Salesforce Financial Services Cloud
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
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Pricing Model
Free
Monthly payment
One-time payment
Annual Subscription
Quote-based
List of Features
- Multi-User Support
- Real-Time Dashboards
- Advanced Analytics
- Financial Tracking
- Customer Management
- Booking and Scheduling
- Job and Work Order Management
- Inventory Management
- Insurance Claims Management
- Purchase Management
- Technician Management
- Reporting
- Vendor Management
- Payment Processing
- User Management
- Data Backup and Recovery
- Progress Tracking
Pricing Info
RAMP Garage Management Software offers a free trial and four business and enterprise pricing plans. Explore the options below to find the package and features that align with your budget and requirements.
Essential Package – $16.00/workshop/month
- Unlimited Invoices
- One User Access
- One location Workshop
- Service Queue Management (Job Card/Estimation/Payment/Invoice, etc.)
- Manage Workshop
- Customer Reports
- Business Reports
- Vendor integration
- Business Analytics
- System Configuration
Regular Subscription – $59.00/business/month
- Everything in Essential Package +
- Up to 3 different locations and 100 customers/month
- Manage 3 different located Workshop
- CRM
- Inventory management
- Inventory reports
- Daybook management
- Counter sales
- Insurance claims
- Vendors & Purchases
- Store management
- Employee management
- Technician productivity
- Digital vehicle inspection
- Coupons management
- Vehicle service history
- Advance communication
- Mobile Apps Access (Android & iOS)
Professional Package – $119.00/business/month
- Everything in Regular Subscription +
- Up to 7 different locations
- Total customer volume up to 350/month
- Manage 7 different located Workshop
Enterprise Business Package – By quote
- Everything in Professional +
- Customization Available
- Advanced Communication
Integrations
RAMP Garage Management Software seamlessly integrates with the following:
- Workable
- SmartRecruiters
- iCIMS
- Avature
- SAP SuccessFactors
- Cornerstone HR
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
AkzoNobel, Everest Fleet, EuroFix
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
RAMP Garage Management Software connects businesses with global staffing agencies to streamline recruitment and management through a unified, cloud-based platform.
Company Email
contact@shanrohi.com
Contact No.
Company's Address
Shanrohi Technologies Pvt Ltd
Level 4 & 5, Plot No- 24, 25, 26, Behind Himagiri Hospitals, Indira Nagar, Gachibowli, Hyderabad,
India
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When you choose a product that you believe will be an actual asset for your business you shouldn’t only limit yourself to what professionals have to say about it. Very often personal experience with the product will vary, depending on specific goals and requirements. This is why in our reviews we also offer our User Satisfaction Rating for every product to give you a reliable overview of how real users of Salesforce Financial Services Cloud and RAMP Garage Management Software evaluate their contact with the service. Our algorithm is based on complex analysis of product mentions on other websites, social networks as well as blogs, so you will obtain a complete and reliable picture of what other users think about every app. In this case Salesforce Financial Services Cloud got a total satisfaction rating at 98% while for RAMP Garage Management Software 96% of users say they had a positive experience with it.
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