CiraSync vs. Salesforce Starter

CiraSync is well suited to syncing company contacts into the Outlook user's mailbox. This could allow for calling with an IP phone, or from a cell phone. It's also well suited to syncing Calendars and Notes into the Outlook user's mailbox, where they do not already have permission on the calendar. However, to avoid confusion it is better not to duplicate calendars when the user can see them from Outlook.

Incentivized

If you own a business that has complex selling processes or requires integrations with 3rd party tools/systems, you should look at Professional, Enterprise, or Unlimited editions. Salesforce operates very well across pretty much every industry, but not all sales, marketing, and operational processes are created equal. If your marketing process requires a long list of sendable contacts then I would recommend adding on Pardot or Hubspot. Always start small and scale up, to avoid boxing yourself in down the road.

Incentivized

• Share important information with your staff consistently, easily and quickly. Regardless of their geographic location.
• Friendly, easy to use user interface that makes managing complex rules of which information you want sent to subsets of people very easy to manage.
• A very responsive support team. They get back to you quickly and you typically have a solution or answer in one iteration.

Incentivized

• Tracking phone calls is extremely easy when using the app on the iphone. After a phone call is complete it prompts the user to enter in call details.
• SalesforceIQ also automatically logs emails for us. This has saved us time from entering in information manually.
• SalesforceIQ was easy to set up and allowed us customization for fields that were relevant to our business.

Incentivized

• I'd like to see a few different options regarding licensing option.

Incentivized

• Price point for smaller startups. Not budget friendly.

Incentivized

The documentation isn't the most robust. Most support sites are very detailed and easily searchable.

Incentivized

We tried 4Team Sync2 Cloud and also itrezzo. While we were not able to justify installing a server, installing a cloud app from the Microsoft store was easy and fit our business needs.

Incentivized

Salesforce Starter is exactly what it says. It's specific to getting a small business up and running effectively, without unnecessary development or internal overhead required. It doesn't allow for a ton of customization, but it provides more than most other providers across sales, service, and integration/automating business processes. Some tools are more specific to organizations that want to focus on a specific area to grow or manage their business. That's where the other package types and integrations with specific tools come in

Incentivized

• It is difficult to capture specific dollar based ROI in this circumstance. Anecdotally, when it is 3 a.m. and I get an urgent call about an emergent issue at a remote location -- at my fingertips and the fingertips of everyone I work with are the names and phones numbers of our important contacts, site codes that we need to relay to emergency services, and other important information. I don't waste time searching for a piece of paper. I don't worry whether the next person I'm calling has a different site code or phone number. The data is readily available and consistent with all employees.

Incentivized

• We have noticed since we have started using SalesforceIQ to communicate items on customer account notes we have freed up hours of phone time between employees allowing us to better answer customer phone calls. This is especially true in our parts department where we have inside and outside sales.
• We tied in use of Salesforce to our bonus structure to encourage employees to use the software. It is the direction our business is going and we needed everyone to participate to make it work. The newer the employee the better they are about logging information and visits.

Incentivized