47 Ratings
81 Ratings
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Score 8.7 out of 100
47 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>
Score 7 out of 100

Feature Set Ratings

  • Salesforce Essentials ranks higher in 7 feature sets: Sales Force Automation, CRM Project Management, CRM Reporting & Analytics, Customization, Security, Social CRM, Platform
  • Salesforce Essentials and WORK[etc] are tied in 1 feature set: Marketing Automation

Sales Force Automation

9.1

Salesforce Essentials

91%
7.9

WORKetc

79%
Salesforce Essentials ranks higher in 7/9 features

Customer data management / contact management

9.0
90%
2 Ratings
8.6
86%
13 Ratings

Territory management

9.5
95%
2 Ratings
N/A
0 Ratings

Opportunity management

8.0
80%
2 Ratings
7.8
78%
10 Ratings

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

9.5
95%
2 Ratings
7.9
79%
13 Ratings

Quote & order management

9.0
90%
1 Rating
8.1
81%
8 Ratings

Interaction tracking

9.5
95%
2 Ratings
7.8
78%
2 Ratings

Channel / partner relationship management

9.0
90%
1 Rating
7.3
73%
1 Rating

Workflow management

N/A
0 Ratings
8.3
83%
12 Ratings

Contract management

N/A
0 Ratings
7.3
73%
1 Rating

Marketing Automation

7.4

Salesforce Essentials

74%
7.4

WORKetc

74%
WORK[etc] ranks higher in 2/2 features

Lead management

7.4
74%
2 Ratings
7.7
77%
10 Ratings

Email marketing

N/A
0 Ratings
7.1
71%
9 Ratings

CRM Project Management

9.0

Salesforce Essentials

90%
8.1

WORKetc

81%
Salesforce Essentials ranks higher in 3/3 features

Task management

9.0
90%
1 Rating
8.7
87%
13 Ratings

Billing and invoicing management

9.0
90%
1 Rating
7.8
78%
10 Ratings

Reporting

9.0
90%
1 Rating
7.9
79%
12 Ratings

CRM Reporting & Analytics

9.0

Salesforce Essentials

90%
7.3

WORKetc

73%
Salesforce Essentials ranks higher in 3/3 features

Forecasting

9.0
90%
1 Rating
N/A
0 Ratings

Pipeline visualization

9.0
90%
1 Rating
7.5
75%
9 Ratings

Customizable reports

9.0
90%
1 Rating
7.2
72%
11 Ratings

Customization

9.1

Salesforce Essentials

91%
8.0

WORKetc

80%
Salesforce Essentials ranks higher in 4/4 features

Custom fields

9.5
95%
2 Ratings
8.4
84%
13 Ratings

Custom objects

9.0
90%
1 Rating
8.2
82%
2 Ratings

Scripting environment

9.0
90%
1 Rating
N/A
0 Ratings

API for custom integration

9.0
90%
1 Rating
7.3
73%
10 Ratings

Security

9.3

Salesforce Essentials

93%
8.9

WORKetc

89%
Salesforce Essentials ranks higher in 2/2 features

Single sign-on capability

9.5
95%
2 Ratings
9.1
91%
1 Rating

Role-based user permissions

9.0
90%
2 Ratings
8.8
88%
11 Ratings

Social CRM

9.0

Salesforce Essentials

90%
7.3

WORKetc

73%
Salesforce Essentials ranks higher in 1/2 features

Social engagement

9.0
90%
1 Rating
N/A
0 Ratings

Social data

N/A
0 Ratings
7.3
73%
1 Rating

Integrations with 3rd-party Software

9.0

Salesforce Essentials

90%

WORKetc

Feature Set Not Supported
N/A
Salesforce Essentials ranks higher in 2/2 features

Marketing automation

9.0
90%
1 Rating
N/A
0 Ratings

Compensation management

9.0
90%
1 Rating
N/A
0 Ratings

Platform

9.5

Salesforce Essentials

95%
7.5

WORKetc

75%
Salesforce Essentials ranks higher in 1/1 features

Mobile access

9.5
95%
2 Ratings
7.5
75%
13 Ratings

Customer Service & Support

Salesforce Essentials

Feature Set Not Supported
N/A
8.3

WORKetc

83%
WORK[etc] ranks higher in 3/3 features

Case management

N/A
0 Ratings
9.0
90%
11 Ratings

Call center management

N/A
0 Ratings
7.3
73%
1 Rating

Help desk management

N/A
0 Ratings
8.5
85%
12 Ratings

Attribute Ratings

  • Salesforce Essentials is rated higher in 1 area: Likelihood to Recommend

Likelihood to Recommend

9.5

Salesforce Essentials

95%
2 Ratings
7.8

WORKetc

78%
40 Ratings

Likelihood to Renew

Salesforce Essentials

N/A
0 Ratings
