Salesforce Sales Cloud vs Wealthbox

RATING:

4.4

(18279)

Salesforce Sales Cloud has 18279 reviews and a rating of 4.39 / 5 stars vs Wealthbox which has 144 reviews and a rating of 4.7 / 5 stars. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money.

Overall Rating
4.7 (144)
Ease-of-Use
4 / 5
5 / 5
Value for Money
4 / 5
5 / 5
Customer Support
4 / 5
4.5 / 5
Functionality
4.5 / 5
4.5 / 5
Last Review Written
March 28, 2024
February 23, 2024
Pros/Cons
  • Pros

  • Salesforce is a really great product I loved the tools used and tips to help you create sales and serve better for customers.
  • Salesforce is the best customer relationship management tool in the market right now. The best thing I like about this software is the features.
  • Cons

  • It gets a bit frustrating. I also hate the double authentication because I do not always have my phone with me when I need to get on the software.
  • There is little to be said about cons. I experienced minor trouble when accessing customer support at some point which would probably be the worst of it.
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  • Pros

  • Our investment software, financial planning software, marketing software, email, phone system, compliant text messaging... literally everything funnels back into wealthbox.
  • The integrations are awesome also. Bonus: I have added many other pieces of Fintech to the practice after being exposed to them through joint webcasts that I tapped into through Wealthbox.
  • Cons

  • I do not find the product intuitive to use, and record keeping and searching is a little difficult.
  • They are primarily communicating via email. If the problem cannot be solved via email, they will contact you via telephone.
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Pricing Range
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$
$
$
$
$
$
$
$
$
Product Demo
Product Screenshot
N/A
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FrontRunners

The top products based on usability and customer satisfaction, as rated by user reviews. Check out our full methodology description for more detail.

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FrontRunners

2022

Advisor Recommendations

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33 Recommendations
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Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployments
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Support
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos