Salesforce Lightning Components & Developer Experience vs. TeamDesk

If you have a large customer base and a large amount of data on each of your customers, it is really strong in creating personalized content that your salespeople can use in their pitch meetings—and then setting up workflows for automated for lifecycle journey creations to automatically go out to customers.

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Teamdesk is perfect for any operational tracking requirements for companies small or large, and any situation where you need to integrate with other systems since it can be set up to do that flexibly via its API and Webhooks. For example, you could track contacts, time and expense, projects and tasks, schedules, web leads, check-ins, order entry, quotes and invoices, support ticketing, and use the more advanced features to integrate with other systems to pull in currency exchange rates, various lists of data from other databases, send faxes, send bulk emails and so on. It does not do offline storage, so it would not be appropriate for a situation that offline work.

• It has a very smooth integration with Salesforce and third-party tools, ensuring easy tracking of policies and assets.
• It also has impressive security features like used-based permissions and encrypted data.
• Everything can be managed from a centralized place which saves a lot of time.

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

• Provide a very good, customizable user management system.
• Gives a lot of flexibility to customize database to your needs without requiring coding skills. Even allows to customize interface if you can code in html.
• Provides unlimited space and records.
• Gives an opportunity to have a database on EU servers to comply with GDPR
• Offers very good pricing options comparing to competitors (Salesforce, Quickbase, etc.) and offers unlimited space.
• Gives an opportunity to share your ideas how to improve the platform, many of which are being implemented
• Customers service if very helpful and friendly. All my questions were answered within a couple hours.

• 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

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 am not an administrator so there may very well be outstanding Support and I am just not privy to it. On a user level it's hard to gauge the effectiveness and responsiveness of Support because nearly everything has to go through an administrator

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

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.

We were previously using an older version prior to it becoming Salesforce Lightning Platform so we were well adverse on the advantages of using a CRM, to begin with. It made sense to convert to Salesforce Lightning Platform after we were given a free trial of the platform. Certain reps were chosen to experiment with it and from there a decision was made to move forward. We've been customers ever since.

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

Quickbase is a good product which I have been using for 5 years (powerful, nice interface) but - not so powerful as TeamDesk - started to move toward large companies (>50 people) - more expensive than TeamDesk Zoho was not as flexible as TeamDesk Caspio was not as powerful as TeamDesk

• Better visibility of Accounts and Contacts interactions makes it easier to maintain during employee transitions.
• Tracking of current jobs and relating them to past jobs is very useful.
• More efficient use of Sales Reps time.
• Sales Managers have good visibility into how their people are working.

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 per user cost is significantly lower than any prior option we have tried. The time spent getting things set up was time well spent for the overall long-term savings.

Incentivized

Invited by the Vendor

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