8.2

WORKetc

82%
30 Ratings

Usability

Salesforce Essentials

N/A
0 Ratings
8.2

WORKetc

82%
5 Ratings

Availability

Salesforce Essentials

N/A
0 Ratings
9.1

WORKetc

91%
6 Ratings

Performance

Salesforce Essentials

N/A
0 Ratings
8.2

WORKetc

82%
8 Ratings

Support Rating

Salesforce Essentials

N/A
0 Ratings
8.2

WORKetc

82%
10 Ratings

Online Training

Salesforce Essentials

N/A
0 Ratings
8.2

WORKetc

82%
2 Ratings

Implementation Rating

Salesforce Essentials

N/A
0 Ratings
9.1

WORKetc

91%
4 Ratings

Configurability

Salesforce Essentials

N/A
0 Ratings
9.1

WORKetc

91%
1 Rating

Ease of integration

Salesforce Essentials

N/A
0 Ratings
4.5

WORKetc

45%
1 Rating

Product Scalability

Salesforce Essentials

N/A
0 Ratings
8.2

WORKetc

82%
2 Ratings

Vendor post-sale

Salesforce Essentials

N/A
0 Ratings
8.2

WORKetc

82%
1 Rating

Vendor pre-sale

Salesforce Essentials

N/A
0 Ratings
8.2

WORKetc

82%
1 Rating

Likelihood to Recommend

Salesforce

SalesforceIQ is a perfect CRM to start with and get your organization used to tracking customer contact. It was an easy setup and well adopted. It allowed us to rollout completely in just 30 days. We have seen a large increase in our ability to communicate. It may be lacking in some items if you already have a tracking method but was the perfect starting point for us.
Read full review

WORKetc

If you are looking for a way to organize customer data and projects across regions, then WORK[etc] will get the job done. For our company, the country is divided into 3 regions and each region has a team of workers in charge of providing ongoing support services to that region. WORK[etc] has organized our company exponentially and given us a solid database to pull from to ensure we're meeting contractual requirements, providing timely deliverables and staying ahead of the game. Because I only work in a service industry, I don't know if WORK[etc] would be appropriate for product based companies, However, if you were offering anything [product or service] that required online support, the system will function well.
Read full review

Pros

Salesforce

  • CRM Managment
  • Streamlining Sales Funnel
  • Providing data sets and analytics
Read full review

WORKetc

  • Connecting all the different methods of communicating with our clients into one place is the best part of the application to us. The Google Apps integration lets us update all of our WORK[etc] details directly from our email page which saves a huge amount of time. It lets us move back and forth freely between WORK[etc] tools and our Google Apps email, documents, calendar, etc. with ease.
  • Breaking work according to what we are doing helps us group and ungroup things as needed. Since we do tech support and so much more having the ability to connect projects, support cases, to dos, documents, discussions, and more all together makes it easy to work with the relationships of all the different activity.
  • We have found the discussion tool to be vital to moving things through quickly. There are many discussions that are just FYI while others really need a decision or answer form the team members. Discussions allows us to quickly note the people we need to answer us and what is there as an FYI. It keeps all that history so our decision process become documented easily and not lost in email chains.
Read full review

Cons

Salesforce

  • SalesforceIQ has some reporting items that are a little harder to easily uncover but I have found work arounds or manually created reporting to get that information, such as number of times a salesperson was at a location.
  • Some of the upgrade items I would like to see are available in salesforce sales cloud that allow easier automation for marketing.
Read full review

