Its platform comes with so many tools and features that it may be beyond the capacity of some users to fully grasp all of its capabilities. Salesforce's biggest advantage may also be its biggest disadvantage depending on an organization's technology capabilities. In addition, Salesforce is optimized for mobile access on any device. Salesforce can integrate with multiple data sources to create a massive data bank, providing advisors with deeper insights into clients' needs, interests, and preferences. With Salesforce, financial advisor firms get a mature platform offering integrations with several other marketing automation tools. Billing is done annually so be prepared to spend 12 times these numbers once a year. Salesforce provides technical support at all pricing levels, but the Unlimited plan includes unlimited services. At $450 monthly per user, its Unlimited plan is best suited for large organizations.
Firms that want deeper customization will pay $300 monthly per user for the Enterprise plan.
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At $375 monthly per user, its Starter Unlimited plan gives firms one full sandbox.
Salesforce's Financial Service Cloud pricing tilts toward the expensive end of the spectrum, starting at $225 monthly per user for organizations of any size. Although Salesforce is a leading CRM provider across many industries, its Financial Services Cloud is an advisor-specific product. The software-as-a-service (SAAS) pioneer's solution has been described as a big box full of state-of-the-art components that can be put together any way a customer wants, making it our choice as the best overall solution. Since 1999, Salesforce has been expanding its global dominance in the CRM space, giving it the scale to compete each year as one of the top CRM companies.
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