AdRoll ABM vs. Demandbase One vs. Salesforce Agentforce Sales

I feel the RollWorks platform is a great way to dip your toes into an account-based marketing approach. The easy-to-use features and limited initial requirements as a great way to understand the pillars of a good B2B or account-based strategy. I also feel the support team is strong, especially during onboarding.

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Demandbase One is well-suited for ABM Marketing, providing intent-based account details, account scoring methods, and understanding account intent. It also enables creating a list of accounts and individuals for retargeting based on specific filters. Easy to integrate with Salesforce, LinkedIn, Google Ads, and multiple other channels. Advertising through the Demandbase channel is more effective for advertisers who use retargeting with the intent list.

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Obviously, for any business, there are two main areas to focus on — the sales path and the service path. Sales Cloud wouldn’t be suited for a company that’s primarily into support services. For those kinds of companies, Salesforce has a different product — Service Cloud. So, for anyone in the support or service space, Sales Cloud isn’t the right fit.

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• It helps you intimately target users from your targeted accounts list on multiple advertising platforms in a highly effective way.
• Their customer success and support team are always willing to go the extra mile to ensure your success.
• The reporting capabilities of the platform. The ability to really dig deep into the micro-interactions from accounts and contacts across your targeted accounts list.

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• The Demandbase UI is user-friendly, easy to navigate and super intuitive.
• Ad Targeting and budgeting is very concise, the platform tells you how much reach and spend you can expect for each campaign.
• Person-based ad targeting, they are one of the only platforms that offers this which is a game changer.

• The customizations - We have an organization that operates differently from most companies, so we’ve had to implement quite a few customizations — and Salesforce allows us to do that quite quickly. Most of the time, delays come from dependencies on other internal parties rather than the system itself.
• From my perspective as a consultant, one of the biggest advantages is that everything is in Salesforce — all the details, all in one place. The ability to customize it easily is a big plus; there’s really a lot you can do with it.

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• The price is a little high for the product provided.
• Some features require a certain number of won opportunities or open opportunities to leverage, which could be difficult for a small/new business.
• This product has fewer features than some competitors like it does not include attribution modeling for other pieces of the funnel or predictive models I have seen in other products.

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• Under the "highlighted" section there are only 6 accounts to see. It would be nice to have more than 6.
• The engagement is rated in "minutes" while that's not really what is being scored. It's a little confusing as to how their engagement is scored.
• It would be nice to be able to mute or hide of some contacts that we have already spoken to so that it opens space for other prospects.
• Overall happy with the product

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• We still need to include the production part. We started using Salesforce to sell the seeds — our inventory is in SAP — and from there we handle sales and track the process of planting, harvesting, selling, and then collecting payments. But we don’t yet manage the earlier production processes, like production planning. We handle allocation, but not full production planning, and that’s an area where we still have room for improvement.

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Due to the fast impact of RollWorks in a short period of time across both marketing and sales. What is unusual about the RollWorks in our annual budgeting process is that there is no need to provide a business case for RollWorks' renewal. We see the value on a daily basis. RollWorks has provided clear insight up to the C level so there is no hard sell at the executive level. All stakeholders across the organization consider RollWorks to be a long-term, integral part of our marketing stack. We always are evaluating substitutes for current tech stack providers but feel that RollWorks is unmatched in its space

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Relatively inexpensive service for a decent current awareness service. They have added little in sales functionality in the past year as they focused on building a marketing version of the product. Except for the addition of broader European coverage last spring (thin Equifax records), the database was static over the past year.

There are days when I wish we hadn't switched, but I know that if we put in the time, we will get to where we want to be with the software and that it has many more capabilities than anything else we looked at. However, the amount of time and onboarding we need to do is also far greater than we realized/were told when we originally bought the product. They told us we should hire onboarding support, but at the end, after we had already reached our budget maximum for this, so it's been slower than we had hoped.

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RollWorks has the most intuitive interface of any tool in our multi-platform marketing stack. Any user who has worked with a CRM tool will find it much easier than say a HubSpot or Salesforce to set up and launch quickly. The adoption curve for maturing capabilities and usage is very short.

