QuickBooks Enterprise
NOAWARDS
YET
Pricing:
By quote
Pricing Model
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
List of Features
- Einstein Analytics
- B2C Client Data Model
- Client and Household Profiles
- Financial Goal Management
- Wallet Share Calculations
- Client and Household List Segmentation
- Needs Assessment Options
- Alerts/Notifications
- Advisor Home Page
- Household and Relationship Groups
- Relationship Mapping
- Financial Account Management (Wealth and retail Banking)
- Custom Financial Rollup Summaries
- Wealth Reports and Dashboards
- Referral Management
- Banker Console
- Banking Data Model Extensions
- Flexible Integration Options
- Account and Contact Management
- Advanced Case Management
- Case Email Auto-Response
- Case Management
- Chatter Options
- Collaborative Forecasting
- Configurable Profiles
- Computer Telephony Integration (CTI)
- Developer Sandbox
- Email Integration
- Enterprise Territory Management
- Integration via Web Service API
- Lead Management
- Opportunity Tracking
- Orders Management
- Task Management
- Workflow Automation
Pricing Info
Pricing Info
Salesforce FInancial Services Cloud currently has three editions for you to choose from: Financial Services Cloud Professional, Financial Services Cloud Enterprise, and Financial Services Cloud Unlimited. These are bundled according to the types of features you need and the number of functionalities you want. However, the vendor does not offer their pricing details publicly, so be sure to get in touch with their representatives for more information.
Integrations
Integrations
Salesforce Financial Services Cloud can be used alongside the other productivity tools in the Salesforce Suite. Moreover, it has a custom functionality to connect with DriveWealth, at third-party open API. This allows it to integrate with a multitude of applications, build Lightning components to extend the platform, and more. For more details about the integrations Salesforce FInancial Services Cloud can support, don’t hesitate to contact the vendor.
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Farmers Insurance, OneUnited Bank, United Capital, and Central 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
Salesforce Financial Services Cloud is a wealth management platform that lets you manage your finances in line with CRM goals.
Company Email
Contact No.
Company's Address
The Landmark at One Market
Suite 300, San Francisco, CA 94105
United States
Salesforce Financial Services Cloud Comparisons
Popular Salesforce Financial Services Cloud Alternatives
NOAWARDS
YET
Pricing:
Starting from $140
Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Central Access to User Roles and Permissions
- Easy Setup
- Advanced Inventory
- Bin Location Tracking
- Barcode Scanning (mobile device capable)
- FIFO Inventory Costing
- Serial Number or Lot Tracking
- Multi-location Inventory
- Advanced Permissions
- Industry Functionality
- Payroll
- Accounting
- Accountant Center
- Accountant’s Copy Conversion
- File Manager
- Send Journal Entries
- FYI
- Automatic Inventory
- Reporting & Finances
- Inventory
- Sales & Customers
- Sales Order Fulfilment
- Purchasing & Vendors
- Payroll & Employees
- Security & Productivity Tools
- Advanced Pricing
- Quantity Discounts
- Manufacturer Markdowns
- Price Changes by Class
- Field Service Management
- Work Orders & Scheduling
- Billing & Mobile Payment
- Industry vocabulary including for nonprofits
Pricing Info
QuickBooks Enterprise currently has three annual pricing plans that are billed monthly. These are bundled depending on the modules you require and the deployment method of your preference.
Note that all plans provided below are the rates per 1 user. In case you want a more accurate estimate for the number of team members you have, be sure to visit QuickBooks Enterprise’s website where they have a calculator available.
Silver – starts at $1155 per year (Local Only) / $140 per month (With Hosting)
- QuickBooks Desktop Enterprise Software
- Priority Circle Program
- Customer Support (US-Based)
- Back-Up Online Data Storage
- System Upgrades
- Advanced Reporting
- Multi-Device Support (For Cloud-Hosted Version Only)
Gold – starts at $1502 per year (Local Only) / $169 per month (With Hosting)
- QuickBooks Desktop Enterprise Software
- Priority Circle Program
- Customer Support (US-Based)
- Back-Up Online Data Storage
- System Upgrades
- Advanced Reporting
- Multi-Device Support (For Cloud-Hosted Version Only)
- QuickBooks Desktop Payroll Enhanced
Platinum – starts at $1848 per year (Local Only) / $198 per month (With Hosting)
- QuickBooks Desktop Enterprise Software
- Priority Circle Program
- Customer Support (US-Based)
- Back-Up Online Data Storage
- System Upgrades
- Advanced Reporting
- Multi-Device Support (For Cloud-Hosted Version Only)
- QuickBooks Desktop Payroll Enhanced
- Inventory Management System
- Advanced Pricing
Integrations
QuickBooks Enterprise integrates with the following business systems and applications:
- Microsoft Word and Excel Microsoft Excel 2010 SP2, 2013, 2016, Office 365 (32 and 64 bit)
- E-mail Estimates
- Invoices and other forms with Microsoft Outlook 2010-2016
- Microsoft Outlook with Office 365
- Gmail
- Outlook.com®
- Other SMTP-supporting e-mail clients.
- App integration with QuickBooks POS v18.0.
- Quicken 2016-2018
- QuickBooks Mac 2016
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
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 popular accounting software suite, QuickBooks is the go-to solution of businesses big and small, including freelancers and startups. It offers an extensive range of financial tools for sales, inventory, invoice management, and tax calculation among others.
Company Email
Contact No.
Company's Address
2632 Marine Way
Mountain View, CA 94043
USA
QuickBooks Enterprise Comparisons
Popular QuickBooks Enterprise Alternatives
Almost as essential as useful features and user support level are pricing plans provided by Salesforce Financial Services Cloud and QuickBooks Enterprise. Although pricing should not be the sole element it’s without a doubt a significant thing to consider. You should look for a flexible pricing package that can be matched with your company size and effortlessly scaled up every time your team develops. You should be certain you don’t select plans that have advanced tools that you won’t use and always try to get in touch with the vendor directly because big companies can usually count on special pricing. You should also check out a free trial or demo of every software to spend at least some time working with it. It’s a useful experience that doesn’t ask you to pay any money and offers a reliable overview of what it’s like to work with Salesforce Financial Services Cloud and QuickBooks Enterprise.
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