What users are saying about
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Top Rated
3080 Ratings

Salesforce

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Top Rated
3080 Ratings
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Score 8.2 out of 100
14 Ratings
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Score 8.7 out of 100

Feature Set Ratings

  • Salesforce.com ranks higher in 5 feature sets: Sales Force Automation, Customer Service & Support, Customization, Social CRM, Integrations with 3rd-party Software
  • Square Customer Engagement ranks higher in 5 feature sets: Marketing Automation, CRM Project Management, CRM Reporting & Analytics, Security, Platform

Sales Force Automation

7.7

Salesforce

77%
7.1

Square Customer Engagement

71%
Salesforce.com ranks higher in 5/9 features

Customer data management / contact management

8.1
81%
188 Ratings
9.0
90%
4 Ratings

Workflow management

7.8
78%
180 Ratings
8.0
80%
3 Ratings

Territory management

7.6
76%
149 Ratings
5.0
50%
3 Ratings

Opportunity management

8.2
82%
184 Ratings
4.0
40%
2 Ratings

Integration with email client (e.g., Outlook or Gmail)

7.5
75%
173 Ratings
9.5
95%
3 Ratings

Contract management

7.6
76%
146 Ratings
8.0
80%
4 Ratings

Quote & order management

7.4
74%
138 Ratings
7.0
70%
4 Ratings

Interaction tracking

7.8
78%
159 Ratings
7.7
77%
4 Ratings

Channel / partner relationship management

7.7
77%
131 Ratings
6.0
60%
3 Ratings

Customer Service & Support

8.6

Salesforce

86%
7.0

Square Customer Engagement

70%
Salesforce.com ranks higher in 3/3 features

Case management

9.0
90%
56 Ratings
7.5
75%
2 Ratings

Call center management

8.4
84%
42 Ratings
7.0
70%
2 Ratings

Help desk management

8.3
83%
46 Ratings
6.5
65%
2 Ratings

Marketing Automation

7.8

Salesforce

78%
9.0

Square Customer Engagement

90%
Square Customer Engagement ranks higher in 2/2 features

Lead management

7.9
79%
171 Ratings
9.0
90%
2 Ratings

Email marketing

7.7
77%
145 Ratings
9.0
90%
2 Ratings

CRM Project Management

7.4

Salesforce

74%
8.0

Square Customer Engagement

80%
Square Customer Engagement ranks higher in 2/3 features

Task management

7.5
75%
163 Ratings
6.0
60%
3 Ratings

Billing and invoicing management

6.7
67%
37 Ratings
9.5
95%
3 Ratings

Reporting

7.9
79%
127 Ratings
8.5
85%
3 Ratings

CRM Reporting & Analytics

7.9

Salesforce

79%
8.7

Square Customer Engagement

87%
Square Customer Engagement ranks higher in 3/3 features

Forecasting

7.7
77%
160 Ratings
8.0
80%
2 Ratings

Pipeline visualization

7.9
79%
176 Ratings
9.0
90%
2 Ratings

Customizable reports

8.1
81%
184 Ratings
9.0
90%
2 Ratings

Customization

7.9

Salesforce

79%
6.8

Square Customer Engagement

68%
Salesforce.com ranks higher in 3/4 features

Custom fields

8.0
80%
176 Ratings
3.5
35%
2 Ratings

Custom objects

8.2
82%
168 Ratings
N/A
0 Ratings

Scripting environment

7.7
77%
128 Ratings
7.0
70%
1 Rating

API for custom integration

7.8
78%
148 Ratings
10.0
100%
1 Rating

Security

8.3

Salesforce

83%
9.5

Square Customer Engagement

95%
Square Customer Engagement ranks higher in 2/2 features

Single sign-on capability

8.3
83%
146 Ratings
10.0
100%
1 Rating

Role-based user permissions

8.4
84%
139 Ratings
9.0
90%
3 Ratings

Social CRM

7.7

Salesforce

77%
6.7

Square Customer Engagement

67%
Salesforce.com ranks higher in 2/2 features

Social data

7.6
76%
118 Ratings
6.5
65%
2 Ratings

Social engagement

7.8
78%
115 Ratings
7.0
70%
2 Ratings

Integrations with 3rd-party Software

7.8

Salesforce

78%
6.0

Square Customer Engagement

60%
Salesforce.com ranks higher in 1/2 features

Marketing automation

7.8
78%
152 Ratings
10.0
100%
1 Rating

Compensation management

7.7
77%
103 Ratings
2.0
20%
1 Rating

Platform

7.9

Salesforce

79%
9.0

Square Customer Engagement

90%
Square Customer Engagement ranks higher in 1/1 features

Mobile access

7.9
79%
161 Ratings
9.0
90%
