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Starts at
₹800/mo
Salesforce Financial Services Cloud
by Salesforce · San Francisco, United States · Since 1999
CRM for banks, insurers and wealth managers with household relationships, financial accounts and compliance workflows on Salesforce.
- Starting price
- On request
- Free trial / plan
- Free trial
- Deployment
- Cloud
- Web
- App Advisor rating
- 4.0
- transparency & India fit
What is Salesforce Financial Services Cloud?
Salesforce Financial Services Cloud is crm software from Salesforce, based in San Francisco, United States and has been building software since 1999. CRM for banks, insurers and wealth managers with household relationships, financial accounts and compliance workflows on Salesforce.
CRM software organises leads, contacts, deals and follow-ups so your sales team stops working from memory and WhatsApp. The right choice depends far more on your sales motion than on feature count — a long-cycle B2B pipeline and a high-volume inside-sales floor need genuinely different tools.
Pricing is quoted per organisation, so ask the vendor for a proposal that matches your size. Beyond crm software, Salesforce Financial Services Cloud also covers workflow automation & integration.
What works well
- +27 years in business — a mature, stable product
- +Covers more than one software category, reducing the number of tools you run
What to watch out for
- −No permanently free plan
- −Global vendor — check India-specific compliance (GST, TDS) and support hours before you commit
Best suited for: Small business · SMB · Mid-market
AI analysis of Salesforce Financial Services Cloud
Analysing Salesforce Financial Services Cloud — pricing, features, reviews and alternatives…
Generated by App Advisor's native engine from this listing's verified data — not a paid placement.
Salesforce Financial Services Cloud features
Category-standard capabilities plus what Salesforce Financial Services Cloud adds. Verify depth in a demo.
- Lead capture from website, ads, IndiaMART and Justdial
- Pipeline stages and deal tracking
- WhatsApp, email and call logging
- Lead distribution and round-robin
- Task reminders and follow-up automation
- Quotes and proposals
- Mobile app with call tracking
- Reports, forecasts and dashboards
Salesforce Financial Services Cloud pricing
Entry price
On request
Published subscription pricing, taxes extra
How Salesforce Financial Services Cloud charges. Plans scale with users or features. Annual billing is usually 15–25% cheaper than monthly, and GST is added on top of listed prices in India.
Read from the vendor's official website. Prices change — confirm on salesforce.com.
Specifications
- Category
- CRM software, Workflow automation & integration
- Vendor
- Salesforce
- Headquarters
- San Francisco, United States
- Founded
- 1999
- Pricing model
- Subscription
- Starting price
- On request
- Deployment
- Cloud
- Platforms
- Web
- Best for
- Small business, SMB, Mid-market
- Made in India
- No
More software like Salesforce Financial Services Cloud
Alternatives, the same vendor's other products and India-first picks.
Compare all Salesforce Financial Services Cloud alternatives with pricing →
Salesforce Financial Services Cloud — frequently asked questions
What is Salesforce Financial Services Cloud?+
Salesforce Financial Services Cloud is crm software by Salesforce. CRM for banks, insurers and wealth managers with household relationships, financial accounts and compliance workflows on Salesforce.
How much does Salesforce Financial Services Cloud cost?+
Salesforce Financial Services Cloud does not publish a price list; pricing is quoted per organisation. Request a demo through App Advisor and we will ask the vendor for a written quote.
Does Salesforce Financial Services Cloud offer a free trial or free plan?+
Salesforce Financial Services Cloud typically offers a free trial before you commit to a paid plan.
Is Salesforce Financial Services Cloud made in India?+
No. Salesforce Financial Services Cloud is developed by Salesforce in San Francisco, United States, though it is used by Indian businesses.
Who is Salesforce Financial Services Cloud best suited for?+
Salesforce Financial Services Cloud suits small business, smb, mid-market buyers looking for crm software with workflow automation & integration.
What are the best alternatives to Salesforce Financial Services Cloud?+
Popular alternatives in crm software include Zoho CRM, Freshsales, LeadSquared. Use App Advisor's compare tool to see them side by side.
How is Salesforce Financial Services Cloud deployed?+
Salesforce Financial Services Cloud is available as a cloud (SaaS) product, with web access.
About Salesforce
Salesforce · San Francisco, United States · Founded 1999 · 27 products in our catalogue
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