WORKetc

  • The one key issue that it doesn't solve is resource utilisation. You are able to add the number of hours that each "to do" will take but you can't allocate that to an employee and then aggregate all that up to show how much capacity you are using or have left.
  • One if its great benefits is its flexibility but that is also a drawback because there are multiple ways to do the same thing. This means that to ensure consistency across all employees having your own business procedures on how to use WORKetc is vital.
  • Some of the financial processes don't fully reflect UK practice currently. For instance it doesn't deal with VAT on expenditure well. However we have been assured that this is being resolved.
Read full review

Pricing Details

Salesforce Essentials

Starting Price

$35 per month per user

Editions & Modules

Salesforce Essentials 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

    WORKetc

    Starting Price

    $78 per month

    Editions & Modules

    WORKetc editions and modules pricing
    EditionModules
    Starter Edition$781
    Team$1952
    Foundations$3953

    Footnotes

    1. Per Month for up to 2 Users
    2. Per month for up to 3 Users (Each extra user + $49/month)
    3. Per month for up to 5 Users (Each extra user + $59/month)

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Likelihood to Renew

    Salesforce

    No answers on this topic

    WORKetc

    We, as a company, have put a lot of time and energy into building the system to where it is for us today. With its constant improvements and our continually learning and developing, I couldn't imagine moving away from WORKetc to try a different system out. This really does give us everything that we've wanted/needed in a system without having to utilize 2-3 different products. The part that makes this so unique compared to other systems that we've used in the past is the fact that it has a project management piece built in, and that in itself is a huge driving point in why we will continue to use this.
    Read full review

    Usability

    Salesforce

    No answers on this topic

    WORKetc

    My staff hates it, our clients require transparency and you manual have to enter notes, billing is horrific, as it does not subtotal by type - so as a T&M shop there is no way to easily see how much was spent to each matter or service type.
    Read full review

    Reliability and Availability

    Salesforce

    No answers on this topic

    WORKetc

    It never let me down. The support team never let me down.
    Read full review

    Performance

    Salesforce

    No answers on this topic

    WORKetc

    WORKetc compares well in regards to speed and reliability to other cloud-based products we use such as Google for Work. Compared to our old in-house based CRM, it is a superstar; faster, more reliable and easily run on a variety of browsers and smart phones. The program loads fast as do data screens for contacts, projects, invoices and more
    Read full review

    Support Rating

    Salesforce

    No answers on this topic

    WORKetc

    WORKetc offers maybe the best support in the business. Product documentation and training resources are outstanding. Support tickets or inquiries are answered quickly. If you do need to address an issue in person, it is easy to schedule a 15 or 30 minute live call with their fantastic support staff who are fast, friendly and skilled
    Read full review

    Online Training

    Salesforce

    No answers on this topic

    WORKetc

    They know their stuff. They listen to your use cases. They get back to you.
    Read full review

    Implementation Rating

    Salesforce

    No answers on this topic

    WORKetc

    The implementation of the system was fairly easy. Because of our previous experience with a similar system, we were ready and working on the product as soon as we announced the switch. The system also allowed us to simplify our processes by integrating timesheets and project management directly into our CMS.
    Read full review

    Alternatives Considered

    Salesforce

    We selected SalesforceIQ over Insightly because of the email automation they offered. Their app also seemed to be a little more robust. I highly recommend a trial before you make a decision. The trial with SalesforceIQ is what sold us on the product
    Read full review

    WORKetc

    We needed a CRM that would work with US. We found WORK [etc] was exactly what we needed. being able to customize the CRM around our company and further change as we go has been the best thing about it. We haven't been locked into how it is set up and can change it very quickly.
    Read full review

    Scalability

    Salesforce

    No answers on this topic

    WORKetc

    Everything is related. You can scale up your team rapidly.
    Read full review

    Return on Investment

    Salesforce

    • Not budget friendly for smaller start-ups.
    Read full review

    WORKetc

    • Setting up project templates is time-consuming - if you want to do it right. Nevertheless, it is well worth it! Routine complex projects that used to require at least six people and at least as many "silos of information" are now done with two or three people, and - at most - 2 or 3 silos of information. And that's only because I haven't fully integrated the program with our Accounting programs (and there is an API for Quickbooks). I'd say the initial investment of perhaps 80 hours on my part was saved five or ten times over during our first six months, with better accuracy, accountability, and documentation. Since then, the ROI is at least 20 or 30 times annually of my time...the one thing I can't buy more of.
    Read full review

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