InVision vs. Salesforce Experience Cloud

InVision is well suited for design reviews and immersing yourself in the experience of an app-to-be. As a Product Manager, it's difficult to take abstract concepts, user pain points, and business needs, and produce a vision for an app without a visual aid to communicate a vision. InVIsion offers PMs, designers, and developers the opportunity to sketch a vision, communicate about it with inline commenting, and shareable with other stakeholders.

Incentivized

Salesforce Experience Cloud is well-suited for organizations that have clients who periodically or routinely need to access historical data or documents. The product also offers an exceptionally effective tool to engage with customers around support/service issues and the entire Case management functionality built into the Salesforce platform. The product might be less well-suited in environments where there is exceptionally high staff turnover within customer accounts, or where there is a substantial lack of very basic computer skills.

Incentivized

• Very easy to export Sketch files (where prototypes are actually created) into Invision and preserve the interactivity.
• Additional interactivity can be added in InVision. Like scrolling with locked footer.
• Clients, designer and developers can collaborate - leave notes and respond to notes made by others.

Incentivized

• Complete integration with the Salesforce ecosystem. Data displayed in your Community portal reflects records from a Sales Cloud organization
• Highly customizable. A Community Cloud portal can be totally customized both visually and with different funcionalities with little to no coding skills required

Incentivized

• would be nice to have commands for quick access to shapes from the keyboard
• Quicker integrations with Notion and lucid chart to have a slick experience
• The auto organize option should have multiple frame selection, sometimes is not the arranged expected for the wireframe

Incentivized

• The documentation for implementing Experience Cloud can be a bit confusing as their rebranding hasn't made it's way into all articles, resulting in different terminology being used to refer to the same thing
• Some things are not as intuitive regarding their customizability, so there's a bit of a learning curve (i.e. Lightning apps can't be used to customize layouts in Experience Cloud)

Incentivized

it does what we bought it for, so would buy again :)

Incentivized

The interface is well designed, but I had a hard time figuring out how the various pieces of software integrate together.

Incentivized

Usability is pretty streamlined, especially if you're familiar with other Salesforce products, but even if not, take it from me, as I just entered the technological space about two years ago, that this product is pretty simple to learn. You don't have to jump in with your head underwater. Small wins and learnings along the way are what foster long-term understandings and enable your evolution alongside the product. I definitely recommend Salesforce Trailhead along with it

Incentivized

It's delivered on our original requirements and we've found ways to grow its usage. We continue to build on our original success and we can report our data out to leadership to show a true return on investment which is great for growing support and expanding uses for the system.

Incentivized

I didn't need to contact InVision support, as I've never needed it. They have an intuitive UI, and most of the questions are answered in their help portal or in tutorials online. Since many people use it, there a great resources available on for example YouTube. No problems so far with InVision.

Incentivized

We have weekly calls with our Salesforce reps. They bring new ideas to the table and help with taxonomy builds. They have also answered many questions and connected us to the right people for us to grow our knowledge and utilization of the platform. They are a good partner overall in comparison.

Incentivized

We only tested out using Adobe XD for similar uses and found it to be more challenging to fit within our processes. It didn't have as robust a set of capabilities as InVision and wasn't as easy to use enterprise wide. I recall also having issues with working with Sketch.

Incentivized

I have used Datatel/Colleague/Recruiter before. There were issues because only one person at the institution was able to have the student's record open at a time. This was problematic when collaboration between departments was necessary especially in the case of admissions, financial aid, and registration. We also had to do our work and then log out before asking a questions of another department. Sometimes simultaneous use was necessary. However, this was years ago and they may have since updated the program.

Incentivized

• InVision helps our team better and more professionally portray the value and the work we do as designers, leading to more company buy-in in supporting and funding our work. In the past, we would create PowerPoints with screenshots to portray a user workflow that we would share out to stakeholders. Once we began to use this app, where stakeholders could click through and comment as though they were “real” users, stakeholders began to better understand our work, designs, and workflows. This has led to more productive conversations that, in turn, lead to more effective end products that have more consistently served our business goals in tangible ways.
• InVision helps us save production time, effort, and cost, as we are able to solve design issues early in the process by having clickable prototypes to show to internal stakeholders and external users. It’s, understandably, difficult for people to provide effective feedback on screenshots. Using the clickable prototypes we created in InVision, we are able to get more effective feedback to solve user workflow issues before we spend time and money developing problematic designs (and later having to redesign them).
• It’s easier to market designs to potential buyers with clickable prototypes than with screenshots. With these prototypes, we’ve been able to sell more digital products before product release dates, which has helped to secure many contracts and new business relationships that continue to this day.

Incentivized

• Improved online admission application completion rates from mid-60%s to mid-80%s.
• Positive user experience from start-to-finish to leverage one data system for all prospective student data
• Fewer data integrations transforming and loading sensitive student data by leveraging Salesforce Community Cloud to access already existing data

Incentivized