Claris' FileMaker is presented as a Workplace Innovation Platform, and is used to create a custom app. Manual processes can be automated with Claris FileMaker Pro, and apps can be created to manage contacts, track inventory, organize projects, etc.
$21
per month per user
Salesforce Sales Cloud
Score 8.4 out of 10
N/A
Salesforce Sales Cloud is a platform for sales with a community of Sellers, Sales Leaders, and Sales Operations, who use the solution to grow sales and increase productivity. The AI CRM for Sales features data built right in, so that companies can sell faster, sell smarter and sell efficiently. Salesforce Sales Cloud is used for, and supports: Buyer Engagement Sales Engagement Enablement Sales AI Sales Analytics Team…
We worked with another company who used Salesforce and had to become proficient at it for a short time. The order entry was so laborious and the system sooo inflexible I could never use it day to day. There were just so many limitations. However the ease of access by way of any …
If your company is really small, I can understand the need for a product like this. However, I would go for MS Access... FileMaker Pro can not be integrated with other systems (like MS Access can at least be handled by C# for instance, and can be integrated with MS Excel or even SQL server). I'm really not sure in what scenario one would choose for FileMaker Pro. If your application or company grows bigger, you're going to have a problem to move to another environment. Also, the fact that only one person can work with the backend at any given time is a problem in a somewhat larger company.
Sales Cloud is very well suited for the daily leads and opportunity pipeline management as well as user management. Sales process automation are very helpful for repetitive tasks. It integrates well with other platforms. It's easy to customize and report on data. Sales Cloud can be pricey so is only open to larger org's that need complex CRM. User adoption is slow to any new users that have no prior experience.
The relational database management system makes the program highly customizable to fit the needs of any product. You can add a ton of information to each record and update your inventory on a regular basis with an Excel import or manually inside of the record. It has the capability to incorporate barcoding, which can manage your available inventory with ease.
The scripting language allows FileMaker to automatically calculate complex algorithms automatically or generate report outs with the click of a button. This allows for greater UI, especially with active users who are not familiar with writing code. Almost all of our internal data is linked to the FileMaker database
The server license allows many users to update the database in real time, which is handy if your inventory is constantly changing. We have users with Macs, PCs, iPhones and handheld tablets linked to our FileMaker database and they are updating the information constantly throughout the day.
If you invest some time into formatting and scripting the database, there is a high ease of use for users without knowledge of any programming or FileMaker itself.
Logging notes: SF makes it easy to log notes in the timeline or static notes that live in an easy-to-see spot for longevity.
Logging activities: It's easy to post a call, text, email, etc.
API data: Once connected, SF is critical to automation, such as website activity, login activity, pages visited, etc., which saves the Customer Success side time in understanding account activity.
Custom fields: you can add custom fields to really personalize your experience. We use quite a few and it's brilliant.
Developer features need to be beefed up - namely adding the ability to search code for a phrase or keyword and the ability to do the same in the "relationship graph" in the database.
Add ability for users to edit the same table record at the same time by version control.
Allow Filemaker Server to use more than 1 core; currently multi-processing is not supported and it can be tricky to find just the right server to support the application you've built to the fullest capacity.
I have hard-coded the auto-update of the phone number format and state format from some codes shared by the community, but I do not know where to do it. I cannot reset it either.
It is unclear what functionalities each version has. We use the enterprise version, and it seems we can only have one design of the pipeline. But different business segments would have very different sales cycles, and hence, pipeline tracking would be different. It would be nice to have this available in our version.
It seems I cannot create a report to pull notes logged at the account levels.
It it not really up to me but my opinion does have some weight in the decision and the reason I would renew my use FileMaker Pro 8.5 is because I am finally getting used to it! Now that I have been working with the program, tasks have become quicker and projects are getting done faster. File Maker Pro 8.5 really is a versatile tool and I think we are just scratching the surface with it's abilities.
There are days when I wish we hadn't switched, but I know that if we put in the time, we will get to where we want to be with the software and that it has many more capabilities than anything else we looked at. However, the amount of time and onboarding we need to do is also far greater than we realized/were told when we originally bought the product. They told us we should hire onboarding support, but at the end, after we had already reached our budget maximum for this, so it's been slower than we had hoped.
