What users are saying about
13 Ratings
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Top Rated
3059 Ratings
13 Ratings
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Score 6.2 out of 100

Salesforce

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Top Rated
3059 Ratings
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Score 8.3 out of 100

Feature Set Ratings

  • Claritysoft ranks higher in 7 feature sets: Sales Force Automation, Customer Service & Support, Marketing Automation, CRM Project Management, CRM Reporting & Analytics, Customization, Security
  • Salesforce.com ranks higher in 1 feature set: Platform

Sales Force Automation

8.6

Claritysoft

86%
8.2

Salesforce

82%
Claritysoft ranks higher in 7/9 features

Customer data management / contact management

9.3
93%
5 Ratings
8.5
85%
186 Ratings

Workflow management

9.1
91%
4 Ratings
8.2
82%
178 Ratings

Territory management

8.2
82%
4 Ratings
8.0
80%
147 Ratings

Opportunity management

8.8
88%
5 Ratings
8.6
86%
182 Ratings

Integration with email client (e.g., Outlook or Gmail)

8.5
85%
5 Ratings
7.8
78%
171 Ratings

Quote & order management

7.5
75%
5 Ratings
7.8
78%
136 Ratings

Interaction tracking

9.0
90%
5 Ratings
8.3
83%
157 Ratings

Channel / partner relationship management

8.2
82%
4 Ratings
8.2
82%
129 Ratings

Contract management

N/A
0 Ratings
8.0
80%
144 Ratings

Customer Service & Support

10.0

Claritysoft

100%
8.6

Salesforce

86%
Salesforce.com ranks higher in 2/3 features

Help desk management

10.0
100%
3 Ratings
8.3
83%
46 Ratings

Case management

N/A
0 Ratings
9.0
90%
56 Ratings

Call center management

N/A
0 Ratings
8.4
84%
42 Ratings

Marketing Automation

8.8

Claritysoft

88%
8.2

Salesforce

82%
Claritysoft ranks higher in 2/2 features

Lead management

8.8
88%
4 Ratings
8.3
83%
169 Ratings

Email marketing

8.8
88%
4 Ratings
8.1
81%
143 Ratings

CRM Project Management

9.2

Claritysoft

92%
7.7

Salesforce

77%
Claritysoft ranks higher in 3/3 features

Task management

10.0
100%
4 Ratings
7.9
79%
161 Ratings

Billing and invoicing management

9.0
90%
3 Ratings
6.7
67%
37 Ratings

Reporting

8.5
85%
5 Ratings
8.4
84%
125 Ratings

CRM Reporting & Analytics

9.4

Claritysoft

94%
8.3

Salesforce

83%
Claritysoft ranks higher in 3/3 features

Forecasting

9.0
90%
4 Ratings
8.2
82%
158 Ratings

Pipeline visualization

9.0
90%
4 Ratings
8.4
84%
174 Ratings

Customizable reports

10.0
100%
4 Ratings
8.5
85%
182 Ratings

Customization

8.8

Claritysoft

88%
8.4

Salesforce

84%
Claritysoft ranks higher in 2/4 features

Custom fields

8.7
87%
5 Ratings
8.5
85%
174 Ratings

Custom objects

8.3
83%
4 Ratings
8.7
87%
166 Ratings

API for custom integration

9.4
94%
4 Ratings
8.3
83%
146 Ratings

Scripting environment

N/A
0 Ratings
8.2
82%
126 Ratings

Security

9.0

Claritysoft

90%
8.8

Salesforce

88%
Claritysoft ranks higher in 1/2 features

Single sign-on capability

8.5
85%
5 Ratings
8.8
88%
144 Ratings

Role-based user permissions

9.5
95%
5 Ratings
8.8
88%
137 Ratings

Platform

6.5

Claritysoft

65%
8.3

Salesforce

83%
Salesforce.com ranks higher in 1/1 features

Mobile access

6.5
65%
4 Ratings
8.3
83%
159 Ratings

Social CRM

Claritysoft

Feature Set Not Supported
N/A
8.3

Salesforce

83%
Salesforce.com ranks higher in 2/2 features

Social data

N/A
0 Ratings
8.2
82%
116 Ratings

Social engagement

N/A
0 Ratings
8.4
84%
113 Ratings

Integrations with 3rd-party Software

Claritysoft

Feature Set Not Supported
N/A
8.3

Salesforce

83%
Salesforce.com ranks higher in 2/2 features

Marketing automation

N/A
0 Ratings
8.3
83%
150 Ratings

Compensation management

N/A
0 Ratings
8.3
83%
101 Ratings

Attribute Ratings

  • Salesforce.com is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

