As the adage goes, “the customer is always right.” However, we wouldn’t be fulfilling our mission of providing the best customer service possible if we agreed to every request without at least presenting alternative solutions that we know to be more cost effective, more efficient, and better suited to their goals.
That’s why when customers ask us if we can build the Financial Services Cloud data model on Salesforce’s Sales Cloud platform, we tell them, “Yes, sort of,” but “No, we won’t.”
WHY YOU SHOULDN’T BUILD FINANCIAL SERVICES CLOUD DATA MODELS ON SALES CLOUD
We’re glad you asked! There are several reasons we recommend that our clients in the insurance industry and across the financial service sector, such as wealth management, mortgages, and banking choose Financial Services Cloud over Sales Cloud.
- Benefits of regular Financial Services Cloud updates and new functionalities
Salesforce introduces new enhancements to FSC three times a year, which aren’t available in custom-built solutions. By choosing FSC, you’ll have access to these features as they roll out, and pass the benefits along to your agents and customers as well.
- Experience better integration with third-party financial services platforms
As Financial Services Cloud becomes the preferred platform of the financial services industry, many third-party financial services companies are developing integrations exclusively for FSC. By choosing FSC over Sales Cloud, you’ll be able to utilize these tools too.
- Save money and time.
As a platform designed for insurance agents, bankers, mortgage brokers, and wealth managers, Financial Services Cloud is a more cost-efficient and flexible solution for financial services firms than a custom-built CRM system.
WANT TO LEARN MORE ABOUT HOW FINANCIAL SERVICES CLOUD CAN TRANSFORM YOUR BUSINESS?
Salesforce Financial Services Cloud is a revolutionary tool for the financial services industry that can help you streamline and enhance your systems, and expand your business while providing a superior customer service experience. Contact Sikich today to find out all that FSC can do for you.