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
Financials
- General Ledger
- Accounts payable
- Accounts receivable
- Cash management
- Purchase order
- Multi-currency management
- Allocations
- Active planner
Fixed assets
- Depreciation accounts for tangible assets (business equipment like laptops, copiers, production machines, etc.)
- Fixed asset inventory with sophisticated bar-code system to track physical location of assets using handheld radio frequency device
Distribution
- Inventory Management
- Inventory Replenishment
- Purchase order
- Sales order
- Sales Tax by Avatara
- Credit Card processing
- Advanced Kitting
- Product Configurator
- Warehouse management
Manufacturing
- Light manufacturing
- Advanced manufacturing
- Advanced planning & scheduling
- Engineering change management
- Estimating
- Project management
- Material requirements planning
- Product Configurator
- Shop Floor Control
Customization Features
- Assisted company setup
- Data import manager
- Data migrator
- Import utilities
- Customizer
- Software development kit
- Source code
Human Resources
- Sage HRMS Payroll
- Sage HRMS
- Sage HRMS Attendance
Pricing Info
Here are the details about Sage 500 ERP cost:
Sage 500 ERP is sold either as a one-time licensing fee or per-user/month subscription. Specific price is only available via a direct quote, but generally, a complete license can range from $15,000-$250,000.
A Sage 500 package typically includes the following:
All Inclusive:
- ERP, financial, operational reporting, and asset management
- Unlimited support with Sage Business Care Gold Plan
- Full user access to all premium functionality included in product bundles
- Access to Sage support, knowledge base, and Sage University Anytime learning
- Product updates and upgrades
Extended Functionality
- Additional software, modules, and connected services outside the product bundle are available for a small additional fee per month
- Sage CRM for $35/month per named user*
- Payroll for $85/month*
Integrations
Time and Project Management
- Project accounting
- Sage TimeSheet
Business Intelligence
- Business Insights Dashboard
- Business Insights Analyzer
- Business Insights Explorer
- SAP Crystal Reports
- Sage 500 ERP Alerts
- Sage 500 ERP Office
- Web reports
CRM
- Sage SalesLogix Sales
- Sage SalesLogix Marketing
- Sage SalesLogix Customer Service
- Sage SalesLogix Support
Languages Supported
English
Chinese
German
Hindi
Japanese
Spanish
French
Russian
Italian
Dutch
Portugese
Polish
Turkish
Swedish
Arabic
Prominent Clients
Haremar Plastic Manufacturing, Nashville Wire Products, Navtrak, RadComm Systems, SkyGolf, Ready Mix USA, Christian Broadcasting Network, Power Curbers, Mercy Health Plans
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 complete enterprise management solution developed to help growing businesses achieve efficient operations.
Company Email
Contact No.
Company's Address
6561 Irvine Center Drive
Irvine, CA 92618-2301
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No Accounting Software will be perfect enough to cover all the needs of a business. Even though core features of Salesforce Financial Services Cloud and Sage 500 ERP are important you should also thoroughly examine the integrations supported by every solution. In many cases you will already be using other types of B2B software in your company and it’s always better to choose apps that integrate well with one another. With that approach you can guarantee an effortless transfer of information between your teams and services, which can significantly reduce time devoted to migrating between one service and the next.
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