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InsideView was extremely user-friendly. I was able to quickly understand how to efficiently use the software and get the most out of the service. I only had a short time to quickly learn how to use the functions offered by InsideView, and I felt confident within the first day of my understanding and ability to successfully use this tool.

Because I think it could be easier. We have different standards today since we’re used to interacting with consumer apps like Starbucks, where all you do is scan your card. Then, when you use Sales Cloud, there are still a lot of manual inputs. So my mission with AI is really about figuring out how to make that easier.

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We have no issues with uptime or downtime with RollWorks. The application runs consistently. I don't recall a bug or outage issue in the year that we have been users of RollWorks. The true test is complaints from our user base - there have been none at all which is unusual for our marketing stack applications.

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Seems to always work.

Salesforce is always available securely from any internet-capable device anywhere in the world, UNLESS you choose to set security measures so that ONLY trusted IP ranges may access the system at certain times of the day. It's all about choice and flexibility with Salesforce products.

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The RollWorks interface performs well. The load time has no noticeable friction. Reports are delivered quickly and easily. We integrate RollWorks with our Hubspot and Google Analytics platforms. There were a few tweaks to get those integrations working in sync but the RollWorks account team was there to help with anything our internal technical team couldn't solve.

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It's pretty fast.

Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day."
Points per Salesforce -
1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs.
2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers.
3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years.
4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed.
5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale.
6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com.
7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements.
8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training.
9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure

The RollWorks support team has been fantastic any time I've needed to contact them. About a year ago, I made a gross user error on my end and they were quick and kind, helping me rectify it. As far as implementation, the set-up of RollWorks is mostly self-guided, but it's incredibly intuitive.

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We had an intro session with a customer success rep and were given a rundown of the platform and it was absolutely perfect. The rep was able to show us advanced search options and shortcuts that cut our search time.

The overall support has been good. More and more features are being released quite frequently. Very small features are also making big difference in how the tool can be adapted and used better. If there is anything we need or are stuck, the support team sets up a call and helps in resolving the issue/provides workarounds.

She was fine, but we only had one session

I attended two training sessions. I would rate them a 4 as an advanced user. It was very basic – great for someone new – would give 8+ for new person.

I had 3 years of experience at the time. I skipped basic and went onto advanced and still not helpful. A lot of it was best practices that didn’t feel relevant for our business

We implemented RollWorks during the pandemic and across geographies. Therefore in-person training was not an option. We felt that we got the full impact of an in-person training experience from the RollWorks team, and that in-person training would actually have been less effective for us due to the expense and logistics. It is rare that we consider online training to be as effective as in-person so this is a credit to the RollWorks account team.

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Seeing the demo during the sales cycle, not much training was needed due to this application being plug and play.

I have gone through multiple. The content that’s delivered is quite basic – I wish they had more advanced training.

We are grandfathered into premium support plus training. We get unlimited access to instructor led and online training for free. We have taken advantage of this

RollWorks implementation couldn't have gone more smoothly. A key success factor is inclusion and early involvement of all those who will be working with RollWorks in any way to go through the set up and launch process. We thought through and brought the right players to the table to take full advantage of the RollWorks training direct from the team - rather than having to train others one off later

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We had to work with InsideView for some custom configurations example we have a custom field in Salesforce called ha location that needed let's say NJ to spell out New Jersey and make certain fields mandatory. They were easy to work with though.

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Just from an organizational standpoint - we standardized our data prior to moving to Salesforce. But we essentially standardized it wrong. That's created a big disgusting mess for us know that I'll have to deal with as the Admin. Be sure you think through use cases prior to doing something like that - seek outside opinions on how the data will work best, especially depending on what else you're going to integrate with Salesforce.

The major difference I have seen between Rollworks and competitors is that Rollworks seems to be a much less complex platform. While other tools focus on things like personalization, sales activation, and automation, Rollworks focuses on target accounts and advertising which eliminates distractions and allows us to really focus on what the tool was made for rather than investing in a larger scale tool that we won't get our money worth from.

