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What will Replace Salesforce?

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Salesforce and Microsoft Dynamics a huge CRM, but they can be very expensive and difficult to use for any business size. A lot of people are looking for a replacement, and there are a lot of great options out there. In this post, we’ll take a look at some of the best replacements for Salesforce and Microsoft Dynmics, and we’ll compare them based on price, features, and ease of use.

This is a pretty common sentiment when it comes to Salesforce. A lot of people feel like they’re not getting the value they expected, and that can be frustrating. 60 percent of Salesforce customers would switch to another CRM solution if given the opportunity!

Let’s see how we can help you shift to InvestGlass the Swiss CRM.

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1. Salesforce CRM and Microsoft Dynamics CRM can be expensive and difficult to use

When people talk to us about Salesforce the first thing they tell us is that they have poor usability, complex integrations, and lack of support as primary concerns. Those big CRM are built to focus on the largest customers. Salesforce consultants are always suggested by the Salesforce sales teams. Sales reps will tell you quickly that if you wish for a successful delivery in your organization, you must go with those accredited consultants. This is the same if you have an intense usage of Hubspot CRM.

Salesforce is huge and needs to have a more speciality solution. Most CRM now offers the same tools. For example, InvestGlass released a process builder, marketing tools that you would usually only find with top-notch Salesforce tools or with a specialized tool.

While Salesforce is often among the top CRM vendors, it’s been clear for over a decade that it’s the most widely used platform. That doesn’t mean it’s the best option for every business, though. In fact, many businesses are looking for a replacement for Salesforce and Microsoft Dynamics.

Hubspot CRM and Salesforce CRM out-of-the-box solutions are limited. If you want to be more effective you have to subscribe to a very expensive solution in a different tier.

2. There are a lot of great replacements for Salesforce and Microsoft Dynamics

Replacing a CRM is not always easy. The first element you should consider it is the data quality, the data access restriction and the processes you have inside the CRM. There will be some limitations in the format of data you are currently using but CRM are now flexible enough to replicate the structures of data.

Replace Salesforce means making users that the new system will be user-friendly. Would you be a large organisation or small business, your team hates chaging solution. You want to make sure that the screens will be similar, and details in the right place to prevent any drop in productivity.

The good thing is that Salesforce’s out-of-the-box functionality is limited so if you are a new user of Salesforce and your Salesforce consultant has done a poor customization job, you will easily migrate to a newer CRM. The solution are present in what they call the AppExchange which are not usually connected to the stack. This means that you need to build or set up the pipes between Salesforce and the new application. With InvestGlass we decided to have organic product development and hard-coded connection to the new applications when it is possible.

We restricted the choices, keeping in mind one element: automation! The objective of the InvestGlass cloud solution is automation.

3. Replacing Salesforce and Microsoft is possible and this is how

Planning a CRM is quite easy if you start with the right process. The product manager in your team should look into the basics of which data is collected, who can access it, what are they supposed to do with it, how it can be automated, and what are the key performance indicators.

Yes… that’s it… we recorded videos on youtube and offer on-demand video with loom to show you how to integrate your apps and build automated services with our without consultants.

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4. Is a cheaper CRM solution a better idea?

No, free CRM usually has a catch. Yes, it’s not the case of Salesforce.

Salesforce, and other top CRM providers, have a high price tag for their services. This can be a deterrent for businesses that are looking for an affordable replacement. However, it’s important to remember that these providers offer a wide range of features and benefits that are not available with free CRM solutions.

They may be less feature-rich, or they may not offer full support for your business needs. It’s important to do your research before choosing a CRM solution, to make sure you’re getting the best value for your money.

Modern CRM must offer SMS and EMAIL integration. Usually, those integrations are easy setup for small businesses but complex for large organizations. This basic technology which you have into your Outlook for the past 20 years… is eavily billed by most US CRM. Companies usualy forget about that marketing incremental cost and when you analys your operations cost 2 years later it’s too late.

Some clients could think that home “develop” CRM is a good idea. We don’t think so as there is always a technology debt, or burden that needs to be managed. A new version of the code library will mean that you need to update your homemade CRM. Tracking changes of security breaches won’t make things easier if you decide to go on this road. What CRM offers it’s also new functionality and streamlined connection to third-party apps.

With InvestGlass we decided to offer the best fintech integration. If your company already uses a core system such as Temenos, Avaloq, Saascada, Railsbank… we can easily connect them to reflect your positions into the InvestGlass portfolio management tool.

