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Salesforce Sales Cloud vs BNTouch Mortgage CRM: Which is best for you?
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Features
- Salesforce Sales Cloud is great because it centralizes all sales data like how much has been made, seller data like phone numbers and address and also tracks time spent on projects.
- That said, there are some limitations around formula fields and complex calculations. When referencing other formula fields or building longer logic scripts, the constraints can make certain metrics difficult to implement directly in Salesforce, requiring some calculations to be handled outside the system.
- The comprehensive suite of tools, from lead distribution to team collaboration and reporting, makes it an all-in-one solution that significantly boosts efficiency and productivity.
- Lack of customization: While BNTouch offers some customization, I feel it's too rigid and lacks the flexibility to tailor the look and feel or workflows to my exact business needs, especially compared to more customizable platforms like Salesforce.
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