Salesforce is also optimized for mobile access on any device.įor $35 monthly per user, the Basic platform offers everything a startup financial advisor needs in a CRM to manage one workspace and one pipeline, including click-to-call and social media integration. But, it's that wide array of components that enables organizations to customize the platform to specific needs. Its platform comes with so many tools and features, it may be beyond the capacity of some users to fully grasp all of its capabilities. Salesforce's most significant advantage also may be its biggest disadvantage depending on an organization's technology capabilities.
Salesforce can integrate with more than 100 data sources to create a massive data bank, providing advisors with deeper insights into clients' needs, interests, and preferences. Salesforce is one of the few CRM solutions embedded with artificial intelligence to analyze data, predict sales trends, and make recommendations based on your workflow processes. With Salesforce, financial advisor firms get a mature platform offering integrations with several other marketing automation tools. 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.
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