Asana vs. Basecamp vs. Salesforce Agentforce Sales

The usability of Asana is broad since it's available in a variety of platforms that are widely used nowadays. I think that it would be great for people who are constantly on the move and switching devices, since it has allowed me to work from my phone, too. I also think that Asana has proven itself to handle a large quantity of work

Basecamp is a wonderful tool for teams of varying degrees of technical knowledge, teams managing lots of different types of "agifall" and waterfall projects, and teams that are remotely distributed. It's probably less useful for more strictly agile-focused development teams, compared to other more flexible software applications like Jira and Asana.

Incentivized

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.

Incentivized

• Through it, we were able to communicate and cooperate with the rest of the team to complete the work in the required manner and at the appropriate time.
• Available for free on Android and iPhone.
• Asana has a simple and easy user interface

• Task management - It is very easy to add, organize and discuss tasks within Basecamp's interface.
• The "Campfire" function is great for communicating when you just have a quick question for someone on the team.
• Notifications - Basecamp lets you decide how often and about what you'd like to be notified. The ability to respond to messages in Basecamp directly via email saves a lot of time.

Incentivized

• 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.

Incentivized

• Asana is not really a project management tool, it is good for simple projects only
• UI has some glitches (doesn't save preferences, etc.)
• Integration with other tools (Office 365, MS Project)
• No reminders if the working period you entered is on holidays

Incentivized

• High Learning Curve. It's true that it can be easy to use, but to use well and effectively takes some time to learn. It's recommended to have an agreed-upon system in your team of what tools to use and when.
• Notification Overload. If people aren't careful they could send a notification to everyone when only a couple people were meant to be prompted. And since emails are sent by default, you could have your mailbox overloaded with unnecessary updates. This is where it takes a bit of training in your team to have an agreed-upon system.
• Lack of organization with Archived Projects. I will often need to reference an archived project to make a new one, but there is only a list of archived projects in alphabetical order, with no way to organize by archive date, or even search.

Incentivized

• 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.

Incentivized

• Mobile + Desktop capabilities - Able to use it anywhere, anytime.
• Task management - Easy to view projects and their progress.
• Time management - Easy to see what elements require time / how they interrelate and manage the project on an overall basis.
• Company management - Be able to see from a master dashboard perspective where each project is in its stages of completion.
• Clear communication - It's visually documented who is doing what at what time so that the whole project gets done.

Incentivized

When I bring new people onto a project, it's immediately obvious how to use Basecamp. I don't have to worry about teaching them the features or walking them through it, it's just incredibly user-friendly. For this reason, I'll continue to renew my subscription even as new people are brought onto production jobs or the client changes.

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.

Incentivized

It is very user-friendly. Takes a new employee an hour to start figuring out how the system works. That's an important factor. You don't want to encounter the issue where employees need a week to understand how the system works. For example, JIRA, I tried using it for a week and I still don't understand the complicated layout. Asana has a simple interface. Once you see it, you get it type of program.

Incentivized

It is easy to use, even for clients who have no experience with the platform. It can only get a little cumbersome to ensure that a client can't see certain documents you might want to keep in the Docs & Files folders. And sometimes, getting a client to actually use an unfamiliar platform can be a challenge.

Incentivized

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.

Incentivized

Working with Asana on a daily basis

I've never experienced downtime while using Basecamp, or been unable to access it when I needed it. That's not to say they've never had downtime, but I've been lucky enough not to encounter any, and I work odd hours, including late nights when maintenance is often undertaken.

Incentivized

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.

Incentivized

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

I haven't had to use their support so I can't rate it. The fact that I haven't needed them reflects the ease of use of the product. I would recommend that any new users schedule a complete demo of the product to ensure that they are using it to it's fullest (there's a lot of useful features).

Incentivized

For the many reasons I've given, Basecamp is a very strong program. There are a few features I can imagine that might make it even better, but I don't have a basis for comparison to be able to say that there is definitely a better one out there. I've noticed that Basecamp has evolved a bit from the time I started using it until now, so that makes me think that the producer of this program values it and believes in continuous improvement. If you could use the features offered by Basecamp, I would think you could use it with confidence.

Incentivized

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.

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

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

Decide the process before implementation - i.e. when it's due 8/9 does that mean 8am, noon, 5pm, 11:59pm? Check your to-do list frequently Set-up templates - just not with the dates (they can be funky)

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.

Asana is a top-tier project management software that helps us organize and track projects from start to finish. It allows us to apply tasks/to-dos to multiple projects without duplication, divide complex projects into smaller tasks, and track project progress. It also helps us organize work on Kanban boards or linear lists. It stands out from the crowd in a big way compared to the competition.

Pretty good, but [Basecamp] has its drawbacks. Honestly I find the interface non-intuitive and sometimes have trouble figuring out how to change the status of a task. Perhaps it has something to do with the way it was originally set up by the admin, but I'm not sure. I liked Jira's drag and drop obvious functionality, but the project management side of the software was lacking. Smartsheet has excellent project management functionality, but the task management isn't as good.

Incentivized

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.

Incentivized

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.

I used this tool on a daily basis at work and it runs as a solid rock

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.

Incentivized

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.

• Productivity - Most of all, it allows me to be more productive and have a good sense of where I am with projects and deadlines.
• Easy to use - I can make the most of my time to get up (and stay) up and running.
• Project coordination - Allows me to assign tasks to my interns and communicate directly within the platform to keep the work train moving.

Incentivized

• It has saved me time when having to get the same message out to multiple restaurants
• It has helped us make smarter operational decisions because we can all collaborate on an answer in a shorter amount of time (instead of calling a meeting!!!)
• The calendar function allows us to plot out our marketing agenda for the month and add/change it together as needed. The chef will post his recipe, the managers will cost it out, the social media manager will post pictures on it, and ultimately we will get that information out on an info sheet to the staff by printing the page.

Incentivized

• 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.

Incentivized