What users are saying about
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Top Rated
2854 Ratings
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Top Rated
521 Ratings

Salesforce

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Top Rated
2854 Ratings
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Score 8.3 out of 100

Smartsheet

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Top Rated
521 Ratings
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Score 8.5 out of 100

Likelihood to Recommend

Salesforce

It's a great customer relationship management in the view of sales and services. Marketing wise it's difficult for lead management and we've experienced some syncing issues with the marketing automation tool. We've noticed that when records are merged, important info from the deleted record is not available anymore and this sometimes causes difficulty with alignment in reports. The custom report format too is only limited to 3 objects.
Anonymous | TrustRadius Reviewer

Smartsheet

For teams and users who are very familiar with Excel and its mode of operation, Smartsheet will feel like a walkover. If you have a number of users who use Excel or Google Sheets for their personal project management then you will find this tool to be very useful and somewhat familiar.
Teams that may be used to other project management suites or styles would find Smartsheet a bit challenging to adapt to, as formulas and formatting can be challenging to adapt to.
Abigail Selebe | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Salesforce
7.8
Smartsheet
Customer data management / contact management
Salesforce
8.3
Smartsheet
Workflow management
Salesforce
7.8
Smartsheet
Territory management
Salesforce
7.7
Smartsheet
Opportunity management
Salesforce
8.3
Smartsheet
Integration with email client (e.g., Outlook or Gmail)
Salesforce
7.2
Smartsheet
Contract management
Salesforce
7.7
Smartsheet
Quote & order management
Salesforce
7.6
Smartsheet
Interaction tracking
Salesforce
8.0
Smartsheet
Channel / partner relationship management
Salesforce
7.8
Smartsheet

Customer Service & Support

Salesforce
8.5
Smartsheet
Case management
Salesforce
9.0
Smartsheet
Call center management
Salesforce
8.4
Smartsheet
Help desk management
Salesforce
8.3
Smartsheet

Marketing Automation

Salesforce
7.8
Smartsheet
Lead management
Salesforce
8.0
Smartsheet
Email marketing
Salesforce
7.6
Smartsheet

CRM Project Management

Salesforce
7.4
Smartsheet
Task management
Salesforce
7.5
Smartsheet
Billing and invoicing management
Salesforce
6.7
Smartsheet
Reporting
Salesforce
8.1
Smartsheet

CRM Reporting & Analytics

Salesforce
8.3
Smartsheet
Forecasting
Salesforce
8.1
Smartsheet
Pipeline visualization
Salesforce
8.3
Smartsheet
Customizable reports
Salesforce
8.5
Smartsheet

Customization

Salesforce
8.1
Smartsheet
Custom fields
Salesforce
8.3
Smartsheet
Custom objects
Salesforce
8.3
Smartsheet
Scripting environment
Salesforce
7.8
Smartsheet
API for custom integration
Salesforce
8.0
Smartsheet

Security

Salesforce
8.6
Smartsheet
Single sign-on capability
Salesforce
8.4
Smartsheet
Role-based user permissions
Salesforce
8.7
Smartsheet

Social CRM

Salesforce
7.6
Smartsheet
Social data
Salesforce
7.5
Smartsheet
Social engagement
Salesforce
7.6
Smartsheet

Integrations with 3rd-party Software

Salesforce
7.5
Smartsheet
Marketing automation
Salesforce
7.6
Smartsheet
Compensation management
Salesforce
7.4
Smartsheet

Platform

Salesforce
7.7
Smartsheet
Mobile access
Salesforce
7.7
Smartsheet

Project Management

Salesforce
Smartsheet
8.2
Task Management
Salesforce
Smartsheet
8.7
Resource Management
Salesforce
Smartsheet
7.8
Gantt Charts
Salesforce
Smartsheet
8.7
Scheduling
Salesforce
Smartsheet
8.5
Workflow Automation
Salesforce
Smartsheet
7.9
Team Collaboration
Salesforce
Smartsheet
8.6
Support for Agile Methodology
Salesforce
Smartsheet
7.8
Support for Waterfall Methodology
Salesforce
Smartsheet
8.2
Document Management
Salesforce
Smartsheet
7.8
Email integration
Salesforce
Smartsheet
8.2
Mobile Access
Salesforce
Smartsheet
8.0
Timesheet Tracking
Salesforce
Smartsheet
8.5
Change request and Case Management
Salesforce
Smartsheet
8.1
Budget and Expense Management
Salesforce
Smartsheet
8.1

Professional Services Automation

Salesforce
Smartsheet
8.3
Quotes/estimates
Salesforce
Smartsheet
8.0
Invoicing
Salesforce
Smartsheet
8.4
Project & financial reporting
Salesforce
Smartsheet
8.2
Integration with accounting software
Salesforce
Smartsheet
8.7

