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Salesforce

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Top Rated
2119 Ratings
2 Ratings
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Score 7.2 out of 101

Salesforce

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Top Rated
2119 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.2 out of 101

Add comparison

Likelihood to Recommend

Aptean CRM

This is a solid basic platform. It's not Salesforce but it IS integrated with IntuitiveERP and is included in the price. For the cost, you certainly can't get this type of functionality in other small CRM packages. If you have IntuitiveERP already and are looking to move towards a CRM package it's certainly a way to help you get your footing before deciding you need a larger scale package, but I don't know that you'd want to invest in Intuitive JUST for their CRM cycle.
Craig Cormier profile photo

Salesforce

Salesforce is amazing for many scenarios, pretty hard to find one that doesn't fit. It's great if you are an executive who needs to know everything about an account prior to a meeting, but doesn't want to have to look in a million different places. If you are a sales rep, and you need to know how many opportunities you've created or what's in your pipeline, your dashboard has it. Say you are a customer success manager, and you need to find out when or why a certain customer churned, theoretically it's all there in the opportunity. You should have their entire history, products suites, surveys and any supporting notes and documents.The only scenario I don't think SFDC excels in would be utilizing it as a ticketing system. There are just too many systems specifically geared to that industry that have it more built out and user-friendly.
John Hilburn profile photo

Feature Rating Comparison

Sales Force Automation

Aptean CRM
4.4
Salesforce
8.3
Customer data management / contact management
Aptean CRM
7.0
Salesforce
8.7
Workflow management
Aptean CRM
5.0
Salesforce
8.1
Territory management
Aptean CRM
1.0
Salesforce
8.4
Opportunity management
Aptean CRM
7.0
Salesforce
8.8
Integration with email client (e.g., Outlook or Gmail)
Aptean CRM
6.0
Salesforce
8.0
Contract management
Aptean CRM
1.0
Salesforce
7.7
Quote & order management
Aptean CRM
6.0
Salesforce
8.0
Interaction tracking
Aptean CRM
5.0
Salesforce
9.0
Channel / partner relationship management
Aptean CRM
2.0
Salesforce
8.1

Customer Service & Support

Aptean CRM
6.5
Salesforce
8.5
Case management
Aptean CRM
7.0
Salesforce
9.0
Call center management
Aptean CRM
6.0
Salesforce
8.4
Help desk management
Aptean CRM
Salesforce
8.3

Marketing Automation

Aptean CRM
5.5
Salesforce
7.7
Lead management
Aptean CRM
6.0
Salesforce
8.2
Email marketing
Aptean CRM
5.0
Salesforce
7.2

CRM Project Management

Aptean CRM
2.7
Salesforce
7.8
Task management
Aptean CRM
4.0
Salesforce
8.4
Billing and invoicing management
Aptean CRM
1.0
Salesforce
6.7
Reporting
Aptean CRM
3.0
Salesforce
8.3

CRM Reporting & Analytics

Aptean CRM
5.3
Salesforce
8.4
Forecasting
Aptean CRM
4.0
Salesforce
8.0
Pipeline visualization
Aptean CRM
4.0
Salesforce
8.6
Customizable reports
Aptean CRM
8.0
Salesforce
8.5

Customization

Aptean CRM
6.5
Salesforce
8.0
Custom fields
Aptean CRM
10.0
Salesforce
8.3
Custom objects
Aptean CRM
3.0
Salesforce
8.3
Scripting environment
Aptean CRM
Salesforce
7.6
API for custom integration
Aptean CRM
Salesforce
7.9

Security

Aptean CRM
9.0
Salesforce
8.7
Single sign-on capability
Aptean CRM
9.0
Salesforce
8.7
Role-based user permissions
Aptean CRM
9.0
Salesforce
8.7

Social CRM

Aptean CRM
Salesforce
7.0
Social data
Aptean CRM
Salesforce
7.1
Social engagement
Aptean CRM
Salesforce
6.9

Integrations with 3rd-party Software

Aptean CRM
Salesforce
8.0
Marketing automation
Aptean CRM
Salesforce
8.4
Compensation management
Aptean CRM
Salesforce
7.5

Platform

Aptean CRM
Salesforce
7.5
Mobile access
Aptean CRM
Salesforce
7.5

Pros

  • Simple: it isn't too convoluted with too many features
  • Flexible: user-defined fields are able to be added to every segment of both opportunities and incidents
  • Dynamic: Integrates with the existing ERP system to pass customer and vendor data back and forth
Craig Cormier profile photo
  • Salesforce.com is easily customizable and offers the flexibility needed to manage all companies whether small or large.
  • Salesforce.com is always releasing cutting edge technology which affords small businesses with access to the same technological benefits as small companies.
  • Salesforce.com has become so widely used that it helps when hiring folks because in many cases they've had some exposure to the technology.
Irene Chivily Von Toussaint profile photo

Cons

  • There is currently no web portal or mobile front for this CRM package
  • The simplicity sometimes can be a hindrance to deeper data dives.
  • The tracking of contacts if a bit complicated as far as database design goes, making cross-platform integration more difficult.
Craig Cormier profile photo
  • I'd like to see more flexibility with reporting (at not such a high cost). There are many dashboard products on the market which are free and offer better dashboard capapbilities then Salesforce does.
  • The focus on small businesses is still lacking. Understanding it's hard to scale, I'd like to see more vertical concentration in the small business area.
  • Along with more focus on small businesses, I think it would be really beneficial to Salesforce to have better focus on customer success as it related to small businesses.
Irene Chivily Von Toussaint 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
Tracks, reports, and makes me money
Christopher Bennett profile photo

Reliability and Availability

No score
No answers yet
No answers on this topic
Salesforce9.8
Based on 27 answers
They always advise of maintenance windows which never interrupt daily processes and I have only experienced 1 outage in my 5 years of working with SF which was resolved in less than 10 minutes.
April Barclay 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
Salesforce4.9
Based on 30 answers
Employees are available in roughly 26 languages, quick turnaround times, visibility into issue status, quick and knowledgeable service support techs, solid & efficient solutions.
Kyle Dugger 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

IntuitiveERP included this CRM package with our license, so there was no extra cost to implement it. Salesforce is expensive so we felt that we could use this package to justify our need for CRM by implementing this package, and if it was improving our sales we could say that a larger package would give the ROI we expect.
Craig Cormier profile photo
Salesforce.com is by far the most versatile solution in the market. There are many choices, but none of them are able to solve as many business problems in totality as Salesforce.com is. Our organization is very disciplined in the sense of governance which is absolutely necessary in order to be successful with such a flexible tool. I have owned Salesforce.com implementations from >10 up to 14,000 users, and Salesforce.com offers the same amount of value no matter whether you're running a small business or expanding an enterprise globally
Irene Chivily Von Toussaint 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

  • Improved interaction with customers for incident management.
  • Greatly improved opportunity management.
  • Lead management for marketing is improved and centralized.
Craig Cormier profile photo
  • Salesforce.com has contributed to a more efficient overall organization in particular lowering cycle times required by technology in the field and in finance.
  • Salesforce.com has played a large part in a formidable increase in our sales close rate.
  • Salesforce.com has dramatically increased our insight into our business.
Irene Chivily Von Toussaint profile photo

Pricing Details

Aptean CRM

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

Salesforce

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