Salesforce Marketing Cloud Engagement (formerly Salesforce Experience Cloud or Salesforce Community Cloud) is an online forum powered by Salesforce that enables businesses to connect with their employees, customers, partner organizations, and prospects. Designed to help facilitate communication and information sharing, customers can ask questions and request help, administrators can integrate data from third-party apps, and employees can collaborate across projects and…
N/A
Square 9 Softworks
Score 9.3 out of 10
N/A
For document-intensive companies looking to improve business efficiency, Square 9 Softworks develops solutions for process automation that aim to drive increased productivity across all business applications.
$250
per month 5 users
Pricing
Salesforce Experience Cloud
Square 9 Softworks
Editions & Modules
No answers on this topic
Square 9 Process Automation Essentials
$50
per month per user (5 User Minimum)
Square 9 Digital Transformation Essentials
$68
per month per user (5 User Minimum)
Square 9 Enterprise Essentials
$75
per month per user (10 User Minimum)
Offerings
Pricing Offerings
Salesforce Experience Cloud
Square 9 Softworks
Free Trial
No
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
Yes
Entry-level Setup Fee
No setup fee
Required
Additional Details
—
Offered via a three-tier pricing model that allows customers to scale their solution up or down based on the changing needs of their organization.
Pricing excludes professional services and implementation fees
For well-suited, this product is great for your external clientele groups that you would not necessarily want to have a high user fee rate for. So basically general public or a group that will be authorized to come in and just do a few things here and there, but you don't necessarily want them access to all of your systems and your data points for groups that it would not be a great use for. I'd say probably your high level internal staff, they're going to be using a lot of the backend functionality automations, evaluating data, managing data, and doing custom inputs. That's just not what's intended for.
Square 9 Softworks is really good for internal and external filing services. Square 9 Softworks is also an application that can be utilized for databases to store and extract data. If the volume of your filing isn’t heavy or on a day-to-day basis then I wouldn’t recommend Square 9 Softworks.
Easy to use, just like Salesforce's other products. Many users can sit down and figure it out in no time, and with a little training become power users.
Fast and secure - Salesforce is a leader in the cloud world so you get consistently fast results and security that is top notch in the industry.
Accessible from anywhere - if you use cloud CMS already this is a no-brainer, but for those that do in-house CMS still, this is a major difference. Mobile access from anywhere on the planet without a VPN is something you just can't do without the cloud.
The software is very flexible, and the technicians were great at implementing our customizations for the PO project.
While indexing fields in Global Search, the Key Free tool works great.
Global Search is well-organized. It's easy to navigate and find your documents.
The process for completing your project was well done. Communicating with individuals at Square 9 who were responsible for different aspects of the project was easy.
Unlike other CMS platforms like Wordpress and Adobe Experience Manager, Salesforce does not provide a fully featured editor with a drag-and-drop design tool.
Our content creators and marketing team often struggle with permissions and how to distribute content across different experience cloud sites.
Also, there is no side-to-side comparison view for content editors to update the content easily.
GlobalSearch could use some enhancements in layout - THIS IS FIXED WITH THE NEWEST VERSION OF GLOBALSEARCH 6.3 and their Sleek GUI GlobalSearch GO! - WELL DONE!
GlobalSearch could use external sharing of documents THIS IS FIXED WITH THE NEWEST VERSION OF GLOBALSEARCH 6.3 and their Sleek GUI GlobalSearch GO! - WELL DONE!
GlobalForms could have better formatting tools to enhance the fields and text formatting
We absolutely can't imagine not continuing software maintenance as there are always new additions that improve the system not to mention the excellent tech support when issues are encountered. Response times for troubleshooting are very quick and usually, my issue is resolved in less than an hour after connecting with support.
Strengths: - Intuitive for Salesforce Users – If you’re already working within the Salesforce ecosystem, the Salesforce CMS is easy to navigate, with a clean UI, drag-and-drop content management, and reusable assets for quick updates. - Seamless Integration – Since it connects natively with Experience Cloud, Marketing Cloud, and CRM, it allows for efficient multi-channel content distribution without needing extra third-party tools. - AI-Powered Personalization – The ability to deliver dynamic content based on user profiles and engagement data is a huge plus, making content delivery more relevant and impactful. Challenges: - Learning Curve for New Users – If you're not already familiar with Salesforce, the interface can feel overwhelming, requiring training to fully leverage all features. - Limited Customization & Workflow Automation – While it works well for structured content, advanced approval workflows and deep editorial customization are limited compared to enterprise CMS platforms like Adobe Experience Manager. - Media & Design Limitations – Salesforce CMS is not as robust for managing rich media-heavy content, which can be frustrating for teams needing more flexibility in multimedia presentation.
The items I am searching for are easily found. They are found in at least 95% of the searches. The failure rate generally is related to another employees user error or a template error set up by our Square 9 team in house.
Again, since we provide and recommend solutions, I can't speak to every client's individual experience, but can offer general reflections as to keep their collaborations private, that they are satisfied with the experience. We hear a lot about how this system helps to encourage collaborations between their own business partners, customers, and internal members, and enables quality integrations with other products that help drive revenue.
With the PDF projected viewer, the document retrieval-to-display can drag for a second more than some systems, and the capture workflow if you overload a server array can also drag, but those are the only two issues we've ever seen with this product, and they are not serious issues at all.
Although support from Salesforce itself can be quite unresponsive sometimes, the community hub is incredibly helpful. The large user base of Salesforce products contribute to troubleshooting and the forums are a powerful tool for finding solutions and possible bugs and response times can be quite fast compared to your regular support channels.
We had one "production down" incident that took about a day to get help on. I think that's a bit too long. The support people seem confident but not that friendly. I feel like I'm bothering them when I get help, but they get the job done.
It would have been higher, but the training is a bit muted for the lesser qualified office equipment vendors who signed up as partners to sell and support it. The more experienced ECM vendors and customer end-users will find the training very good, but a bit slow.
I think the implementation could have gone a little smoother than it did. Now that I know how to use the software, I could do it myself. I feel that as an organization, we could have been a little better prepared. If the consultant was more aware of what we were looking for, they could have assisted in setting up some workflows for us as per the contract. But because we were not prepared, the initial implementation process was a little painful. That said, adding a document management system to ANY business kinda means everyone has to re-think the way they do their work which can be difficult for some staff.
Salesforce Experience Cloud was selected due to its tight integration with our existing Salesforce CRM platform. Customization of the portal was much, much simpler compared to Sharepoint - especially with role-based security parameters that are ultimately inherited based on attributes within the Salesforce CRM platform. Salesforce Experience Cloud was a natural fit for this customer-facing purpose.
We tried Etrieve before Square 9 and it never got off the ground. Our requirements were too complex and the platform could not accommodate them. Square 9 offered the flexibility and customization we needed from the start. Support worked with us to build workflows that actually fit our processes instead of forcing us into a rigid structure.
The scale-ability is quite good actually, but you need competent sales/support folks providing it to you, so the scale is set right for the demands of your system use. Some resellers are not good at doing this, some are fantastic. If you are scaled correctly at first implementation, you'll be very happy with this system.
Reduction in human error through manual data entry process now being automated
Reduction in cost due to automation allowing the function to not require a full time employee
Reduction in time spent performing the previous manual tasks. Example: on our consolidated shipment days, it could take doc clerk 2-3 hours to prepare master document package. This has been reduced to 30 minutes or less (depending on size of shipment and time needed for OCR to complete)
