Penelope vs. Salesforce Service Cloud

Even if Penelope by Social Solutions is useful for case noting and any other file management, coordination and reports, it is not user-friendly. It does not let you delete your mistakes easily, it does not let you go back, and all the other issues mentioned, which are minor, added too much for a system that is supposed to support your work. However, some of the characteristics have been chosen by the system administrator and are not Penelope by Social Solutions's fault.

It is a helpful tool, but it can be a bit cumbersome to manage. It is also a bit expensive, but we already use CRM for Salesforce and it is convenient to be able to immediately tag contacts and accounts when the tickets come into the system and tie them directly to the account. I do know an integration with Jira is possible (we use Jira internally for our engineering team to escalate issues) but it is not configured right now so managing the connection between support tickets and Jira tickets is manual and hard to keep up with

Incentivized

• Provides time-saving features by automatically compiling data to an individual file from multiple areas.
• Allows staff to be updated on important information in real time.
• Provides a user-friendly experience and ease of access for staff with all levels of technical experience.

Incentivized

• Allows us to make changes quickly and with relative ease
• Can be flexible enough to use among several teams who do very different work
• Salesforce in general provides SO much training that anyone on the team can skill up and help maintain the system

Incentivized

• The feature for the date of birth times out too quickly.
• You can't upload any files that may have a symbol such as a . in their title.
• The learning modules could be more concise making it faster to find the help you need.

Incentivized

• There is a slight scope for error, but sometimes it has a heavy impact. So this can be improved.
• Costing is high.
• Maintenance is more.
• Expertise is required for implementation.
• The number of communication messages have some limit per organisation account.

Incentivized

Penelope is saving us so much time and providing us with much-needed consistent regular data tracking and documentation. It has been a game-changer for our organization and we should have had it years ago. It has allowed us to have an efficient organized system to use daily in our non-profit agency.

Incentivized

Professional edition works best for a small company with lower call volumes and is very useful but as you grow exponetially I think it has limited ability to do all the things we want to - SLA management, defect, release management to name a few. Reports and dashboards being available in real time.

Penelope has a lot of features and options which is one of the reasons why it is so great. With a lot of features also comes a lot of time to learn all of them. For someone who is part of the development and implementation process, it is a lot of learning to fully understand how everything works. This is good to know in advance when choosing a team to develop your database. The great thing about Penelope is that you can customize the features for each level of staff that will be using it so the staff only have access to the parts of Penelope that they need and will be using regularly. This makes the training process for staff a lot easier.

Incentivized

I had Salesforce experience prior to using Service Cloud which made it a little easier to learn and navigate, but overall my team (some who had no Salesforce experience) caught on very quickly and found Service Cloud to be easy to use.

Incentivized

Salesforce's Trust Center clearly communicates occasional issues to anyone who subscribes, down to an organization's cloud instance. Bundled sandboxes ease updates, and seasonal upgrades are seamless, scheduled well in advance with plenty of information about what's coming. Support agents have noticed intermittent Omni-Channel disconnects due to internet connections, and these are clearly notified.

The Salesforce Service Cloud generally has very good performance, however the overall new Lightning user experience can bring that down. For example, if you have too many tabs open, then it can take a while for the Lightning UI to load. This UI is probably not well equipped to handle loading of all of that information at once, but Users tend to leave their tabs open all day long. It can also be fickle depending on which browser you use, what extensions you have installed, and whether you've cleared your cache. This can be the downfall with any software as a service though, not just Salesforce

Incentivized

Our support person with Penelope has been a dream to work with since day one. She is accommodating to our ever-changing schedule and has worked around us for training and Zoom meetings. She is always available via e-mail and is quick to respond to our many inquiries throughout the development and implementation process. Our Zoom meetings have been like talking to a long-time staff member. She explains things in a way that everyone can understand and will review with us as needed. She has been innovative in ways that Penelope can work for us and our needs and we have been so pleased with the support we have received.

Incentivized

Salesforce offers support, although it generally gets routed to overseas support teams first, and once they are unable to help, it gets escalated up the chain to higher tiers. Frequently, the answer back from support is that there is no native solution, and we either have to turn to the AppExchange for some solution provided by another developer, or custom build our own solution.

Our in-person training was provided by our implementation partner and it was quite good. This was in part because we were already working with them and so it naturally leant itself to a good training relationship. And because they were building our customizations and configuring things, they could then provide training on those things naturally.

Incentivized

Trailheads are great but it was often unclear what actually applied to our organization. This made it difficult to get a whole lot out of it. Part of it is that because the basic Salesforce features didn't quite work for us, we had to add customizations, which then nullified a lot of the training.

Incentivized

Be sure to have a good team of staff that will be on board with the training and will dedicate time and energy to the process. You want to have people who are motivated and excited about the new program that you are investing in.

Incentivized

I would go through an implementation very differently knowing what I know now. It was difficult coming from systems we liked in post-sales service and having to adapt to the clunky and underwhelming feature set in Salesforce. I would trim back our expectations

Incentivized

Penelope is more controlled, well designed, and easy to use. We like that Penelope has some structure to it while having a decent amount of opportunities to be configurable to our own specific needs. Our staff finds Penelope easy to navigate and enter their data into the system in a reliable and easy way. We valued that at the time of purchase, Penelope was a Canadian company that understood our specific needs as a Canadian nonprofit.

Incentivized

Salesforce service cloud is more configurable than Zendesk and Freshdesk. It has its own inbuilt AI chatbot also which further improves service agent efficiency. Salesforce is more integration agnostic and has pre-built connectors with multiple 3rd party systems. However, in terms of pricing it is priced at a premium compared to the other solutions

The product has scaled up with our company growth just fine. No issues here other than slowness in clicking around and running reports

Incentivized

• Created the need to hire temps to correct data incorrectly entered based on a poor initial setup.
• Frustrated staff to the point many stopped entering services that were essential for receiving funding.
• Gave me an excellent understanding of what happens when core functions are lacking.

Incentivized

• Because this is a cloud service, the security, implementation framework and feature list is very mature and you don't have to develop these during implementation.
• The larger the implementation programme the better the licensing arrangements
• Free developer toolkit for proof of concepts or showcasing features
• Limited to annual subscription model

Incentivized