Small World Labs Community is a hosted collaboration and social networking platform with easy drag & drop modification capabilities. Small World Labs offers implementation and community engagement services, plus an open API for integration with other systems. Small World Labs has clients across industries, but a high concentration in the nonprofit area.
Small World Labs was acquired by Personify Corp in 2016.
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Salesforce Sales Cloud
Score 8.4 out of 10
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Salesforce Sales Cloud is a platform for sales with a community of Sellers, Sales Leaders, and Sales Operations, who use the solution to grow sales and increase productivity. The AI CRM for Sales features data built right in, so that companies can sell faster, sell smarter and sell efficiently. Salesforce Sales Cloud is used for, and supports: Buyer Engagement Sales Engagement Enablement Sales AI Sales Analytics Team…
You can tell from the CEO and all staff that this is a very competent company that wants you to succeed with integrity. There is a strong support and services team that works collaboratively with us to make sure we are always getting what we need. They provide 24x7 emergency support, online ticket support, email support, a client community, and the ability to call and talk to the same account manager or community consultant every time (I even have Mariano's skype and he replies on weekends!). They recently launched a client community - so they are now even practicing what they preach. Our questions in the client community are always answered quickly.
Sales Cloud is very well suited for the daily leads and opportunity pipeline management as well as user management. Sales process automation are very helpful for repetitive tasks. It integrates well with other platforms. It's easy to customize and report on data. Sales Cloud can be pricey so is only open to larger org's that need complex CRM. User adoption is slow to any new users that have no prior experience.
It's easy to use. The admin panel has a number of drag and drop options to modify the experience
Flexibility. There are a large number of standard block features that can be added to areas. In addition, each dynamic block as a number of settings that allow you to tailor the experience you want to create. You can do this without being a programmer.
Personalization. There are good tools that allow you to personalize the experience based on whether users are logged in or not, whether they are in particular segments (which we can create) or recommendations based on information the user has provided about themselves.
Mobile. Small World Labs has a really great way of doing mobile. They give you a drag and drop interface for designing the mobile environment so there is a lot of flexibility with this. We are currently turning this module on.
Logging notes: SF makes it easy to log notes in the timeline or static notes that live in an easy-to-see spot for longevity.
Logging activities: It's easy to post a call, text, email, etc.
API data: Once connected, SF is critical to automation, such as website activity, login activity, pages visited, etc., which saves the Customer Success side time in understanding account activity.
Custom fields: you can add custom fields to really personalize your experience. We use quite a few and it's brilliant.
Integration with our Association Management System (AMS) didn't go as smoothly as I had wished. Having said that all of the issues with that integration have been addressed.
Because the platform is updated so frequently you need to stay on top of what is available to you and your end users or you may miss out on key functionality releases.
I have hard-coded the auto-update of the phone number format and state format from some codes shared by the community, but I do not know where to do it. I cannot reset it either.
It is unclear what functionalities each version has. We use the enterprise version, and it seems we can only have one design of the pipeline. But different business segments would have very different sales cycles, and hence, pipeline tracking would be different. It would be nice to have this available in our version.
It seems I cannot create a report to pull notes logged at the account levels.
From the first conversation and beyond, it has been a pleasure working with Small World Labs. Their staff are genuinely interested in understanding our business and our goals, and actively make recommendation on continued improvement and long-term strategy. All of their staff demonstrate a clear understanding of the product and when to expect new features. Furthermore, their CEO, Michael Wilson, is more than competent and has proven to be an industry expert. He understands both the technical side and the community strategy side of the business. In fact, we have already initiated a project to build a second community with Small World Labs for a separate business unit
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.
Salesforce has been designed on the basis of "Clicks, not code". So anyone willing to learn the Salesforce user interface (which is quite good as far as management software platforms go) is able to become a Salesforce user or even a Salesforce administrator. You don't have to know coding language to work in the Salesforce environment. Also, Salesforce has one of the best software training resources (Trailhead) that I have ever encountered. It is free to all, easy to use, and most importantly it is interactive. No scrolling through endless text in a user manual. There are hands-on modules and related videos interlaced and through it all you earn points and badges to display your level of learning.
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.
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
The people at Small World Labs are very accessible. I can email, open a ticket, or call and they are there. I'd also point out that senior management is quite available too. We frequently have talks about potential strategies and new things we might be doing, which is great. I think the whole organization genuinely likes what they do and likes helping us succeed.
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.
In-person training is more ad-hoc based on if they are traveling to you or you are going to visit them. I imagine that if I paid for in-person training that it would be set up as well, but I've just used the standard training that comes with the initial set up and ongoing support.
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
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
We had staff turnover at our own organization during the implementation. We were able to get the community up and live in a good timeframe even though that happened and we had to switch some people around for managing the project on our side.
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.
We evaluated a few different community platform vendors over the course of a couple of months. I believe we also evaluated Jive, Lithium, KickApps, and Powered.
Salesforce Sales cloud is well integrated with a lot of other marketing and sales technology SAAS products that we use within our business, which is a big part of why I enjoy using it. Compared to NetSuite, it is a lot more user friendly, a modern platform that provides better visual understanding of sales pipeline and contains more useful data across the customer journey.
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.
I don't think there is a limit to Sales Cloud's scalability; at least, I haven't encountered one or heard of one. My data is not enormous, so perhaps some companies might encounter lags, but nothing from my end. I think I'll be able to use Sales Cloud from now until infinity.
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.
Our community has been very active since the re-launch of our site. Have seen some increases in member engagement.
Feedback from our membership has been nothing but positive since we transitioned off of our older Sharepoint community. Look and feel and ease of use have been real pluses for our members.
Having the Small World Labs community is allowing us to be more creative with the way we integrate our community into all aspects of our online presence, web-site, social media, etc.
All tools we've implemented with Salesforce had a pretty quick positive ROI with the exception of CPQ & Billing. That was a very large project that I would only suggest for businesses with many SKUs that tend to be packaged together.
