Meritto vs. Salesforce Agentforce Education

I would say it's suited for a higher ED or K through 12 use case. If you're tracking anyone who is a learner, I would say it's still applicable for non-degree learning experiences. So even if you don't have a four year degree granting institution, but if you're not doing education, that's probably where I would say it's not really for you. Right. There's other products, other verticals like nonprofit cloud or financial services cloud you'd want to look at.

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• Great use of integrating across all aspects of enrollment.
• Easy to create tasks for counselors to remember to call prospective students and keep up to date on goals.
• Reporting is fabulous inside of Salesforce.
• All of the Apps in the App Exchange.

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• I think the display of the cloud for students can seem a bit intimidating at first.
• I do not know the depth in which some features could offer more, but organization is the most important in displaying the information for the user.
• Other than the visual aspect I think Salesforce does an amazing job! I'd like to see this used more widely.

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It can be extremely user friendly and customizable - if you have the skills to do that. There are features - like records related opening in sub tabs - that make work more efficient. There is a definitely a steep learning curve when it comes to becoming a salesforce admin though.

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People will respond on time even though Salesforce is such a large organization. This also includes various methods of getting support beyond just calling - they have dedicated reps, chat, chatter, etc that all make the experience more pleasant.

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Salesforce has many more options, functionality, and can provide real time dashboard reports from the homepage. Provides a quicker search functionality and merges all information for other areas of the company into a concise summary. Report functionality is very intuitive and with basic understanding, users can build their own graphs and dashboards to help visual important data.

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• Positive: Our entire company is more aligned because while still complying with FERPA, the right people have access to student records while also having the correct permissions.
• Positive: we can integrate with our partners who also use Salesforce, while still complying with FERPA.
• Negative: we've needed to hire a Salesforce Development team with multiple people to accurately customize the tool to work for us.

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