Affinity CRM vs. Salesforce Financial Services Cloud

Affinity CRM

Affinity CRM

47 Reviews and Ratings

Salesforce Financial Services Cloud

Salesforce Financial Services Cloud

26 Reviews and Ratings

Overview
Product	Rating	Most Used By	Product Summary	Starting Price
Affinity CRM	Score 9.3 out of 10	N/A	Affinity is a relationship intelligence platform enabling teams to leverage their network to close deals. Affinity manages relationships by auto-populating a connected CRM pipeline and unlocking introductions to decision makers.	$2,000 per year per user
Salesforce Financial Services Cloud	Score 8.2 out of 10	N/A	The Financial Services Cloud from Salesforce is used to create customized experiences for users and customers, and get information at the right to improve productivity and satisfaction. The vendor states that wealth management advisors can use the CRM’s ability to better understand and address client needs, building fruitful client relationships. Retail, mortgage, and commercial bankers can get a complete customer view when and where they need it. In insurance, users of the financial services…	$300 per month billed annually per user

Pricing

Affinity CRM

Salesforce Financial Services Cloud

Editions & Modules

Essential: $2000
per year per user
Scale: $2300
per year per user
Advanced: $2700
per year per user
Enterprise: Contact

Sales: $300
per month billed annually per user
Service: $300
per month billed annually per user
Sales and Service: $325
per month billed annually per user
Einstein 1 for Sales and Service: $700
per month billed annually per user

Offerings

Pricing Offerings
Affinity CRM	Salesforce Financial Services Cloud
Free Trial
No	No
Free/Freemium Version
No	No
Premium Consulting/Integration Services
No	No

Entry-level Setup Fee

No setup fee

No setup fee

Additional Details

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More Pricing Information

Community Pulse
	Affinity CRM	Salesforce Financial Services Cloud
Considered Both Products	Affinity CRM GA Greg Antonelli Investor Realtions Senior Associate Chose Affinity CRM Two different companies, so it's not like I chose one over the other. However, after using both Affinity and Salesforce, I can say that Affinity is easier to use due to its simplicity. Salesforce had a lot of bells and whistles, that when used appropriately, I'm sure can help, … Incentivized Helpful? Verified User Anonymous Chose Affinity CRM Affinity is the bridge that links our communication through our software workflow. Incentivized Helpful? AB Andrew Bouldin Principal Chose Affinity CRM Affinity is easier to use and a better value. Incentivized Helpful? TW Tom Wondra Consultant / Senior Account Executive Chose Affinity CRM Nudge.ai is in a fairly unique space. It isn't quite a CRM, it isn't quite a social or news channel. But, it has aspects of all. Nudge.ai was chosen because it allowed us to use one tool for multiple purposes. LinkedIn Sales Navigator is probably the closest to Nudge.ai but is … Incentivized Helpful?	Salesforce Financial Services Cloud Verified User Anonymous Chose Salesforce Financial Services Cloud We haven't used anything previously to Salesforce. We were trying to implement what we needed as a company with our current ticketing and quoting software, but it wasn't doing what we needed. Once we found Salesforce we were able to really dial in on the important things needed … Incentivized Helpful?

Best Alternatives
	Affinity CRM	Salesforce Financial Services Cloud
Small Businesses	Method:CRM Score 8.5 out of 10	Affinity CRM Score 9.3 out of 10
Medium-sized Companies	Conversica Score 9.9 out of 10	No answers on this topic
Enterprises	Conversica Score 9.9 out of 10	No answers on this topic
All Alternatives	View all alternatives	View all alternatives

User Ratings
	Affinity CRM	Salesforce Financial Services Cloud
Likelihood to Recommend	9.0 (0 ratings)	8.0 (0 ratings)
Likelihood to Renew	10.0 (0 ratings)	- (0 ratings)
Usability	8.0 (0 ratings)	- (0 ratings)
Support Rating	9.3 (0 ratings)	- (0 ratings)

User Testimonials
	Affinity CRM	Salesforce Financial Services Cloud
Likelihood to Recommend	Very well suited for venture capital or any firm where you are managing a lot of stakeholders that are in different groups. Incentivized Andrew Bouldin Principal Read full review	Salesforce helped us organize all leads into one software. Any call in or email lead we were able to record right into Salesforce. It helped coordinate/track/win/loose all opportunities. It's also very user friendly. When we bring on new employees or even interns; we are able to show them what is needed and they are able to jump right in Incentivized Verified User Anonymous Read full review
Pros	Organization Data Housing Exporting Data Incentivized GA Greg Antonelli Investor Realtions Senior Associate Read full review	Organization. Tracking. User friendly. Incentivized Verified User Anonymous Read full review
Cons	More prompts to update and sort new connections More visual appeal on each listing on a list An Outlook desktop app plugin Incentivized Andrew Bouldin Principal Read full review	No answers on this topic
Likelihood to Renew	We will definitely be renewing. The value for the price we are paying is solid, and we are interested in growing our use to see if we can expand on the value we are getting from Nudge.ai. Incentivized Tom Wondra Consultant / Senior Account Executive Read full review	No answers on this topic
Support Rating	Nudge.ai is fairly intuitive, so the need for support is minimal. I have only had to reach out to the support team a couple of times for minor issue. The response has been quick and issues resolved to my satisfaction in a reasonable time frame. I have no issues with Nudge support at this time. Incentivized Tom Wondra Consultant / Senior Account Executive Read full review	No answers on this topic
Alternatives Considered	Two different companies, so it's not like I chose one over the other. However, after using both Affinity and Salesforce, I can say that Affinity is easier to use due to its simplicity. Salesforce had a lot of bells and whistles, that when used appropriately, I'm sure can help, but its not needed for what I currently do. Incentivized GA Greg Antonelli Investor Realtions Senior Associate Read full review	We haven't used anything previously to Salesforce. We were trying to implement what we needed as a company with our current ticketing and quoting software, but it wasn't doing what we needed. Once we found Salesforce we were able to really dial in on the important things needed as a company. Incentivized Verified User Anonymous Read full review
Return on Investment	Internal communication clarity Streamlined operations Ease of audit trails Incentivized Verified User Anonymous Read full review	Helped track everything in one place. Incentivized Verified User Anonymous Read full review
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