What users are saying about
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Top Rated
2897 Ratings

Salesforce

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Top Rated
2897 Ratings
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Score 8.4 out of 100
11 Ratings
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Score 8.6 out of 100

Likelihood to Recommend

Salesforce

Here are some scenarios where Salesforce.com is well suited in Finastra. As a Financial Services company we are dealing with large to medium IT, bank, and/or financial institutions or companies and a lot of sales and marketing efforts are in place and we do need Salesforce.com to actually maintain our leads, contacts, or prospects whether new or old, the customer. It is widely used in our marketing activities through Marketo synced in Salesforce.com. It also serves as a continuity tool between the marketing and sales teams to nurture our leads until we generate an ROI or have a close won/deal status. While for scenarios where it is less appropriate I think if it's for non-demand gen campaign or non-transactional activities it's ok not to be in Salesforce.com.
Angel Arciaga | TrustRadius Reviewer

Square Customer Engagement

[Square is well suited for] Any small business / independent contractor with little to medium business flow where a monthly fee just doesn't make sense. If you are performing large transactions or have a lot of business / a lot of people using square readers then an actual flat rate from a bank / provider would likely be a better option.
Kyle Farago | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Salesforce
7.8
Square Customer Engagement
8.0
Customer data management / contact management
Salesforce
8.4
Square Customer Engagement
8.0
Workflow management
Salesforce
7.7
Square Customer Engagement
8.0
Territory management
Salesforce
7.7
Square Customer Engagement
8.0
Opportunity management
Salesforce
8.4
Square Customer Engagement
8.0
Integration with email client (e.g., Outlook or Gmail)
Salesforce
7.3
Square Customer Engagement
8.0
Contract management
Salesforce
7.7
Square Customer Engagement
8.0
Quote & order management
Salesforce
7.5
Square Customer Engagement
8.0
Interaction tracking
Salesforce
8.1
Square Customer Engagement
8.0
Channel / partner relationship management
Salesforce
7.7
Square Customer Engagement
8.0

Customer Service & Support

Salesforce
8.5
Square Customer Engagement
Case management
Salesforce
9.0
Square Customer Engagement
Call center management
Salesforce
8.4
Square Customer Engagement
Help desk management
Salesforce
8.3
Square Customer Engagement

Marketing Automation

Salesforce
7.9
Square Customer Engagement
Lead management
Salesforce
8.2
Square Customer Engagement
Email marketing
Salesforce
7.6
Square Customer Engagement

CRM Project Management

Salesforce
7.4
Square Customer Engagement
8.0
Task management
Salesforce
7.6
Square Customer Engagement
8.0
Billing and invoicing management
Salesforce
6.7
Square Customer Engagement
8.0
Reporting
Salesforce
8.0
Square Customer Engagement
8.0

CRM Reporting & Analytics

Salesforce
8.2
Square Customer Engagement
8.0
Forecasting
Salesforce
7.9
Square Customer Engagement
8.0
Pipeline visualization
Salesforce
8.3
Square Customer Engagement
8.0
Customizable reports
Salesforce
8.5
Square Customer Engagement
8.0

Customization

Salesforce
8.1
Square Customer Engagement
Custom fields
Salesforce
8.3
Square Customer Engagement
Custom objects
Salesforce
8.3
Square Customer Engagement
Scripting environment
Salesforce
7.7
Square Customer Engagement
API for custom integration
Salesforce
8.0
Square Customer Engagement

Security

Salesforce
8.4
Square Customer Engagement
8.0
Single sign-on capability
Salesforce
8.3
Square Customer Engagement
Role-based user permissions
Salesforce
8.6
Square Customer Engagement
8.0

Social CRM

Salesforce
7.4
Square Customer Engagement
Social data
Salesforce
7.4
Square Customer Engagement
Social engagement
Salesforce
7.4
Square Customer Engagement

Integrations with 3rd-party Software

Salesforce
7.5
Square Customer Engagement
Marketing automation
Salesforce
7.6
Square Customer Engagement
Compensation management
Salesforce
7.3
Square Customer Engagement