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5. Salesforce platform versus InvestGlass platform

As you probably know, we are leaving in a world of a scarce workforce. If you choose a CRM with high consulting needs, you will never find a peacefully CRM sentiment. Nowadays, there is an increased cost compared to other leading vendors, the cost to implement Salesforce is notably higher. InvestGlass’s network of consultants are specialised in small businesses, fintech, bank and financial intermediaries build. We are teaching them relevant techniques to build with efficiency the future of your business automation.

Replace Salesforce with a Swiss CRM is also a decision to keep you data safe from the Cloud Act. The Cloud Act is a recent piece of legislation that was passed by the United States Congress in April 2018. The Cloud Act allows the US government to access data that is stored in other countries, including data that is stored on cloud-based platforms such as Salesforce, Hubspot, Microsoft CRM etc… Even if the data is stored on servers in Switzerland. The US government can access this data.

This is the reason why so many banks and asset managers, crypto brokers are using InvestGlass and trust the InvestGlass team’s expertise.

InvestGlass third-party application marketplace is not as big as the huge CRM but we carefully curate our partner to build rich and simple integration. Our team will save you time as we know what end users are execpting in their day to day usage of InvestGlass.

We are focusing on your business success. InvestGlass offers five fantastic tools to create new business automation :

InvestGlass Digitial onboarding

InvestGlass offers a digital onboarding solution that makes it easy for your business to get started with InvestGlass. The onboarding process is simple and efficient, and you can get started quickly and easily.

The InvestGlass digital onboarding solution includes:

– A personalized welcome message

– Quick and easy registration

– The ability to set up your account quickly and easily

– The ability to start using InvestGlass immediately

-Connection to Sumsub, Onfido, BasisID and more…

InvestGlass flexible CRM

InvestGlass is a flexible CRM that offers easy integration with third-party apps and a wide range of functionality. It is perfect for businesses of all sizes, and offers a variety of features that are perfect for small businesses, fintech companies, and banks.

The flexible CRM will match any sales team, support team, or compliance team expectations. It will offer the same flexibility as Salesforce. InvestGlass is used by banks and is flexible enough to match sophisticated operations on multiple level: account, contact, relations, invoices, portfolio, positions, transactions, contracts …

InvestGlass CRM

InvestGlass portfolio managment tools

The InvestGlass portfolio management tools are the perfect solution for businesses that want to manage their portfolios efficiently and effectively. The InvestGlass portfolio management tools include:

– A portfolio overview that provides a quick and easy summary of your portfolio

– A detailed view of your individual investments, including information on performance, holdings, and more

– The ability to create custom portfolios that meet your specific needs and requirements

– The ability to track your performance over time and compare it with industry benchmarks

– The ability to access a wide range of data and analytics that will help you make better investment decisions

The InvestGlass portfolio management tools are the perfect solution for businesses that want to manage their portfolios effectively and efficiently. Contrary to Salesforce the PMS function is our major focus. The portfolio management tools are built with FINSA FIDLEG and MIFID rules to facilitate sales distribution with powerful marketing tools. The platform can reflect your custody positions on any type of security including crypto and private equity.

InvestGlass Portfolio
InvestGlass Portfolio

InvestGlass marketing automation

The InvestGlass marketing automation solution makes it easy for you to create and manage your marketing campaigns. With the InvestGlass marketing automation solution, you can:

– Create and manage your email campaigns quickly and easily

– Upload your contact lists and send targeted email campaigns to specific groups of contacts – facilitate sales team day-to-day chores

– Design and send customized HTML emails that look great and get results

– Analyse the success of your email campaigns with detailed reports that show how many people opened your emails, clicked on links, and more

InvestGlass employee / client portal

The InvestGlass employee / client portal is the perfect solution for businesses that want to provide their employees or clients with secure access to their investment information. With the InvestGlass employee / client portal, you can:

– Provide your employees or clients with secure access to your investment information

– Control who has access to which information

– Set up user groups so that you can easily manage access permissions

– Restrict access to certain information according to user roles

Replacing Salesforce can seem daunting, but with the right partner and the right tools, it can be easy and efficient. At InvestGlass, we offer a wide range of solutions that are perfect for businesses of all sizes and industries. We have the flexibility to meet your specific needs and requirements, and our team is dedicated to providing you with the best possible user experience. With our suite of portfolio management tools, marketing automation solutions, employee / client portal, and more, you’ll be able to manage your business more efficiently and effectively than ever before.

Contact us today to learn more about how we can help you replace Salesforce and drive sales growth for your business.

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