Salesforce can accomplish the same thing with its specialized Financial Services Cloud (opens in new tab) product, but it must be purchased separately from Service Cloud. Benefits include customer document management and payment processing. Financial Service Operations is a customer service solution for banks.
It is worth noting that ServiceNow’s Customer Workflows have one feature, Financial Services Operations, that Service Cloud does not have.
Feature-for-feature, Customer Workflows and Service Cloud are almost identical. Both also offer a comprehensive field service management solution, VoIP (opens in new tab) integration, multi-channel customer service, and automation of repetitive processes. ServiceNow meanwhile offers a product suite called Customer Workflows (opens in new tab), which has a similar combined feature set as Service Cloud.īoth platforms provide an AI-driven workflow system, which assigns cases to agents based on priority and expertise. For a deep dive into this, read our guide outlining what Salesforce Service Cloud is (opens in new tab). Salesforce offers a comprehensive customer service CRM product called Service Cloud (opens in new tab).
Salesforce person accounts vs standard accounts software#
Salesforce Sales Cloud and ServiceNow’s customer workflows are both powerful software solutions for customer service teams (Image credit: Salesforce, ServiceNow)
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