What is better Salesforce Financial Services Cloud or Sage Expense Management? We are here to simplify the process of assessing Accounting Software products for you. For instance, on this page you can examine the overall performance of Salesforce Financial Services Cloud (8.8) and contrast it with the overall performance of Sage Expense Management (8.0). It's also possible to match their overall user satisfaction rating: Salesforce Financial Services Cloud (98%) vs. Sage Expense Management (96%).
What’s more, study their services carefully to determine which product can better deal with your company’s requirements. In general, any business solution should allow you to quickly check the big picture, at the same time offering you quick access to the details.
At the moment, the top products in our Financial Reporting Software category are: FreshBooks, Zoho Books, NetSuite ERP.
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.
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
email
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.
Sage Expense Management offers usage-led pricing, billing users only when they create at least one expense or have a corporate card connected to Sage Expense Management with at least one transaction on it in a month. These are called active users. This means users can onboard all employees but get charged only for active users. They can then book a demo to get a quick tour of how the software works.
Below are the three plans Sage Expense Management offers based on the users’ needs:
Growth – $11.99/month
Unlimited receipt scanning with automated data extraction
Receipt collection & expense completion via Text Messages
Unlimited expense tracking from, Gmail, Outlook, Slack, and more.
Sage 300 Construction & Real Estate (Sage fees as applicable)
QuickBooks Desktop (additional cost applicable)
Direct, third-party, and API integrations with any accounting, travel, HRMS, and payroll software
Premium Support with 24/7 live chat and email-based support, with a named account manager
Optional SSO (additional fee applicable)
Enterprise – By quote
Everything in Business plan, plus:
IP whitelisting of admin accounts
Google single sign-on (SSO)
Single sign-on with AD and Okta
Branded account and emails
Dedicated Enterprise Account Manager
Half-yearly business reviews to optimize cost and compliance
Customer Advisory Group for feature suggestions and direct FaceTime with the Product and Engineering teams, with priority access to features and planned deployments.
Almost as important as useful features and customer support quality are pricing plans offered by Salesforce Financial Services Cloud and Sage Expense Management. Even though cost should not be the only element it’s without a doubt a significant thing to think about. You should count on a flexible pricing package that can be adjusted to your company size and effortlessly scaled up if your company develops. Be sure that you don’t select plans that include extra features that you won’t find useful and always try to contact with the vendor directly because big companies can usually benefit from special pricing. You should also give a chance to a free trial or demo of each app to spend at least some time using it. It’s a valuable experience that doesn’t require you to invest any money and gives you a reliable overview of what it feels like to work with Salesforce Financial Services Cloud and Sage Expense Management.
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