Nooks vs. Salesforce Agentforce Revenue Management

Teams who work remote, Managers who want to listen to cold calls and coach someone live, or encourage a team member TO work with them in the same space.

Incentivized

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.

• Call quality is usually good
• The recordings and transcriptions are helpful
• The lobby set up is a great system to collab/talk to coworkers

Incentivized

• 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.

Incentivized

• Easier access to previous call data if you have connected with the prospect before
• LinkedIn more accurately updated and accessible
• recommended next steps based on call disposition

Incentivized

• 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.

Incentivized

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

Nooks is very user friendly and intuitive, especially after the recent update. it integrates seamlessly with other tools in the tech stack and communicates almost instantly. If you were to run into issue, the Nooks support team are fast to address and resolve. Also, Nooks reps are always open to trainings and refreshers on the platform.

Incentivized

I love and admire systems that reduces manual data work by handling routine revenue tasks. And having Salesforce as primary CRM ecosystem will make it easy for anyone doing lead management, forecasting and actual revenue tracking. Since, I am salesforce data analyst - it easy for me when comes to using agentic features in designing processes

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.

Incentivized

We used to use Orum but decided to switch due to the number of issues we would see whether it was with connect rates, dial to connect times, and the amount of technical difficulties. Nooks outperforms Orum in every aspect especially around the reporting and analytics as Nooks goes into much more detail.

Incentivized

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.

Incentivized

• Positive: Connect rates and 60 second conversations held
• Positive: More meeting conversion from calls (still dominant via email)
• Negative: I think more NAMER regions experience it but it has to do with Gong Engage functionality like with wrong dispositions

Incentivized

• 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.

Incentivized