Salesforce Agentforce Service vs. Unifyr

I think Service Cloud is best suited for medium to large operations that require both proactive and reactive service. It’s a great fit for post-sales support. However, I wouldn’t recommend it for very small companies because it can be quite costly, and many of the features may go unused. Salesforce also performs best when you have a capable team managing it, so it’s important to consider your organization’s size and readiness before starting. Once you do, I recommend exploring other parts of the Salesforce ecosystem—Service Cloud works even better when integrated with Sales Cloud, since it allows better visibility across teams.

Incentivized

Very helpful in Marketing Actions, Marketing Decision Support, Sales Action Support, Customer Preference Analysis, Inbound Marketing Strategy Implementation, and Sales and Marketing Tool Integration. It's a comprehensive resource for helping customers make choices. All the years we have used this tool to communicate with our trading partners, there have been zero issues.

Incentivized

• Email to case is an interesting piece of it. The threading is very strong, sometimes too strong, but it does very well at handling the incoming emails.
• The omnichannel routing, using skill-based routing is really effective.
• Pathing. So making the workflow and helping the team understand what it is that they're trying to do, what they have to accomplish, those step-by-step pieces. That's really helpful.

Incentivized

• Partner tracking and communication - Relayware allows a holistic view of a partner. Since the tool tracks everything a user does, you can easily see when the partner has sent or received emails, participated in trainings, download files, etc. You can also see how and when back-office users such as admins, partner managers, etc. have communicated with partners, updated dashboards, downloaded reports, and much more. The granularity of the history and tracking is exception for seeing how you and a partner are engaging. It's also very helpful for companies who require an audit trail for activities.
• Training/eLearning/onboarding - I've worked with a number of eLearning/LMS platforms over the years and I'm stunned by the learning system built into Relayware. It's hands down far and above many existing standalone products and if Relayware was smart, they would offer this as a standalone item. The system supports the typical eLearning/LMS basics- SCORM support, grading, training by module, etc. but it also allows for custom training paths based on learning modules which can be SCORM, video, HTML, files, and any combination of these. The grading system is separated from the training content which allows for highly flexible user cases. You can created quizzes, tests, and certifications based on individual content modules or a full learning path.
• Since the LMS is part of the overall Relayware system which is intended for partner management, you can create a range of onboarding processes/paths which are customized to particular types of partners. The system can support both online and offline activities so you can require xxx to be done online, followed by in-person training, etc. It really is an impressive system. I liked it so much, I decomissioned my instance of a Moodle LMS and I now use the Relayware LMS to serve as both partner eLearning and general customer eLearning through a separate portal.
• Flexibility - It's hard to believe the Relayware can do so much in a single SaaS. The system allows for connection to SFDC so working leads and opportunities is simple. A manager or admin can add, edit, and remove web pages with ease. Data can be placed on any webpage using a number of "Relayware tags" which are special HTML tags to pull data from the system and use on a page. Customizable workflows for most any part of the system can be handled via a workflow engine. This could be onboarding, partner signup and registration, lead/deal/opportunity management and routing to appropriate users, Legal and Export compliance checking of documents and files, and on and on.
• The only real drawback is that the system is so flexible, it helps to have good training and support so you don't get lost. Luckily this is only an issue for those who administer the system and Relayware is keen to provide good support for their product.
• Licensing & cost - My observation is that Relayware has several good options for licensing and overall cost. They break the system down into several key modules so if you don't need something, you can remove it and not pay for it. However, that also makes it easy for the product to grow as your needs do. One of their license modules is by back-office users, not front-office. The benefit of this is when coupled with SFDC, you only need a single SFDC license for all of your field personnel and front end users. Since one of the Relayware models is to not charge by the number of front end users, you can save thousands in SFDC licenses. Ie: A user works through Relayware to report/edit/manage leads, deals, and opportunities. The system uses a single SFDC license to connect to SFDC so rather than every front end user needing an SFDC license, you only need one. Depending on the size of your organization, this alone could easily pay for the Relayware system.

