Salesforce Starter vs. Sansan Scan to Salesforce (discontinued)

If you own a business that has complex selling processes or requires integrations with 3rd party tools/systems, you should look at Professional, Enterprise, or Unlimited editions. Salesforce operates very well across pretty much every industry, but not all sales, marketing, and operational processes are created equal. If your marketing process requires a long list of sendable contacts then I would recommend adding on Pardot or Hubspot. Always start small and scale up, to avoid boxing yourself in down the road.

Incentivized

Sansan Scan to Salesforce is well suited for scanning multiple business cards into Salesforce.

Incentivized

• Tracking phone calls is extremely easy when using the app on the iphone. After a phone call is complete it prompts the user to enter in call details.
• SalesforceIQ also automatically logs emails for us. This has saved us time from entering in information manually.
• SalesforceIQ was easy to set up and allowed us customization for fields that were relevant to our business.

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• Quick and accurate scanning of multiple cards at once.
• Simple to use.
• Simple to make edits when importing into Salesforce.

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• Price point for smaller startups. Not budget friendly.

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• I told Scan to Salesforce that I would appreciate an improvement that auto-corrects for all-capital letters, replacing them with lower case. They are currently looking into a fix.

Incentivized

They are great

Incentivized

Salesforce Starter is exactly what it says. It's specific to getting a small business up and running effectively, without unnecessary development or internal overhead required. It doesn't allow for a ton of customization, but it provides more than most other providers across sales, service, and integration/automating business processes. Some tools are more specific to organizations that want to focus on a specific area to grow or manage their business. That's where the other package types and integrations with specific tools come in

Incentivized

We tried another app, and it wasn't as quick or accurate.

Incentivized

• We have noticed since we have started using SalesforceIQ to communicate items on customer account notes we have freed up hours of phone time between employees allowing us to better answer customer phone calls. This is especially true in our parts department where we have inside and outside sales.
• We tied in use of Salesforce to our bonus structure to encourage employees to use the software. It is the direction our business is going and we needed everyone to participate to make it work. The newer the employee the better they are about logging information and visits.

Incentivized

• Saved 30-45 minutes each day.
• Allows me to engage with leads by email much more quickly.
• Staying organized. (I can throw away old business cards after scanning)

Incentivized