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Lead Liaison vs. Salesforce Agentforce Sales vs. Twilio SendGrid

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Lead Liaison

    Score9.1 out of 10
    Mid-Size Companies (51-1,000 employees)
    Lead Liaison is a cloud-based sales and marketing automation solution. This solution provides equal focus to sales support with solutions such as a hot-lead dashboard, Buy Signals and a live ticker alert of businesses on the customer's website.

    $250

    per month

    Agentforce Sales

    Score8.8 out of 10
    N/ASalesforce' Agentforce Sales (formerly Salesforce Sales Cloud) is the company's flagship CRM platform. The AI CRM for Sales features data built right in.

    $25

    per month

    Twilio SendGrid

    Score6.6 out of 10
    N/ATwilio SendGrid Marketing Campaigns provides users with segmentation, campaign editing, and deliverability. According to the vendor, Twilio SendGrid Marketing Campaigns is trusted by over 80,000 customers globally, including Airbnb, Spotify and Uber. Twilio SendGrid Marketing Campaigns aims to help users by providing: MORE EFFICIENT EMAIL BUILDING The campaign building process is free from frustrating, rigid step-by-step wizards that slow users down. The vendor says…

    $15

    per month

    Pricing
    Lead LiaisonAgentforce SalesTwilio SendGrid
    Editions & Modules
    Inbound Marketing
    $250
    per month
    Sales Enablement
    $450
    per month 5 users
    Omnibound Marketing
    $780
    per month
    Lifecycle Marketing
    $1,500
    per month
    Event Lead Management
    starting at $2000
    Starter
    $25.00
    per month per user
    Professional
    $80.00
    per month per user
    Enterprise
    $165.00
    per month per user
    Unlimited
    $330.00
    per month per user
    Agentforce 1 Sales
    $550
    per month per user
    Basic
    $15
    per month
    Advanced
    $60
    per month
    Free
    Free
    Offerings
    Pricing Offerings
    Lead LiaisonAgentforce SalesTwilio SendGrid
    Free Trial
    YesYesNo
    Free/Freemium Version
    NoNoNo
    Premium Consulting/Integration Services
    YesNoNo
    Entry-level Setup Fee$499 Depends on packageOptionalNo setup fee
    Additional Details
    More Pricing Information
    Community Pulse
    Lead LiaisonAgentforce SalesTwilio SendGrid
    Considered Multiple Products
    Lead Liaison
    Chose Lead Liaison
    Salesforce is too much for our company. It does not meet our needs.
    Incentivized
    Salesforce
    No answer on this topic
    Twilio
    Chose Twilio SendGrid
    I've used MailChimp and Mandrill as well. Neither is as easy or effective as SendGrid.
    Incentivized
    Key User Insights
    Would buy again
    No answers on this topic
    91%
    Would buy again
    209 Answers
    75%
    Would buy again
    15 Answers
    Delivers good value for the price
    No answers on this topic
    94%
    Delivers good value for the price
    179 Answers
    72%
    Delivers good value for the price
    13 Answers
    Happy with the feature set
    No answers on this topic
    94%
    Happy with the feature set
    216 Answers
    70%
    Happy with the feature set
    14 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    91%
    Lived up to sales and marketing promises
    143 Answers
    65%
    Lived up to sales and marketing promises
    13 Answers
    Implementation went as expected
    No answers on this topic
    81%
    Implementation went as expected
    125 Answers
    70%
    Implementation went as expected
    14 Answers
    Features
    Lead LiaisonAgentforce SalesTwilio SendGrid
    Email & Online Marketing
    Comparison of Email & Online Marketing features of Lead Liaison and Salesforce Agentforce Sales and Twilio SendGrid
    Feature
    Lead Liaison
    8.8
    8 Ratings
    13% above category average
    Salesforce Agentforce Sales
    -
    Ratings
    Twilio SendGrid
    6.8
    50 Ratings
    17% below category average
    WYSIWYG email editor9.08 Ratings00 Ratings9.337 Ratings
    Dynamic content8.57 Ratings00 Ratings6.740 Ratings
    Ability to test dynamic content8.27 Ratings00 Ratings4.538 Ratings
    Landing pages8.77 Ratings00 Ratings8.024 Ratings
    A/B testing8.75 Ratings00 Ratings9.330 Ratings
    Mobile optimization9.06 Ratings00 Ratings8.938 Ratings
    Email deliverability reporting9.37 Ratings00 Ratings5.150 Ratings
    List management8.88 Ratings00 Ratings4.744 Ratings
    Triggered drip sequences9.05 Ratings00 Ratings4.724 Ratings
    Lead Management
    Comparison of Lead Management features of Lead Liaison and Salesforce Agentforce Sales and Twilio SendGrid
    Feature
    Lead Liaison
    9.0
    8 Ratings
    14% above category average
    Salesforce Agentforce Sales
    -
    Ratings
    Twilio SendGrid
    -
    Ratings
    Lead nurturing automation9.58 Ratings00 Ratings00 Ratings
