IQProspects™ vs. Salesforce Financial Services Cloud

IQProspects™

Salesforce Financial Services Cloud

26 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
IQProspects™	N/A	N/A	IQProspects is a complete CRM solution for community banks and credit unions. The module is used by commercial bankers, mortgage bankers, cash management, branch managers and others within the bank to keep track of customer appointments, meetings, notes, and products. The module includes sales pipeline management and workflow so that every deal can be processed quickly. A mobile app for Apple iPhone, Apple iPad, and Android phone is available to mobilize your salesforce.	N/A
Salesforce Financial Services Cloud	Score8.2 out of 10	N/A	The 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

IQProspects™

Salesforce Financial Services Cloud

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

Pricing Offerings
IQProspects™	Salesforce Financial Services Cloud
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

No setup fee

No setup fee

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User Ratings
	IQProspects™	Salesforce Financial Services Cloud
Likelihood to Recommend	- (0 ratings)	8.0 (1 ratings)

User Testimonials
	IQProspects™	Salesforce Financial Services Cloud
Likelihood to Recommend	Quest Analytics 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 Verified User Read full review
Pros	Quest Analytics No answers on this topic	Salesforce Organization. Tracking. User friendly. Incentivized Verified User Read full review
Alternatives Considered	Quest Analytics 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 Verified User Read full review
Return on Investment	Quest Analytics No answers on this topic	Salesforce Helped track everything in one place. Incentivized Verified User Read full review
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