Salesforce CRM Analytics vs. WordPress

For us it really comes down to that book management and next best contact for our advisors. When we're thinking about a book of business that may range, depending on the advisor, from 400 clients to a thousand clients, how do they really optimize their time? Who do they call next? Who do they work with to make sure not only they're keeping those clients engaged, they're not leaving the firm going to other advisors who they haven't talked to in a while who might need their attention. That's really where that CRM analytics is really proven pretty powerful for us.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Wordpress is a great solution for a website of nearly any type. It may not be as suitable if a fully custom solution or app is needed, and it does have some limitations when it comes to connecting it to external products (especially if the product doesn't have any support from a native system), and it does require a lot of testing. Multiple plugins in one install are common but also increase the risk of conflicts, and when those do occur, it can be exceptionally time-consuming and tedious to identify what is causing the issue. As third parties create many plugins, you're also at risk with each potential security breach, which needs to be kept in mind. I would be cautious to use WordPress to store any sort of sensitive PPI. That said, it's a wonderful, easily customizable solution for many, many different types of websites and can allow even inexperienced client users with low-tech knowledge to update basics.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Interactive Dashboards, it [consists] of wide variety of charts
• Data from different sources can be easily integrated with it
• Security, it provides easy way to secure and share the information with the users
• Support actions like opening hyperlink etc
• Almost everything can be done from configuration
• Data can easily be managed from dataflow.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Easy to use User Interface
• Coding / Plugin Implementation is awesome
• There's always a solution available for the platform
• Security is easy to use and robust
• Implementation with 3rd party platforms, such as Google's variety of tools
• Can download and host on your own server or use their hosted servers

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Implementation takes time and resources. It is a heavy lift to implement and at first, it can take a little bit of time to understand what you are looking at. But once it's implemented it's easy to get started.
• Without any BI expertise or resources available to your organization, the implementation of this is difficult. If you aren't used to BI tools and don't have an expert in house, the terminology can be difficult to understand at first.
• Their support is not on hand to help you if you encounter any issues, at least not on all the plans or the basic plans. Real-time support service is an add-on, so you'll need to be patient if you require help or pay extra money.
• More functionality for the tool is needed to compete with other heavyweights in the arena like Tableau, Qlik, and Microstrategy. Still lacks the robustness, functionality, and flexibility other competing products possess.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• WordPress breaks often so you need to have someone who understands how to troubleshoot, which can take time and money.
• Some plugins are easier to customize than others, for example, some don't require any coding knowledge while others do. This can limit your project if you are not a coder.
• WordPress can be easily hacked, so you also need someone who can ensure your sites are secure.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

The complications we have and the lack of support. Every plugin has a differente team of support in charge and make one plugin work with the other one always affects the website performance. It's a thousand times better to have only one provider with all functionalities included unless you are an expert web developer or have a team dedicated to it

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

For someone who don't have coding background, this could be a useful tool and fairly easy to learn and use given the good support. However, if you know other open source tools, it would be much easier to use the other tools and the knowledge is more transferable in the future.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Extremely easy to use and train users. It took very little time to get everyone trained and onboarded to start using WordPress. Anytime we had any issues, we were able to find an article or video to help out or we were able to contact support. The menu options are well laid out so it is easy to find what you are looking for.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Anyone can visit WordPress.org and download a fully functional copy of WordPress free of charge. Additionally, WordPress is offered to users as open-source software, which means that anyone can customize the code to create new applications and make these available to other WordPress users.

Mostly, any performance issues have to do with using too many plugins and these can sometimes slow down the overall performance of your site. It is very tempting to start adding lots of plugins to your WordPress site, however, as there are thousands of great plugins to choose from and so many of them help you do amazing things on your site. If you begin to notice performance issues with your WordPress site (e.g. pages being slow to load), there are ways to optimize the performance of your site, but this requires learning the process. WordPress users can learn how to optimize their WordPress sites by downloading the WPTrainMe WordPress training plugin (WPTrainMe.com) and going through the detailed step-by-step WordPress optimization tutorials.

I was not able to be in interaction much with Salesforce support team since every feature works the way it should be working. So far I have not experienced any bug or major glitches that would delay the result of my work and performance. There is also a hotline in our company for Salesforce issue but so far I have not used it.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I give this rating, which I believe to be a great rating for a community based support system that's surrounding it. Most platforms and products have their own, and as WordPress does have their own team that help here and there, a lot of it's handled by community involvement with dedicated users who are experts with the system who love to help people.

Varies by the person providing training. High marks as it's incredibly easy to find experienced individuals in your community to provide training on any aspect of WordPress from content marketing, SEO, plugin development, theme design, etc. Less than 10 though as the training is community based and expectations for a session you find may fall short.

It is very easy to find online resources to learn how to do just about anything with WordPress.

An implementation partner would certainly result in greater output in a more efficient amount of time. However, I have found implementation partners to be extremely expensive for the output received (at least working for a non-profit company they are frequently unaffordable). Internal implementation does help with usable output though since internal knowledge would better know the data architecture and business processes

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

WordPress is not a great solution if you have: 1) A larger site with performance / availability requirements. 2) Multiple types of content you want to share - each with its own underlying data structure. 3) Multiple sites you need to manage. For very small sites where these needs are not paramount, WordPress is a decent solution

Tableau is the absolute top of the class when it comes to business intelligence, but it doesn't make sense for every business case. In our case, we needed a simple data visualization platform for our CRM platform and sales pipeline. Salesforce Analytics, while nowhere near as robust, did the job we needed it to do perfectly in a significantly more cost-effective manner.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

WordPress isn't as pretty or easy to use as certain competitors like Jimdo, Squarespace or HubSpot, but it makes up for it with its affordability, familiarity and the ability to find quality outside help easily. The same can't be said for certain competitors, as you might need to find an expert and it could get costly.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

WordPress is completely scalable. You can get started immediately with a very simple "out-of-the box" WordPress installation and then add whatever functionality you need as and when you need it, and continue expanding. Often we will create various WordPress sites on the same domain to handle different aspects of our strategy (e.g. one site for the sales pages, product information and/or a marketing blog, another for delivering products securely through a private membership site, and another for running an affiliate program or other application), and then ties all of these sites together using a common theme and links on each of the site's menus. Additionally, WordPress offers a multisite function that allows organizations and institutions to manage networks of sites managed by separate individual site owners, but centrally administered by the parent organization. You can also expand WordPress into a social networking or community site, forums, etc. The same scalability applies to web design. You can start with a simple design and then scale things up to display sites with amazing visual features, including animations and video effects, sliding images and animated product image galleries, elements that appear and fade from visitor browsers, etc. The scaling possibilities of WordPress are truly endless.

• I would say it's been positive just because as a company, anyone that has access to it can go in there and pull any company information and we're very up to date then on all of our client base. So I would say it's been a very positive impact.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Allowed us to being all websites under a single umbrella, saving costs on similar products.
• It's increased our website turn time and made us faster and more efficient at launching websites.
• Edits and tweaks happen much faster as we have a customized environment.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info