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13 Ratings
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Top Rated
2362 Ratings
13 Ratings
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Score 8.9 out of 101

Salesforce

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Top Rated
2362 Ratings
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Score 8.2 out of 101

Likelihood to Recommend

Close

Close.io is well suited for a sales organization who wants to track leads, make sure none slip through the cracks, move them into opportunities as discussions progress, and close new business. The simplicity of the platform is part of why it's powerful - it's full feature set can be easily understood and leveraged by even those without much training on the system. I'm not sure where Close.io would be less appropriate...
Erik Zahnlecker profile photo

Salesforce

The Salesforce App is ideal for tracking status of opportunities, being able to access already entered contacts and their relevant information, keeping track of conversations and details for a refresher as well as mapping information. Due to the nature of sales and the many meetings to keep track of, I was entering "notes" from my meetings upon returning to my vehicle before heading to the next appointment, which was of extreme value. It allowed my to clear my thoughts before my next meeting.It is less appropriate for entering accounts, contacts and so forth. This is all easier executed with a regular computer in my experience.
Leslie Bradford profile photo

Feature Rating Comparison

Sales Force Automation

Close
9.2
Salesforce
8.3
Customer data management / contact management
Close
8.4
Salesforce
8.9
Workflow management
Close
9.0
Salesforce
8.1
Territory management
Close
8.0
Salesforce
8.0
Opportunity management
Close
9.2
Salesforce
8.7
Integration with email client (e.g., Outlook or Gmail)
Close
9.6
Salesforce
8.2
Contract management
Close
10.0
Salesforce
8.1
Interaction tracking
Close
9.6
Salesforce
8.7
Channel / partner relationship management
Close
9.6
Salesforce
7.8
Quote & order management
Close
Salesforce
7.7

Customer Service & Support

Close
9.9
Salesforce
8.5
Case management
Close
10.0
Salesforce
9.0
Call center management
Close
9.6
Salesforce
8.4
Help desk management
Close
10.0
Salesforce
8.3

Marketing Automation

Close
10.0
Salesforce
7.8
Lead management
Close
10.0
Salesforce
8.0
Email marketing
Close
10.0
Salesforce
7.7

CRM Project Management

Close
10.0
Salesforce
7.9
Task management
Close
10.0
Salesforce
8.3
Billing and invoicing management
Close
10.0
Salesforce
6.7
Reporting
Close
10.0
Salesforce
8.6

CRM Reporting & Analytics

Close
10.0
Salesforce
8.6
Forecasting
Close
10.0
Salesforce
8.3
Pipeline visualization
Close
10.0
Salesforce
8.8
Customizable reports
Close
10.0
Salesforce
8.9

Customization

Close
9.8
Salesforce
8.4
Custom fields
Close
9.6
Salesforce
8.6
Custom objects
Close
10.0
Salesforce
8.6
Scripting environment
Close
10.0
Salesforce
8.2
API for custom integration
Close
9.6
Salesforce
8.4

Security

Close
9.5
Salesforce
8.8
Single sign-on capability
Close
10.0
Salesforce
8.7
Role-based user permissions
Close
9.1
Salesforce
8.9

Social CRM

Close
10.0
Salesforce
7.7
Social data
Close
10.0
Salesforce
7.8
Social engagement
Close
10.0
Salesforce
7.5

Integrations with 3rd-party Software

Close
9.0
Salesforce
8.3
Marketing automation
Close
9.0
Salesforce
8.6
Compensation management
Close
Salesforce
8.0

Platform

Close
10.0
Salesforce
7.4
Mobile access
Close
10.0
Salesforce
7.4

Pros

Close

  • You can search for prospects by your activity & notes.
  • It helps automate the follow up process.
  • It ties cold emailing into a powerful CRM all in one portal.
Joe Gatto profile photo

Salesforce

  • Salesforce nails the reporting suite. It's so robust and refined, that it makes my job 10 times more efficient.
  • Task and recurring meetings. I love logging in everyday and knowing exactly what I have lined up for the day, or at least an idea of it. This helps me organize my calendar.
  • Notes, emails, plugins. I love being able to take notes directly into the Account/Opportunity, and then in turn send emails directly to the client from there as well. Also, if i'm in my work email, and I email a client directly, I can then easily attach said email into my Salesforce account via one easy click.
John Hilburn profile photo