7.2

Claritysoft

72%
5 Ratings
8.0

Salesforce

80%
303 Ratings

Likelihood to Renew

Claritysoft

N/A
0 Ratings
9.4

Salesforce

94%
49 Ratings

Usability

Claritysoft

N/A
0 Ratings
8.4

Salesforce

84%
92 Ratings

Availability

Claritysoft

N/A
0 Ratings
9.8

Salesforce

98%
54 Ratings

Performance

Claritysoft

N/A
0 Ratings
9.0

Salesforce

90%
36 Ratings

Support Rating

Claritysoft

N/A
0 Ratings
8.0

Salesforce

80%
119 Ratings

In-Person Training

Claritysoft

N/A
0 Ratings
7.9

Salesforce

79%
11 Ratings

Online Training

Claritysoft

N/A
0 Ratings
9.1

Salesforce

91%
15 Ratings

Implementation Rating

Claritysoft

N/A
0 Ratings
9.4

Salesforce

94%
32 Ratings

Configurability

Claritysoft

N/A
0 Ratings
10.0

Salesforce

100%
2 Ratings

Contract Terms and Pricing Model

Claritysoft

N/A
0 Ratings
9.1

Salesforce

91%
10 Ratings

Product Scalability

Claritysoft

N/A
0 Ratings
10.0

Salesforce

100%
2 Ratings

Professional Services

Claritysoft

N/A
0 Ratings
9.3

Salesforce

93%
8 Ratings

Likelihood to Recommend

Claritysoft

Great software for keeping track of things you've done or need to do with certain customers or potential customers.
Read full review

Salesforce

Ability to create dashboards. The project progress can be easily tracked. Tickets can be fed with all the right data and the same can be exported. You can customize the fields as per your usage. Can be used for multiple projects. The reports generated are accurate in nature and can be used for making important decisions and improvements.
Read full review

Pros

Claritysoft

  • Claritysoft is a low-cost solution for smaller companies to be able to keep up with leads and customers.
  • It also is great for having one depository for quotes and opportunities you and your company are working on.
  • The marketing function seems to also work really well for sending out and tracking email campaigns.
Read full review

Salesforce

  • Salesforce.com is extremely customizable. I would not consider it an out-of-the-box solution, although its standard fields allow for fundamental CRM activities and reporting.
  • Salesforce.com is able to integrate with 100s of third-party softwares—often times creating efficiencies in processes.
  • Reports within Salesforce.com have the ability to be simple as a standard Account report, or you can get very granular with your report filtering to segment a very specific result, eg. Accounts in California who are active clients and fall within the pharmaceutical industry and have a specified market capitalization.
Read full review

Cons

Claritysoft

  • Needs to have the ability to be able to change accounts, opportunities, leads, and contacts over to another rep without having to go into each field separately--this is extremely time-consuming.
  • Would like to see each page be able to bring up more then 100 clients at a time.
Read full review

Salesforce

  • Would like easier integration of Einstein data in Salesforce Dashboards so we do not have to navigate to the Analytics Studio.
  • Quicker adoption of custom objects into new offerings like the Pipeline Navigator.
  • Continued expansion of Salesforce Surveys for more features and flexibility.
Read full review

Pricing Details

Claritysoft

Starting Price

$39 per month

Editions & Modules

Claritysoft editions and modules pricing
EditionModules
Claritysoft$39.001

Footnotes

  1. Per Month Per User

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

Optional

Additional Details

Salesforce

Starting Price

$25 per month

Editions & Modules

Salesforce editions and modules pricing
EditionModules
Essentials$25.001
Professional$75.002
Enterprise$150.003
Unlimited$300.004

