Likelihood to Recommend We have seen success with information sharing. Giving customers another way to access our resources has been a huge help for them. While we see good engagement numbers there are still some limitations to getting our advocates to complete the 'harder' challenges, like a testimonial or reference
Read full review 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.
Read full review Pros Allows you to create compelling and engaging challenges that help your content stand out. The gamification system enables a seamless rewards program that doesn't require a big manual lift. The data and insights are easy to access, analyze, and guide you toward your north star. Read full review 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. Read full review Cons The Admin view is not as intuitive as the user view and the functionality just isn't as great. I wish it had almost the same layout/interface as how the customer sees it so I didn't have to constantly enter Preview mode. I wish there were more included integrations in the regular Influitive package. Read full review 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. Read full review Likelihood to Renew Depending on the cost and new features to be added, our company might be motivated to renew the use of Influitive. However, a lot depends on the year to come and the enhancements that can better our experience and add more gamification to the platform. Adding elements that can woo our target audience.
Read full review 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.
Read full review Usability Overall, Influitive is very easy to use for customers. There's a bit of a learning curve for new admins, but that's only because Influitive isn't always intuitive. The UI is confusing in certain places. I expect something to be in one place, and I find it somewhere else entirely. This is the only reason my usability rank isn't higher
Read full review 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.
Read full review Reliability and Availability Yes, always available and extremely quick. The availability is 10 on 10 for sure. We also have situations where their team might not be working or on a holiday, but if we have an event, they are available and ensure smooth running. That is the beauty of having Influitive take care of you.
Read full review 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.
Read full review Performance Influitive AdvocateHub interacts with Blackbaud Champions and is an on-time response system. What I mean by that is once data is entered in Influitive AdvocateHub, it is updated in real time and I can access a computer and the data is there immediately. Sometimes the rewards do not show up right away and I am under the assumption that the delay is caused by an influx of traffic.
Read full review 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
Read full review Support Rating If a problem can be easily addressed, Influitive Support is all over it! They're fast and always easy to work with. Some of the larger, or more unique problems, can get a little lost. I'd love to see a bit more follow-up on these more important issues, instead of me needing to reach out to find the status of a previously submitted issue. Overall, everyone at Influitive is kind and wants to help!
Jeni Asaba Sr. Manager, Community Engagement & Advocacy
Read full review 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.
Read full review In-Person Training I was taught and made to show all features that could help me learn more about the platform and this was great hands-on training for me. I picked up things faster than others and did have time to create challenges and make changes while someone was around to supervise and help.
Read full review 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
Read full review Online Training The training was extensive and gave me the knowledge/ skills that I needed in order to implement my advocacy program using Influitive's Advocate Hub. I also meet on a regular basis with my Customer Success Manager. My Success Manager helps give me ideas for my program and helps me ensure that it's successful. Influitive is really invested in my success. They act more like a partner than a vendor
Read full review 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
Read full review Implementation Rating I think some of the key insights I can put forward are all aligned to simply being organized. Make sure you have a well thoughts out plan where you have taken all factors into account. Prioritize the list of deliverables, and make sure you have all the right people alighed to assist internally & externally. If you have a well organized plan you will be set up for success.
Read full review 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.
Read full review Alternatives Considered Vanilla is great for forums, but they don't have the gamification/challenges piece that is so important toward building advocacy. I've found a similar circumstance with Salesforce communities--good if you're looking primarily for crowdsourced tech support and QA, but nothing "sticky" for really building a thriving community, or the advocacy piece
Read full review 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.
Read full review Contract Terms and Pricing Model 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.
Read full review Scalability When I stayed using we only had a hundred or so Advocates and now we have 2100+. Pretty amazing product!
Liz Pedro Director - Customer Success Marketing
Read full review 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.
Read full review Professional Services 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.
Read full review Return on Investment Influitive has helped us generate hundreds of reviews on sites like G2, TrustRadius, and Capterra, which has resulted in various awards and positive placement on grid reports. Influitive has helped us generate dozens of case studies and hundreds of quotes that can be used in sales and marketing campaigns. Influitive has generated thousands of survey responses to help our product team better understand what our customers want, which has had a direct impact on our product roadmap. Read full review 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. Read full review ScreenShots Salesforce Sales Cloud Screenshots