Salesforce Lightning Components & Developer Experience vs. TeamDesk

Salesforce CMS is well suited for those companies which are already using Salesforce. If you want to provide personalized content according to individual customer. If you want to share the content across multiple channels. Salesforce CMS is not typically suited for companies not using salesforce. Simple blogging does not require a Salesforce CMS.

Incentivized

TeamDesk is a phenomenal service for our practice. Each legal practice area has unique characteristics that are important to successful practice. Generalized practice management services do address those unique elements because they are created for a mass audience. What makes TeamDesk so helpful is that it can be customized to account for any unique issue that we confront. We use TeamDesk for matter management. It can handle general issues like billing, matter notes, etc.; but it also allows us to track specific details unique to our practice area across each matter and make comparisons that are useful to our practice. Additionally, we have been able to customize it to facilitate our client development efforts.

• Reporting and Dashboards are thorough and can show a wealth of important data to inform and scale processes. It's helpful in a high volume sales cycle to be able to quickly identify weak points in performance and productivity so that adjustments can be made.
• Highly customizable. We are able to customize just about everything which allows us to track very specific things and in theory create better efficiency.
• Parent/Child account hierarchy exists which is helpful.
• Contact records can be associated with multiple accounts and opportunities. This, in theory, should minimize duplicates and mismanagement of contacts.
• Console helps a lot with data nesting. Having a fairly comprehensive look at an account without searching through various tabs and sections speeds up an otherwise cumbersome platform.

Incentivized

• The ease of customization has been very helpful. As we use the system longer and decide what works for us and what needs changed, it's a matter of moments to be able to make any desired changes. Much more flexible than anything else we've used in the past.
• The customer service has been excellent. Any issues that have arisen have been quickly and fully addressed.

Incentivized

• It takes a while before it recognizes bounced emails.
• We get so many notifications from a single action. Not sure if this can be modified in the settings though.
• Error messages are sometimes unclear which makes it hard for us to identify the problem.

• The only down side that I see, is that you have to be willing to spend some time creating your database. You start with a blank canvas and all the tools you need to design a custom database. But, you have to take the time to do it. If you take that time, it is well worth it.

It's very good, but it's still living in a little bit in an older design aspect, but I think a lot of it is about to come out, just hasn't quite gotten there yet. Still a little clunky from a you have to know it to know it or you know it to use it. It takes a little bit of training to get into it. It's not quite the, anybody can come in and start using it immediately, type feel.

Incentivized

Salesforce's support is top-notch. They have subject-matter experts that are accessible at all times to address needs as they come up. They let you know in advance when there are system updates and enhancements so that you are prepared for upcoming changes. I've never had an issue that wasn't addressed immediately when reaching out for support.

Incentivized

They are simply amazing. Very fast, like I have a personal support person standing by for me and always solves my problem in one go.

This fits into the mold with the other Salesforce services. Once you get used to the suite and the nuances of each platform, things become easy. Just read any documentation first, as jumping in will only get you so far, and the more connections with the other apps, the more complex it gets.

Incentivized

Prior to Teamdesk we used Excel, an Access database, an online time and expense tracking system, and Dabble DB. Excel and Access had limitations with simultaneous access on the LAN, the online T&E system did only that and was not flexible, and Dabble was flexible, but how can you rely on a company whose goal is to exit, when you want to run your business on their platform. Teamdesk has everything we need.

• It has a smooth integration with Salesforce CMS application which can make it a positive for enhanced performance.
• It may require extensive training for new joiners and that can become costly for the organization.
• It also has automation features that reduce the distribution time by a significant number.

Incentivized

• We are just starting, but I believe it will help to manage our projects more effectively and organize our documents better.