What users are saying about

Salesforce

Top Rated
2040 Ratings

Agiloft Custom Workflow/BPM

2 Ratings
Score 10 out of 101

Salesforce

Top Rated
2040 Ratings
Score 8.2 out of 101

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Likelihood to Recommend

Agiloft Custom Workflow/BPM

Agiloft is perfect for managing requisitions, linking those requisitions to their appropriate contracts (and getting the contracts directly executed via DocuSign or Adobe), notifications on upcoming renewals, spend tracking, trend analysis, contractor access management and ticket automation, audits, and much more. The tool flexible enough to integrate with other platforms but users need to be made aware of the requirements/limitations of the integrations.
Carly Cockman profile photo

Salesforce

At some point most businesses will need Salesforce or something like it. You will also need people to build, run, and train others on it. It presents the same sots of challenges desktops first brought to businesses. New processes, rule sets, resources, training, management and support are all required, but pay big productivity dividends if done right. If you are still small enough to manage by email, phone, network files and walking around, you probably don't need to invest in this yet. But when that becomes impossible, Salesforce is the standard, and your familiarity with it will also help make you an asset to all the other firms that use it, because it is complex and pretty powerful
Kent White profile photo

Feature Rating Comparison

Sales Force Automation

Agiloft Custom Workflow/BPM
Salesforce
8.3
Customer data management / contact management
Agiloft Custom Workflow/BPM
Salesforce
8.7
Workflow management
Agiloft Custom Workflow/BPM
Salesforce
8.1
Territory management
Agiloft Custom Workflow/BPM
Salesforce
8.3
Opportunity management
Agiloft Custom Workflow/BPM
Salesforce
8.8
Integration with email client (e.g., Outlook or Gmail)
Agiloft Custom Workflow/BPM
Salesforce
7.9
Contract management
Agiloft Custom Workflow/BPM
Salesforce
7.7
Quote & order management
Agiloft Custom Workflow/BPM
Salesforce
8.0
Interaction tracking
Agiloft Custom Workflow/BPM
Salesforce
9.0
Channel / partner relationship management
Agiloft Custom Workflow/BPM
Salesforce
8.1

Customer Service & Support

Agiloft Custom Workflow/BPM
Salesforce
8.5
Case management
Agiloft Custom Workflow/BPM
Salesforce
9.0
Call center management
Agiloft Custom Workflow/BPM
Salesforce
8.4
Help desk management
Agiloft Custom Workflow/BPM
Salesforce
8.3

Marketing Automation

Agiloft Custom Workflow/BPM
Salesforce
7.6
Lead management
Agiloft Custom Workflow/BPM
Salesforce
8.2
Email marketing
Agiloft Custom Workflow/BPM
Salesforce
7.1

CRM Project Management

Agiloft Custom Workflow/BPM
Salesforce
7.8
Task management
Agiloft Custom Workflow/BPM
Salesforce
8.4
Billing and invoicing management
Agiloft Custom Workflow/BPM
Salesforce
6.7
Reporting
Agiloft Custom Workflow/BPM
Salesforce
8.2

CRM Reporting & Analytics

Agiloft Custom Workflow/BPM
Salesforce
8.3
Forecasting
Agiloft Custom Workflow/BPM
Salesforce
8.0
Pipeline visualization
Agiloft Custom Workflow/BPM
Salesforce
8.5
Customizable reports
Agiloft Custom Workflow/BPM
Salesforce
8.4

Customization

Agiloft Custom Workflow/BPM
Salesforce
8.0
Custom fields
Agiloft Custom Workflow/BPM
Salesforce
8.3
Custom objects
Agiloft Custom Workflow/BPM
Salesforce
8.3
Scripting environment
Agiloft Custom Workflow/BPM
Salesforce
7.5
API for custom integration
Agiloft Custom Workflow/BPM
Salesforce
7.7

Security

Agiloft Custom Workflow/BPM
Salesforce
8.7
Single sign-on capability
Agiloft Custom Workflow/BPM
Salesforce
8.8
Role-based user permissions
Agiloft Custom Workflow/BPM
Salesforce
8.6

Social CRM

Agiloft Custom Workflow/BPM
Salesforce
6.9
Social data
Agiloft Custom Workflow/BPM
Salesforce
7.0
Social engagement
Agiloft Custom Workflow/BPM
Salesforce
6.8

Integrations with 3rd-party Software

Agiloft Custom Workflow/BPM
Salesforce
7.8
Marketing automation
Agiloft Custom Workflow/BPM
Salesforce
8.3
Compensation management
Agiloft Custom Workflow/BPM
Salesforce
7.2

Platform

Agiloft Custom Workflow/BPM
Salesforce
7.5
Mobile access
Agiloft Custom Workflow/BPM
Salesforce
7.5

Pros

  • Ease of use for both end users and administrators
  • Limitless workflow development to automate processes
  • Flexibility to integrate with other software platforms
Carly Cockman profile photo
  • I believe Salesforce.com makes it very easy to customize every single item on its site. The high customization allows us to alter and shift in whatever direction we need to as an organization.
  • Salesforce.com has fabulous customer support. I can either email, chat or call and have an answer extremely quickly. The customer support is also very efficient. Everything I ask is noted down so if I am passed to someone with more knowledge, they already have the problem I called about... There's nothing I hate more than repeating myself over and over.
  • Salesforce.com, in general, although very complex with its features, is relatively easy to learn. I personally purchased 'Salesforce.com for Dummies' when I began using the program and because of how intuitive the interface is, I used my book twice. I was, and still am, quite pleased.
Jennifer Reid profile photo