    Lead scoring and grading9.08 Ratings00 Ratings00 Ratings
    Data quality management8.87 Ratings00 Ratings00 Ratings
    Automated sales alerts and tasks8.87 Ratings00 Ratings00 Ratings
    Campaign Management
    Comparison of Campaign Management features of Lead Liaison and Salesforce Agentforce Sales and Twilio SendGrid
    Feature
    Lead Liaison
    8.9
    6 Ratings
    18% above category average
    Salesforce Agentforce Sales
    -
    Ratings
    Twilio SendGrid
    -
    Ratings
    Calendaring8.86 Ratings00 Ratings00 Ratings
    Event/webinar marketing9.06 Ratings00 Ratings00 Ratings
    Social Media Marketing
    Comparison of Social Media Marketing features of Lead Liaison and Salesforce Agentforce Sales and Twilio SendGrid
    Feature
    Lead Liaison
    8.8
    6 Ratings
    16% above category average
    Salesforce Agentforce Sales
    -
    Ratings
    Twilio SendGrid
    -
    Ratings
    Social sharing and campaigns9.06 Ratings00 Ratings00 Ratings
    Social profile integration8.56 Ratings00 Ratings00 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of Lead Liaison and Salesforce Agentforce Sales and Twilio SendGrid
    Feature
    Lead Liaison
    9.2
    7 Ratings
    22% above category average
    Salesforce Agentforce Sales
    -
    Ratings
    Twilio SendGrid
    6.1
    50 Ratings
    24% below category average
    Dashboards9.07 Ratings00 Ratings4.748 Ratings
    Standard reports9.37 Ratings00 Ratings5.248 Ratings
    Custom reports9.37 Ratings00 Ratings8.531 Ratings
    Platform & Infrastructure
    Comparison of Platform & Infrastructure features of Lead Liaison and Salesforce Agentforce Sales and Twilio SendGrid
    Feature
    Lead Liaison
    8.5
    8 Ratings
    12% above category average
    Salesforce Agentforce Sales
    -
    Ratings
    Twilio SendGrid
    -
    Ratings
    API8.88 Ratings00 Ratings00 Ratings
    Role-based workflow & approvals8.56 Ratings00 Ratings00 Ratings
    Customizability8.07 Ratings00 Ratings00 Ratings
    Integration with Salesforce.com8.06 Ratings00 Ratings00 Ratings
    Integration with Microsoft Dynamics CRM9.04 Ratings00 Ratings00 Ratings
    Integration with SugarCRM9.03 Ratings00 Ratings00 Ratings
    Sales Force Automation
    Comparison of Sales Force Automation features of Lead Liaison and Salesforce Agentforce Sales and Twilio SendGrid
    Feature
    Lead Liaison
    -
    Ratings
    Salesforce Agentforce Sales
    8.2
    268 Ratings
    5% above category average
    Twilio SendGrid
    -
    Ratings
    Customer data management / contact management00 Ratings8.6268 Ratings00 Ratings
    Workflow management00 Ratings8.6258 Ratings00 Ratings
    Territory management00 Ratings7.5211 Ratings00 Ratings
    Opportunity management00 Ratings9.0258 Ratings00 Ratings
    Integration with email client (e.g., Outlook or Gmail)00 Ratings7.7243 Ratings00 Ratings
    Contract management00 Ratings8.0214 Ratings00 Ratings
    Quote & order management00 Ratings7.6197 Ratings00 Ratings
    Interaction tracking00 Ratings8.9228 Ratings00 Ratings
    Channel / partner relationship management00 Ratings8.0190 Ratings00 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of Lead Liaison and Salesforce Agentforce Sales and Twilio SendGrid
    Feature
    Lead Liaison
    -
    Ratings
    Salesforce Agentforce Sales
    7.7
    104 Ratings
    0% above category average
    Twilio SendGrid
    -
    Ratings
    Case management00 Ratings8.3102 Ratings00 Ratings
    Call center management00 Ratings7.782 Ratings00 Ratings
    Help desk management00 Ratings7.286 Ratings00 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of Lead Liaison and Salesforce Agentforce Sales and Twilio SendGrid
    Feature
    Lead Liaison
    -
    Ratings
    Salesforce Agentforce Sales
    7.8
    243 Ratings
    1% above category average
    Twilio SendGrid
    -
    Ratings
    Lead management00 Ratings7.8238 Ratings00 Ratings
    Email marketing00 Ratings7.9205 Ratings00 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of Lead Liaison and Salesforce Agentforce Sales and Twilio SendGrid
    Feature
    Lead Liaison
    -
    Ratings
    Salesforce Agentforce Sales
    8.0
    247 Ratings
    4% above category average
    Twilio SendGrid
    -
    Ratings
    Task management00 Ratings8.3235 Ratings00 Ratings
    Billing and invoicing management00 Ratings7.078 Ratings00 Ratings
    Reporting00 Ratings8.7200 Ratings00 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of Lead Liaison and Salesforce Agentforce Sales and Twilio SendGrid
    Feature
    Lead Liaison
    -
    Ratings
    Salesforce Agentforce Sales
    8.3
    260 Ratings
    8% above category average
    Twilio SendGrid
    -
    Ratings
    Forecasting00 Ratings7.8228 Ratings00 Ratings
    Pipeline visualization00 Ratings8.5247 Ratings00 Ratings
