Act! CRM vs. Salesforce Partner Management

Swiftpage ACT! would be well suited if you are using a desktop computing environment. ACT! is an old product and they were on the desktop for many years (and still are). Also, ACT! would also be well suited if you are not as concerned about implementing a CRM product that might require a little more training (e.g. if you had employees/salespeople that needed to be trained). Also, ACT! seems to be more generic than some of the industry focused products you see nowadays. For example, MethodCRM works well with non-profits that are on the cloud.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Salesforce Partner Management is a great tool for scenarios where a partner portal needs to be created in a quick and cost-efficient manner by teams that do not necessarily have a broad technical knowledge and when the time to market is key. In the situations where the use case is more advanced and cannot be covered by the out-of-the-box functionalities of SPM, then the tool is less effective.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Integrated Email Marketing: For a small business, you can have a strong method to handle email marketing in an integrated non-disparate solution.
• Tailoring: There are no limits on what data you can store in the system and the ease of making changes can be done by a nontechnical person.
• User Interface: The tool is easy to get around in both the desktop (fat client) and (webclient) which both are quite similar in functionality.
• Integration: The tool integrates with Word, Excel, and Outlook nicely. And, it integrates with Google Mail and Contacts. There is a nice selection of third party tools available for various needs like AddressGrabber which allows for easy input of contacts from various sources such as email signatures, webpages, etc.
• Templates: I have enjoyed being able to store tons of various templates for letters which we use over and over for various communications like sales proposals, quotes, and nudging clients along the funnel and sales process.
• Automation: SwiftPage ACT! has a small business automation engine which allows for reminders and workflow to be administered by the system. It's not as sophisticated as some enterprise workflow automation solutions but for the price it's an awesome addition.
• Maintenance: Very rarely have a problem which needs to be dealt with and costs to upgrade are minimal at best. We hosted the system internally for the web client and implemented it ourselves initially but had upgrades subsequently done by a local partner simply due to time/cost scenario. In other words, less to have someone else do it.

• Clear, concise user interface.
• Organizes calls & notes & client info into one uniform platform.
• Allows knowledge to be shared across the organization & account teams.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• The auto saving function is not great. It means a simple slip or mistype can change an entire record easily.
• The reports are clunky and if you've changed the field names, that doesn't get reflected in the reports.
• The interface is still clunky. It is hard to see all the information for a contact all in one place. It gets broken up too much.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• One thing is, you have to put the time you took on the case if you edited it. I would like to change the name or a note and not have to go back and put how long it took.
• Reports can sometimes be hard to create.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Once our current subscription expires, we no longer plan to use ACT. We are moving to a more complete CRM system that allows us, as a project based service company, to track projects, contacts, time and employees all with one software program. ACT has very limited modules to integrate these functions and therefore is no longer a good fit for us.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We are definitely going to renew as we created and developed a very functional and complete solution that we won't want to lose. and the reason we achieved that is by continuously evolving and enhancing. That would not be possible without the qualified technical support we have at our disposal internally.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I am giving this rating because it has great features and it is most liked by the employee due to its best GUI. Recent survey within the organisation put this in the last best crm tools. And it also has other features as explained earlier . The call summary or interaction summary is a plus. There are scope for improvement .

Incentivized

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info

Salesforce Partner Management is complete and has great usability. Just as a Salesforce full CRM does. However, when you have to deploy the initial implementation and/or create the infrastructure for your Salesforce Partner Management it might require, as expected, a very good support and development team and resources

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

There has been an ongoing problem with Google synchronisation which no one seems to be bothered about fixing, even though it clearly states on the website that the software synchronises with Google. When the customer-facing support team are on the phone, they are brilliant, it's the back-end development support which is severely lacking.

Delay your upgrades! ACT appears to ship out new software with virtually no checking and no concern about bad installs do to their customers.

ACT! CRM is more cost effective than like a Salesforce, but that is for a reason, it lacks a lot of the functionality that a Salesforce has. Pipedrive is actually another cost effective platform I've been evaluating as a potential ACT! CRM replacement. I like it's modern day look and feel versus ACT!.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Tune provides great on-boarding experience for new users, but the functionality of the product itself is limited. For example if you multiple partners worldwide who sell your product, Salesforce CRM integration is a must to achieve business goals. Salesforce ecosystems helps to avoid having multiple tools and licenses. One big differentiator is that Salesforce Partner Managements allows for personalization that is user-friendly, while with Tune user is expected to do some coding

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Very poor return on investment. It is now quite costly and the support service no longer offers assistance except if the program crashes.
• Swiftpage seems to have replaced their skilled UK based support team with a call centre?? The service I got was dreadful. This is a difficult program to use and support is vital.
• You will need some IT skills to properly use ACT! Don't rely on their support which is not good.

• Single integrated lead management system- positive.
• Partner information and communication - positive.
• One system for all partner needs like assigning deal registration or MDF- positive.
• Trainings required internally- negative.
• Too expensive- negative.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info