Footnotes

  1. Per User/Per Month
  2. Per User/Per Month
  3. Per User/Per Month
  4. Per user/Per month

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

No setup fee

Additional Details

Likelihood to Renew

Claritysoft

No answers on this topic

Salesforce

While it's not perfect and can be overly complicated at times, there is not another solution out there that can do what it does. To get the same functionality you would need numerous disparate tools to match the amount of functionality Salesforce has. Having it all aggregated on one platform makes the complicated parts far more bearable
Read full review

Usability

Claritysoft

No answers on this topic

Salesforce

Compared to the Salesforce Classic layout, the Lightning Experience is very user-friendly. Customize your top navigation bar to include quick links to your most frequently used records, objects, or reports. There are free online courses from Salesforce called "Trail Heads" to help new users get acquainted with the CRM. As a whole, it's a well-designed and user-friendly website. All is well, and there have been no problems so far.
Read full review

Reliability and Availability

Claritysoft

No answers on this topic

Salesforce

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.
Read full review

Performance

Claritysoft

No answers on this topic

Salesforce

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
Read full review

Support Rating

Claritysoft

No answers on this topic

Salesforce

Account managers are awesome for the most part but change every year. So just as they are getting to know your business they usually switch accounts. We have premier success now which gives us 24/7 access to support, which has been helpful as we deal with integration issues with APIs and across Salesforce products.
Read full review

In-Person Training

Claritysoft

No answers on this topic

Salesforce

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
Read full review

Online Training

Claritysoft

No answers on this topic

Salesforce

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
Read full review

Implementation Rating

Claritysoft

No answers on this topic

Salesforce

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.
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Alternatives Considered

Claritysoft

Claritysoft's emails are much easier to use since Salesforce is in the middle of switching from Classic to Lightning. Also, Salesforce does not have a native group edit option. Claritysoft is much more data driven and you can use all functions of Excel to customize reports. However, Claritysoft does not have as many third-party add-on options compared to Salesforce's app exchange.
Read full review

Salesforce

When evaluating a CRM solution for our company we had a fairly simple decision process. We had to decide to buy vs build an internal solution - which we found for the cost Salesforce would save from development / IT perspective and provide a more robust solution. The closest out of the box competitor we looked at was the Microsoft Dynamics CRM product -and again, we found Salesforce to be a more robust / cost effective solution.
Read full review

Contract Terms and Pricing Model

Claritysoft

No answers on this topic

Salesforce

The contract process was arduous. Some of that was because of the purchasing issues with our university, but as mentioned previously, we got a quote for a package and then they also recommended add-on fees. These were things we did not end up going with because we had budgeted based on the originally quoted amount. This has slowed down our implementation phase and meant we were paying for two CRM software for longer than I would have liked.
Read full review

Scalability

Claritysoft

No answers on this topic

Salesforce

I've worked with Salesforce since 2001 in companies ranging from 4 to hundreds of sales people and the system has been able to scale and perhaps more importantly expand (functionally) to the needs of larger organizations. In fact in my previous company, as a provider of a solution that integrated with Salesforce, we had customers that had thousands of sales people using Salesforce.
Read full review

Professional Services

Claritysoft

No answers on this topic

Salesforce

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.
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Return on Investment

Claritysoft

  • Our previous application did not offer the data details that recently became oftenly asked for by our client. This would cause long waits to build out reporting function via a supportive application. With Claritysoft, we have been able to build internally, reports asked for by the client, as well as offer other reports our client had not thought of. It's ROI is continues to grow week to week it seems.
  • The interaction with the Outlook client in our environment has been less than impressive, but that may be indicative of the parameters and not the fault of the application.
  • Setting up accounts, laying permissions and roles, has been a night and day, positive change, compared to our predecessor.
Read full review

Salesforce

  • Companies that either hire consulting expertise or have in-house experts will benefit the most. It can be a powerful tool. Manage it correctly and there will be great benefits.
  • Conversely, if companies don't implement Salesforce.com with a plan, there will be frustration and small if any ROI realized.
Read full review

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