Overview

Salesforce is the most advanced CRM on the market. It comes with a long list of innovative features for sales, marketing, and service teams. It also offers business modules, or "clouds," for industries such as healthcare, media, and the public sector. This makes for a complex, enterprise-grade CRM system that can serve businesses of every stripe.
CRMNext leverages integrated technology to create an user-friendly CRM for financial institutions. It simplifies work and promotes business growth with features such as sales force automation, project management, lead management, forecasting, and marketing campaigns. AI is integrated throughout the platform, making CRMNEXT a business decision engine. It’s customizable and suitable for non-technical users.

Ease of use

Once you master its handling, Salesforce opens up in all of its glory. But learning the ropes will take time and training; this is not a small, out-of-the-box CRM solution. Salesforce's commitment to innovation also means the CRM continuously adds more features, so there's always something new to learn. The interface itself is intuitive and well-designed, but some users trip over the mountain of features.
Financial services is a complex industry. CRMNEXT is just the tool to simplify your processes and make work easier. Many tedious and repetitive tasks can be automated with the platform. Plus, it makes tracking complex business relationships easy by providing exhaustive customer profiles. You can see a client’s lifetime value, latest purchase, and contact history from a single screen. Pipelines give you a window to exactly where they are in the sales cycle. Despite being dense with functionality and features, CRMNEXT doesn’t feel cluttered. The CRM is organized into a simple, modern UI.

Support

Salesforce offers three plans for customer service. The free support is limited to tech support and online resources. For tech support, simply submit an online support ticket. Free online resources are extensive and include demos, Trailblazer Community, and self-help portal, among others. The paid plan is 30% of your net subscription and offers 24/7 support, expert coaching, and developer support. You can also get a customized signature support plan. The price depends on the complexity of your support needs.
Whether it’s the call center, online support or email, CRMNEXT equips your service channels with the power to resolve customer requests faster and smarter. Aided by a unified platform, ensure your team has the latest information about the customer. Streamlined feedback management, a continuously evolving knowledge bank, and task-oriented training programs enforce consistency and superior customer support.

Who is it for?

Salesforce's mission is to bring companies and their customers together. In theory, every customer-centric business can benefit from the Salesforce platform. However, the size and complexity of this CRM may be overwhelming for smaller organizations. You can do a free trial of the software and see for yourself.
CRMNEXT is the World's most powerful financial CRM. It has practice leadership across nine verticals assisting businesses from SMEs to Fortune 500 businesses in optimizing customer relationships.

Ease of Use

4
5

Support

3.9
5

API Access

yes
no

Free Trial

yes
yes

Free Version

no
yes

Contact Management

yes
yes

Molile Access

yes
yes

Task Management

yes
yes

Social Integration

yes
yes

Email Marketing

yes
yes

Analytics & Dashboard

yes
yes

Lead Management

yes
yes

Marketing Automation

yes
yes

Already made a decision about the best CRM for your business?

To conclude, both solutions are worth your attention for boosting the business processes and enhancing the team performance.

Brief Comparison