JobNimbus vs. Salesforce Starter

It was a great fit while we were a smaller company with simple tasks and jobs. As we grew we realized we needed more from our CRM.

Incentivized

If you own a business that has complex selling processes or requires integrations with 3rd party tools/systems, you should look at Professional, Enterprise, or Unlimited editions. Salesforce operates very well across pretty much every industry, but not all sales, marketing, and operational processes are created equal. If your marketing process requires a long list of sendable contacts then I would recommend adding on Pardot or Hubspot. Always start small and scale up, to avoid boxing yourself in down the road.

Incentivized

• Training new customers on how to use
• Adjustable interface
• Easy to use
• Works with Quickbooks
• You can create work orders and invoices through JobNimbus

Incentivized

• Tracking phone calls is extremely easy when using the app on the iphone. After a phone call is complete it prompts the user to enter in call details.
• SalesforceIQ also automatically logs emails for us. This has saved us time from entering in information manually.
• SalesforceIQ was easy to set up and allowed us customization for fields that were relevant to our business.

Incentivized

• We couldn't adjust what certain things were called (ie what we called "work order" internally were called "job estimates" on JobNimbus)
• The price went up from when we first started using
• It lacked in project management options as our company grew in size
• It wasn't simple to lower the user count; the subscription needed to be changed.

Incentivized

• Price point for smaller startups. Not budget friendly.

Incentivized

We enjoyed JobNimbus while we were a smaller company and our projects didn't have many needs. We've moved on to a larger CRM that can assist and support our team fully.

Incentivized

It was simple to use and learn for a semi-tech savvy user

Incentivized

Everyone was very helpful when we contacted support

Incentivized

We had two people, myself included, learn everything we could during the setup of our initial interface setup. We became the "masters" of the software so other employees had someone to go to internally with any issues or questions.

Incentivized

We spent 2.5 years with JobNimbus until we got too big for the app. Though it is very customizable, our growing company needed more and decided to move to monday.com.

Incentivized

Salesforce Starter is exactly what it says. It's specific to getting a small business up and running effectively, without unnecessary development or internal overhead required. It doesn't allow for a ton of customization, but it provides more than most other providers across sales, service, and integration/automating business processes. Some tools are more specific to organizations that want to focus on a specific area to grow or manage their business. That's where the other package types and integrations with specific tools come in

Incentivized

• JobNimbus did a great job helping us stay organized
• It gave a great "big Picture" view of our projects
• It integrated well with other apps we used

Incentivized

• We have noticed since we have started using SalesforceIQ to communicate items on customer account notes we have freed up hours of phone time between employees allowing us to better answer customer phone calls. This is especially true in our parts department where we have inside and outside sales.
• We tied in use of Salesforce to our bonus structure to encourage employees to use the software. It is the direction our business is going and we needed everyone to participate to make it work. The newer the employee the better they are about logging information and visits.

Incentivized