Pros

Salesforce

  • Salesforce.com is extremely customizable. I would not consider it an out-of-the-box solution, although its standard fields allow for fundamental CRM activities and reporting.
  • Salesforce.com is able to integrate with 100s of third-party softwares—often times creating efficiencies in processes.
  • Reports within Salesforce.com have the ability to be simple as a standard Account report, or you can get very granular with your report filtering to segment a very specific result, eg. Accounts in California who are active clients and fall within the pharmaceutical industry and have a specified market capitalization.
Erik Viager | TrustRadius Reviewer

Smartsheet

  • To manage all the office main things with the help of Smartsheet. I have been using this platform for a very long time in my organization and it is pretty much one of the best available in the marketplace.
  • The main feature that Smartsheet has that it is a cloud-based platform that deals with work management in the workplace.
  • It helps me to assign tasks to other team members, track the deadline of work that I have assigned to different team members and manage calendar events.
Elizabeth Mason | TrustRadius Reviewer

Cons

Salesforce

  • Costs vs. ROI: The initial cost to BUILD whatever instance your SF sales rep presents to you and sells; the COST associate to get to that build is NEVER explained or discussed.
  • The Salesforce sales rep's job is to sell you on an idea and hope, rather than practical application, implementation, and realistic expectations of the egregiously cantankerous and universally overpriced CRM.
  • They do not vet, manage or hold accountable their 'implementation partners'. Again, the sales rep for Salesforce; their job is to sell you the platform, not what you they showed you the platform can do. There is extreme neglect in discussing the actual cost to get their CRM platform to do WHAT they have showcased to you. Not to mention the time it takes to get there. Not to mention the partners they refer to you are random. These 3rd party companies do ALL the work and make ALL the money on behalf of Salesforce, for themselves. You get stuck in contracts with mediocre service or lackluster results and there is NO recourse for you as the consumer against these 'partners'.
  • If I want to sell GM cars, GM has standards and minimums they require in order for me to represent their brand. If I do shady dealings, rip customers off or am just a terrible business to be in business with, GM would strip me of my dealership title for their brand. SalesForce does no such thing. I could start a company to implement salesforce, have you sign a contract and deliver a garbage product. If you go to SF to complain about that; "Our hands our tied" as I have been told.
  • Salesforce does not care about your user experience, they just want you to buy more. It is a Sales organization, not a software company. Again, they do not care about your business, the negative impact of their CRM rollout, or how terrible their 3rd party support partners are. They. Dont. Care. They just want your money.
  • SF is aware they are the biggest player on the block. They have all the cards. You, the consumer, as an individual business, have no power or say.
Kurt Johansen | TrustRadius Reviewer

Smartsheet

  • Smartsheet set up is similar to Excel, yet when you upload an Excel file, things like conditional formatting are lost. Smartsheet has its own conditional formatting, and you have to reinstate the rules. It would be great if those would apply automatically once a file is uploaded
  • Some Smartsheet management and access rules can take some tweaking to work properly. This may be a case of offering more info to admins so they can apply these better and with more efficiency
Anonymous | TrustRadius Reviewer

Likelihood to Renew

Salesforce

Salesforce 10.0
Based on 49 answers
While it's not perfect and can be overly complicated at times, there is not another solution out there that can do what it does. To get the same functionality you would need numerous disparate tools to match the amount of functionality Salesforce has. Having it all aggregated on one platform makes the complicated parts far more bearable
John Cupoli | TrustRadius Reviewer

Smartsheet

Smartsheet 10.0
Based on 23 answers
It definitely meets our needs as far as organizing and archiving our tasks and files. As we train more staff to view it, I see opportunities for more improvement, which I am sure this program can handle. I look forward to seeing continued improvement from Smartsheet on their capabilities and functionality.
Courtney Barringer | TrustRadius Reviewer

Usability

Salesforce

Salesforce 8.1
Based on 78 answers
Salesforce.com was one of the easiest products to integrate with our organization -- both from an initial installation and setup perspective as well as from an ongoing / day-to-day usability perspective. The software works seamlessly for us and allows to save a great deal of time in the process of creating and managing relationships.
Anonymous | TrustRadius Reviewer

Smartsheet

Smartsheet 8.6
Based on 12 answers
Smartsheet is very easy to learn. However, while I have been able to pick it easily, Microsoft Excel and Project super users that I have trained on Smartsheet get bogged down in the differences and can find it frustrating. Explaining the differences ahead of time and why Smartsheet is being chosen instead of a different software seems to counteract those reactions
Meghan M. Prentiss | TrustRadius Reviewer

Reliability and Availability

Salesforce

Salesforce 9.8
Based on 54 answers
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.
Kyle Dugger | TrustRadius Reviewer

Smartsheet

No score
No answers yet
No answers on this topic

Performance

Salesforce

Salesforce 9.0
Based on 36 answers
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
Rob Gottschalk | TrustRadius Reviewer

Smartsheet

Smartsheet 10.0
Based on 2 answers
No answer on this topic is available.

