What users are saying about
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Top Rated
2609 Ratings
15 Ratings
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Score 8.9 out of 100

Salesforce

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Top Rated
2609 Ratings
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Score 8.3 out of 100

Likelihood to Recommend

Contactually, by Compass

Contactually is a very powerful CRM, even though it is extremely simple to use. It is very intuitive and fun to use! Their templates for nurturing and follow-up are phenomenal, so if you have a sales cycle, this is the tool for you. I even use it to keep track of family and acquaintances' interactions, as Contactually can alert me when it's been 30 days since the last time I talked to person A. The only reason I don't give it a 10 is because price has been going up in recent years.
Barbara Carneiro | 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

Contactually, by Compass
8.8
Salesforce
8.3
Customer data management / contact management
Contactually, by Compass
9.8
Salesforce
9.1
Workflow management
Contactually, by Compass
9.5
Salesforce
8.1
Territory management
Contactually, by Compass
8.9
Salesforce
8.1
Opportunity management
Contactually, by Compass
9.4
Salesforce
8.8
Integration with email client (e.g., Outlook or Gmail)
Contactually, by Compass
9.8
Salesforce
8.3
Contract management
Contactually, by Compass
6.0
Salesforce
8.4
Quote & order management
Contactually, by Compass
6.0
Salesforce
7.7
Interaction tracking
Contactually, by Compass
9.8
Salesforce
8.6
Channel / partner relationship management
Contactually, by Compass
9.8
Salesforce
8.0

Customer Service & Support

Contactually, by Compass
9.1
Salesforce
8.5
Case management
Contactually, by Compass
9.7
Salesforce
9.0
Call center management
Contactually, by Compass
8.0
Salesforce
8.4
Help desk management
Contactually, by Compass
9.7
Salesforce
8.3

Marketing Automation

Contactually, by Compass
9.7
Salesforce
8.2
Lead management
Contactually, by Compass
9.8
Salesforce
8.3
Email marketing
Contactually, by Compass
9.5
Salesforce
8.1

CRM Project Management

Contactually, by Compass
6.3
Salesforce
8.0
Task management
Contactually, by Compass
7.0
Salesforce
8.4
Billing and invoicing management
Contactually, by Compass
5.0
Salesforce
6.7
Reporting
Contactually, by Compass
7.0
Salesforce
8.8

CRM Reporting & Analytics

Contactually, by Compass
7.0
Salesforce
8.8
Forecasting
Contactually, by Compass
7.0
Salesforce
8.5
Pipeline visualization
Contactually, by Compass
7.0
Salesforce
8.9
Customizable reports
Contactually, by Compass
7.0
Salesforce
9.1

Customization

Contactually, by Compass
7.0
Salesforce
8.7
Custom fields
Contactually, by Compass
7.0
Salesforce
8.7
Custom objects
Contactually, by Compass
7.0
Salesforce
8.8
Scripting environment
Contactually, by Compass
7.0
Salesforce
8.3
API for custom integration
Contactually, by Compass
7.0
Salesforce
8.8

Security

Contactually, by Compass
7.5
Salesforce
8.9
Single sign-on capability
Contactually, by Compass
9.0
Salesforce
8.9
Role-based user permissions
Contactually, by Compass
6.0
Salesforce
8.9

Social CRM

Contactually, by Compass
8.4
Salesforce
8.2
Social data
Contactually, by Compass
9.8
Salesforce
8.3
Social engagement
Contactually, by Compass
7.0
Salesforce
8.1

Integrations with 3rd-party Software

Contactually, by Compass
9.8
Salesforce
8.3
Marketing automation
Contactually, by Compass
9.8
Salesforce
8.5
Compensation management
Contactually, by Compass
Salesforce
8.2

Platform

Contactually, by Compass
9.4
Salesforce
8.0
Mobile access
Contactually, by Compass
9.4
Salesforce
8.0

Pros

Contactually, by Compass

  • The get connected prompts is a very useful feature.
  • Good data consolidation picked up from a variety of sources.
  • Once added, the contact profiles are updated regularly with how the contacts' LinkedIn profile would change.
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

Contactually, by Compass

  • Pipeline functions. It's pretty bare minimum right now.
  • Capturing text and phone calls outside the app. It's hard to remember to initiate both from the app.
  • Calendar function. You should be able to edit the calendar in Contactually and it would sync with your Google calendar.
Leilani Chin | 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

Contactually, by Compass

Contactually, by Compass 1.0
Based on 1 answer
Just doesn't provide the sophistication that I seek. It's a simple solution with some innovation automation relatively speaking, but ideal for individuals and small businesses with basic CRM needs.
Anonymous | TrustRadius Reviewer

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

Contactually, by Compass

Contactually, by Compass 7.0
Based on 1 answer
Easy to use, does not require a strong technical background at all.
Anonymous | TrustRadius Reviewer

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

Contactually, by Compass

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

Contactually, by Compass

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

Contactually, by Compass

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

Contactually, by Compass

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

Contactually, by Compass

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

Contactually, by Compass

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

Contactually, by Compass

It seemed to have everything that I wanted and wasn't too expensive.
Leilani Chin | 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

Contactually, by Compass

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

Contactually, by Compass

  • It's had a very positive impact in building and maintaining my relationships. The ROI has been positive as an affordable and user-friendly CRM.
Sabrina Marshall-Wojtewicz | 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

Contactually, by Compass

General

Free Trial
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

Rating Summary

Likelihood to Recommend

Contactually, by Compass
9.0
Salesforce
8.5

Likelihood to Renew

Contactually, by Compass
1.0
Salesforce
10.0

Usability

Contactually, by Compass
7.0
Salesforce
7.5

Reliability and Availability

Contactually, by Compass
Salesforce
9.8

Performance

Contactually, by Compass
Salesforce
9.0

Support Rating

Contactually, by Compass
Salesforce
6.0

In-Person Training

Contactually, by Compass
Salesforce
7.9

Online Training

Contactually, by Compass
Salesforce
9.1

Implementation Rating

Contactually, by Compass
Salesforce
9.4

Scalability

Contactually, by Compass
Salesforce
10.0

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