Salesforce Agentforce Revenue Management vs. SurveyMonkey Apply

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.

If you are looking for a software that let's you create online forms seamlessly and also minimizes your company's work flow then this is the correct way to go. It has allowed us to get accurate response and also has helped us save enough time compared to when we're still using other softwares.

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• 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.

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• SurveyMonkey Apply has the best customer service I've ever experienced in a company. They are easily accessible, super helpful and friendly, and they will work until they are able to find a solution.
• The platform for building an application on SurveyMonkey Apply is simple for the user. It's set up with such a clean format that is appealing to the eye and incredibly user-friendly.
• The application system also has a lot of flexibility, making it easy to customize your applications as needed.

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• 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.

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Independently Invited by TrustRadius

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• An average administration may not have the technical capabilities to adapt and shape it for themselves. While SurveyMonkey Apply has an option for tech support for a price, it is not something always easy for the admin.
• There is no way to cross reference users by Social Security Number or other identifier. In other words, a single applicant with multiple email addresses could potentially apply and receive benefits as the users are tied to email address not email address and SSN.

Incentivized

Independently Invited by TrustRadius

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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

Because it looked almost impossible to integrate it with Zoho CRM while our Sales Operations team was working on it. But thankfully it worked at last but at the expense of a month's time. However, it has made every possible Revenue operations task simpler now. And that has ultimately made our team more efficient in terms of work hours spent on manual work.

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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

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.

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Independently Invited by TrustRadius

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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.

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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

We think that Submittable is the top platform available and will continue to use it for our clients. The start-to-finish platform makes our workflow smarter and more efficient, leading to better decisions and bigger impact. We are always looking for new programs and when we landed on Submittable, we were sold.

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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

• 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

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

• Positive Impact: allowed us to move to a more virtual office, just in time for COVID's forcing all to work from home/remotely.
• Negative Impact: made it much harder to capture all data we need to merge with all applicants since organization created.

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