ClickUp is an all-in-one productivity platform. It’s a hub where teams can come together to plan, organize, and collaborate on work using tasks, Docs, Chat, Goals, and Whiteboard. Customized with just a few clicks, ClickUp helps teams of all types and sizes deliver work more effectively, to boost productivity to new heights. ClickUp aims to make the world more productive by removing friction caused by using many different applications. The platform boasts millions…
$0
per month per seat
Salesforce Sales Cloud
Score 8.4 out of 10
N/A
Salesforce Sales Cloud is a platform for sales with a community of Sellers, Sales Leaders, and Sales Operations, who use the solution to grow sales and increase productivity. The AI CRM for Sales features data built right in, so that companies can sell faster, sell smarter and sell efficiently. Salesforce Sales Cloud is used for, and supports: Buyer Engagement Sales Engagement Enablement Sales AI Sales Analytics Team…
We have used clickup over Jira beacuse we have documented all the domain details as per topic and it was easy to manage in the clickup. Also, we are able to manage milestones in clickup very easily. UI for labels is far better in clickup then Jira. That's why we used clickup …
ClickUp far outclasses MS Project in its collaborative features, its ease of use and engaging user interface. Its uncomplicated approach makes it accessible to anyone.
For smaller organizations it's my #1! For larger and more complex user needs I generally lean towards Salesforce. But overall and even for personal use I recommend ClickUp. The fact they are always trying to improve their platform and offerings gives them leg up in my books. I …
After an exhaustive search for the right program/app, ClickUp's fully customizable functionality was the reason that we chose the app. Because the needs of sales operations to track product, sales, customer service tickets, and other varied duties; having a generic set-up was …
Verified User
Manager
Chose ClickUp
ClickUp is cleaner, easier to use, has more functionality and a deeper hierarchy. ClickUp is seamless, intuitive, and beautiful - we wouldn't have been able to achieve what we have if we were using Asana.
If you can do it in Asana, you can do it in ClickUp (and you can do more …
Verified User
Manager
Chose ClickUp
I selected ClickUp because it's a very easy process to get started with. It's intuitive and you can be up and running in no time at all. I have found other product management software to be more confusing and less user friendly. The free piece is also a great way to get started.
Cost is a huge factor in choosing ClickUp over its competitors. Adaption and the amount of features that are baked into the product are another driving factor for why I'd pick it over it's competitors. ClickUp's strength comes from its battery of features and out-of-the-box …
ClickUp has a really nice UI and seems to be committed to making the software better. the Docs functionality was also a huge benefit for our organization. The pricing was also far more competitive than Asana or monday.com. However, I'm hoping the ongoing glitches are resolved …
Though I have plenty of ideas about how ClickUp could continue to improve, it's still the best platform I've ever used. Podio was one of my other favorites but its advanced features were off on a totally different platform so you'd have to leave Podio to go to Globiflow - it …
ClickUp is the better choice over Asana and Aha! It has better visual appeal and reporting features. We switched from Asana and are very pleased with our decision. ClickUp's mobile app makes it easy to track projects on the Go, and it has a great user interface. ClickUp is …
We used Capsule CRM when the business started. It was a great tool for a small business, but as our customer base and sales team grew, we wanted to glean insights quicker, manage customers better and to do so without the use of spreadsheets. Salesforce Sales Cloud with its …
HubSpot, Zoho, and Freshworks are options that we have considered in the past over Salesforce. The reason we haven't pulled the trigger on another CRM is due to the time investment to really know how a different system could work for us and because of how much information and …
ClickUp is fantastic for a company that has a strong emphasis on execution and project management. ClickUp feature set is amongst one of the strongest in the industry. As a software business, we require this sort of feature set for things like sprints, GANTT, agile and much more. ClickUp can be daunting for companies that are looking for basic project management without the bells and whistles. There are other project management providers that have a much simpler platform. If you are a fast growing dynamic tech company I really don't see another option that rivals ClickUp
Sales Cloud is very well suited for the daily leads and opportunity pipeline management as well as user management. Sales process automation are very helpful for repetitive tasks. It integrates well with other platforms. It's easy to customize and report on data. Sales Cloud can be pricey so is only open to larger org's that need complex CRM. User adoption is slow to any new users that have no prior experience.
Logging notes: SF makes it easy to log notes in the timeline or static notes that live in an easy-to-see spot for longevity.
Logging activities: It's easy to post a call, text, email, etc.
API data: Once connected, SF is critical to automation, such as website activity, login activity, pages visited, etc., which saves the Customer Success side time in understanding account activity.
