Salesforce Sales Cloud vs. WorkflowMax

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Salesforce
Score 8.3 out of 10
N/A
Salesforce Sales Cloud is a platform for sales with a community of Sellers, Sales Leaders, and Sales Operations, who use the solution to grow sales and increase productivity. The AI CRM for Sales features data built right in, so that companies can sell faster, sell smarter and sell efficiently. Salesforce Sales Cloud is used for, and supports: Buyer Engagement Sales Engagement Enablement Sales AI Sales Analytics Team…
$25
per month
WorkflowMax
Score 8.9 out of 10
Small Businesses (1-50 employees)
WorkflowMax is a web-based project management solution.The platform offers end-to-end functionality standard to project management software, including time tracking, lead management, collaboration with external stakeholders, invoicing, integrations, and customizable reporting.
$20
per month
Pricing
Salesforce Sales CloudWorkflowMax
Editions & Modules
Starter
$25.00
Per User/Per Month
Professional
$80.00
Per User/Per Month
Enterprise
$165.00
Per User/Per Month
Unlimited
$330.00
Per user/Per month
Standard
$20
per month
Premium
$70
per month
Offerings
Pricing Offerings
SalesforceWorkflowMax
Free Trial
YesYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeOptionalNo setup fee
Additional Details
More Pricing Information
Community Pulse
Salesforce Sales CloudWorkflowMax
Top Pros
Top Cons
Features
Salesforce Sales CloudWorkflowMax
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Salesforce Sales Cloud
7.0
211 Ratings
9% below category average
WorkflowMax
-
Ratings
Customer data management / contact management8.0211 Ratings00 Ratings
Workflow management7.3202 Ratings00 Ratings
Territory management6.7161 Ratings00 Ratings
Opportunity management7.9205 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)6.6194 Ratings00 Ratings
Contract management6.3165 Ratings00 Ratings
Quote & order management6.2150 Ratings00 Ratings
Interaction tracking7.0177 Ratings00 Ratings
Channel / partner relationship management7.2143 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Salesforce Sales Cloud
5.0
57 Ratings
40% below category average
WorkflowMax
-
Ratings
Case management5.057 Ratings00 Ratings
Call center management5.043 Ratings00 Ratings
Help desk management5.047 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Salesforce Sales Cloud
6.7
192 Ratings
12% below category average
WorkflowMax
-
Ratings
Lead management6.9188 Ratings00 Ratings
Email marketing6.5159 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Salesforce Sales Cloud
6.5
193 Ratings
15% below category average
WorkflowMax
-
Ratings
Task management6.9184 Ratings00 Ratings
Billing and invoicing management5.038 Ratings00 Ratings
Reporting7.5148 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Salesforce Sales Cloud
7.2
207 Ratings
5% below category average
WorkflowMax
-
Ratings
Forecasting6.7178 Ratings00 Ratings
Pipeline visualization7.1195 Ratings00 Ratings
Customizable reports7.8205 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Salesforce Sales Cloud
7.3
199 Ratings
4% below category average
WorkflowMax
-
Ratings
Custom fields7.3197 Ratings00 Ratings
Custom objects7.6188 Ratings00 Ratings
Scripting environment6.7138 Ratings00 Ratings
API for custom integration7.5162 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Salesforce Sales Cloud
8.5
200 Ratings
2% above category average
WorkflowMax
-
Ratings
Single sign-on capability8.6168 Ratings00 Ratings
Role-based user permissions8.3173 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Salesforce Sales Cloud
6.1
125 Ratings
17% below category average
WorkflowMax
-
Ratings
Social data6.3124 Ratings00 Ratings
Social engagement6.0121 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Salesforce Sales Cloud
7.6
172 Ratings
6% above category average
WorkflowMax
-
Ratings
Marketing automation7.5168 Ratings00 Ratings
Compensation management7.8110 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Salesforce Sales Cloud
6.9
182 Ratings
8% below category average
WorkflowMax
-
Ratings
Mobile access6.9182 Ratings00 Ratings
Project Management
Comparison of Project Management features of Product A and Product B
Salesforce Sales Cloud
-
Ratings
WorkflowMax
9.3
27 Ratings
21% above category average
Task Management00 Ratings9.525 Ratings
Resource Management00 Ratings9.46 Ratings
Gantt Charts00 Ratings9.13 Ratings
Scheduling00 Ratings9.419 Ratings
Workflow Automation00 Ratings9.54 Ratings
Team Collaboration00 Ratings9.519 Ratings
Support for Agile Methodology00 Ratings8.93 Ratings
Support for Waterfall Methodology00 Ratings9.23 Ratings
Document Management00 Ratings9.119 Ratings
Email integration00 Ratings9.44 Ratings
Mobile Access00 Ratings9.121 Ratings
Timesheet Tracking00 Ratings9.624 Ratings
Change request and Case Management00 Ratings9.111 Ratings
Budget and Expense Management00 Ratings9.418 Ratings
Professional Services Automation
Comparison of Professional Services Automation features of Product A and Product B
Salesforce Sales Cloud
-
Ratings
WorkflowMax
9.5
27 Ratings
24% above category average
Quotes/estimates00 Ratings9.723 Ratings
Invoicing00 Ratings9.527 Ratings
Project & financial reporting00 Ratings9.722 Ratings
Integration with accounting software00 Ratings9.127 Ratings
Best Alternatives
Salesforce Sales CloudWorkflowMax
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10
FunctionFox
FunctionFox
Score 8.3 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
SAP Ruum
SAP Ruum
Score 9.0 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
Quickbase
Quickbase
Score 9.2 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Salesforce Sales CloudWorkflowMax
Likelihood to Recommend
8.1
(343 ratings)
8.8
(28 ratings)
Likelihood to Renew
9.0
(55 ratings)
9.0
(1 ratings)
Usability
7.5
(119 ratings)
9.0
(2 ratings)
Availability
9.8
(27 ratings)
-
(0 ratings)
Performance
9.0
(18 ratings)
-
(0 ratings)
Support Rating
5.8
(90 ratings)
7.0
(2 ratings)
In-Person Training
7.9
(11 ratings)
-
(0 ratings)
Online Training
9.1
(15 ratings)
-
(0 ratings)
Implementation Rating
1.0
(17 ratings)
9.1
(1 ratings)
Configurability
10.0
(2 ratings)
-
(0 ratings)
Contract Terms and Pricing Model
8.8
(9 ratings)
-
(0 ratings)
Product Scalability
10.0
(2 ratings)
-
(0 ratings)
Professional Services
9.3
(8 ratings)
-
(0 ratings)
User Testimonials
Salesforce Sales CloudWorkflowMax
Likelihood to Recommend
Salesforce
