Salesforce Lightning Platform vs. WizeHive Zengine

We use Salesforce Lightning Platform in everyday business as sales coordinators. By using this tool, we are able to send new requests to clients and communicate regarding pending proposals in real-time. This also tool holds many of our client accounts where we are able to monitor their sales and revenue.

I highly recommend this software, as it has allowed us to be much more transparent with the delivery of benefits and their applications, also the hours of work in this regard are less, allowing staff to devote to other tasks. A very useful and necessary software.

Incentivized

• 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

• It has made the application, which is almost identical to the application questions previously displayed by our old service, seem less daunting and more user friendly to grant applicants.
• The grant review team has exclaimed that the side-by-side review option is the best feature ever invented and has saved them loads of paper.
• Internally, I appreciate the ease of use of the back end system. Being able to easily assign grants to reviews both in and outside the organization, easily create queries for the stats I need, and the ability to move application through the steps of the system seamlessly make this my top choice since I'm the only staff member dedicated to the Foundation which leaves me with lots on my plate to balance.

Incentivized

• Can be cumbersome: takes multiple clicks to get where you need to go
• Lightning is slower than original Salesforce, and it is very noticeable
• The UI change means sometimes I can't find what I need, so I have to switch back to the Classic version to find it

Incentivized

• It's messy- we can only apply a question to a certain amount of applications so we have 2-3 of a lot of questions
• The affiliate directors can't export an excel file from their dashboard
• If a question changes or becomes required or not required it impacts all past applications

Incentivized

We are so happy with the service that we just signed the contract for another year.

Incentivized

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

The platform is very basic. On the other and, our staff does not take advantage of its full capabilities because such features did not work well for us/fit our needs

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

We didn’t really use their support. I wish they would have told us more about the fact they were changing to get rid of the flash player as that was the main reason we left.

Incentivized

Their design team gave us the option to save some money by creating the forms ourselves for both the submission and review portals. This also allowed us to get to a point where we felt very comfortable in any future changes that would need to be made to forms since we were so immersed in creating them.

Incentivized

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

SurveyMonkey and SurveyGizmo are great to use for other programs and events that require collecting fairly basic responses and feedback, however, these don't provide the level of information and data that is needed for our grants processes. WizeHive provides a number of tools and other benefits that are just beyond these products' capabilities

Incentivized

• 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

• Zengine is definitely a time-saver, but there are a myriad of grant management software platforms on the market that save just as much time, some even more time-saving. But if you have a basic need to offer an application process of any sort (grant, scholarship, etc.) to the public, Zengine can be very helpful in saving time and keeping everything related to the grant handy in one location, and all connected (application, reviews, final reports, etc.).

Incentivized