    Customizable reports00 Ratings8.7257 Ratings00 Ratings
    Customization
    Comparison of Customization features of Lead Liaison and Salesforce Agentforce Sales and Twilio SendGrid
    Feature
    Lead Liaison
    -
    Ratings
    Salesforce Agentforce Sales
    8.5
    251 Ratings
    11% above category average
    Twilio SendGrid
    -
    Ratings
    Custom fields00 Ratings9.0248 Ratings00 Ratings
    Custom objects00 Ratings8.7238 Ratings00 Ratings
    Scripting environment00 Ratings7.7175 Ratings00 Ratings
    API for custom integration00 Ratings8.5209 Ratings00 Ratings
    Security
    Comparison of Security features of Lead Liaison and Salesforce Agentforce Sales and Twilio SendGrid
    Feature
    Lead Liaison
    -
    Ratings
    Salesforce Agentforce Sales
    9.0
    282 Ratings
    7% above category average
    Twilio SendGrid
    -
    Ratings
    Single sign-on capability00 Ratings9.0220 Ratings00 Ratings
    Role-based user permissions00 Ratings9.0254 Ratings00 Ratings
    Social CRM
    Comparison of Social CRM features of Lead Liaison and Salesforce Agentforce Sales and Twilio SendGrid
    Feature
    Lead Liaison
    -
    Ratings
    Salesforce Agentforce Sales
    7.7
    160 Ratings
    2% above category average
    Twilio SendGrid
    -
    Ratings
    Social data00 Ratings8.0158 Ratings00 Ratings
    Social engagement00 Ratings7.4156 Ratings00 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of Lead Liaison and Salesforce Agentforce Sales and Twilio SendGrid
    Feature
    Lead Liaison
    -
    Ratings
    Salesforce Agentforce Sales
    7.9
    216 Ratings
    5% above category average
    Twilio SendGrid
    -
    Ratings
    Marketing automation00 Ratings7.9212 Ratings00 Ratings
    Compensation management00 Ratings7.9146 Ratings00 Ratings
    Platform
    Comparison of Platform features of Lead Liaison and Salesforce Agentforce Sales and Twilio SendGrid
    Feature
    Lead Liaison
    -
    Ratings
    Salesforce Agentforce Sales
    8.3
    231 Ratings
    9% above category average
    Twilio SendGrid
    -
    Ratings
    Mobile access00 Ratings8.3231 Ratings00 Ratings
    Pre-Send Testing
    Comparison of Pre-Send Testing features of Lead Liaison and Salesforce Agentforce Sales and Twilio SendGrid
    Feature
    Lead Liaison
    -
    Ratings
    Salesforce Agentforce Sales
    -
    Ratings
    Twilio SendGrid
    8.2
    12 Ratings
    1% above category average
    URL Validation00 Ratings00 Ratings7.911 Ratings
    Link Tracking00 Ratings00 Ratings7.512 Ratings
    Image Validation00 Ratings00 Ratings8.29 Ratings
    Inbox Display00 Ratings00 Ratings8.011 Ratings
    Email Accessibility Tools00 Ratings00 Ratings9.012 Ratings
    Spelling and Grammar Check00 Ratings00 Ratings8.19 Ratings
    Spam Testing00 Ratings00 Ratings8.111 Ratings
    Email Previews00 Ratings00 Ratings9.112 Ratings
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    User Ratings
    Lead LiaisonAgentforce SalesTwilio SendGrid
    Likelihood to Recommend
    9.1
    (8 ratings)
    8.9
    (470 ratings)
    4.8
    (61 ratings)
    Likelihood to Renew
    9.1
    (1 ratings)
    9.1
    (61 ratings)
    7.0
    (1 ratings)
    Usability
    8.2
    (1 ratings)
    8.4
    (166 ratings)
    4.9
    (8 ratings)
    Availability
    -
    (0 ratings)
    9.0
    (29 ratings)
    -
    (0 ratings)
    Performance
    -
    (0 ratings)
    8.0
    (20 ratings)
    -
    (0 ratings)
    Support Rating
    9.1
    (1 ratings)
    9.0
    (98 ratings)
    3.0
    (9 ratings)
    In-Person Training
    -
    (0 ratings)
    8.0
    (12 ratings)
    -
    (0 ratings)
    Online Training
    -
    (0 ratings)
    9.1
    (15 ratings)
    -
    (0 ratings)
    Implementation Rating
    9.1
    (1 ratings)
    9.0
    (19 ratings)
    -
    (0 ratings)
    Configurability
    -
    (0 ratings)
    9.0
    (4 ratings)
    -
    (0 ratings)
    Contract Terms and Pricing Model
    -
    (0 ratings)
    8.8
    (9 ratings)
    -
    (0 ratings)
    Data Sharing and Collaboration
    -
    (0 ratings)
    8.2
    (5 ratings)
    -
    (0 ratings)
    Data Sources
    -
    (0 ratings)
    8.2
    (5 ratings)
    -
    (0 ratings)
    Ease of integration
    -
    (0 ratings)
    9.0
    (2 ratings)
    -
    (0 ratings)
    Product Scalability
    -
    (0 ratings)
    8.9
    (85 ratings)
    -
    (0 ratings)
    Professional Services
    -
    (0 ratings)
    9.3
    (8 ratings)
    -
    (0 ratings)
    Vendor post-sale
    -
    (0 ratings)
    8.0
    (1 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    8.0
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    Lead LiaisonAgentforce SalesTwilio SendGrid
    Likelihood to Recommend
    Lead Liaison
