LeadsPedia vs. Salesforce Agentforce Revenue Management

Leadspedia is perfect for lead-gen campaigns. It makes tracking very simple. It's great for CPA,CPC and CPL campaigns. I've never tried using it for a CPV type campaign, so I'm not sure how it does with that

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What I like best is the ease of use to be able to track all opportunities and quotes in my daily sales tracker I also like the fact that you can reorganize the view for your opportunities. For instance, it is very similar to a spreadsheet where you can filter them by date, dollar amount, name, and several other ways. I found this to be less appropriate when we have to do multiple roles while assigning one task to multiple users. Column resizing within the Quote Line Editor is not supported in the Salesforce mobile app.

• LeadsPedia lives and breathes lead and call tracking. Few, if any, platforms do this better.
• LeadsPedia has integrations with several solution providers in the lead gen space, which facilitates lead validation and compliance.
• LeadsPedia's platform is incredibly feature rich, which gives end users plenty of optionality.

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• It does a lot of pricing models really well. So like tiered pricing when you're selling a product has tiered pricing.
• The out of the box approval functionalities is really good. It can trigger approvals based on a ton of different custom criteria.
• The data it creates and tracks is really accurate and robust.

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• I'd love to see LeadsPedia modernize its user interface. The UI already intuitive, but it looks a little outdated.
• I'd love to see LeadsPedia continue integrating with new solution provides in the marketplace. They've done this well, but they should continue these efforts.
• I'd love to see LeadsPedia build out a robust knowledgebase to educate end users on all of their features and functionality.

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• Our Salesforce is very messy, which tells me it's not super easy to clean up.
• I always have a really hard time removing a contacts from an account - it seems like you can't simply remove the relationship so we have lots of people named DO NOT CONTACT or things of that nature.
• Sometimes when saving it doesn't seem like things actually save.

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The company is very easy to work with and is growing by leaps and bounds. We do not anticipate switching vendors anytime in the near future

Because it looked almost impossible to integrate it with Zoho CRM while our Sales Operations team was working on it. But thankfully it worked at last but at the expense of a month's time. However, it has made every possible Revenue operations task simpler now. And that has ultimately made our team more efficient in terms of work hours spent on manual work.

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There have been some issues with multi-year pricing of certain products and services which we have been assured will be resolved but I guess are still underway, the support team apart from this has not been needed much and in the rare scenarios, it has been needed the resolutions of conflicts has been prompt and quick, so the overall support would have my high regards for being so helpful and customer-oriented so as to assure good performance of their toolset and customer satisfaction.

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Previously, we had to use both CAKE and Invoca seperately. Cake for lead tracking, and Invoca for call tracking. Now we only have to use one platform, Leadspedia. It's much more user friendly, and makes campaign setup incredibly simple. Wish we would've switched to Leadspedia ages ago.

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There is no comparison to a fully functional instance of CPQ. Nothing comes close due to the amount of customization and ease of use that CPQ offers once it's fully built out. Other solutions may be easier to build or administer, but for the users and business needs, CPQ is the best solution possible.

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• It has centralized our entire program, and cut back on a lot of manual reporting

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• Easy access to reporting on closed-won, closed-lost, and open quotes.
• Accuracy in data referenced in a quote - it's typically accurate as it is pulled directly from opportunity, looking up to associated subscription start/end dates, etc..
• We lose valuable time in creating quotes ourselves. Quotes were requested and created through sales ops previously, sales did not have access to the excel templates used to generate quotes.

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