Salesforce Mobile (formerly Salesforce1 Mobile App) provides sales reps and marketers to update their pipeline and lead statuses on the go, as well as share notifications and keep their team and collaborators updated on the movement of prospects through the sales pipeline.
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Acuity Scheduling, a Squarespace company
Score 8.3 out of 10
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Acuity Scheduling is an appointment management platform developed by the company of the same name in New York and acquired by Squarespace in 2019.
It is well-suited for use cases where you already use Salesforce as a CRM, as it works hand in hand. Also, it can connect to Slack and supports Mulesoft integrations, making it an all-in-one ecosystem. For use cases like ours, where field service reps need an app to add work notes or enter their absences, etc., the app works great.
I think any business can benefit from Acuity Scheduling. In my experience, however, and maybe I just haven’t found the correct settings yet, it’s been difficult to manage 4 business schedules with multiple employees and varying hours that change day-to-day and week-to-week. So I definitely would recommend it to more simple business models with set hours, as it seems like it would have all the functions one might need. I still would recommend to more complex businesses like mine as well, but also include discussion of some of the potential drawbacks.
Clicking an address deep-links directly into Google Maps, eliminating the need to copy-paste data between apps while driving.
The app handles technical payroll jargon surprisingly well. I can dictate a meeting summary while walking back to my car, and it saves as a formatted note.
Log calls and emails immediately after they happen.
Clicking on the link opens up my calendar, which has an uncluttered look, making it easy for my prospects and clients to review their options and make their choice.
I am able to customize my schedule, the types of appointments I want to offer, and even decide how many appointments I want in a day. There are so many details that I can customize.
I can customize how my calendar and emails look for my prospects and clients so that I come across professional and coordinated. I want the look of my business, website, etc. to have a polished, cohesive, and interesting presence.
I love that there is a workshop/class/series option for my workshops. My attendees reserve their place and pay upfront. I can duplicate these events or add future dates. It's wonderful. This saves us a lot of time and is so convenient.
I haven't had any trouble with my scheduler. It works flawlessly, so I don't have to take time out of my day to fix, troubleshoot or call customer service.
I love that I can add questions for my prospects to answer right away before booking a call. This means 3 fewer steps for me. 1. They answer these questions without an email from me. 2. They make their reservation and get a follow-up email, right away. 3. I customized the follow-up email with more details and actions to take to prepare for our call.
Just like Salesforce, there's a lot you can do with the app. It can feel overwhelming if you don't know what you're looking for.
This isn't necessarily a fault, but when you use Salesforce on a computer most of the time, when going to Mobile you do have to make an adjustment and be prepared for a different layout and navigation.
Acuity Scheduling has been very reliable. If you don't believe me, check out their status page here. They do a pretty decent job maintaining their app. To be fair, it's a pretty simple tool so they shouldn't run into too many hiccups given it doesn't feature near as many options as other applications on the market run.
The mobile is usable for all the smaller tasks also from the developer we can make them create button from which we can trigger automations, the app is used for on the go updates to the crm. The log in process is simple, it also has offline capabilities which is a plus point.
It is very easy to use once you get to know the program but with years of working with the program I am still finding new things that I had wished I knew about earlier. I feel like aspects of the website become hidden that would help productivity a lot if I knew they existed beforehand.
I haven't had the need to contact support, but the online community has a VAST knowledge of support if you're in need. For instance, I needed to know how I could set the dashboard up to automatically refresh and the online community helped me within minutes.
Every time I had a question on how to do something or had any issues with Acuity Scheduling, mainly in the very beginning, when I was learning the platform, customer service was excellent. They were prompt to respond, friendly, and very helpful until I had the right solution.
I haven't tried another service yet, therefore I can't give a comparative example from another software. Nevertheless, I can say that the experience that I had so far is pretty amazing. I am able to do things for my job without the need of a laptop, like I can be walking around a city where I am visiting potential clients and check all the data that we have on the way there. It really boosts my productivity.
In the case of Schedulicity, the system was awesome (very easy to set up and had some nice features) but did not offer the functionality and flexibility that AcuityScheduling does. In the case of SimplyBook.me, they offer lots of functionality but the interface is extremely complex and you pay a la carte for features so you're going to pay exponentially more for the same set of features as compared to AcuityScheduling. Their customer service was also lacking, in my opinion.