Cons

Close

  • Minor bugs? - Sometime when I'm replying to an account it attempts to send the email as a different user. Thankfully I've only missed it when sending internal emails!
Ryan McCarty profile photo

Salesforce

  • It is a very intimidating platform to new users. It's not at all intuitive or user friendly and definitely requires some training and help.
  • No customer service. If you only pay for the basic license good luck figuring out problems as customer service just refers you to the community boards to search for it there.
John Cupoli profile photo

Likelihood to Renew

Close

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 10.0
Based on 48 answers
Cloud based and future looking - Salesforce has either set or kept pace with the latest in technology. At least two major feature releases a year allow an organization to keep up with the latest changes. Mobile and the release of their new analytics platform are just two examples of how Salesforce continues to innovate.
Benjamin Barniskis profile photo

Usability

Close

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 7.5
Based on 36 answers
Salesforce is like a bucket of legos. Everyone gets the same bucket, but can build anything you want out of it. I've worked on Salesforce instances for: construction, non-profits, job training, music industries, medical insurance, medical billing, paid parking, and international medical diagnostic companies.
Kyle Dugger profile photo

Reliability and Availability

Close

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 9.8
Based on 27 answers
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
Rob Gottschalk profile photo

Performance

Close

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 9.0
Based on 18 answers
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
Rob Gottschalk profile photo

Support

Close

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 5.9
Based on 32 answers
Since we do not pay for Premier Support, the agreed upon response times are still pretty good. It is a little ridiculous that you should need to pay tens of thousands of dollars for their best support options and training.
Brent Booth profile photo

In-Person Training

Close

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 7.9
Based on 11 answers
All instructors are Salesforce certified. If you have done any type of customization, then it probably makes more sense to use the consulting partner who implemented your instance of Salesforce for training
Rob Gottschalk profile photo

Online Training

Close

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 9.1
Based on 15 answers
The quality of Salesforce's standard online training is high, but limited by nature as to what it covers.
Here are some common online courses -
Getting Started: Navigating Salesforce
Getting Started: Using the Sales Cloud
Getting Started: Administering Salesforce
Getting Started with Reports and Dashboards
Social Media Goes to Work: Chatter
Securing your Salesforce Organization
Getting Started with Data.com
Getting Started with Force.com Pages (Visualforce)
Writing Secure Applications on Force.com
Rob Gottschalk profile photo

Implementation

Close

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 9.4
Based on 16 answers
Executive involvement is critical. Make sure you have a good handle on the metrics you would like to ultimately manage. Work as a team to document your business requirements. Whiteboard often. Understand Salesforce's best practice capabilities.

Have a central person identified to handle all report and analysis requests (ie - don't allow multiple people to create reports; have one person create reports and distribute them to decision makers via the Salesforce dashboard or whatever form). Make sure you understand critical dates and develop the project plan accordingly
Rob Gottschalk profile photo

Alternatives Considered

Close

Close.io strikes an important balance between power (features / functionality) and simplicity, making it an enjoyable and powerful platform to use. It's also priced favorably to Salesforce
Erik Zahnlecker profile photo

Salesforce

Salesforce is head and shoulders above any other CRM available on the market. It integrates with Gmail and almost any other third-party tool that your company plans to use, making it the most robust and integrated tool available.
Zach Ettelman profile photo

Scalability

Close

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 10.0
Based on 2 answers
Salesforce has the unique ability to scale to new products and offerings quickly growing with your enterprise.
Todd Duclos profile photo

Return on Investment

Close

  • I can search by my notes & activity, which saves a lot of time.
Joe Gatto profile photo

Salesforce

  • Salesforce.com has contributed to a more efficient overall organization in particular lowering cycle times required by technology in the field and in finance.
  • Salesforce.com has played a large part in a formidable increase in our sales close rate.
  • Salesforce.com has dramatically increased our insight into our business.
Irene Chivily Von Toussaint profile photo

Pricing Details

Close

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Salesforce

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

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