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4Degrees vs. Salesforce Financial Services Cloud

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    4Degrees

    Score10 out of 10
    N/A4Degrees is a financial services CRM platform that identifies the right connections to focus on, and is designed to work with users to strengthen those relationships over time, and help activate a network when it is needed.N/A

    Salesforce Financial Services Cloud

    Score8.2 out of 10
    N/AThe Financial Services Cloud from Salesforce is used to create customized experiences for users and customers, and get information at the right to improve productivity and satisfaction. The vendor states that wealth management advisors can use the CRM’s ability to better understand and address client needs, building fruitful client relationships. Retail, mortgage, and commercial bankers can get a complete customer view when and where they need it. In insurance, users of the financial services…

    $300

    per month billed annually per user

    Pricing
    4DegreesSalesforce Financial Services Cloud
    Editions & Modules
    No answers on this topic
    Sales
    $300
    per month billed annually per user
    Service
    $300
    per month billed annually per user
    Sales and Service
    $325
    per month billed annually per user
    Einstein 1 for Sales and Service
    $700
    per month billed annually per user
    Offerings
    Pricing Offerings
    4DegreesSalesforce Financial Services Cloud
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details
    More Pricing Information
    User Ratings
    4DegreesSalesforce Financial Services Cloud
    Likelihood to Recommend
    -
    (0 ratings)
    8.0
    (1 ratings)
    User Testimonials
    4DegreesSalesforce Financial Services Cloud
    Likelihood to Recommend
    4Degrees
    No answers on this topic
    Salesforce
    Salesforce helped us organize all leads into one software. Any call in or email lead we were able to record right into Salesforce. It helped coordinate/track/win/loose all opportunities. It's also very user friendly. When we bring on new employees or even interns; we are able to show them what is needed and they are able to jump right in
    Incentivized
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    Pros
    4Degrees
    No answers on this topic
    Salesforce
    • Organization.
    • Tracking.
    • User friendly.
    Incentivized
    Read full review
    Alternatives Considered
    4Degrees
    No answers on this topic
    Salesforce
    We haven't used anything previously to Salesforce. We were trying to implement what we needed as a company with our current ticketing and quoting software, but it wasn't doing what we needed. Once we found Salesforce we were able to really dial in on the important things needed as a company.
    Incentivized
    Read full review
    Return on Investment
    4Degrees
    No answers on this topic
    Salesforce
    • Helped track everything in one place.
    Incentivized
    Read full review
    ScreenShots