What users are saying about
21 Ratings
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Top Rated
2549 Ratings
21 Ratings
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Score 8.1 out of 100

Salesforce

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Top Rated
2549 Ratings
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Score 8.3 out of 100

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 | TrustRadius Reviewer

Salesforce

I'd be likely to recommend Salesforce to anyone who has time or resources to develop the system to meet their needs - or to hire that out to another firm. Salesforce is a HUGE tool that comes as a blank slate. and not appropriate for any firm that cannot have a near full time support person or developer.
Jeff Fralick | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Close
8.9
Salesforce
8.3
Customer data management / contact management
Close
8.2
Salesforce
9.0
Workflow management
Close
7.8
Salesforce
8.1
Territory management
Close
8.0
Salesforce
8.1
Opportunity management
Close
9.3
Salesforce
8.7
Integration with email client (e.g., Outlook or Gmail)
Close
9.2
Salesforce
8.2
Contract management
Close
10.0
Salesforce
8.3
Interaction tracking
Close
9.2
Salesforce
8.6
Channel / partner relationship management
Close
9.6
Salesforce
8.0
Quote & order management
Close
Salesforce
7.7

Customer Service & Support

Close
9.4
Salesforce
8.5
Case management
Close
8.5
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
8.1
Lead management
Close
10.0
Salesforce
8.2
Email marketing
Close
10.0
Salesforce
8.1

CRM Project Management

Close
9.3
Salesforce
8.0
Task management
Close
7.8
Salesforce
8.4
Billing and invoicing management
Close
10.0
Salesforce
6.7
Reporting
Close
10.0
Salesforce
8.9

CRM Reporting & Analytics

Close
10.0
Salesforce
8.8
Forecasting
Close
10.0
Salesforce
8.5
Pipeline visualization
Close
10.0
Salesforce
8.9
Customizable reports
Close
10.0
Salesforce
9.1

Customization

Close
9.3
Salesforce
8.7
Custom fields
Close
9.2
Salesforce
8.8
Custom objects
Close
10.0
Salesforce
8.8
Scripting environment
Close
8.5
Salesforce
8.3
API for custom integration
Close
9.2
Salesforce
8.8

Security

Close
8.8
Salesforce
8.8
Single sign-on capability
Close
8.5
Salesforce
8.8
Role-based user permissions
Close
9.1
Salesforce
8.8

Social CRM

Close
10.0
Salesforce
8.1
Social data
Close
10.0
Salesforce
8.2
Social engagement
Close
10.0
Salesforce
8.0

Integrations with 3rd-party Software

Close
9.0
Salesforce
8.3
Marketing automation
Close
9.0
Salesforce
8.5
Compensation management
Close
Salesforce
8.2

Platform

Close
10.0
Salesforce
8.0
Mobile access
Close
10.0
Salesforce
8.0

Pros

Close

  • Organize all contacts with potential leads.
  • Bulk email to simplify communication process.
Anonymous | TrustRadius Reviewer

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 | TrustRadius Reviewer

Cons

Close

  • Make it so one can set the time at which the emails go out.
  • Make it easier to set up my workflow.
Joe Gatto | TrustRadius Reviewer

Salesforce

  • Quick access to report "button(s)" on dashboard. Right now you have to go to the Reports Tab, find the report template and run it. In Sales, we look at the same reports daily, and for individual sales personnel, being able to click 1 button to get to their accounts with the through date always being updated to "today" (so it doesn't have to be selected every single day before running the report) - would be of great help.
Leslie Bradford | TrustRadius Reviewer

Likelihood to Renew

Close

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 10.0
Based on 48 answers
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
John Cupoli | TrustRadius Reviewer

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 | TrustRadius Reviewer

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 | TrustRadius Reviewer

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 | TrustRadius Reviewer

Support Rating

Close

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 6.0
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 | TrustRadius Reviewer

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 | TrustRadius Reviewer

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 | TrustRadius Reviewer

Implementation Rating

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 | TrustRadius Reviewer

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 | TrustRadius Reviewer

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 | TrustRadius Reviewer

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 | TrustRadius Reviewer

Return on Investment

Close

  • Positive - It's much easier now with Close.io to make sure that no deal falls through the cracks. Therefore helping us recover lost revenue.
Ryan McCarty | TrustRadius Reviewer

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 | TrustRadius Reviewer

Screenshots

Pricing Details

Close

General

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

Close Editions & Modules

Edition
Starter$351
Basic$651
Professional$951
BusinessContact for Pricing
  1. per user, monthly
Additional Pricing Details
15% discount on annual pricing

Salesforce

General

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

Salesforce Editions & Modules

Additional Pricing Details

Rating Summary

Add comparison