    I think Lead Liaison could work well for new companies without an existing tech stack as you can also use it as your CRM. For a more mature company, especially one with multiple existing platform, I do not think it is worth switching, as all of the features will likely seem inferior to alternative specialist tools, many of which are cheaper, better supported and better integrated
    Read full review
    Salesforce
    Obviously, for any business, there are two main areas to focus on — the sales path and the service path. Sales Cloud wouldn’t be suited for a company that’s primarily into support services. For those kinds of companies, Salesforce has a different product — Service Cloud. So, for anyone in the support or service space, Sales Cloud isn’t the right fit.
    Incentivized
    Read full review
    Twilio
    If you're prepared to build out your whole staff UX, audience creation, email production, and analytics on your own using API, this tool may have that flexibility. If you require a sturdy drag and drop production tool, this tool has it but at the expense of a lot of other critical functionality. Out of the box analytics/reporting, is extremely limited. Complex queries, even something like pulling those who haven't engaged in email within a certain time period, is clunky. If you require any support at all, this is not the tool for you. I'm a deliverability consultant and have used many of the top email marketing tools and SendGrid has been extremely difficult for my team. I do not recommend it. Shiny and bright during sales, pretty disappointing thereafter.
    Read full review
    Pros
    Lead Liaison
    • The form customization is perfect. Very easy to use.
    • The insight we get from the form's (GPS) data is nice as we do not have to mandate fields anymore.
    • The ability to pass thru a lot of data on the back end works for our process. The internal receiver (customer service or sales reps) of the form data knows exactly what campaign the lead came from, what clinical specialty is tied to the prospect and what product is of interest. All seamlessly.
    Incentivized
    Read full review
    Salesforce
    • The customizations - We have an organization that operates differently from most companies, so we’ve had to implement quite a few customizations — and Salesforce allows us to do that quite quickly. Most of the time, delays come from dependencies on other internal parties rather than the system itself.
    • From my perspective as a consultant, one of the biggest advantages is that everything is in Salesforce — all the details, all in one place. The ability to customize it easily is a big plus; there’s really a lot you can do with it.
    Incentivized
    Read full review
    Twilio
    • Managing email lists / audiences is easy with features like groups and segments.
    • They provide pre-built email templates that are very easy to modify. It is also super easy to create new email templates with their drag-and-drop email builder.
    • Provides clear / easy-to-read analytics of email campaigns.
    • I can easily import large email contact lists all at once or add a user manually one-at-a-time, when needed.
    Incentivized
    Read full review
    Cons
    Lead Liaison
    • ROI reporting is lacking to some degree.
    • We get too many feature updates but it doesn't appear to contain anything useful.
    • Not integration friendly.
    Incentivized
    Read full review
    Salesforce
    • We still need to include the production part. We started using Salesforce to sell the seeds — our inventory is in SAP — and from there we handle sales and track the process of planting, harvesting, selling, and then collecting payments. But we don’t yet manage the earlier production processes, like production planning. We handle allocation, but not full production planning, and that’s an area where we still have room for improvement.
    Incentivized
    Read full review
    Twilio
    • Not necessarily their Email API but their email in general - they are currently in beta for automated email sequences but are still bare bones. Much more work is needed before it can be used mainstream and be able to convert everything to SendGrid.
    • Helping with warming up our dedicated IP for the best-sending score.
    • We seem to hit the promotions folder a decent amount (maybe the IP problem above) and even a lot of their emails hit my spam or promotions folder (whether they be transactional or marketing) which isn't a great sign when trusting an ESP.
    • Transactional email sequences would be a huge plus.
    • Now that Twilio owns SenGrid, having an integrated platform where you could see all our transactional emails together.
    • Better reporting and split reporting between transactional and marketing emails.
    Incentivized
    Read full review
    Likelihood to Renew
    Lead Liaison
