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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Zoom Workplace
Score 8.4 out of 10
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Zoom Workplace, Zoom’s open collaboration platform with an AI Companion, empowers teams to be more productive, and strengthen customer relationships throughout the customer lifecycle with Zoom’s Business Services for sales, marketing, and customer experience teams, including Zoom Contact Center.
Zoom appeared to be the most user friendly. We just needed something that works. Not really bells/whistles. You don't get to pick the skill proficiency of the attendees so we need something that was easy for even the most inexperienced/non technical users
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.
Zoom Workplace is ideal for many businesses, more so because it saves money by uniting different functionalities into one app - meetings, messaging, phone, and scheduling. The tool keeps teams connected thanks to the amazing collaboration and communication features. In addition, Zoom Workplace is helpful for businesses with a hybrid team, thanks to its effortless connections.
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.
It offers amazing unified collaboration features, including Zoom whiteboard, Zoom team chat, and integrated mail and calendar.
Zoom is a great meeting solution, with features like smart recording, breakout rooms, and personalized video and audio, making it a functional business meeting tool.
It is equipped with amazing AI features that help summarize meetings, generate content, and provide quick catch-up, allowing one to ask AI questions without interrupting meetings.
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.
I don't think there is any malfunction in their solution; it's extremely convenient to use, be it creating a meeting invite, adding people, sending any extra stuff to them. It's quick, and this is the only tool that works seamlessly even on Androids.
We're sticking with Zoom for the foreseeable future--given its compelling feature set, ease of use, and advanced technology, there's just no other competition to be excited about. Plus it's a Gartner-recognized industry leader, so it's a rather easy choice.
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.
Zoom is made for the non tech office. It has features that can be made to do what you need to run things on a day to day basis. Immediately we we able to get meetings going with remote employees. The ability to be able to add smartphone connected people was a big plus. Zoom met our needs at the time.
There have been less than a handful of outages during our two years with Zoom, and whenever there was one, an email informing us of the outage went out immediately, and they had the issue resolved shortly thereafter.
Zoom has among the best performance of any video conference platform, as I've mentioned several times. Besides that, their Chat platform works great, and their back end always runs smooth. It's unfortunate that reporting can now only be done by one month at a time, but nonetheless, it only takes a second to run any kind of Zoom report, whether it's an attendee report, Poll results, a user report, a list of meetings from the past month, etc.
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.
Because I got a response right away, and was assigned one specific individual to work with me from the beginning to the resolution. I had an actual email address and direct contact with this person without having to start over and over every time I contacted Zoom - this singular individual remained attentive and was well informed on the subject matter and quite able to resolve my needs.
If you receive any pushback from higher ups, point to any of the various positive reviews like this one. Or show Zoom's excellent Gartner report, or articles describing Zoom's partnership with Sequoia capital. It's not difficult to show how Zoom is a trustworthy industry leader with best-in-class technology.
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.
Teams do not stack up to Zoom at all. My clients use Teamas because it is a corporate policy, and they use it most of the time between employees of the same company. It makes sense for this, NOT for me. Every time a Teams meeting is launched, since I am not part of this company, the meeting is laborious, the interface is not as nice as Zoom's, sharing documents is more difficult, etc., etc. Zoom is superior to Teams in every way!!!
The billing and price model is really fair for so many functions that they offer, our remote work requires each of the features that Zoom offers, so accepting payment for a tool like this is the least we can do. I like that billing arrives on time and that they offer opportunities and payment times.
Because the Basic licenses are completely free, and because it's very easy to configure and install Zoom, and because anyone can join Zoom from a link without needing an account, scaling is a Breeze. There are absolutely no roadblocks. My company keeps adding more Zoom Pro license every week since it's so in demand. We were able to convert users from several different platforms onto Zoom with no trouble at all.
Zoom is perfect for our business. We use it to video chat with prospective clients. The name recognition alone gives us credibility and it is very easy to screen share and send content out.
We are still early in our adoption of Zoom Workplace for business, so we don't really have any data to show cost savings.
The ability to take a call summary or meeting summary and add it to our practice management system have been remarkable. It's a quick copy/paste and it's in the system. Prior to this, we would have to scan in notes and save them into the system, if it even got that far. Mostly, attorneys would be searching through legal pads for the notes of a previous meeting or phone call.