![]() If your organization is more sales oriented or would not get the necessary value from the added costs associated with Service Cloud features, however, you are on step one down the path of not needing to invest more into your software licensure budget.Įither way, be sure you are aware of the following specifics about FSC’s householding, as well as its fresh take on Activities and Opportunities, when going through the decision-making process: a. If you have a more mature client service organization with well-defined processes, etc., you may benefit from features like Entitlements which can be used to meet and report on service-level agreements, Knowledge which can be used to provide solutions to common issues both internally and externally, Service Contracts which are useful for products like warranties and maintenance plans, or Omnichannel which can handle complex routing of Cases, chats, calls, etc. As mentioned previously, FSC comes equipped with all Service Cloud functionality, whereas Sales Cloud grants basic use of the Case object and not much else. Would you benefit from the full features of Service Cloud?Įven if the answer to this question is yes, you might not need full FSC licenses, but it is a step toward confirming your firm or client would be better suited for them. Here are the main points to consider when evaluating between the two: 1. You might even want to consider a move to FSC if you have been using Salesforce since before its release, but again, it is important to keep the opportunity costs in mind. What is more appropriate is an analysis of what your firm or client might get more value from, as FSC has a sticker price that is approximately twice as much per user per month as Sales Cloud. “Comparing” the two may be a misleading term, as FSC will come included with all the potential Sales Cloud functionality, and then some (FSC features and Service Cloud features as well). ![]() Financial Services Cloud (FSC) is no exception to this rule, as financial services organizations now (within the last few years) have an option that comes with “pre built” functionality that addresses the common customization requests from back when Sales Cloud was their only option. ![]() Salesforce’s product suite has expanded greatly over the last several years to both enhance its base offerings and to compete with smaller CRM competitors that offer niche products within specific industry verticals. ![]()
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