The usability rating I'm providing is for the development interface - the usability of the application you build is relative to how much effort is put into the application. Filemaker needs to roll out some features that are "modern" sooner rather than later. They do roll out new features every year, but at a slow pace. We generally get 1 new TRULY useful feature every year. They need to step it up some!
Salesforce has been designed on the basis of "Clicks, not code". So anyone willing to learn the Salesforce user interface (which is quite good as far as management software platforms go) is able to become a Salesforce user or even a Salesforce administrator. You don't have to know coding language to work in the Salesforce environment. Also, Salesforce has one of the best software training resources (Trailhead) that I have ever encountered. It is free to all, easy to use, and most importantly it is interactive. No scrolling through endless text in a user manual. There are hands-on modules and related videos interlaced and through it all you earn points and badges to display your level of learning.
Salesforce is always available securely from any internet-capable device anywhere in the world, UNLESS you choose to set security measures so that ONLY trusted IP ranges may access the system at certain times of the day. It's all about choice and flexibility with Salesforce products.
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
The forums are great with lots of helpful experts and the staff monitor them to provide help where needed. There have been a couple of unique technical issues I've had to deal with that I haven't been able to get resolved so I chose to score this a 9 instead of a 10.
The overall support has been good. More and more features are being released quite frequently. Very small features are also making big difference in how the tool can be adapted and used better. If there is anything we need or are stuck, the support team sets up a call and helps in resolving the issue/provides workarounds.
I attended two training sessions. I would rate them a 4 as an advanced user. It was very basic – great for someone new – would give 8+ for new person.
I had 3 years of experience at the time. I skipped basic and went onto advanced and still not helpful. A lot of it was best practices that didn’t feel relevant for our business
I have gone through multiple. The content that’s delivered is quite basic – I wish they had more advanced training.
We are grandfathered into premium support plus training. We get unlimited access to instructor led and online training for free. We have taken advantage of this
Suggest you use an iterative R.A.D. or AGILE development approach. (i.e. rather than writing a gigantic spec for a system, then building it). FileMaker facilitates quick prototypes. Developing an example, then allowing users to "try it out" is a snap.
Just from an organizational standpoint - we standardized our data prior to moving to Salesforce. But we essentially standardized it wrong. That's created a big disgusting mess for us know that I'll have to deal with as the Admin. Be sure you think through use cases prior to doing something like that - seek outside opinions on how the data will work best, especially depending on what else you're going to integrate with Salesforce.
FileMaker is still the quickest way to go from zero to having a minimum viable working solution. Simple solutions can be built in as little as a afternoon of development. It is the only tool I am aware of which allows tech savy end users with domain knowledge to build bespoke apps for their businesses without undertaking professional software development training.
Salesforce Sales cloud is well integrated with a lot of other marketing and sales technology SAAS products that we use within our business, which is a big part of why I enjoy using it. Compared to NetSuite, it is a lot more user friendly, a modern platform that provides better visual understanding of sales pipeline and contains more useful data across the customer journey.
Salesforce is the most widely used CRM system. Professionalism tends to increase when things go wrong for market leaders. Salesforce considers us as users because they own the market. Having all of our data in one place and all of our teams working within Salesforce. Anyone who uses Salesforce is impacted by it, even if they don't.
I don't think there is a limit to Sales Cloud's scalability; at least, I haven't encountered one or heard of one. My data is not enormous, so perhaps some companies might encounter lags, but nothing from my end. I think I'll be able to use Sales Cloud from now until infinity.
Using Salesforce.com has made my daily routines more efficient and simplified the manual tasks I had to perform independently. I can now access data from any device, online or offline, and provide better guidance to my team about the forecasts provided by the built-in artificial intelligence (AI). A chat with a Salesforce support specialist would be great. The knowledge base has a community forum where Salesforce users can ask questions and learn more about the product.
We are a more agile company because of FileMaker. A few of us who are tech-savvy enough to manage the database (but are not professional developers) can make needed adjustments to our database without having to employ an in-house developer or contract with a 3rd party. As our business processes evolve and change, it's easy to update the database to accommodate those changes.
All tools we've implemented with Salesforce had a pretty quick positive ROI with the exception of CPQ & Billing. That was a very large project that I would only suggest for businesses with many SKUs that tend to be packaged together.
