Provely vs. Salesforce Agentforce Sales

Landing pages. Say, a webinar optin page. Or a lead magnet optin page. People can be persuaded to believe that others like the lead magnet and don't want to be left behind and also they can trust others opinions. So, having a widget on these pages that shows, "XYZ just signed up" can help with getting more sign ups. A widget that shows the amount of people that are looking at a certain page is also beneficial. The best thing to do, is to test at all times. See if the conversion rate is increased or if it drops. And test variations of the widget one at a time. Sometimes, it helps, but in some cases, one can see little difference. So the key is to test. We used it on a front page and we optimized it for speed. We saw that we had several things that slowed our site down. So we decided to take away some of the items. This included our widget from Provely. It does not take a lot of resources, but we were super savvy and wanted the optimal speed. We might revert back into adding it again, but for now, we stripped the page for all extra baggage so we were certain that we had the correct overview on the speed that was needed. The widgets can be less appropriate also, if one wants full attention to the copy on a page. This is also a savvy choice. So the key is to TEST, again... To determine if it helps or halts conversions. This example we are seeing on direct response sales pages in the make money online nice. They rarely use this. Some do. So again, testing will determine the effect. (A savvy user tests, but even those, skip it some times, so it is best to use your own due diligence)

Obviously, for any business, there are two main areas to focus on — the sales path and the service path. Sales Cloud wouldn’t be suited for a company that’s primarily into support services. For those kinds of companies, Salesforce has a different product — Service Cloud. So, for anyone in the support or service space, Sales Cloud isn’t the right fit.

Incentivized

• The customizations - We have an organization that operates differently from most companies, so we’ve had to implement quite a few customizations — and Salesforce allows us to do that quite quickly. Most of the time, delays come from dependencies on other internal parties rather than the system itself.
• From my perspective as a consultant, one of the biggest advantages is that everything is in Salesforce — all the details, all in one place. The ability to customize it easily is a big plus; there’s really a lot you can do with it.

Incentivized

• We still need to include the production part. We started using Salesforce to sell the seeds — our inventory is in SAP — and from there we handle sales and track the process of planting, harvesting, selling, and then collecting payments. But we don’t yet manage the earlier production processes, like production planning. We handle allocation, but not full production planning, and that’s an area where we still have room for improvement.

Incentivized

We see the professional look it gives, and the live proof it provides. It helps with conversions, so we want to be sure we have the optimized numbers for our business. It is worth keeping so we earn more leads, and sales by piggybacking on the psychological effect of FOMO and more. We believe it is a must have in our arsenal, at least on selected pages.

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.

Incentivized

It's a ONE page for settings, and the code to use for integration. All is found in one place. It is made to be simple, with powerful features

Because I think it could be easier. We have different standards today since we’re used to interacting with consumer apps like Starbucks, where all you do is scan your card. Then, when you use Sales Cloud, there are still a lot of manual inputs. So my mission with AI is really about figuring out how to make that easier.

Incentivized

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.

Incentivized

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

We had a question... We asked about a certain feature... One that was not present. So, what happened is that they responded quickly, but also, they developed the feature FOR US, which is unprecedented in many ways. It is not the norm, so we were taken great care of. The support was more than helpful and we would recommend them any day of the week.

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.

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

The only thing to note, if you're afraid of tech, get the developer to install the code. You can do the design, but maybe get someone to install the code, again, it is done in minutes. Maybe 5. The other thing to note, keep an eye on your stats and analytics. You install this for a reason, to help with conversions. The only way to know for sure if it is right for your page(s) is to track it. If it does not aid your % it is of no use. Not EVERY page will be a candidate at all times. BUT, most are. So my advice is to go for it, get it set up. Track your before and after. If you an uplift in your % then keep it. If there is no visible change, maybe you're not tracking the right metrics over the right amount of time, so check if you can track deeper. If you have tracked really well, and not seeing an uplift, maybe change the wording, the widget, or the placement of it. And keep tracking. If there is no change short-term or long-term, then I would reflect on the usage. It is made to uplift conversions and it does so. But it is your job to place it where it matters, like on a lead magnet page, where others can see that they are not alone in both wanting and/or taking action and physically signing up to a lead magnet. So, again, my advice, get it set up. You will most likely do the job right on the first go, and from there, enjoy, and keep tracking

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 have tested 3 other products in the past, all failed to have the complete solution we were looking for. Provely is here to stay and has added lots of features. 1 of the other tools we tested are low on features. 1 of the tools we tested had a short run and updates stopped and the project was abandoned. 1 of them never worked properly.

So I've evaluated, implemented Microsoft Dynamics in the past. I've used Oracle CRM solutions. I've used Daylight, which is a very niche CRM system the last couple of years. And I've evaluated a variety from Legacy Microsoft Ones to Zoho and Sugar when making implementation decisions at other companies. But usually I've gone with Salesforce. I'd say it's better than most. The only one that I generally prefer, and last time I chose an implementation from scratch, I did Microsoft Dynamics. And the reason is for small mid-size organization, Microsoft Dynamics, if you already have Microsoft Office products, it's much better integrated to all of the Excel, Word, OneNote, Outlook email than what you get from Salesforce. And so that's the only one that if someone's a Microsoft organization and small sized company, it'll save a lot of integration things, a lot of security, a lot of login and access and IT management by just sticking within the Microsoft ecosystem. But outside of that, if you don't use Microsoft or if you're a large organization or have other needs that you want, Salesforce I'd say is better than all of the other CRM offerings out there. It's the easiest to use and the most robust and the most vendors and products for the ecosystem.

Incentivized

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.

It's very scalable as it has a ton of features (but you do need an admin who understands how to leverage these features). Because of the various features, we've also needed to host onboarding sessions with our users so that they can familiarize themselves with the platform, which isn't always super user-friendly or intuitive.

Incentivized

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.

• It allows me to keep a close eye on all of my performance metrics through the Dashboard Reporting, ie what my sales pipeline looks like, how much it's changed in the last 60 days, new opportunities created in the last 7 days, # of emails sent for the week, etc. The ease of the design and output make it really easy to check my progress throughout the day to find where I have holes and am falling short on my personal and work goals. It's resulted in greater transparency with my Mgmt Team and shorter 1-on-1 mtgs with my boss as he can see exactly where I am at all times (to be fair, I'm a senior sales rep, so he pretty much lets me do my job completely unfettered), but it does prove that I am continually producing which recently resulted in a raise I didn't even ask for.
• The SF repository is so detailed that I don't have to spend tons of time finding frequently used websites attached to a client or see what all interactions with the company look like. Even though I don't use SF for my bulk emails and email sequences, SF provides me with an email to use in the bcc of these emails which links everything back to SF. I find that extremely helpful. This really impacts my efficiency and I can honestly say that once I started using all the functionality of data management, it saved me about 20% of my time/week that I could then allocate towards other revenue-generating tasks like prospecting and account management. The more time I have for those, the better. My year-over-year on accounts 1 year and older just grew by 17% this last year.

Incentivized