3 Ratings

Attribute Ratings

  • Square Customer Engagement is rated higher in 3 areas: Likelihood to Recommend, Usability, Support Rating

Likelihood to Recommend

7.7

Salesforce

77%
305 Ratings
8.7

Square Customer Engagement

87%
4 Ratings

Likelihood to Renew

9.4

Salesforce

94%
49 Ratings

Square Customer Engagement

N/A
0 Ratings

Usability

8.0

Salesforce

80%
94 Ratings
9.7

Square Customer Engagement

97%
3 Ratings

Availability

9.8

Salesforce

98%
54 Ratings

Square Customer Engagement

N/A
0 Ratings

Performance

9.0

Salesforce

90%
36 Ratings

Square Customer Engagement

N/A
0 Ratings

Support Rating

7.6

Salesforce

76%
121 Ratings
7.7

Square Customer Engagement

77%
3 Ratings

In-Person Training

7.9

Salesforce

79%
11 Ratings

Square Customer Engagement

N/A
0 Ratings

Online Training

9.1

Salesforce

91%
15 Ratings

Square Customer Engagement

N/A
0 Ratings

Implementation Rating

9.4

Salesforce

94%
32 Ratings

Square Customer Engagement

N/A
0 Ratings

Configurability

10.0

Salesforce

100%
2 Ratings

Square Customer Engagement

N/A
0 Ratings

Contract Terms and Pricing Model

9.1

Salesforce

91%
10 Ratings

Square Customer Engagement

N/A
0 Ratings

Product Scalability

10.0

Salesforce

100%
2 Ratings

Square Customer Engagement

N/A
0 Ratings

Professional Services

9.3

Salesforce

93%
8 Ratings

Square Customer Engagement

N/A
0 Ratings

Likelihood to Recommend

Salesforce

Ability to create dashboards. The project progress can be easily tracked. Tickets can be fed with all the right data and the same can be exported. You can customize the fields as per your usage. Can be used for multiple projects. The reports generated are accurate in nature and can be used for making important decisions and improvements.
Read full review

Square

Square is absolutely brilliant if you are just starting out and your business has both an in-person and an online component to it, as Square will solve both in-person POS and online booking/billing. Square also offers the option to create a free website for your company, though it is a very basic site, if you don't have a website yet, this is a VERY helpful option, as it takes away a huge cost. Square allowed us to be up and running in no time, taking away the need to worry about an expensive appointment-setting add-on from our current website provider (Square integrates quite nicely with our current site). Square is probably less ideal for more advanced users or companies with a need for more detailed inventory/service management. But even then, Square will more than likely be able to get the job done!
Read full review

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.
Read full review

Square

  • Sales pipeline
  • Customer engagement
  • Marketing
Read full review

Cons

Salesforce

  • Would like easier integration of Einstein data in Salesforce Dashboards so we do not have to navigate to the Analytics Studio.
  • Quicker adoption of custom objects into new offerings like the Pipeline Navigator.
  • Continued expansion of Salesforce Surveys for more features and flexibility.
Read full review

Square

  • Some of the build quality on the peripherals could feel a bit better.
  • Have more options for businesses with more credit card transactions such as monthly or discounted per transaction once a certain number is reached.
  • Have functionality to allow for a typed card number without the higher fee if the software verifies there is a hardware/read error with the card.
Read full review

Pricing Details

Salesforce

Starting Price

$25 per month

Editions & Modules

Salesforce editions and modules pricing
EditionModules
Essentials$25.001
Professional$75.002
Enterprise$150.003
Unlimited$300.004

Footnotes

  1. Per User/Per Month
  2. Per User/Per Month
  3. Per User/Per Month
  4. Per user/Per month

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

Entry-level set up fee?

