Connections from HCL Technologies (formerly from IBM, acquired by HCL in 2018) is a collaboration tool and employee digital workspace with key features like social analytics, blogs, document management, and a social network.
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Agentforce Sales
Score8.8 out of 10
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Salesforce' Agentforce Sales (formerly Salesforce Sales Cloud) is the company's flagship CRM platform. The AI CRM for Sales features data built right in.
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IBM Connections is well suited for larger organizations that need an internal social networking tool and are willing to deal with IBM and the complexity of the software. It is less appropriate for smaller organizations and those who don't want to deal with the complexity, or IBM's awful customer service and prices.
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Obviously, for any business, there are two main areas to focus on — the sales path and the service path. Sales Cloud wouldn’t be suited for a company that’s primarily into support services. For those kinds of companies, Salesforce has a different product — Service Cloud. So, for anyone in the support or service space, Sales Cloud isn’t the right fit.
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The plugin for MS Office/Explorer has made saving and sharing working documents extremely convenient for me and my close colleagues
The newsfeed feature conveniently aggregates updates from the communities/people you follow. It's nice not to have to jump from community to community to see what's going on in the organization
The various apps can be used for several purposes. A little creativity goes a long way when establishing what type of information the apps can be useful for communicating
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The customizations - We have an organization that operates differently from most companies, so we’ve had to implement quite a few customizations — and Salesforce allows us to do that quite quickly. Most of the time, delays come from dependencies on other internal parties rather than the system itself.
From my perspective as a consultant, one of the biggest advantages is that everything is in Salesforce — all the details, all in one place. The ability to customize it easily is a big plus; there’s really a lot you can do with it.
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The lack of a note-taking tool became a bigger and bigger issue as time went on. Our pilot users felt Connections was a natural place to take and share meeting notes – including photos, drawings, recorded audio, etc. – and were always frustrated that there was no easy, organized way to do that. We tried using a Blog, Wiki, etc. but nothing really resonated as a good solution for this.
The Wiki tool is weak, providing rigid structure but with few options. A Community can only have a single Wiki, for instance. Wikis are weak in the mobile app as well; they’re not even easy to navigate. Users ended up ignoring Wikis completely despite our efforts to get them to convert documents like guidelines, policies, procedures, handbooks, etc. into Wiki form.
The Windows Explorer plug-in was useful but required a lot of manual intervention to setup. For instance, once a user joins a Community in Connections, the Community also has to be manually added to the Explorer plug-in so the user can find, open and edit files with it. We felt this process should be much more automated.
Tagging is only relevant in the web UI and, to a lesser extent, in the mobile app. However, in the Windows Explorer plug-in, Tags are not usable at all making it difficult to find things that were easy to find in the web UI.
IBM Docs was not included in the on-premises deployment; it was an additional license so we did not test it. Documents, mainly Microsoft Office files, are still the single most common way our user community creates, shares, edits and presents information. That proved to be a major gap for our users, and slowed user adoption considerably. We considered testing it, but IBM Docs would only work for about half of our users so we found ourselves wondering if we really wanted to support two document editing platforms. IBM Docs also offers no way to work offline as far as we could tell. This also meant we would need to keep licensing Microsoft Office which is not cheap.
Consulting costs are high because the back-end environment is complex. Installing, administrating and even patching Connections is a fairly complex process. We needed to hire consultants to install our test environment and any major upgrades would’ve required additional consulting fees. Any 3rd party add-ons we looked at were highly technical in nature meaning…you guessed it, more consulting costs.
Administrating IBM Connections requires editing XML files in a specific, secure way that is typically done in a console. I love consoles as much as the next admin, but when you only use a console once every 2 months it means looking up all the documentation and re-educating yourself. A single change could take me 2 hours to implement. 3rd party admin dashboards do exist, at an additional cost, but IBM really should provide a much easier way to manage the environment.
The lack of in-person or online training courses, materials, videos, etc. really discouraged a lot of users. The only decent training we could find (marketing videos aside) was a single video series on Lynda.com which, of course, was an additional cost. In the end that video didn’t really help our users much beyond introductory concepts.
IBM includes reporting, but it’s a massive Cognos system requiring some serious hardware and Cognos expertise. We had neither, and would have ultimately opted for a 3rd party add-on for reporting and statistics.
