BQE CORE is a business management solution built specifically for professional service firms. BQE CORE is a combination of a billing assistant, project management, and accounting solution. CORE is designed to do the hard work of delivering actionable insights directly to the user's dashboards or inbox. BQE CORE replaces the products Engineeroffice, Archioffice, and BillQuick; the functionality of these applications is now found in BQE CORE.
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Agentforce Sales
Score 8.8 out of 10
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Salesforce' Agentforce Sales (formerly Salesforce Sales Cloud) is the company's flagship CRM platform. The AI CRM for Sales features data built right in.
I previously used Gusto for both benefits / employee details and also time tracking. It was really nice to have everything in one place, and Gusto felt very simple. However, it did not have as many broken down categories for time allotment. Harvest felt similar to Gusto, and it …
It helps and have a great impact on It employees like me to track and submit my timesheet to my managers and higher officials and make a note that I have spend my working house valuable and resourceful and the managers can take a look at what have I done in my working hours
our team uses both the platforms and does not tie very well. bamboo does have a more pleasant to the eye interface comparatively. it is also a bit easier to navigate and not have to click too many times to reach any particular information on bamboo. BQE CORE does do visuals of …
It was an admin desiring to switch. However CORE is easy to manage and calculate timesheet automatic with timer future. In addition I believe the admin stag like the billing aimless function and multiple additional future that monograph does not have. Without mentioning that …
BQE has more visual tools for determining billable hours and for tracking hours against a project. BQE has a better system for involving employee and simpler methods of tracking expenses.
Again, since I'm only an employee, I had no part in choosing BQE for my organization. But it is the best timesheet tracking system that I've used, and I've used 3 other ones in the past. BQE is the simplest to use, yet equally as powerful as the others. When editing my …
I didn't take part in selecting BQE CORE; however, our CEO chose it because of its ability to help with invoicing and incorporating other software into the program such as Gantt charts. I like BQE CORE better than BillQuick because it is more user friendly and also displays the …
BQE CORE has a much more streamlined process for entering expense entries than Concur. You are able to select which project you would like to charge to and where expense entries are sent for approval, whether that be your manager or the project manager. BQE CORE also is very …
BQE CORE is much more in-depth at time tracking than Harvest. Harvest is easier to use out of the gate but BQE CORE is worth the learning curve. I haven't had a chance to use BQE CORE on a mobile device so I can't speak to how it stacks up there against Harvest.
I don't recall the previous program we used as this was years ago, but we had to put in time manually each week and this was very time consuming. BQE CORE keeps your projects in the timesheet from week to week to you don't have to reinput the project number.
Based on my experience, I’ve used Odoo — it’s an open-source ERP system. It’s not exactly the same as Salesforce or Sales Cloud, but it serves a similar purpose. And I feel that Sales Cloud is better. Personally, I find it easier to use and better than what Odoo offers, …
Over the years, I’ve helped many people move from different sales solutions — like Dynamics, HubSpot, and Act, which was one of the first ones. I’ve supported a lot of organizations in moving from those platforms to Salesforce.
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 …
Actually, we have not. By the time I joined my company, we already had Sales Cloud. It was already there and the decision was made. I'm sure that there were other small companies that the upper management team evaluated very quickly, but they came to a decision very quickly. I …
Raiser's Edge, CSING. Those are the primary ones. There's no competition at all. I mean, in terms of tracking duplicate contact, I mean contacts ability to be secure and provide the right access for different levels. Salesforce was able to do that. Oh yeah. Yes. Whereas the …
We have used HubSpot and we have used jojo CRM. So the customer who cannot afford the licensing model of Salesforce, jojo CRM is a very good platform and another for assembly level, hub Spot does the work as well.
Salesforce is magnificently more robust and functions much better when managing complex sales cycles with multiple individuals and products. With simple sales cycles and few products, Excel is a strong contender.
