What users are saying about
2 Ratings
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Top Rated
2368 Ratings
2 Ratings
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Score 7.7 out of 101

Salesforce

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Top Rated
2368 Ratings
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Score 8.3 out of 101

Likelihood to Recommend

Junxure

If you are approved to use Junxure, go for it! There are other great options available, but I have no specific gripes about Junxure. It's easy to use, it's easy to teach (important when you are trying to show it to a 70-year-old advisor) and keeps your team on the same page. I don't know that I would fight my BD to get it approved, but if you have it as an option, it is worth a look.
No photo available

Salesforce

The Salesforce App is ideal for tracking status of opportunities, being able to access already entered contacts and their relevant information, keeping track of conversations and details for a refresher as well as mapping information. Due to the nature of sales and the many meetings to keep track of, I was entering "notes" from my meetings upon returning to my vehicle before heading to the next appointment, which was of extreme value. It allowed my to clear my thoughts before my next meeting.It is less appropriate for entering accounts, contacts and so forth. This is all easier executed with a regular computer in my experience.
Leslie Bradford profile photo

Feature Rating Comparison

Sales Force Automation

Junxure
8.3
Salesforce
8.4
Customer data management / contact management
Junxure
9.0
Salesforce
8.9
Workflow management
Junxure
8.0
Salesforce
8.2
Opportunity management
Junxure
9.0
Salesforce
8.8
Contract management
Junxure
7.0
Salesforce
8.2
Quote & order management
Junxure
9.0
Salesforce
7.9
Interaction tracking
Junxure
9.0
Salesforce
8.8
Channel / partner relationship management
Junxure
7.0
Salesforce
8.0
Territory management
Junxure
Salesforce
8.2
Integration with email client (e.g., Outlook or Gmail)
Junxure
Salesforce
8.2

Customer Service & Support

Junxure
10.0
Salesforce
8.5
Case management
Junxure
10.0
Salesforce
9.0
Help desk management
Junxure
10.0
Salesforce
8.3
Call center management
Junxure
Salesforce
8.4

Marketing Automation

Junxure
10.0
Salesforce
7.9
Lead management
Junxure
10.0
Salesforce
8.1
Email marketing
Junxure
10.0
Salesforce
7.8

CRM Project Management

Junxure
8.3
Salesforce
7.9
Task management
Junxure
8.0
Salesforce
8.4
Billing and invoicing management
Junxure
9.0
Salesforce
6.7
Reporting
Junxure
8.0
Salesforce
8.6

CRM Reporting & Analytics

Junxure
8.0
Salesforce
8.7
Pipeline visualization
Junxure
9.0
Salesforce
8.8
Customizable reports
Junxure
7.0
Salesforce
8.9
Forecasting
Junxure
Salesforce
8.4

Customization

Junxure
7.3
Salesforce
8.5
Custom fields
Junxure
8.0
Salesforce
8.6
Custom objects
Junxure
8.0
Salesforce
8.7
API for custom integration
Junxure
6.0
Salesforce
8.5
Scripting environment
Junxure
Salesforce
8.3

Security

Junxure
9.0
Salesforce
8.8
Single sign-on capability
Junxure
8.0
Salesforce
8.8
Role-based user permissions
Junxure
10.0
Salesforce
8.9

Social CRM

Junxure
8.0
Salesforce
7.9
Social data
Junxure
8.0
Salesforce
8.0
Social engagement
Junxure
8.0
Salesforce
7.8

Integrations with 3rd-party Software

Junxure
9.5
Salesforce
8.4
Marketing automation
Junxure
9.0
Salesforce
8.6
Compensation management
Junxure
10.0
Salesforce
8.2

Platform

Junxure
Salesforce
7.6
Mobile access
Junxure
Salesforce
7.6

Pros

Junxure

  • Super scalable. We have had a number of team changes that would have been a huge headache in the past. Junxure is there to save the day!
  • Great list of integrations and partners
  • Allows us to hire an independent contractor for certain needs, and give them access to our current sale pipeline.
  • It's so clean, it's so easy to use. People will get it day 1!
No photo available

Salesforce

  • Salesforce nails the reporting suite. It's so robust and refined, that it makes my job 10 times more efficient.
  • Task and recurring meetings. I love logging in everyday and knowing exactly what I have lined up for the day, or at least an idea of it. This helps me organize my calendar.
  • Notes, emails, plugins. I love being able to take notes directly into the Account/Opportunity, and then in turn send emails directly to the client from there as well. Also, if i'm in my work email, and I email a client directly, I can then easily attach said email into my Salesforce account via one easy click.
John Hilburn profile photo

Cons

Junxure

  • Their integration options are a little limited compared to Redtail and SF. This has never caused an issue, but it may force you to think creatively at times.
  • Not the cheapest option, but not the highest either. I would say it has an ok price, but pays for itself. May not be right for people struggling through their first solo year.
  • I would like to see them add new features a little faster. Seems that updates are few and far between. It's a growing industry, and we need new tactics to stay ahead of the robo options coming on the market.
No photo available

