Microsoft Viva vs. Salesforce Experience Cloud

Well suited for

• Companies that have experience of using the OKR methodology and have a clear understanding of what it is
• Companies that are planning to expand/scale the OKR program
• Companies that are looking to reduce the effort involved in running the OKR program

Ill-suited for:

• Companies that are using OKRs for the first time and do not have a clear understanding of the methodology

Incentivized

Salesforce Experience Cloud is well-suited for organizations that have clients who periodically or routinely need to access historical data or documents. The product also offers an exceptionally effective tool to engage with customers around support/service issues and the entire Case management functionality built into the Salesforce platform. The product might be less well-suited in environments where there is exceptionally high staff turnover within customer accounts, or where there is a substantial lack of very basic computer skills.

Incentivized

• AI Copilot
• Task reminder
• Calendar event reminders
• Helps me make more efficient and quicker social media post pushes that we do weekly

Incentivized

• Complete integration with the Salesforce ecosystem. Data displayed in your Community portal reflects records from a Sales Cloud organization
• Highly customizable. A Community Cloud portal can be totally customized both visually and with different funcionalities with little to no coding skills required

Incentivized

• Accelerate integrations and add more integrations.
• Ally.io has room for improvement in providing benchmark in-depth analysis across industries, same-size companies, etc.
• Ally.io can still improve upon some of its product features and communicating the releases. Videos have been extremely helpful.

Incentivized

• The documentation for implementing Experience Cloud can be a bit confusing as their rebranding hasn't made it's way into all articles, resulting in different terminology being used to refer to the same thing
• Some things are not as intuitive regarding their customizability, so there's a bit of a learning curve (i.e. Lightning apps can't be used to customize layouts in Experience Cloud)

Incentivized

Usability is pretty streamlined, especially if you're familiar with other Salesforce products, but even if not, take it from me, as I just entered the technological space about two years ago, that this product is pretty simple to learn. You don't have to jump in with your head underwater. Small wins and learnings along the way are what foster long-term understandings and enable your evolution alongside the product. I definitely recommend Salesforce Trailhead along with it

Incentivized

It's delivered on our original requirements and we've found ways to grow its usage. We continue to build on our original success and we can report our data out to leadership to show a true return on investment which is great for growing support and expanding uses for the system.

Incentivized

We have weekly calls with our Salesforce reps. They bring new ideas to the table and help with taxonomy builds. They have also answered many questions and connected us to the right people for us to grow our knowledge and utilization of the platform. They are a good partner overall in comparison.

Incentivized

Ally was preferred over the alternatives due to the following:

• Quick turnaround by reps
• Detailed product demo
• Ease of use in comparison other tools
• Clarity in terms of how Ally.io could resolve Crayon's existing issues

Incentivized

I have used Datatel/Colleague/Recruiter before. There were issues because only one person at the institution was able to have the student's record open at a time. This was problematic when collaboration between departments was necessary especially in the case of admissions, financial aid, and registration. We also had to do our work and then log out before asking a questions of another department. Sometimes simultaneous use was necessary. However, this was years ago and they may have since updated the program.

Incentivized

• AI co-pilot makes it easier to be more direct and less "wordy"
• Teams is a great program and I like how it's seamless and more advanced when you want to convert a file type.
• Tasks section is great way to keep track of lists that I constantly forget. Now I just use my computer to keep track of my "to-do list"

Incentivized

• Improved online admission application completion rates from mid-60%s to mid-80%s.
• Positive user experience from start-to-finish to leverage one data system for all prospective student data
• Fewer data integrations transforming and loading sensitive student data by leveraging Salesforce Community Cloud to access already existing data

Incentivized