Custom fields: you can add custom fields to really personalize your experience. We use quite a few and it's brilliant.
I have hard-coded the auto-update of the phone number format and state format from some codes shared by the community, but I do not know where to do it. I cannot reset it either.
It is unclear what functionalities each version has. We use the enterprise version, and it seems we can only have one design of the pipeline. But different business segments would have very different sales cycles, and hence, pipeline tracking would be different. It would be nice to have this available in our version.
It seems I cannot create a report to pull notes logged at the account levels.
We're very pleased with how the system works in general. For over a year we've barely ever had any problems with ClickUp and there might have only been one or two times when it wasn't operational for us due to a global emergency. Moreover, when we had a problem once with renewing our licenses we've been contacted directly by our account manager and taken care of in a very professional way (with a due refund as well). The exceptional customer service makes us firmly believe that ClickUp is just the right tool for us.
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.
Far easier to use than any other PM tool. ClickUp is incredibly intuitive and had us saving time and energy within the first week of implementation. In my opinion, PM software should make it easier to focus on the deliverables - it shouldn't take all your time and energy to learn how to use the tool in the first place. ClickUp is a user-friendly tool that actually helps us focus on what's important.
Salesforce has been designed on the basis of "Clicks, not code". So anyone willing to learn the Salesforce user interface (which is quite good as far as management software platforms go) is able to become a Salesforce user or even a Salesforce administrator. You don't have to know coding language to work in the Salesforce environment. Also, Salesforce has one of the best software training resources (Trailhead) that I have ever encountered. It is free to all, easy to use, and most importantly it is interactive. No scrolling through endless text in a user manual. There are hands-on modules and related videos interlaced and through it all you earn points and badges to display your level of learning.
For over a year ClickUp was unavailable to us just twice for a couple of hours. I would say for a system this big and working globally that was a minor issue. They managed to fix all the issues within a couple hours and then it was back up and running perfectly fine.
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.
I understand that it's a beast and does a lot of things, which is probably why it's laggy. But I do find it takes longer than I'd like to load, and if I am sending a complex document to a client or team member they aren't quite sure if they're getting the right thing at first. This is actually a pretty significant problem - my biggest beef with ClickUp.
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
ClickUp support is incredible! They respond quickly with any questions about my issue, provide a timeline, and elaborate on how they will solve my problem. They are incredibly respectful and accommodating. Whenever I run into an issue, I know that ClickUp support will be happy to answer any questions and help my team out. When I start a support ticket, I know that I won't be getting sent article recommendations, I will be speaking to their customer support team immediately
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
There are multiple guides on literally all of the functions you can find within the system, therefore it's easy to learn anything you'd really like to use, starting from project and people management, down to Gantts, mind maps, time tracking, inviting Clients as guests to work with you on the projects and so much more.
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
Using ClickUp is fairly easy. There are multiple guides on how to use all of the functions in the system. An organization wanting to start working with ClickUp should simply try it out and see how it would like to adapt its workflow to the possibilities the system gives the users.
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.
They are all very similar, but ClickUp was easier to use. The UX design is great, everything falls into place. I didn’t have to train anyone from the team on how to use it. They easily understood how it works. It’s simple, clear and straightforward. Every move you make, it’s actually what you expect it to do.
Salesforce Sales cloud is well integrated with a lot of other marketing and sales technology SAAS products that we use within our business, which is a big part of why I enjoy using it. Compared to NetSuite, it is a lot more user friendly, a modern platform that provides better visual understanding of sales pipeline and contains more useful data across the customer journey.
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.
Scaling with ClickUp is superb. If you create a workflow best suited for your organization then it's all about creating new accounts and teaching the new employees the workflow you're using. It's that simple. There is no black magic when it comes to Clickup.
I don't think there is a limit to Sales Cloud's scalability; at least, I haven't encountered one or heard of one. My data is not enormous, so perhaps some companies might encounter lags, but nothing from my end. I think I'll be able to use Sales Cloud from now until infinity.
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.
ClickUp has had a positive impact since it has allowed the Global Operations Department to have a consistent collaboration by having this app as a repository of Projects and Programs, which has enabled a faster synchronization and stronger collaboration to better allocate resources.
A positive impact is a faster and clearer prioritization process for the executives since this app allows you to have a full picture of what's going on across the board.
All tools we've implemented with Salesforce had a pretty quick positive ROI with the exception of CPQ & Billing. That was a very large project that I would only suggest for businesses with many SKUs that tend to be packaged together.