    Why move from a product that is help grown the speed on Marketing ROI? We see that the dashboards, flexibility and tracking are meeting and exceeding the business needs we had outlined. The support they provide is consistent, available and responsive. They will work with you until your issue is resolved.
    Read full review
    Salesforce
    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
    Read full review
    Twilio
    No answers on this topic
    Usability
    Lead Liaison
    One item you did not ask, but should be in around customer support. They do a great job of working with you, training and ongoing questions. Lead Liaison is always available and easy to get answers. The dashboards are great to gain business trends. The social media management is easy and a great way to ensure content is being tracked. The ability to gain tracking code for additional tactics. Our team enjoys the easy access and useability. We work with our clients to make sure they have a tool that we can use to scale for their needs. Lead Liaison makes it easy for us to help clients understand that Marketing ROI is closer to their finger tips than ever before.
    Read full review
    Salesforce
    Because I think it could be easier. We have different standards today since we’re used to interacting with consumer apps like Starbucks, where all you do is scan your card. Then, when you use Sales Cloud, there are still a lot of manual inputs. So my mission with AI is really about figuring out how to make that easier.
    Incentivized
    Read full review
    Twilio
    It is usable but needs improvement in overall user experience and ease of use. A new joinee/anyone new to the tool would need more tarining currently before he can use the platform seamlessly. The set-up to value realization time for Twilio SendGrid customers is generally high because of this concern.
    Incentivized
    Read full review
    Reliability and Availability
    Lead Liaison
    No answers on this topic
    Salesforce
    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
    Read full review
    Twilio
    No answers on this topic
    Performance
    Lead Liaison
    No answers on this topic
    Salesforce
    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
    Twilio
    No answers on this topic
    Support Rating
    Lead Liaison
    Lead Liaison has tremendous support. I''ve never gone more than a hour or so without a response. They are quick to understand my request, review the options for solution and deliver the best option with the best outcome. Also, the good part is that I don't need support all the time because the product is so easy.
    Read full review
    Salesforce
    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
    Twilio
    Twilio SendGrid Email API is everything we want it to be, and we have no reason to look for any other solution. Features and pricing match exactly what we need. As developers for SaaS products, Twilio SendGrid Email API provides a great service. I hope that they stay this way and don't inflate the service with too many marketing oriented features, because there are other tools for that and Twilio SendGrid Email API is a API for sending email first and foremost.
    Incentivized
    Read full review
    In-Person Training
    Lead Liaison
    No answers on this topic
    Salesforce
    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
    Twilio
    No answers on this topic
    Online Training
    Lead Liaison
    No answers on this topic
    Salesforce
    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
    Twilio
    No answers on this topic
    Implementation Rating
    Lead Liaison
    Any issue with the adoption of the product were on our end. I wish we had the band width to run faster so we can know more faster. Our team enjoys the dashboards and ease of using the product. I know our clients are appreciating the results of the information as well.
    Read full review
    Salesforce
    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
    Twilio
    No answers on this topic
    Alternatives Considered
    Lead Liaison
    I have not used any other product than Lead Liasion. I just recently started using this product and was not aware of the other options. Either way I am looking forward to seeing how far I am able to succeed using Lead Liasion and will continue to use this platform in the future.
    Incentivized
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    Salesforce
