handles all info the best way possible, beleive me, i have used many other CRMs no one as friendly to use like this, also easy to track updates with other systems and departments
An amazing CRM to manage your company.
What do you like best about the product?
Customized reports. And a perfect organization of our company data.
What do you dislike about the product?
Maybe the only thing is that sometimes it's not too friendly for some users.
What problems is the product solving and how is that benefiting you?
We did automatic processes that helped us with our clients.
Best CRM software!!
What do you like best about the product?
Great cloud based CRM on the market. Wide range of uses which include record management. I recommend this to all.
I have dealt with customer service which I found was top notch!
I have dealt with customer service which I found was top notch!
What do you dislike about the product?
The price is definitely more expensive. But you get what you pay for so I do understand why it's priced higher than other alternatives.
That's about it for dislikes.
That's about it for dislikes.
What problems is the product solving and how is that benefiting you?
The problems I am solving with sales force is saving time on tracking prospects and opportunities. Expediting billing and invoicing also saves me time which is awesome!
Recommendations to others considering the product:
Na
Salesforce Fin Serv Cloud
What do you like best about the product?
Salesforce Financial Services Cloud is a sleek and easy to get familiar with service. It has helped in making things more streamlined in our process and has made my life easier from day to day.
What do you dislike about the product?
There is very little that i dislike in the use of Saleforce Financial services Cloud. The only complaint may be when I use my personal computer and it is not as fast as I would like, but that is a computer problem not a program problem.
What problems is the product solving and how is that benefiting you?
It has helped in visualizing our Opportunities with clients and simplified the process of recognizing ways to grow. It has certainly sped up our processes with an easy to use drop and drag system.
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