Support Rating

Salesforce

Salesforce 7.6
Based on 105 answers
It is difficult to get complex issues resolved with nearly any Support department if you can't get the level 1 person to understand what complex tasks are taking place. Not bad for the first level support. I would recommend a Salesforce consultant for complex issues.
Quentin Goin | TrustRadius Reviewer

Smartsheet

Smartsheet 8.1
Based on 92 answers
I give this rating because it fills a niche in the market. MS Project scares many away from proper task management but there are limited tools our there, especially cloud-based that are mobile-friendly. Smartsheet fills this market gap, especially for small to medium-sized businesses. IT is not fair to compare it to MS Project, but fairer to see what gaps it fills.
Jesse Bickel | TrustRadius Reviewer

In-Person Training

Salesforce

Salesforce 7.9
Based on 11 answers
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
Anonymous | TrustRadius Reviewer

Smartsheet

No score
No answers yet
No answers on this topic

Online Training

Salesforce

Salesforce 9.1
Based on 15 answers
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
Anonymous | TrustRadius Reviewer

Smartsheet

Smartsheet 7.0
Based on 1 answer
No answer on this topic is available.

Implementation Rating

Salesforce

Salesforce 9.4
Based on 32 answers
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.
Anonymous | TrustRadius Reviewer

Smartsheet

Smartsheet 10.0
Based on 18 answers
It's absolutely paramount to take a few minutes to actually play with the software. It's nearly impossible to do anything wrong or make a mistake which cannot be fixed easily. Under the help menu is Live Training option. After you familiarize yourself with the commands, watch the live training for some in depth understanding of how to make the software fit your needs perfectly.
Stephanie Carpenter | TrustRadius Reviewer

Alternatives Considered

Salesforce

In the past we have used monday.com, which was better suited for a project management tool rather than a fully customizable CRM tool. We considered other options like Microsoft Dynamics 365, and HubSpot CRM, but ultimately decided to go with the best. HubSpot CRM's user interface was not as visually appealing or easy to use and the features do not compare to Salesforce which has earned the title of number one CRM tool for a reason. If you want a modern, fully-functional, analytics machine, Salesforce is the top tool.
Nichole Pelaez | TrustRadius Reviewer

Smartsheet

Jira and Redmine are much more robust and technologically advanced project management solutions. I enjoy using either when managing a very large project. However, I prefer to use Smartsheet for my smaller to medium sized projects. As for Google Drive - I would say that Google sheets and Smartsheet are almost identical in my opinion when it comes to functionality. Personally I prefer to manage smaller projects via Google Drive, but it is a personal preference!
Anonymous | TrustRadius Reviewer

Scalability

Salesforce

Salesforce 10.0
Based on 2 answers
I've worked with Salesforce since 2001 in companies ranging from 4 to hundreds of sales people and the system has been able to scale and perhaps more importantly expand (functionally) to the needs of larger organizations. In fact in my previous company, as a provider of a solution that integrated with Salesforce, we had customers that had thousands of sales people using Salesforce.
Anonymous | TrustRadius Reviewer

Smartsheet

No score
No answers yet
No answers on this topic

Return on Investment

Salesforce

  • It will allow your Sales team to better manage their funnel so things don't fall through the cracks. This will directly impact your ROI.
  • You will have increased visibility from an executive level to allow you to make quicker and more accurate decisions.
  • Customer followup and status tracking will improve.
Anonymous | TrustRadius Reviewer

Smartsheet

  • Monitoring workflow has reduced wastage of time which has helped company a lot of meeting review time
  • ability to have multiple people edit a document saves 100s of hours
  • Monitoring the progress for a planning Engineer like me is useful and saves extra efforts
Hunain Ahmed | TrustRadius Reviewer

Screenshots

Pricing Details

Salesforce

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Salesforce Editions & Modules

Edition
Essentials$25.001
Professional$75.001
Enterprise$150.001
Unlimited$300.002
  1. Per User/Per Month
  2. Per user/Per month
Additional Pricing Details

Smartsheet

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Smartsheet Editions & Modules

Edition
Individual$141
Business$252
EnterpriseContact Sales
PremierContact Sales
  1. per month
  2. Per User / Per Month
  3. none
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Salesforce
7.9
Smartsheet
8.4

Likelihood to Renew

Salesforce
10.0
Smartsheet
10.0

Usability

Salesforce
8.1
Smartsheet
8.6

Reliability and Availability

Salesforce
9.8
Smartsheet

Performance

Salesforce
9.0
Smartsheet
10.0

Support Rating

Salesforce
7.6
Smartsheet
8.1

In-Person Training

Salesforce
7.9
Smartsheet

Online Training

Salesforce
9.1
Smartsheet
7.0

Implementation Rating

Salesforce
9.4
Smartsheet
10.0

Scalability

Salesforce
10.0
Smartsheet

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