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Enterprise territory management
Profiles and page layouts
Custom app development
Integration via web service API
Salesforce Private AppExchange
Report history tracking
Sales Cloud Engage
Unlimited custom apps
Additional data storage
24/7 toll-free support
Access to 100 admin services
Unlimited online training
Sales Cloud Engage
Send rich in-app messages
Send rich emails
Target users with live data
Trigger auto messages by time or behavior
Set message goals
Deliver in-app messages to web or mobile
Custom sender addresses
Send personal in-app messages
Send personal emails
Manage conversations in a team inbox
Receive in-app messages from users
Receive inbound emails from users
Create custom email templates
A/B test email and in-app messages
Set delivery windows for automated emails
Schedule messages to be sent
Verify sender domain via DKIM
Manage team member permissions
Integrate with Salesforce
Send unbranded messages
Get premium support
Have conversations in real-time
Collect feedback with lightweight replies
Integrate with Zendesk
See how busy you are with Inbox Insights
Integrate with GitHub
Sales automation and forecasting
Marketing lead management
Call center automation
Reporting & Dashboards
Cloud or on-premise deployment
Unlimited Studio customizations
Unlimited online support
Support for MySQL and SQL Server (On-Site)
Revenue Line Item Level Opportunity Tracking Forecasting
Product Level Quotes
100 Concurrent Customer Self-service Portal Users
SQL-Based Reporting Access
Support for Oracle and DB2 (On-Site)
12x5 (hours/days) Email and Phone Support
Salesforce has been a massive help with sales and organization. After working at a few companies that leverage SFDC (some well, some not so well), it's very easy to see how SFDC benefits the team as a whole. Everything from organization, tasks, events, and even communication between the team is seamless. Over the years, I've seen SFDC grow in cases of look and feel, ease of use and flexibility.Some of the apps off the app exchange have been great when needed to add to the customization needed for usage, as well as the ability to grow within the tool seamlessly. The new mobile apps have also made things easier when looking at what it can provide. Salesforce 1 is simple to use, but has some downfalls when it comes to value.
First, I thought that Intercom was a way to communicate with your users. Now I'm an Intercom fanatic that believes that Intercom can help SaaS businesses in every stage of the buying cycle. From converting website visitors to retaining users, it can all be achieved with one amazing platform: Intercom!
Sugar CRM is one of the best open source CRM software in the world. It is one of the most customization friendly CRM which can be tweaked according to needs of sales, marketing and other teams. Even without customization, Sugar CRM caters to most of the needs of sales, marketing and customer support departments. Complete customer profile and past interactions are available on Sugar CRM interface. It even integrates with various social media platforms and pulls all the information so that customer support and sales teams know about the customer and their views about their company. Everything can be tracked from what campaigns the customer was targeted, whether customer was exposed to the campaign and what services or products the customer is interested in.
Sugar CRM offers complete customization facility using Sugar Studio. Sugar Studio is a web based tool which helps to add custom functionalities or remove any functionality from the dashboard. This offers customization at the most granular level. Everything from a screen to a particular logic can be modified to suit or match the way your enterprise or teams work. Sugar CRM offers a free community version for the small and medium organizations and a commercial version which can be hosted on the company’s servers for higher security of your customer data. Sugar CRM has also launched Sugar Exchange where commercial CRM version users can find a host of third party applications to enhance the functionalities for their CRM. Sugar CRM offers a broad set of APIs which enables it developer partners to develop a large number of applications that can seamlessly integrate with Sugar CRM. Even the source code is available to the developers being an open source which makes these third party applications a lot better.
There is a minimum requirement of 5 users and a subscription of one year for all paid versions. This is a deviation from the industry standards where most of the CRMs require a commitment of only 1 user. It restricts small and medium enterprises to use Sugar CRM. Customer support is not uniform for all the versions. Telephonic support should be available for all the customers with paid versions rather than only to customers with Enterprise or Ultimate versions.
Overall, the tool was just not a fit for a small business with one or two internal marketers/sales people. The software itself is a bit overwhelming and take A LOT of time to work through. When I first started in my current position, I lobbied to have Salesforce brought back as the backbone of our sales and marketing data. We had thousands of contacts just sitting there out of date and not doing us any good. So, we decided to purchase Data Clean as well. It started out alright as I spent hours cleaning up our data. But the more I went along, the more I realized that Clean was pretty much worthless for us. It did not have updated info for our current contacts, and I was never able to find the new lead contact info that I was looking for. It was just not a good fit for our company size and objectives.
For a large organization, I can see how it would make sense. It is a large-scale tool. My team really only just scratched the surface of how we could use the tool in our day to day activities. There seem to be some functions and tasks to help the hardcore sales person, but there was little offering in the way of training. (Maybe there is training, I just wasn't able to access it or find it). Another benefit, which would have been great if I could get it to work, is the overall integration with any tool out there. Obviously a perk of using one of the largest CRMs available is that other tools typically integrate first with Salesforce before any other tool. If these integrations had worked for me, I'd say it would have been one of the main benefits.
I must have spent hours reading their help boards and watching videos trying to figure out the most simple tasks. I had a premium LinkedIn account, and it was never able to integrate with Salesforce. When we first bought HubSpot, I tried integrating our Salesforce license to no avail. Same story with Sidekick. This could have been since I wasn't using Salesforce to its full capacity to begin with, but I couldn't even get them to connect period. The support staff was very unhelpful throughout the process as well. Simply shifted the blame to whatever another tool I was trying to connect it with. Also, in order to reactivate our license, we were forced to sign a 3-year contract. This was a decision we regretted after the first 6 months and are now stuck with a license we don't and can't really use.
Friday 17 October 2014
While the pay scale for its services is tricky to understand and it is hard to get a hold of live support, Salesforce has the most user-friendly interface, the best uses for contact management, and the most advanced sales and marketing strategies among the CRM software we reviewed.More about Salesforce Sales Cloud
Friday 02 May 2014
What do you like best?Insights on who is utilizing our app and providing more information from them via social media, etc. What do you dislike?They don't provide enough reporting. They are sitting on a treasure trove of data that I can't tap into.More about Intercom
Wednesday 31 December 1969
SFA is very sales-process oriented. The natural account sales stage progression—from a suspect to a lead to a contact to an opportunity and to a win or a loss—can be accomplished with one or very few clicks and from single instance page views. The user interface is uncluttered, simple and gets the job done in a minimum number of keystrokes, but as mentioned it lacks the inviting user experience of a Web 2.0 or consumer technologies application.More about SugarCRM
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