RealZips GeoData Platform vs. Salesforce Starter

RealZips GeoData Platform is well-suited for Saleforce users and administrators who need to send targeted emails and snail mails and segment reports by a certain geographic area and are frustrated with Salesforce's built-in process for this, which is mostly non-existent. Other marketing platforms may handle this scenario better, but for Salesforce, RealZips is the best option

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If you own a business that has complex selling processes or requires integrations with 3rd party tools/systems, you should look at Professional, Enterprise, or Unlimited editions. Salesforce operates very well across pretty much every industry, but not all sales, marketing, and operational processes are created equal. If your marketing process requires a long list of sendable contacts then I would recommend adding on Pardot or Hubspot. Always start small and scale up, to avoid boxing yourself in down the road.

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• The main strength of RealZips GeoData Platform is the ability to query the "Metropolitan Area" field they provide, which is based on the contact's zip code. For example, if you are looking to promote an event to all contacts in the New York City area, this field will automatically show contacts living within several miles of NYC, not just those living in NYC itself.
• RealZips GeoData Platform automatically provides a zip code for contacts who may have that part of their address missing from their contact page. This helps keep the address data clean.
• RealZips GeoData Platform will help you sort your prospects or leads into geographic areas, helping you schedule in-person meetings while on the road.
• RealZips GeoData Platform provides a generous non-profit discount.
• RealZips GeoData Platform only requires the contact to have a zip code to work. The contact does not need a full address.

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• Tracking phone calls is extremely easy when using the app on the iphone. After a phone call is complete it prompts the user to enter in call details.
• SalesforceIQ also automatically logs emails for us. This has saved us time from entering in information manually.
• SalesforceIQ was easy to set up and allowed us customization for fields that were relevant to our business.

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• RealZips GeoData Platform may be difficult to learn at first, as their reporting tie-in fields need a certain syntax. But once you figure it out, it becomes clearer for future uses. Otherwise, the product functions as intended.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Table views can be sorted by column. Filters can be applied, but only to one column. Multi-column filtering like Excel allows would be extremely useful and a big improvement.
• The ability to quick copy data in a table view would also be helpful, like (ctrl ') in excel.

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The system is very user-friendly on a desktop but lacks mobile friendliness. The Customer relationship manager disappears after the deal is signed. We struggled to get the system in a usable format, which was not cost-effective. The CRM system on desktop was great but way more complicated than it should be.

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RealZips GeoData Platform integrates very well with Salesforce.com and works seamlessly alongside other apps, such as the Nonprofit Success Pack and Causeview, which transform Saleforce's data into a non-profit focused layout. Any changes in Salesforce's data structure do not seem to impact RealZips effectiveness. Furthermore, it works well as a data-cleaning tool, which increases the potency of all other apps.

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more expensive but as an industry leader and go, the learning curve pays for itself in ROI in lost time in onboarding

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• RealZips GeoData Platform has had a positive ROI by allowing us to target specific contacts based on their geographic location, not their physical address.
• RealZips GeoData Platform has had a positive ROI by providing a very generous non-profit discount.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• It made the job more efficient for staff so they can spend time doing other tasks rather than configuring and maintaining Salesforce Starter.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info