Salesforce CMS stacks up as a Customer management system because it has a more user friendly snd intuitive interface. The UX is better and more modern. It can be customised and extended. There are always learning opportunities and updates for the system so it keeps on …
Salesforce more so compliments these products, rather than stacks against them. We don't have any products similar to Salesforce CMS, so in lieu of that, these are the products we were using that mesh the easiest with Salesforce CMS in terms of proceeding through the …
In my opinion, Salesforce CMS is the most complex of these offerings, and probably the most complex platform of its kind. It was selected by another stakeholder - I would likely have chosen something less expensive and more intuitive to use. The robust feature set is amazing, …
We used the Catalyst product of Totango. It was not great as it was hard to navigate, and it did not offer any reporting capabilities at all, nor did it speed up our day-to-day tasks.
I would recommend this for our industry: architecture, engineering, or construction. I would recommend this for any larger firm with many employees or high number of projects. I would particularly recommend this for a company with projects that have budget constraints and where time tracking and expense tracking is very important. I would not recommend this complicated software for a small firm with a small amount of income or number of projects.
In the end, I think we can always make it fit — and that’s one of the powers of Salesforce. Because of its flexibility and wide range of possibilities, you can really make it work for almost any need. The key, though, is to make thoughtful decisions upfront and plan carefully how you set it up. If you do that, you’ll end up with a truly flexible and effective system.
Invoice Collections within Billing is a great tool because of the ability to take notes and track contact.
Invoices are professional looking and easy for our clients to understand the overall progress within each phase of their project.
Dashboards are the best tool EVER!
The Contact List feature within Clients setup is the perfect way to track multiple project managers within a large company that also has multiple contracts with us.
Assigning contacts to particular roles - such as Invoicing, Contracts, etc.
Accounting Functionality - they are basically a project management accounting software, so in my opinion, they could learn some things from other accounting software such as QuickBooks etc.
I’d say the only thing that can be a bit tricky — and I know Tableau helps address this — is that sometimes we’re limited in how deep we can go with the data in terms of reporting. It would be great to have a bit more robustness within the app itself. However, we’ve figured out our workarounds, and overall, I think it’s a fantastic product — which is why I’ve been working with it for 23 years.
We have been using Core for a few years now, and honestly started to look at other software systems to see what was out there. What we chose was a nightmare for migration so we never left Core. Now we have added invoicing and payments from Core instead of double entry with QBO. Still only a few cycles in but looks like it will be up to speed soon and working smoothly.
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.
The foundation is awesome, like I have said before, however the house being built on it, the educational resources being provided to us (more of sales pitches that don't work), and flexible workflow opportunities, is making us look elsewhere for how much we will be spending on per user. It's crazy to think how flexible they are not when it comes to user settings. Lack of integration with other sources is awful.
All in all, it's a great product that use all day, every day. It's aesthetically pleasing overall and specifically provides information in a clean, concise way. It's easy to manipulate and seems to play well with the other products I use such as Pardot, Gmelius, and our company's proprietary data system. It increases my efficieny in my admin tasks so I have more time to focus on revenue-generation and account management. It's also easy to use from everywhere where it be on a university campus, in a hotel room, one of a million Starbucks, or at home
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
This is one area that does need some improvement. It can be slow at time, so we had our IT look at it from our side and we had no issues, so it has to be some slowness on their side.
For a SaaS provider, I'd rate their performance to be one of the best. At times, reporting tends to slow down if the data set is very large, which is the case in any system. But, that's a very rare phenomenon
As a new employee and CORE user, I talk to support on a weekly basis. I have never had to wait for more than 3 min to get connect with a support rep, and all my questions have been answered. The support representatives are polite and eager to help no matter how simple your question is.
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
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.
Deltek Vision is far more advanced, more encompassing and offers more flexibility with what you want to do. However, it's also quite difficult to use, whereas BQE CORE is intuitive and user friendly. The trade off is worth it in some arenas but overall it's not suited for a larger fast paced company. Great for smaller companies.
Based on my experience, I’ve used Odoo — it’s an open-source ERP system. It’s not exactly the same as Salesforce or Sales Cloud, but it serves a similar purpose. And I feel that Sales Cloud is better. Personally, I find it easier to use and better than what Odoo offers, especially in terms of customization and achieving business objectives. That’s where Salesforce Sales Cloud really stands out in comparison to Odoo.
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.
It helps us achieve our objectives, especially now with Agentforce — we can get more insights to help our sellers sell more. It’s really nice because it’s almost like you can use the standard part of Salesforce to train your agents and teach your sellers how to improve their sales. So that’s really nice.