• We had a principle initially to try and use Omni as much as we can from the user experience perspective, but have found that fairly restrictive. It was very difficult to actually get the right customer experience and customer engagement going. So we're actually on a journey at the moment to replace all of our Omni with Lightning web components that gives us that flexibility. That's probably one area where we've had some challenges in terms of how we've used the product out of the box.

Incentivized

• Building campaigns can be difficult at times - automation is good but can be a little temperamental
• Setting up social media links not always straightforward. You can't be sure if you have them right, there is poor feedback on the setup process
• Can be slow for updating campaigns, and I've been blown out and lost everything. Save frequently!

Incentivized

Professional edition works best for a small company with lower call volumes and is very useful but as you grow exponetially I think it has limited ability to do all the things we want to - SLA management, defect, release management to name a few. Reports and dashboards being available in real time.

I had Salesforce experience prior to using Service Cloud which made it a little easier to learn and navigate, but overall my team (some who had no Salesforce experience) caught on very quickly and found Service Cloud to be easy to use.

Incentivized

Working on an application that caters to customer needs requires a platform that acts as a mediator between the actual person and the client. This mediator handles the customer and resolves many of their doubts, helps them map through the entire process, and automates the processes. Such a platform is Salesforce Service Cloud. For queries that cannot be serviced by the platform, it creates a separate ServiceNow ticket for us, and it is assigned.

Incentivized

The Salesforce Service Cloud generally has very good performance, however the overall new Lightning user experience can bring that down. For example, if you have too many tabs open, then it can take a while for the Lightning UI to load. This UI is probably not well equipped to handle loading of all of that information at once, but Users tend to leave their tabs open all day long. It can also be fickle depending on which browser you use, what extensions you have installed, and whether you've cleared your cache. This can be the downfall with any software as a service though, not just Salesforce

Incentivized

Salesforce offers support, although it generally gets routed to overseas support teams first, and once they are unable to help, it gets escalated up the chain to higher tiers. Frequently, the answer back from support is that there is no native solution, and we either have to turn to the AppExchange for some solution provided by another developer, or custom build our own solution.

Would be a 10 if not for some of difficulties in building campaigns, setting up social media and occasional quirky behavior.

Incentivized

Our in-person training was provided by our implementation partner and it was quite good. This was in part because we were already working with them and so it naturally leant itself to a good training relationship. And because they were building our customizations and configuring things, they could then provide training on those things naturally.

Incentivized

Trailheads are great but it was often unclear what actually applied to our organization. This made it difficult to get a whole lot out of it. Part of it is that because the basic Salesforce features didn't quite work for us, we had to add customizations, which then nullified a lot of the training.

Incentivized

I would go through an implementation very differently knowing what I know now. It was difficult coming from systems we liked in post-sales service and having to adapt to the clunky and underwhelming feature set in Salesforce. I would trim back our expectations

Incentivized

We selected this product because we already had some competencies in Salesforce. We own a Salesforce partner with expertise in this area, and on top of that, Salesforce purchased it — it was originally called Velocity. When Salesforce decided to acquire it, that finalized the decision for us.

Incentivized

At the same time that I started using ZiftONE, we worked in a test mode with the GetResponse platform. We select ZiftONE as support on platforms that require content syndication since the information it provides us is more accurate than that of GetResponse. However, GetResponse has a more intuitive sales funnel for a person who has never worked with these types of tools.

Incentivized

The product has scaled up with our company growth just fine. No issues here other than slowness in clicking around and running reports

Incentivized

• We have cut our service team in half over the past 5 years due to the efficiency of the tool
• The amount of direct inquiries to our technical team is less than 10% compared to the number support tickets that get entered in the system for them to work in a more organized manner
• Responses are 100% more timely because tickets can be responded to by any individual in the queue or on the team, as opposed to direct emails to just one person

Incentivized

• In our personal opinion, we can say that this tool has not generated negative aspects in our work, so we can say that we are comfortable because I can keep all my potential clients organized and make sure that nothing is lost.