Salesforce Agentforce Sales vs. Shopify vs. Volusion

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.

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Shopify allowed us to handle matrix items and combined listings. Both of which we could not do on our previous platform. There was some customization involved but overall, it did what we needed it to. The one downside was that if we want to change anything we would have to reload the entire set of matrix items manually.

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Volusion is a good company if you're starting out. The problem is that, if you want more complexity out of the program, you're kind of stuck. Also the regular time out errors and slow downs can be very frustrating. Packages that miss overnight deadlines because your system stops working can cost you customers. In today's highly competitive market, that's just something that's hard to put up with. If you have a lower volume of business you might be able to work around these issues.

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• 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.

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• It's base security and integration with trusted security partners (such as NoFraud) is a game-changer when it comes to reliability and a "hands off approach" for our IT department. The up-time is also very good.
• It offers a wide range of verified plugins that are (for the most part) easy to install and use for any specific scenario you're looking for.
• It's Analytics area in the admin is actually nice and offers a wide variety of reports that you can run.

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• Templates are pre-built for a good end user experience. I've gone through the process of building custom sites as well as tweaking both free and paid templates that Volusion's design team provides.
• Their support team didn't use to be as helpful, but in recent years have answered nearly all questions I've had. Their support section within the database provides detailed walkthrus as well.
• Order processing is easy once you've been trained on the system. We got to a point where nearly the entire process was automated from initial purchase through shipping.

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• 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.

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• I would love it if Shopify built an in house app which helped us post UGCs and social proof from platforms such as Instagram, Youtube etc. more seamlessly on our website. Right now, we are able to do it through third party apps but the look and feel is just okay.

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• API calls use the previous call as a reference, even if you weren't the one we made the previous call. Can lead to data gaps, so you often have to set a manual date range to look back to make sure you aren't missing any data.
• Not as customizable as most ecommerce platforms
• Not as many integration options as most platforms

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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.

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Nothing we have used in the past or have seen thus far even comes close to offering what we get with Shopify Plus, especially for the price. You cannot even come close to getting what we are getting at the price we pay. We are beyond thrilled and Shopify Plus meets and exceeds all of our needs and expectations. We love it!

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When you spend so much time with a product like this and not only have you witnessed its growth, but you almost feel like you are next those that make the decisions of building features a certain way, you can't help but want to stay and be a part of their continued growth. It's simply a great product. Can it improve? By all means! But it will only improve because of users and avid resellers like me.

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.

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It is fairly easy to use Shopify regardless of what task you are attempting to perform. Most things are customizable to a degree without requiring coding ability. I have very limited coding experience and have still been able to navigate my way around changing features of the website that require edits to the code with the use of AI and trial-and-error. This previously wasn't possible with the WooCommerce platform.

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I know what to do to add a new product, promotion or do an analysis of sales.

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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.

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Shopify support is always available when you need them.

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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

Shopify website speed is quite impressive. Even if we integrate couple apps, it does not hamper the site speed.

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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 terms of support I give Shopify a 9 out of 10 because they're always very friendly and thorough, and they personally can't solve my problem for me they always point me in the proper direction with the proper information I need to move forward

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You have to wait on hold for at least 45 minutes every call—the tech support person never knows the answer right away so they put you on 10 minute holds only to come back and say they're still looking for answers. The chat function could take days to get a response. Our "Dedicated Account Manager" never checks in or answers, nor are they ever in the office when we call. It's like they try to be as unavailable as possible until you forget why you even called in the first place. Insane.

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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

Shopify offered us several trainings to setup a Shopify store, how to build a brand, SEO, product photography etc. All this content have been super helpful in our journey.

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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.

Just start now and make the switch, the sooner the better. You will love it and it is really a simple process

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It is best to use the built-in features and recommended services for the most turn-key experience (ie. Skipjack for payment processing so that it can all be done from the Volusion backend).

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.

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Big Commerce and SAP Hybris are two other platforms we've investigated and Shopify is by far easiest to use and customize. While it doesn't do everything out of the box, the apps do fill in many gaps. The cost however, is probably the biggest selling point against these other two options.

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While k-eCommerce was very glamorous to us because it integrates with our main workflow, it just didn't have some of the marketing features that are so integral to the way we do business online. The set-up costs were also way too high. Volusion is so affordable and feature heavy, it makes it very difficult for any shopping cart provider to compete. You can find others who are competitively priced and have similar features, but they simply aren't as robust (at least for the way we use it)

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.

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Shopify has basic to high-end plans. The plans grow with the brand`s growth and I love that about Shopify.

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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.

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• It got the store up quickly so the client could start selling. She was previously selling products on Etsy and Facebook and wanted to consolidate everything onto one website, so the main thing Shopify solved was to reduce the store owner's time in managing all her products on multiple sites. Also, we had previously built a website on Wix with all the custom functionality and branding she needed - a truly great, high-end website - but it performed so slowly that it was unusable. So the speed at which Shopify can be set up and then works on the page is appreciable.
• The website was manageable by the client - she could figure the system out herself after a while so she saved money on costs for hiring developers. She did have to hire developers to customize some of the plug-ins but costs are all relative; it wasn't a high investment compared to building a full e-commerce website. With the complexity and size of her product base and the functionality and branding she wanted to have in a website, and the potential of her business, she would have needed to invest well over $10,000 to get to where she really needs to be. In the end she kept the budget under $5000.00.
• Costs kept climbing with plug-ins having to be added with everything. My client became more involved in building the website and began to try multiple plugins, and she did not have the skill base to evaluate the plugins functionalities so she chose plugins that did not do everything she needed, and then ended up paying the plugin developers to customize the plugins. So on one hand, it's pretty amazing to be able to bring up an e-commerce website as quickly as a week or so, but on the other hand if you need anything customized or deeper functionality in regards to product searching and filtering on the web page, and management on the backend, it quickly goes beyond the skills of the average person to manage, and above their expected budget as well. In the end my client really did not get anything close to the functionality for the website we had originally envisioned.
• Shopify was the easiest way we could find to bring the client's products to a global market. We evaluated several other platforms and the functionality simple did not seem to be adequate, so Shopify seemed like the only solution that could do enough of what we needed and still stay within this client's budget. Really the problem in this project was not platform per se but that the budget wasn't large enough. Shopify managed to provide a solution for an ecommerce store with thousands of products on a tiny budget, so in the sense of pure functionality it provided the best value of all the platforms we evaluated. The solution still isn't big enough for this client's business though so, without having insights into this client's post-build sales results, my guess is that because her new website did not make her products easier to sort through, and she likely didn't have much more budget left to invest in SEO and other marketing of the website, her sales probably didn't increase substantially as a result of having built the website. So I think this project all in all did not likely have a high ROI.

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• Honestly, when you're in the dashboard, the UX is simply horrendous. I mean, everything that should be 1-2 clicks away is 4-6 clicks away, and each pages takes at least four seconds to load. You just find yourself wasting a lot of time waiting for things to load. This should be more simple.