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Yesware VS Salesforce Financial Services Cloud

Compare Yesware VS Salesforce Financial Services Cloud and see what are their differences

Yesware logo Yesware

Sell smarter with email tracking and more

Salesforce Financial Services Cloud logo Salesforce Financial Services Cloud

Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.
  • Yesware Landing page
    Landing page //
    2023-10-18
  • Salesforce Financial Services Cloud Landing page
    Landing page //
    2023-02-06

Yesware videos

Yesware review - Getting Started With Cold Email Campaigns

More videos:

  • Review - Yesware vs HubSpot Sales Pro
  • Tutorial - How We Use Yesware for Mail Merge, Reminders and Follow-ups (Yesware Tutorial)

Salesforce Financial Services Cloud videos

Perspectives on a Salesforce Financial Services Cloud Implementation

Category Popularity

0-100% (relative to Yesware and Salesforce Financial Services Cloud)
CRM
88 88%
12% 12
Music Player
100 100%
0% 0
Business & Commerce
0 0%
100% 100
Email Productivity
100 100%
0% 0

User comments

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Reviews

These are some of the external sources and on-site user reviews we've used to compare Yesware and Salesforce Financial Services Cloud

Yesware Reviews

The Best Email Marketing, Sales Prospecting, and Email Automation Software
Yesware is a great software for tracking emails and synchronizing engagement activities giving you control over your email prospecting/sales. Yesware includes unlimited email tracking tools, personal templates that allow you to send personalized emails, send later, reminders, attachment tracking, mail merge, team templates, and a trusted IP range.
15 Marketing Softwares That Can Boost Your Business
Yesware is an email platform which makes it easier for salespeople to manage and track emails and thus close more deals. The platform tracks email opens, provides in-email analytics as well as data on user engagement. Yesware syncs seamlessly with CRMs like Salesforce, Microsoft Dynamics and Oracle CRM saving time and increasing efficiency. Yesware raised $4 million less...
Source: www.forbes.com

Salesforce Financial Services Cloud Reviews

We have no reviews of Salesforce Financial Services Cloud yet.
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What are some alternatives?

When comparing Yesware and Salesforce Financial Services Cloud, you can also consider the following products

SalesLoft - The simpliest way to build the most accurate and targeted lists of leads on the internet

Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.

Outreach - Outreach Is Your Sales Communication Platform

SmartOffice - Whether you need to read that report from the office, present a PowerPoint presentation, or review that annual statement from your broker that came in PDF form, SmartOffice has you covered.

Cirrus Insight - Respond to Customers Faster and Update Salesforce from Your Inbox with Cirrus Insight. Start your free 14-Day trial today! No Credit Card Required.

Simple - Simple is reinventing personal banking with modern online and mobile experiences, no surprise fees...