Dashpivot - By Sitemate vs. Salesforce Experience Cloud

-Great replacement to filling manual forms. Helps digitise the entire process and save loads of time - Can be easily customised to your needs - Very simple and effective user interface - Great team behind Dashpivot. Always available to solve your needs. - Can easily analyse information in the filled forms. Though the analytics can be further improved

For well-suited, this product is great for your external clientele groups that you would not necessarily want to have a high user fee rate for. So basically general public or a group that will be authorized to come in and just do a few things here and there, but you don't necessarily want them access to all of your systems and your data points for groups that it would not be a great use for. I'd say probably your high level internal staff, they're going to be using a lot of the backend functionality automations, evaluating data, managing data, and doing custom inputs. That's just not what's intended for.

Incentivized

• Soooooooo easy to set up and use! So user friendly a monkey could do it.
• Customer support is phenomenal. Phone, email, online chat. Easy to follow instructional videos. No call centre in Thailand.
• I love that you can use pre-filled data. Type up lists once and NEVER have to hand type them again! Just click!
• Tagging! Being able to categorise photos to particular categories for enhanced search functions. Brilliant!
• Fully flexible customisation. All the templates we have created we have had full creative capabilities with. I haven't found anything yet that I wanted to do that couldn't be done. I was even able to add three pages of terms and conditions to a purchase order template.

• Easy to use, just like Salesforce's other products. Many users can sit down and figure it out in no time, and with a little training become power users.
• Fast and secure - Salesforce is a leader in the cloud world so you get consistently fast results and security that is top notch in the industry.
• Accessible from anywhere - if you use cloud CMS already this is a no-brainer, but for those that do in-house CMS still, this is a major difference. Mobile access from anywhere on the planet without a VPN is something you just can't do without the cloud.

Incentivized

• To send the induction template to every sub contractor to fill out and send back to us before entering site. Once we have the basic information we then can do the induction and sign off after completing the induction. Each induction could generate a number and it could form a list of names to a number on a register.
• Site safety audit. If we could carry over a problem to create a list that has to get signed off ones done. That would be very handy.
• Every one of our files generated is to be able to be re detected back on our own business server.

• Unlike other CMS platforms like Wordpress and Adobe Experience Manager, Salesforce does not provide a fully featured editor with a drag-and-drop design tool.
• Our content creators and marketing team often struggle with permissions and how to distribute content across different experience cloud sites.
• Also, there is no side-to-side comparison view for content editors to update the content easily.

Incentivized

I could NEVER go back to life before Dashpivot.

Renewal exercise is already underway. Platform is to ubiquitous to not leverage, especially at a Fortune 50 firm

Incentivized

It is so simple. I put off getting an online system for sooooo long because I dreaded the thought of getting a new system, having to set it all up and having to teach everyone how to use it. I also envisaged me being the port of call every time it stopped working or people didn't know what they were doing. I now wish I had done it a long time ago. The set up was so basic. I had 45 minutes of training over the phone in front of my PC and I was set to go! By the end of the day, I had already gone from "I'm just going to start off with Site Diaries and implement everything else gradually" to "this is bloody amazing, everything is now on Dashpivot and everyone is using it!" We converted our entire site and internal systems over to Dahpivot by Site Mate in the space of a day! True story.

Strengths: - Intuitive for Salesforce Users – If you’re already working within the Salesforce ecosystem, the Salesforce CMS is easy to navigate, with a clean UI, drag-and-drop content management, and reusable assets for quick updates. - Seamless Integration – Since it connects natively with Experience Cloud, Marketing Cloud, and CRM, it allows for efficient multi-channel content distribution without needing extra third-party tools. - AI-Powered Personalization – The ability to deliver dynamic content based on user profiles and engagement data is a huge plus, making content delivery more relevant and impactful. Challenges: - Learning Curve for New Users – If you're not already familiar with Salesforce, the interface can feel overwhelming, requiring training to fully leverage all features. - Limited Customization & Workflow Automation – While it works well for structured content, advanced approval workflows and deep editorial customization are limited compared to enterprise CMS platforms like Adobe Experience Manager. - Media & Design Limitations – Salesforce CMS is not as robust for managing rich media-heavy content, which can be frustrating for teams needing more flexibility in multimedia presentation.

Incentivized

Again, since we provide and recommend solutions, I can't speak to every client's individual experience, but can offer general reflections as to keep their collaborations private, that they are satisfied with the experience. We hear a lot about how this system helps to encourage collaborations between their own business partners, customers, and internal members, and enables quality integrations with other products that help drive revenue.

Incentivized

At the beginning of my use of the phone application, it did not support the Arabic language I contacted customer service and my request was taken seriously, and within a short period of time, a phone application was updatet to support the Arabic language

Although support from Salesforce itself can be quite unresponsive sometimes, the community hub is incredibly helpful. The large user base of Salesforce products contribute to troubleshooting and the forums are a powerful tool for finding solutions and possible bugs and response times can be quite fast compared to your regular support channels.

Incentivized

Implementation was super easy and dare I say fun! I thoroughly enjoyed the implementation process. We all got excited coming up with suggestions and ideas for what we could implement next.

Some onsite audit tools are hard to use, they do not transfer well to a mobile platform. Dashpivot is easy to read and use on any mobile device. Additionally other platforms make the document build cumbersome, DashPivot is simple and easy to develop or copy new tools.

Salesforce Experience Cloud was selected due to its tight integration with our existing Salesforce CRM platform. Customization of the portal was much, much simpler compared to Sharepoint - especially with role-based security parameters that are ultimately inherited based on attributes within the Salesforce CRM platform. Salesforce Experience Cloud was a natural fit for this customer-facing purpose.

Incentivized

• Dashpivot helps keep track of the resources and finances being used in a project making it easy for us to make well-informed decisions.
• It usually would take a day to get the report to the Project Engineer, but with the Dashpivot the reports are almost instant with a good internet connection.

• Time savings for our customer success team - no need to continually follow up on tickets as customers have access to see status themselves
• In the future, it will also allow us to create more impactful knowledge articles that will increase self-service over ticket creation

Incentivized