An often overlooked concern is eDiscovery. Our contracted eDiscovery service extensively works with various ECMs, but had no idea how they would handle Connections data. The cloud version of Connections offers an add-on for eDiscovery, but as far as we could tell IBM offered nothing for on-premises deployments.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We still need to include the production part. We started using Salesforce to sell the seeds — our inventory is in SAP — and from there we handle sales and track the process of planting, harvesting, selling, and then collecting payments. But we don’t yet manage the earlier production processes, like production planning. We handle allocation, but not full production planning, and that’s an area where we still have room for improvement.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Connections has continued to more than meet our needs from a collaboration point of view and we are currently working on integration with our IBM Websphere portal platform to provide an integrated collaboration solution. This scenario will provide our users the best both products have to offer in a single interface.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Connections combines all the most useful abilities from various social networks. This makes it useful of course, but it also reduces user adoption time initially by allowing users to get comfortable with basic features. Once they are comfortable, it's easy for users to start exploring. They find new people in the organization to contact, new sources of information, etc. Before you know it, about half of the users are contributing back in some form -- and all with little or no training needed by IT.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Because I think it could be easier. We have different standards today since we’re used to interacting with consumer apps like Starbucks, where all you do is scan your card. Then, when you use Sales Cloud, there are still a lot of manual inputs. So my mission with AI is really about figuring out how to make that easier.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Once Connections was installed, patched, etc. it was ALWAYS up. We only had to bring it down for OS updates to the servers. That seems to be typical of anything that runs on WebSphere; it's bulletproof and could probably run for months and years if the underlying OS didn't require constant patching.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
IBM Connections web UI, mobile app (data sync to / from the device), and file transfer speeds were almost always very fast. It was rare for a slow-down of any kind, even when doing searches.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
IBM Support has ALWAYS been quick to respond, regardless of the product. Even first level techs seldom provide "canned" responses and they really try to help. If they can't help, they don't wallow around but engage the right person immediately. It's very rare that the first level tech needs to escalate, and even more rare when they do escalate and the next person engaged cannot solve it. We have been more than satisfied with IBM support's quick and professional responses to our issues.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
Try to understand you will never find a product which suites all your end user for 100%. IBM Connections is the best of all breeds but if you go look on each functionality on its own there are better example out there. But as IBM COnnections delivers it all in just one platform makes it the best example about integration of different functionality into one platform.
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.
From the few times that I have used MS SharePoint, I can say that it doesn't seem to hold a candle to the robust features of IBM Connections. The out-of-the-box capabilities of IBM Connections are amazing and are more easy to access and use than what I've seen with MS SharePoint.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
So I've evaluated, implemented Microsoft Dynamics in the past. I've used Oracle CRM solutions. I've used Daylight, which is a very niche CRM system the last couple of years. And I've evaluated a variety from Legacy Microsoft Ones to Zoho and Sugar when making implementation decisions at other companies. But usually I've gone with Salesforce. I'd say it's better than most. The only one that I generally prefer, and last time I chose an implementation from scratch, I did Microsoft Dynamics. And the reason is for small mid-size organization, Microsoft Dynamics, if you already have Microsoft Office products, it's much better integrated to all of the Excel, Word, OneNote, Outlook email than what you get from Salesforce. And so that's the only one that if someone's a Microsoft organization and small sized company, it'll save a lot of integration things, a lot of security, a lot of login and access and IT management by just sticking within the Microsoft ecosystem. But outside of that, if you don't use Microsoft or if you're a large organization or have other needs that you want, Salesforce I'd say is better than all of the other CRM offerings out there. It's the easiest to use and the most robust and the most vendors and products for the ecosystem.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
Scaling UP is never an issue with IBM's core technologies like WebSphere, DB2, etc. as long as you have or can find the technical resources to implement it. Where IBM seems to fail is scaling DOWN for smaller organizations. Connections 5.0 on-premises would have required us to create 7 servers -- yes, they would be virtualized, but still that's 7 OS licenses, 40 virtual CPU cores, 80GB RAM, and a few TB of hard disk space. All to replace Quick which runs on 1 server with 1 OS license, 4 cores, 8GB RAM and 600GB of disk. Granted, there are major differences in capabilities between the two, but how do you get a CFO understand why features like a mobile app, file sync, and social sharing require 10x the back-end resources?
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It's very scalable as it has a ton of features (but you do need an admin who understands how to leverage these features). Because of the various features, we've also needed to host onboarding sessions with our users so that they can familiarize themselves with the platform, which isn't always super user-friendly or intuitive.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It allows me to keep a close eye on all of my performance metrics through the Dashboard Reporting, ie what my sales pipeline looks like, how much it's changed in the last 60 days, new opportunities created in the last 7 days, # of emails sent for the week, etc. The ease of the design and output make it really easy to check my progress throughout the day to find where I have holes and am falling short on my personal and work goals. It's resulted in greater transparency with my Mgmt Team and shorter 1-on-1 mtgs with my boss as he can see exactly where I am at all times (to be fair, I'm a senior sales rep, so he pretty much lets me do my job completely unfettered), but it does prove that I am continually producing which recently resulted in a raise I didn't even ask for.
The SF repository is so detailed that I don't have to spend tons of time finding frequently used websites attached to a client or see what all interactions with the company look like. Even though I don't use SF for my bulk emails and email sequences, SF provides me with an email to use in the bcc of these emails which links everything back to SF. I find that extremely helpful. This really impacts my efficiency and I can honestly say that once I started using all the functionality of data management, it saved me about 20% of my time/week that I could then allocate towards other revenue-generating tasks like prospecting and account management. The more time I have for those, the better. My year-over-year on accounts 1 year and older just grew by 17% this last year.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info