No setup fee

Additional Details

Square Customer Engagement

Starting Price

Editions & Modules

Square Customer Engagement editions and modules pricing
EditionModules

Footnotes

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Likelihood to Renew

    Salesforce

    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
    Read full review

    Square

    No answers on this topic

    Usability

    Salesforce

    Compared to the Salesforce Classic layout, the Lightning Experience is very user-friendly. Customize your top navigation bar to include quick links to your most frequently used records, objects, or reports. There are free online courses from Salesforce called "Trail Heads" to help new users get acquainted with the CRM. As a whole, it's a well-designed and user-friendly website. All is well, and there have been no problems so far.
    Read full review

    Square

    The user interface is easy to navigate - that's not always the case for some software! I look for something that is intuitive, easy to use, and doesn't take a ton of training to get up and running quickly.
    Read full review

    Reliability and Availability

    Salesforce

    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.
    Read full review

    Square

    No answers on this topic

    Performance

    Salesforce

    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
    Read full review

    Square

    No answers on this topic

    Support Rating

    Salesforce

    Account managers are awesome for the most part but change every year. So just as they are getting to know your business they usually switch accounts. We have premier success now which gives us 24/7 access to support, which has been helpful as we deal with integration issues with APIs and across Salesforce products.
    Read full review

    Square

    Square is mostly focused on FAQs and online support, and they do a very good job creating a rich knowledge base. But, if you are not very tech savvy, it could be easy to feel a bit overwhelmed. I would recommend that they add a direct line or chat feature to call, rather than email or Knowledge base first. This might be due to staffing issues at Square, so perhaps it is the best they can do for now.
    Read full review

    In-Person Training

    Salesforce

    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
    Read full review

    Square

    No answers on this topic

    Online Training

    Salesforce

    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
    Read full review

    Square

    No answers on this topic

    Implementation Rating

    Salesforce

    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.
    Read full review

    Square

    No answers on this topic

    Alternatives Considered

    Salesforce

    When evaluating a CRM solution for our company we had a fairly simple decision process. We had to decide to buy vs build an internal solution - which we found for the cost Salesforce would save from development / IT perspective and provide a more robust solution. The closest out of the box competitor we looked at was the Microsoft Dynamics CRM product -and again, we found Salesforce to be a more robust / cost effective solution.
    Read full review

    Square

    A lot easier to use than Infusionsoft!!
    Read full review

    Contract Terms and Pricing Model

    Salesforce

    The contract process was arduous. Some of that was because of the purchasing issues with our university, but as mentioned previously, we got a quote for a package and then they also recommended add-on fees. These were things we did not end up going with because we had budgeted based on the originally quoted amount. This has slowed down our implementation phase and meant we were paying for two CRM software for longer than I would have liked.
    Read full review

    Square

    No answers on this topic

    Scalability

    Salesforce

    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.
    Read full review

    Square

    No answers on this topic

    Professional Services

    Salesforce

    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.
    Read full review

    Square

    No answers on this topic

    Return on Investment

    Salesforce

    • Companies that either hire consulting expertise or have in-house experts will benefit the most. It can be a powerful tool. Manage it correctly and there will be great benefits.
    • Conversely, if companies don't implement Salesforce.com with a plan, there will be frustration and small if any ROI realized.
    Read full review

    Square

    • This has allowed me to accept credit / debit transactions without having to have a monthly subscription to a service and lose money on times of no to little use, allowing me to have a broader customer range as checks are risky.
    • All of my initial equipment was free and there were no startup costs so my return was immediate.
    • The small fee taken out of the transaction is very much worth the ability to accept nearly all plastic transactions.
    Read full review

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