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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
Unlimited contact updates
Analysis of incoming email signatures
Addition of latest network details for your contacts
Automatic address book updates in Gmail, Outlook, Office 365
Unlimited use of Chrome plugin
Centralized account management and billing
Automatic updates to individual or team address books
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!
One would never need to update your address book by copying the information from email signatures. Evercontact is a service that helps keep your mail contacts (Gmail contacts, Outlook contacts, Office365 contacts and Outlook contacts) and your CRM contacts (Connectwise, Salesforce and Highrise) always updated by mining your email accounts to create and update contacts. It simply takes out the pain of manually trying to find updated contacts or digging into the mail archives to find the contact of a person who emailed you once. Evercontact works in the background and will never erase your existing contacts.
Pros : Evercontact works even retroactively. It offers a Flashback feature which can scan up to 5 year old mails and can create or update the contact list. It gives you full control on the changes made to your contact list. You can chose to manually confirm or reject the changes suggested or go for completely automated option. You can even chose to receive the updates daily, weekly or monthly. It saves a lot of time and no contact is ever lost. A chrome plugin if also on offering which can let you save contact details from any web page in the browser and directly save it to the address book. The plugin is automatically able to identify which information is of what type and then updates the correct field with the correct information in the address book.For business users, keeping all contacts intact and updated is very important especially in sales dominated organizations. Also, in case of people moving out of your organizations, lots of important contacts go away with that person. With Evercontact, one cane always keeps on scanning the emails so that no contact is ever lost.
Cons : Evercontact scans the email for contact information in the email signatures which means that all the emails are accessed by the Evernote. Although Evernote claims that only an automated computer program does all the process and the email copy is deleted after the contact information has been extracted, it is hard to trust when your life runs on your email account. There have been instances of companies claims of deleting user information have been found false.
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
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