IBM Business Automation Workflow vs. Salesforce Sales Cloud

Have your process first on paper Its important to first document the process before venturing into BPMS. It will save a lot of pain and heartaches. A BPM tool is no magic bullet, it merely automates your process. Its upto you to put visibility and tracking on top of it. Provide monitoring so that you get a chance to improve your process continously. BPM is not an application If you are trying to build an application with BPM, chances are that your are alraedy failing. BPM must be a strategic initiative for an organization. Yes, you build Dashboards, Reports and other software in BPMS, however you do it at a process level not at an application level. http://bpmstech.blogspot.com/2011/05/bpm-initiative.html Know the difference between process data and business data http://bpmstech.blogspot.com/2011/05/lombardi-best-practices.html http://bpmstech.blogspot.com/2012/02/bpm-system-architecture.html

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.

Incentivized

• System does a great job normalizing business process and automating order processing tasks. Before TeamWorks, the process was much more manual and more expensive staff ($65k to $70K) were required to manage the process. Since implementing TeamWorks, we need much lower-skilled workers to manage order processing.
• System ensures that we have consistent data across all systems.
• Rules engine is really the “company playbook” – it is the heart and soul of how the company works. It handles thousands of orders per day

• 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.

Incentivized

• The system gets crashed when many instances go into the queue stage. The system even crashes and sometimes restarts automatically when the load on the server increases. We had to develop a separate software for this and maintain the same.
• We cannot manipulate the data during run time. It is difficult to develop user-interfaces with complex functionality.
• In order to consume external services that follow HTTP protocol, we need to use IDE for that, and consuming services from IDE takes a lot of time to give a response.

Incentivized

• 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.

Incentivized

This particular decision will be made by other people. Overall IBM BPM is the best BPM engine that I have worked with. It is implemented at our company and IT and business are already somewhat familiar with it. Therefore if asked I will recommend renewal as long as the price is reasonable.

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.

Incentivized

• The system is easy enough to use but, by definition, is a complex tool. However, they have done a good job generally balancing tool complexity / capability with usability. When comparing to MS Biz Talk, for example, Biz Talk has less functionality but is actually harder to use.
• Software is very flexible. For somebody with the right technical background, it’s quite easy to write some Java code to overcome any hurdles or make the product do what is needed

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.

Incentivized

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.

Incentivized

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

Issues can be raised through tickets and it works based on the priority of the issue. The Support Team response is also good and the solution is provided in a short span of time. In a case where the issue is serious, they try to find out the root cause and provide an alternative for it.

Incentivized

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.

• Attended on premise sysadmin training for 4 days, 8 hours per day. Although further follow-up training was available, I never felt the need to go back. Training was very hands-on with real modeling (rather than just following a manual). Very effective.

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

• Very satisfied – not too difficult at all.
• We had a consultant available as part of our contract, but we didn’t really need to use (except for some advice on ActiveDirectory and single sign-on)

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.

Pega Pega is a comprehensive suite which offers a unique theme of BPM development in the market. A no-coding approach based on rules with inheritance makes Pega a very powerful product. However Pega, falls short on integration centric capabilities and very rigid to customize. On the other hand IBM comes with array of products which suits needs of varying degree. Advanced integration is solved by BPEL Process Server which has support for state based patterns and mediation. Dynamic rules and event management can be solved with WODM, Cloud to on-premise connectivity with Cast Iron, Enterprise gateway and security usecases with DataPower, Social BPM with IBM BPM , WODM, mobify with Worklight. Pega has a little bit of eveything here and there. It solves the dynamic rule management, brings out the flavor of Social BPM and mobility with Antenna ( I guess) and predictive analytics as well in one single suite. There are certain usecases which needs to have a little bit of everything, however this little bits and pieces of functionality when its blows, Pega would have problems to scale. With IBM its a bit nightmare to maintain a variety of technologies, however you can wish to go for one without the other and go for something only when you truly need it. Pega vs IBM Its difficult to pick a winner. In nutshell when you want a full scale BPM with rich integration capabilities go for IBM BPM. On the other hand if you hava mature integration capability already, Pega can yield quick results for you as well. Pega's strength is its methodology. IBM BPM's strength is integration. Actually you can't go wrong with both in terms of implementation. My strong recommendation is to invest time to process analysis and pick a good vendor to support consulting and implementation.

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.

Incentivized

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.

It scales from small team interactions to business processes serving thousands of employees, as well as straight-through-processing needs that go well beyond. Of course, scale is always in the eye of the beholder, but IBM BPM does a good job of giving you all of the hooks, APIs, and data that you need to take on whatever scaling approaches you need to meet the load

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.

Incentivized

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.

• It has added value to the upper management to give visibility into what is happening at any time in the enterprise.
• Boosted employee morale because it gives them all the information to work the case/task in a single location.
• Identifies bottlenecks and improves the turnover.

Incentivized

• 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.