    So I've evaluated, implemented Microsoft Dynamics in the past. I've used Oracle CRM solutions. I've used Daylight, which is a very niche CRM system the last couple of years. And I've evaluated a variety from Legacy Microsoft Ones to Zoho and Sugar when making implementation decisions at other companies. But usually I've gone with Salesforce. I'd say it's better than most. The only one that I generally prefer, and last time I chose an implementation from scratch, I did Microsoft Dynamics. And the reason is for small mid-size organization, Microsoft Dynamics, if you already have Microsoft Office products, it's much better integrated to all of the Excel, Word, OneNote, Outlook email than what you get from Salesforce. And so that's the only one that if someone's a Microsoft organization and small sized company, it'll save a lot of integration things, a lot of security, a lot of login and access and IT management by just sticking within the Microsoft ecosystem. But outside of that, if you don't use Microsoft or if you're a large organization or have other needs that you want, Salesforce I'd say is better than all of the other CRM offerings out there. It's the easiest to use and the most robust and the most vendors and products for the ecosystem.
    Incentivized
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    Twilio
    Sendgrid has a lot of features that other providers have and a few more - like the dynamic template builder, which AWS SES doesn't have. We choose the provider based on the scenario of use and the provider we're using. If we're going to be making regular changes to a template, then we'd go with Sendgrid, as the changes will be easier to make and don't necessarily require developer intervention.
    Incentivized
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    Contract Terms and Pricing Model
    Lead Liaison
    No answers on this topic
    Salesforce
    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.
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    Twilio
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    Scalability
    Lead Liaison
    No answers on this topic
    Salesforce
    It's very scalable as it has a ton of features (but you do need an admin who understands how to leverage these features). Because of the various features, we've also needed to host onboarding sessions with our users so that they can familiarize themselves with the platform, which isn't always super user-friendly or intuitive.
    Incentivized
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    Twilio
    No answers on this topic
    Professional Services
    Lead Liaison
    No answers on this topic
    Salesforce
    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.
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    Twilio
    No answers on this topic
    Return on Investment
    Lead Liaison
    • Ability to attract more targeted prospects.
    • Deepen the relationship with existing clients AND increase the amount of revenue from clients as this is an added service in addition to our online marketing services.
    • One client paid for my costs!
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    Salesforce
    • It allows me to keep a close eye on all of my performance metrics through the Dashboard Reporting, ie what my sales pipeline looks like, how much it's changed in the last 60 days, new opportunities created in the last 7 days, # of emails sent for the week, etc. The ease of the design and output make it really easy to check my progress throughout the day to find where I have holes and am falling short on my personal and work goals. It's resulted in greater transparency with my Mgmt Team and shorter 1-on-1 mtgs with my boss as he can see exactly where I am at all times (to be fair, I'm a senior sales rep, so he pretty much lets me do my job completely unfettered), but it does prove that I am continually producing which recently resulted in a raise I didn't even ask for.
    • The SF repository is so detailed that I don't have to spend tons of time finding frequently used websites attached to a client or see what all interactions with the company look like. Even though I don't use SF for my bulk emails and email sequences, SF provides me with an email to use in the bcc of these emails which links everything back to SF. I find that extremely helpful. This really impacts my efficiency and I can honestly say that once I started using all the functionality of data management, it saved me about 20% of my time/week that I could then allocate towards other revenue-generating tasks like prospecting and account management. The more time I have for those, the better. My year-over-year on accounts 1 year and older just grew by 17% this last year.
    Incentivized
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    Twilio
    • As it was cheaper than the transactional service we previously used, it saved costs.
    • The API was relatively easy to work with so it helped us ship the service and test it quickly.
    • We still use the transactional email service, even though we recognize its limits as it meets our immediate needs.
    Incentivized
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    ScreenShots

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    Agentforce Sales Screenshots

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