Salesforce Service Cloud
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Dedicated Account Manager and customer service team
- Training for every loan officer
- Automated email and direct mail campaigns based on 45 years of experience in the industry
- Real-time exclusive lead generation with email alerts
- Built-in PURLS (personalized web pages) for lead generation
- Customer satisfaction survey with NPS scoring
- White labeled private storefront with corporate approved designs
Pricing Info
Pricing Info
Contact MyCRMDashboard for basic and enterprise pricing information on MyCRMDashboard Mortgage CRM product. You can also submit a request for a free trial to see if the software is a perfect fit for your business.
Integrations
Integrations
MyCRMDashboard Mortgage CRM integrates with the following business systems and applications:
- LOS/API integration
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Mohave State Bank, Resource Financial, North Shore Bank
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
Cloud-based customer relationship management software (CRM) intended primarily for the residential mortgage industry.
Company Email
info@continuityprograms.com
Contact No.
Company's Address
Continuity Programs Inc. Corporate Headquarters
8451 Boulder Court
Walled Lake, MI 48390
United States
MyCRMDashboard Mortgage CRM Comparisons
Popular MyCRMDashboard Mortgage CRM Alternatives
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Computer Telephony Integration (CTI)
- Record types
- Lead-contact account management
- Files
- Salesforce identity
- Roles and permissions
- Snap-ins for live agent chat
- Social customer service pro
- Knowledge
- Work order management
- Service console
- Customer community
- Chatter
- Community starter
- Email integration with Outlook
- Advanced case management
- Customer account portal
- Custom page layouts
- Standard success Plan
- Asset management
- Omni-channel supervisor
- Field service dispatch
- Service contracts and entitlements
- Developer Sandbox
- Unlimited online training
- Activity feed
- Developer Pro Sandbox
- Topics and recommendations
- Data and file storage
- Order management
- Omni-channel routing
- Case auto-assignment
- Service analytics app
- Social customer service starter pack
- Product tracking
- Case milestone tracker
- Unlimited custom applications
- Google Apps integration
- Custom profiles
- AppExchange app integration
- Offline access
- Lightning App builder
- Case escalation rules and queues
- Web services API
- Opportunity tracking
- Workflow and approval automation
- Web and email case capture
- Task management
- Customizable reports and dashboards
- Case email auto-response
- Advanced reporting features
- Salesforce mobile app
- Email templates
Pricing Info
Salesforce Service cloud offers 4 SMB and enterprise pricing plans billed annually.
Essentials – $25/user per month
- Chatter
- Salesforce mobile app
- Files
- Topics and recommendations
- Case auto-assignment
- Web and email case capture
- Case email auto-response
- Case escalation rules and queues
- Lead-contact account management
- 1 Service console app per org
- Basic omni-channel routing
- Omni-channel supervisor
- Knowledge (read only)
- Knowledge (read-write)
- Computer Telephony Integration (CTI)
- Phone
- Social Customer Service
- Live agent chat (limited functionality)
- Next best action
- Help center
- Customizable reports and dashboards
- Opportunity tracking
- Task management, activity feed
- Email integration with Outlook
- Google Apps integration
- Custom profiles and page layouts
- Lightning App builder
- AppExchange app integration
- Email templates
- Data and file storage per user
- Limited Lightning flow automation
Professional – $75/user per month
- All Essentials plan features except phone, live chat, and help center, plus:
- Service orders
- Service contracts and entitlements
- Work order management
- Asset management and product tracking
- Unlimited custom applications
- Developer Sandbox
- 2 Roles and permissions per org
- 3 Record types per object
Available add-ons:
- Knowledge (read-write) – $75/user/month
- Web services API – $25/user/month
- Developer Pro Sandbox
Enterprise – $150/user per month
- All Essentials and Professional plan features except phone, plus:
- Service console apps
- Advanced case management
- Advanced reporting features
- Offline access
- Web services API
- Lightning flow automation (unlimited)
- Roles and permissions
- Record types (per object)
- Salesforce identity
- Workflow approval
Available add-ons:
- Knowledge (read-write) – $75/user/month
- Chat (live agent) – $75/user/month
- Developer Pro Sandbox
- Full Sandbox
Unlimited – $300/user per month
- All Enterprise plan features, plus:
- Knowledge (read-write)
- Chat (live agent)
- Developer Pro Sandbox
- 1 Full Sandbox per org
- 24/7 Support and configuration services
Integrations
Salesforce Service Cloud supports integrations with the following business systems, applications and services:
- Autotask
- ConnectWise
- JIRA
- Salesforce Service Cloud
- ServiceNow
- Zendesk
- Oracle Service Cloud
- Freshdesk
- Freshservice
- Desk.com
- Help Scout
- Cherwell Software
- Wrike
- SugarCRM
- Microsoft Dynamics CRM
- Zoho CRM
- Netsuite
- Autotask
- Close.io
- ConnectWie
- Infusionsoft
- Pipedrive
- HubSpot CRM
- Oracle Sales Cloud
- Base CRM
- CustomerGauge
- Act! Essentials
- Sap Hybrid Cloud for Customers
- Sage CRM
- Bullhorn
- Maximizer CRM
- Insightly
- Microsoft Dynamics GP
- Microsoft Dynamics AX
- QuickBooks
- Freshbooks
- Taxify
- Sage Intacct
- Sage 200
- Tipalti
- Plaid
- Shopify
- Volusion
- Ecwid
- Bigcommerce
- Magento
- Etsy
- Woocommerce
- Weebly
- SAPAnywhere
- Epages
- Oracle Eloqua
- Marketo
- HubSpot Marketing
- Act-On
- MailChimp
- Mailjet
- Allbound
- Autopilot
- Constant Contact
- Kissmetrics
- Facebook Lead Ads
- Campaign Monitor
- iContact
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Stanley Black & Decker, Sprouts, Coca-Cola, Activision, Spotify, Aldo
Available Devices
Windows
Linux
Android
iPhone/iPad
Mac
Web-based
Windows Mobile
Company Size
Small Business
Large Enterprises
Medium Business
Freelancers
Available Support
phone
live support
training
tickets
General Info
A cloud-hosted customer service platform designed to allow faster, smarter case resolution. By providing a 360-degree view of each customer, this IT asset management solution enables businesses to quickly resolve issues, thereby driving better user experience and higher customer satisfaction.
Company Email
info@salesforce.com
Contact No.
Company's Address
Salesforce Tower, 415 Mission Street, 3rd Floor
San Francisco, CA 94105
USA
Salesforce Service Cloud Comparisons
Popular Salesforce Service Cloud Alternatives
You should pay attention to the fact that even though both MyCRMDashboard Mortgage CRM and Salesforce Service Cloud may provide an outstanding array of features every solution could be created for a different business size. If you are comparing features you should give some attention to a business type they are aimed at. Some elements may scale up well for large enterprises but if you own a small or medium business it’s frequently more sensible to stay away from paying for customized features that you might never use.
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