Daylite vs. OmniFocus vs. Salesforce Data 360

Well suited for any size company which needs CRM management. Easy to use. Great for individuals or teams that use Apple products. Daylite and ios expert integration has been key in capturing leads from our website into the Daylite database, plus then if they opt into email marketing, they are entered into the MailChimp database. The web forms also automate the creation of opportunities and are linked with the contacts/companies. Sales Managers with geographical responsibilities can easily filter contacts or projects based on these regions so they only see what they need. Daylite is not appropriate for Windows users.

Incentivized

1) Great for managing your work and personal activities. 2) One of the best implementations of the Getting Things Done method. 3) Not really suited for collaborative work management; OmniFocus is managed on a per-user basis so you can't share/assign tasks.

Incentivized

Great tool for client management, sales tracking, cases studies. Using is as the source of truth for all client communication. Allowing more integration options for cc and ACH payments. Right now the options are limited and only integrate with strict processing capabilities that are not always in the businesses best interest.

Incentivized

• Daylite allows you to link your email so when you email a client it will link to their contact in Daylite and save the communication so anyone on the team can see all the emails that have been sent between the client and our company.
• Daylite allows you to create "opportunities" for the different packages and services we offer. This lets us track where someone is in the process, if they are still thinking about a service, have been sold on it, or are not interested.
• Daylite lets you leave notes on the account that everyone on the team can see. This has been so helpful for our company because it lets us drop helpful notes on personal things about the client that would be good for everyone to know.

Incentivized

• Ease of viewing your projects at a high-level.
• Ease of viewing what tasks need to be done at the present moment and the sorting of those tasks by availability, due date, start date, needed resources, and project.
• The visual interface is really nice to work with, the UX/UI is intelligent and intuitive.
• It's the most extensible software I've used. There is a community of people that publish compatible scripts for Omnifocus at no charge.
• The code is robust and I've almost never had a bug or a glitch that resulted in issues.
• The software syncs in the cloud between MacOS and iOS seamlessly and faster than other To-Do software. The sync aspect is available free of charge.
• The development team at Omnifocus is on top of bugs and they have been adding releases regularly to increase functionality and performance.
• While OmniFocus adheres to the GTD (Getting things done) principles, it can be used in almost any manner and you aren't stuck with just that methodology.

Incentivized

• Allows use to bring external data into Salesforce as zero-copy
• Is able to present data using standard Salesforce reports familiar to our users
• Allows us to establish multiple relationships between our CRM data and the external data to contextualize the imported data.

Incentivized

• The main drawback of Daylite is that it becomes slow on its iOS mobile devices.
• Sometimes I face a lot of retries to log into the account. The mobile app needs a change and needs an upgrade. Apps are lacking in giving appointment reminders on time. Sometimes it does not notify on the right time about the appointment with the client.

Incentivized

• I would really like to see graphic presentations of how I allocate my time, what categories of tasks don't get accomplished, etc.
• I would like to see OmniFocus include Gantt chart functionality, such as allowing me to see how long it took me to accomplish a task from start to finish. Allowing me to actually input time spent, and seeing it on a Gantt chart, would be icing on the cake.

Incentivized

• pricing or costing visibilty, we can't estimate what would be consumption this month and suddenly we get surprised
• CI/CD can be improved, that looks a difficult and hard
• Also sandbox comes with many limitation so very hard to replicate production like environment to test

Incentivized

While we have enjoyed using Daylite, we have been looking into more expanded services that allow us to integrate our technologies further.

Incentivized

Over the past 4 years of use I still haven't found any product that comes close in terms of capability

Incentivized

Easy to use for Mac OS users. Not possible for Windows Users. I will still give a rating of 10, though.

Incentivized

This is a super usable tool to use. I really like the front-end user experiences, which makes using it really clear

Most of the daily use features, are very usr friendly, intuitive, every end user can learn how to manage and operate basic activities such as enter information, send an email, send a campaign, create an email marketing template, run a report on the renewals for the month, open and close a support case, create new account or a new contact, etc

Incentivized

It's been great for us and we have not had any major issues with accessing Daylite when needed

Incentivized

I have not noticed any loading or performance issues specifically with Daylite

Incentivized

The team at Marketcircle has always been good at support and usually quick to respond and usually under 1 hour. Keep up the good work here!

Incentivized

OmniFocus has excellent user forums. They're active as well as mature, since the product has been around for years. I've never needed to actually contact customer support because OmniFocus is popular enough that I've always been able to find an answer in the forums, or in an article, or in a YouTube video.

Incentivized

I was not involved

Incentivized

Daylite provides authentic services and features with excellent programming. I have also collaborated on the Daylite calendar
with Apple Calendar so that I can never leave behind any updates of the
future. Moreover, it keeps on updating its feature for giving better services.

Incentivized

OmniFocus is built for the user with a lot going on - consequently, it does a great job at organizing lots of things in a manageable workload. It's perfect for taking a project and breaking it down into small tasks for yourself or teams. Once you get past the learning curve, it's quick at adding new tasks. Overall, it's an excellent product.

Incentivized

we have evaluated Snowflake, adobe rt-cdp as well. They also offer a very strong capabilities but the Data 360 is more suitable for us because of the same Salesforce ecosystem. The main key factor is without any custom code we were able to include it into our automations. And ofcourse with agentforce already in plans, we had to pick Data 360

Incentivized

Was not involved

Incentivized

Daylite has worked well for our small company trying to get a client base, but as we grow we are wanting more integrations that are unavailable

Incentivized

We did not use professional services

Incentivized

• Daylite has been very helpful for new employees to answer their own questions about contacts/passwords, etc.
• We found the tiny notification bell to be weak, sometimes a project comes in with a tight deadline and we have to double-check and ask an employee if they saw the notification. More time would be saved by just chatting about the project and its expectations.
• A huge benefit is the institutional knowledge that can be had by reading past projects. We've tracked everything, so the history is there.

Incentivized

• OmniFocus keeps our tasks moving forward. Using a free script you can search all your current projects for projects that have no next step assigned to it to ensure nothing falls through the cracks.
• When we serve our clients, the attention to detail we are able to give them comes from accurate tracking of what we need to deliver.
• We complete projects 25% faster than before and we can see where the bottlenecks are immediate. We have also been forced to document tasks in a more concrete manner which allows for better execution.

Incentivized

• Salesforce Data Cloud has a positive impact on me as a realtor because it is easy to generate reports on customer data and see what is needed to be bumped to the next level. We have to earn a certain commission by the end of the year and it makes it easy to see how close you are
• It has a positive impact on keeping track of customers because it is nice to have it all in one place which is a nice time saver
• I like that you can even see customer info from other agents making it nice to compare and try and pass others
• Makes the customers journey smooth sailing because everything is in one place

Incentivized