Cons

  • We have a history of quick but unhelpful responses from customer support. Fortunately, we are able to work with our implementation specialist when support tickets require escalation. There is a clear eagerness to assist, but the communication from support lacks depth. You have to be extremely specific with your desired resolution.
Carly Cockman profile photo
  • The biggest complaint I have about Salesforce.com is regarding how slow it is. Yes, we have over a million records within the system, but it is incredibly difficult for me to run reports covering our entire program without receiving the 'Your Request Has Timed Out' message. This is one of the most frustrating things about Salesforce.com I've encountered. When I contacted customer support regarding this and they stated that is just the way Salesforce.com works.
  • Although Salesforce.com is relatively easy to learn, I will have to admit that it takes some serious rolling up of the sleeves and getting dirty to do so. I spent 8-10 hours a day, 5 days a week on Salesforce.com testing, reading and learning how to use its functionality. I felt very comfortable using it only after roughly 3-4 months of this. At times, it was excruciating.
Jennifer Reid profile photo

Likelihood to Renew

No score
No answers yet
No answers on this topic
Salesforce10.0
Based on 48 answers
Cloud based and future looking - Salesforce has either set or kept pace with the latest in technology. At least two major feature releases a year allow an organization to keep up with the latest changes. Mobile and the release of their new analytics platform are just two examples of how Salesforce continues to innovate.
Benjamin Barniskis profile photo

Usability

No score
No answers yet
No answers on this topic
Salesforce8.0
Based on 34 answers
Salesforce is like a bucket of legos. Everyone gets the same bucket, but can build anything you want out of it. I've worked on Salesforce instances for: construction, non-profits, job training, music industries, medical insurance, medical billing, paid parking, and international medical diagnostic companies.
Kyle Dugger profile photo

Reliability and Availability

No score
No answers yet
No answers on this topic
Salesforce9.8
Based on 27 answers
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. Accordingly, I only recall our instance of Salesforce having one unscheduled, brief down time over 6 years. I can't remember for sure, but it may have been due to our Internet Service Provider (ISP) versus Salesforce itself. Also, Salesforce does it's best to keep customers in the loop:

Trust.salesforce.com is the salesforce.com community's home for real-time information on system performance and security. On this site you'll find:

Live and historical data on system performance
Up-to-the minute information on planned maintenance
Phishing, malicious software and social engineering threats
Best security practices for your organization
Information on how we safeguard your data
Rob Gottschalk profile photo

Performance

No score
No answers yet
No answers on this topic
Salesforce9.0
Based on 18 answers
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
Rob Gottschalk profile photo

Support

No score
No answers yet
No answers on this topic
Salesforce5.0
Based on 30 answers
I understand you can pay more to get support but as I stated, I feel strongly that if you are paying for SAAS technology like Salesforce you should be afforded the courtesy of the company explaining how to use it's features. I like to refer to the basic license as the "Figure It Out Yourself" license.
John Cupoli profile photo

In-Person Training

No score
No answers yet
No answers on this topic
Salesforce7.9
Based on 11 answers
All instructors are Salesforce certified. If you have done any type of customization, then it probably makes more sense to use the consulting partner who implemented your instance of Salesforce for training
Rob Gottschalk profile photo

Online Training

No score
No answers yet
No answers on this topic
Salesforce9.1
Based on 15 answers
The premier level of training is capable of preparing any individual from infant user, to technical architect. That is not hyperbole.
Kyle Dugger profile photo

Implementation

No score
No answers yet
No answers on this topic
Salesforce9.4
Based on 16 answers
Executive involvement is critical. Make sure you have a good handle on the metrics you would like to ultimately manage. Work as a team to document your business requirements. Whiteboard often. Understand Salesforce's best practice capabilities.

Have a central person identified to handle all report and analysis requests (ie - don't allow multiple people to create reports; have one person create reports and distribute them to decision makers via the Salesforce dashboard or whatever form). Make sure you understand critical dates and develop the project plan accordingly
Rob Gottschalk profile photo

Alternatives Considered

No answers on this topic
SharePoint: while Microsoft's flagship crm product is tried and true, it's clunky, overly complicated, and incredibly difficult to tweak and customize with any sort of efficiency
Kyle Dugger profile photo

Collaboration and Sharing

No score
No answers yet
No answers on this topic
Salesforce8.3
Based on 5 answers
They have a chatter function which is great! You can easily create group dashboards and reports.
Stratford Canning profile photo

Data Integration

No score
No answers yet
No answers on this topic
Salesforce8.4
Based on 5 answers
It’s real-time, quick access, and easily compatible with over systems.
Stratford Canning profile photo

Scalability

No score
No answers yet
No answers on this topic
Salesforce10.0
Based on 2 answers
Salesforce has the unique ability to scale to new products and offerings quickly growing with your enterprise.
Todd Duclos profile photo

Return on Investment

  • Agiloft has streamlined the requisitioning process and eliminated manual effort and repetitive low-value tasks.
  • We now have a single source of truth for our SOC audits.
Carly Cockman profile photo
  • Increased employee efficiency
  • Increased accountability
  • Increased visibility on ROI (Supplies sent out vs specimen tests billed)
  • Better department interaction (sales with service with fulfillment with marketing with management with medical with laboratory with corporate)
Kyle Dugger profile photo

Pricing Details

Agiloft Custom Workflow/BPM

General
Free Trial
Yes
Free/Freemium Version
Yes
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
Additional Pricing Details

Salesforce

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details