Platform

Salesforce
7.7
Square Customer Engagement
8.0
Mobile access
Salesforce
7.7
Square Customer Engagement
8.0

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

Square Customer Engagement

  • No monthly fees
  • Reasonable per transaction fee
  • Good priced equipment/addons
  • Chip and NFC readers available
Kyle Farago | 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

Square Customer Engagement

  • 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.
Kyle Farago | 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

Square Customer Engagement

No score
No answers yet
No answers on this topic

Usability

Salesforce

Salesforce 8.1
Based on 83 answers
They need some work on Salesforce’s user interface (UI) to make it more user-friendly and intuitive. It could provide better training and tools to help users take advantage of more advanced features. With a lot of data points, Salesforce’s interface is not seamless. Following a fresh set of edits being saved, no new pages appear in the browser.
Aononna Tazin | TrustRadius Reviewer

Square Customer Engagement

No score
No answers yet
No answers on this topic

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

Square Customer Engagement

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

Square Customer Engagement

No score
No answers yet
No answers on this topic

Support Rating

Salesforce

Salesforce 7.7
Based on 110 answers
We do have an in-house team to help us with our Salesforce.com (SFDC) needs and though sometimes it [is] due to technical glitches, which may take a long time to address, we do workarounds to ensure that we are still able to send our deliverables (e.g. for our team, reporting wise).
Anonymous | TrustRadius Reviewer

Square Customer Engagement

No score
No answers yet
No answers on this topic

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

Square Customer Engagement

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

Square Customer Engagement

No score
No answers yet
No answers on this topic

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

Square Customer Engagement

No score
No answers yet
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.
Anonymous | TrustRadius Reviewer

Square Customer Engagement

The only other service similar to Square I have any interaction with is PayPal here, it works in a very similar manner, and at the time had the same exact fee schedule. It has the added perk of going directly into your PayPal account if this is a service you use a lot of for your business. It (at the time) did not have any additional readers or peripherals such as NFC or Chip readers, but that may have changed now. Over all I'd say they are pretty close to each other performance wise, but Square has a bigger user base for the card reader specifically.
Kyle Farago | TrustRadius Reviewer

Contract Terms and Pricing Model

Salesforce

Salesforce 9.0
Based on 2 answers
Salesforce has never been able to answer a question I've had, but I've heard from colleagues that they respond quickly. Market leaders tend to be more professional when things go awry. For CRM systems, Salesforce is by far the most popular. I've used CRM systems before Salesforce, and they weren't even close. Salesforce has such a monopoly on the market that they consider us as users. Inextricably linked, the two are one.
Aononna Tazin | TrustRadius Reviewer

Square Customer Engagement

No score
No answers yet
No answers on this topic

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

Square Customer Engagement

No score
No answers yet
No answers on this topic

Professional Services

Salesforce

Salesforce 9.0
Based on 2 answers
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.
Aononna Tazin | TrustRadius Reviewer

Square Customer Engagement

No score
No answers yet
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.
Quentin Goin | TrustRadius Reviewer

Square Customer Engagement

  • 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.
Kyle Farago | 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

Square Customer Engagement

General

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

Square Customer Engagement Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Salesforce
7.8
Square Customer Engagement
9.0

Likelihood to Renew

Salesforce
10.0
Square Customer Engagement

Usability

Salesforce
8.1
Square Customer Engagement

Reliability and Availability

Salesforce
9.8
Square Customer Engagement

Performance

Salesforce
9.0
Square Customer Engagement

Support Rating

Salesforce
7.7
Square Customer Engagement

In-Person Training

Salesforce
7.9
Square Customer Engagement

Online Training

Salesforce
9.1
Square Customer Engagement

Implementation Rating

Salesforce
9.4
Square Customer Engagement

Contract Terms and Pricing Model

Salesforce
9.0
Square Customer Engagement

Scalability

Salesforce
10.0
Square Customer Engagement

Professional Services

Salesforce
9.0
Square Customer Engagement

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