BlueMind vs. Salesforce Financial Services Cloud

BlueMind is exactly what you would expect from a SaaS CRM solution. It's fast and responsive with a modern design and connects to many existing systems. This is great for a workforce that is remote or we share the data with many users/stakeholders. However, because our business has multiple uses for a CRM, BlueMind isn't as customizable as some of the larger offerings

Incentivized

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

• Transparency - compliance
• Dashboards
• Client management

Incentivized

• Organization.
• Tracking.
• User friendly.

Incentivized

• Automation can be a bit more robust, still requires a bit of fixing to make it work consistently
• Target estimations are not very deep
• Dashboards could be more customizable for different use cases.

Incentivized

BlueMind has a much lower barrier to entry. It's easy to deploy and support, and provides the functionalities that we need immediately.

Incentivized

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

• Much more functional than a traditional database
• Dashboards provides a great single-source information for reporting
• Client management ensures stakeholders are connected

Incentivized

• Helped track everything in one place.

Incentivized