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We selected Demandbase based on their premium B2B DSP, their integrations with third party ad sites and our CRM and tech stack. Their intent signals and ability to integrate the data we have in Demandbase to GCP through their DataStream product to build our own models and leverage in our own dashboards has been extremely beneficial

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So I've evaluated, implemented Microsoft Dynamics in the past. I've used Oracle CRM solutions. I've used Daylight, which is a very niche CRM system the last couple of years. And I've evaluated a variety from Legacy Microsoft Ones to Zoho and Sugar when making implementation decisions at other companies. But usually I've gone with Salesforce. I'd say it's better than most. The only one that I generally prefer, and last time I chose an implementation from scratch, I did Microsoft Dynamics. And the reason is for small mid-size organization, Microsoft Dynamics, if you already have Microsoft Office products, it's much better integrated to all of the Excel, Word, OneNote, Outlook email than what you get from Salesforce. And so that's the only one that if someone's a Microsoft organization and small sized company, it'll save a lot of integration things, a lot of security, a lot of login and access and IT management by just sticking within the Microsoft ecosystem. But outside of that, if you don't use Microsoft or if you're a large organization or have other needs that you want, Salesforce I'd say is better than all of the other CRM offerings out there. It's the easiest to use and the most robust and the most vendors and products for the ecosystem.

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No, everything was very flexible.

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Salesforce is the most widely used CRM system. Professionalism tends to increase when things go wrong for market leaders. Salesforce considers us as users because they own the market. Having all of our data in one place and all of our teams working within Salesforce. Anyone who uses Salesforce is impacted by it, even if they don't.

RollWorks had various options that allowed us to choose the right one for our current situation. We felt that RollWorks gave us the flexibility to start at a certain level within our core marketing and sales teams and then easily add users as our functions are expanding. RollWorks offers upgraded levels of plans and add on features that we can foresee using in the future.

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It's very scalable as it has a ton of features (but you do need an admin who understands how to leverage these features). Because of the various features, we've also needed to host onboarding sessions with our users so that they can familiarize themselves with the platform, which isn't always super user-friendly or intuitive.

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Using Salesforce.com has made my daily routines more efficient and simplified the manual tasks I had to perform independently. I can now access data from any device, online or offline, and provide better guidance to my team about the forecasts provided by the built-in artificial intelligence (AI). A chat with a Salesforce support specialist would be great. The knowledge base has a community forum where Salesforce users can ask questions and learn more about the product.

• Tough to say the exact impact, although RollWorks tries to help you show that. They include an ROI measure tied to your pipeline. But it's not really possible to say that because 1 person at an account MAY have seen our ad that it influenced a buy. It's a little hocus pocus here.
• Our target audience is not very active in LinkedIn so we need to find ways to get in front of them outside of this business channel. Our thought/hope is that RollWorks is helping us do that.

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• Save me time doing company research from an average of 25 mins to an average of 7 mins for large ICP accounts.
• Save me time by integrating the contact research without jumping out of InsideView to do it in a separate app.
• A morning 10 mins scan of the target company news feed gave me a high level view of the most important news that I need to know regarding my prospect accounts and their respective industries.

• It allows me to keep a close eye on all of my performance metrics through the Dashboard Reporting, ie what my sales pipeline looks like, how much it's changed in the last 60 days, new opportunities created in the last 7 days, # of emails sent for the week, etc. The ease of the design and output make it really easy to check my progress throughout the day to find where I have holes and am falling short on my personal and work goals. It's resulted in greater transparency with my Mgmt Team and shorter 1-on-1 mtgs with my boss as he can see exactly where I am at all times (to be fair, I'm a senior sales rep, so he pretty much lets me do my job completely unfettered), but it does prove that I am continually producing which recently resulted in a raise I didn't even ask for.
• The SF repository is so detailed that I don't have to spend tons of time finding frequently used websites attached to a client or see what all interactions with the company look like. Even though I don't use SF for my bulk emails and email sequences, SF provides me with an email to use in the bcc of these emails which links everything back to SF. I find that extremely helpful. This really impacts my efficiency and I can honestly say that once I started using all the functionality of data management, it saved me about 20% of my time/week that I could then allocate towards other revenue-generating tasks like prospecting and account management. The more time I have for those, the better. My year-over-year on accounts 1 year and older just grew by 17% this last year.

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