Salesforce

  • It is a very intimidating platform to new users. It's not at all intuitive or user friendly and definitely requires some training and help.
  • No customer service. If you only pay for the basic license good luck figuring out problems as customer service just refers you to the community boards to search for it there.
John Cupoli profile photo

Likelihood to Renew

Junxure

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 10.0
Based on 48 answers
Cloud based and future looking - Salesforce has either set or kept pace with the latest in technology. At least two major feature releases a year allow an organization to keep up with the latest changes. Mobile and the release of their new analytics platform are just two examples of how Salesforce continues to innovate.
Benjamin Barniskis profile photo

Usability

Junxure

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 7.5
Based on 36 answers
Salesforce is like a bucket of legos. Everyone gets the same bucket, but can build anything you want out of it. I've worked on Salesforce instances for: construction, non-profits, job training, music industries, medical insurance, medical billing, paid parking, and international medical diagnostic companies.
Kyle Dugger profile photo

Reliability and Availability

Junxure

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 9.8
Based on 27 answers
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. Accordingly, I only recall our instance of Salesforce having one unscheduled, brief down time over 6 years. I can't remember for sure, but it may have been due to our Internet Service Provider (ISP) versus Salesforce itself. Also, Salesforce does it's best to keep customers in the loop:

Trust.salesforce.com is the salesforce.com community's home for real-time information on system performance and security. On this site you'll find:

Live and historical data on system performance
Up-to-the minute information on planned maintenance
Phishing, malicious software and social engineering threats
Best security practices for your organization
Information on how we safeguard your data
Rob Gottschalk profile photo

Performance

Junxure

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 9.0
Based on 18 answers
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
Rob Gottschalk profile photo

Support

Junxure

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 5.9
Based on 32 answers
Since we do not pay for Premier Support, the agreed upon response times are still pretty good. It is a little ridiculous that you should need to pay tens of thousands of dollars for their best support options and training.
Brent Booth profile photo

In-Person Training

Junxure

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 7.9
Based on 11 answers
All instructors are Salesforce certified. If you have done any type of customization, then it probably makes more sense to use the consulting partner who implemented your instance of Salesforce for training
Rob Gottschalk profile photo

Online Training

Junxure

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 9.1
Based on 15 answers
The quality of Salesforce's standard online training is high, but limited by nature as to what it covers.
Here are some common online courses -
Getting Started: Navigating Salesforce
Getting Started: Using the Sales Cloud
Getting Started: Administering Salesforce
Getting Started with Reports and Dashboards
Social Media Goes to Work: Chatter
Securing your Salesforce Organization
Getting Started with Data.com
Getting Started with Force.com Pages (Visualforce)
Writing Secure Applications on Force.com
Rob Gottschalk profile photo

Implementation

Junxure

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 9.4
Based on 16 answers
Executive involvement is critical. Make sure you have a good handle on the metrics you would like to ultimately manage. Work as a team to document your business requirements. Whiteboard often. Understand Salesforce's best practice capabilities.

Have a central person identified to handle all report and analysis requests (ie - don't allow multiple people to create reports; have one person create reports and distribute them to decision makers via the Salesforce dashboard or whatever form). Make sure you understand critical dates and develop the project plan accordingly
Rob Gottschalk profile photo

Alternatives Considered

Junxure

There are thousands of CRMs available in 2018. Junxure is one of the greats. You could use a non-financial-industry specific CRM, but I don't encourage it. Redtail and Wealthbox are great options as well, but often times the one available to you is going to be decided by your BD. If you are an RIA, I would check out their integrations pages and find out what other systems you already use. Especially if you BD uses a proprietary custodian. They may only be integrated with one CRM.Junxure is up there with the big boys, and you will be delighted by all the features. It's hard to say it's "the best", but only because everyone's firm needs are different. As the office tech guy, I beg that you don't throw a bad system at your admins without allowing them to vet for it themselves. Salespeople will tell you anything to get your business.
No photo available

Salesforce

Salesforce is head and shoulders above any other CRM available on the market. It integrates with Gmail and almost any other third-party tool that your company plans to use, making it the most robust and integrated tool available.
Zach Ettelman profile photo

Scalability

Junxure

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 10.0
Based on 2 answers
Salesforce has the unique ability to scale to new products and offerings quickly growing with your enterprise.
Todd Duclos profile photo

Return on Investment

Junxure

  • Keeps track of every word said by a client.
  • Helps people outside of the investment world to get acclimated to the terminology.
  • Shows were you may have compliance blind spot (if you are watching your users, not to say there's a feature that tracks this specifically)
  • Being without a good CRM is like being without a map. Sure, you can probably get to where you are going, but you may need to backtrack, ask if anyone remembers where we were a month ago, and you will be beaten and muddy when you get there... I would just buy the map.
  • AKA, go get Junxure asap!
No photo available

Salesforce

  • Salesforce.com has contributed to a more efficient overall organization in particular lowering cycle times required by technology in the field and in finance.
  • Salesforce.com has played a large part in a formidable increase in our sales close rate.
  • Salesforce.com has dramatically increased our insight into our business.
Irene Chivily Von Toussaint profile photo

Pricing Details

Junxure

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Salesforce

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

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