Salesforce is great for any business that is building to scale YoY; even with a very low spend amount you can get so much out of the tool and really tailor it to your liking. Any business that's GTM strategy includes a dedicated Sales team and Marketing team should utilize Salesforce in some capacity. However, Salesforce can work for small businesses, but the marketplace has became so fragmented with easy to use industry specific CRMs that are lightweight and built for an exact purpose. The downside to Salesforce is the initial lift and to configure it how you want it....it's not the most difficult thing out there, but it definitely takes time and thought, typically more than a smaller business owner would be willing to put it for a business with sub 15 employees or so
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Xero
WorkflowMax is very well suited for a business that wants to track time billed by project, to have an easy way to generate invoices for those projects, and to keep track of overall productivity and invoice status. I imagine it can also be adapted to different types of businesses that deal in goods rather than services and time. I am not sure for which scenarios or businesses the program is not appropriate.
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Pros
Salesforce
  • Customer Relationship Management is made so much easier by using Salesforce. I love the ability to move between customer contacts easily and to chatter with my other teammates.
  • It’s so beneficial to have more industry data and to store it in Salesforce. From comparing my customers, I can make better recommendations as to what practices will be most beneficial and productive for them to use.
  • I love the integrations that I can use with Salesforce. It will document the communication I’ve had between customer contacts. It also documents tasks for me to complete regarding their implementations. I find it so easy to navigate to find good data.
  • In Salesforce I can also see the files and contractual agreements customers signed, and I love that it’s easy to find in their profiles. It’s helpful because sometimes my coworkers do not add the files to the google drive folders we use for storing customer facility data, so this is a great backup resource.
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Xero
  • You can customize the notifications and this has helped us enormously to schedule dates that we overlooked. Also the templates are customizable which gives the company its own branding on its reports.
  • It is integrated with the Xero platform which makes it very useful to streamline the processes of billing, accounts payable, accounts receivable, petty cash flow and all the accounting and administrative area.
  • It also has a very complete mobile version, where we can be present and monitor the progress of projects in real time, no matter where we are.
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Cons
Salesforce
  • The Knowledge module can be improved. It is still limited compared to regular CMS. Still not possible to have a filter view per data categories
  • Using the Community portal also comes with a limited Community reply function that doesn´t allow text formatting. Very difficult to move staff away from emailing customers when this text box is very poor
  • Rigidity when you work in a big organization with same template. It needs to be a one fits all instance and the local needs are deprioritized because SF doesn´t allow customization
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Xero
  • Currently the timesheet function allows staff to input time for overlapping periods which can cause some headaches when it comes to payroll and invoicing. We understand this is being addressed.
  • The amount of flexibility in the product can create some challenges when setting up the jobs database at the onset. It is a daunting challenge but worthwhile when completed correctly and rolled out across the firm. Adding new jobs is much easier.
  • No search function to find a specific job, you have to scroll through all jobs allocated to you.
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Likelihood to Renew
Salesforce
There are days when I wish we hadn't switched, but I know that if we put in the time, we will get to where we want to be with the software and that it has many more capabilities than anything else we looked at. However, the amount of time and onboarding we need to do is also far greater than we realized/were told when we originally bought the product. They told us we should hire onboarding support, but at the end, after we had already reached our budget maximum for this, so it's been slower than we had hoped.
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Xero
Because we can't imagine being without it!
Read full review
Usability
Salesforce
Salesforce has been designed on the basis of "Clicks, not code". So anyone willing to learn the Salesforce user interface (which is quite good as far as management software platforms go) is able to become a Salesforce user or even a Salesforce administrator. You don't have to know coding language to work in the Salesforce environment. Also, Salesforce has one of the best software training resources (Trailhead) that I have ever encountered. It is free to all, easy to use, and most importantly it is interactive. No scrolling through endless text in a user manual. There are hands-on modules and related videos interlaced and through it all you earn points and badges to display your level of learning.
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Xero
It's easy to use and provides me with instant online access to the management of my business whether I am at my desk or overseas
Read full review
Reliability and Availability
Salesforce
Salesforce is always available securely from any internet-capable device anywhere in the world, UNLESS you choose to set security measures so that ONLY trusted IP ranges may access the system at certain times of the day. It's all about choice and flexibility with Salesforce products.
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Xero
No answers on this topic
Performance
Salesforce
Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day."
Points per Salesforce -
1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs.
2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers.
3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years.
4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed.
5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale.
6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com.
7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements.
8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training.
9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure
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Xero
No answers on this topic
Support Rating
Salesforce
The overall support has been good. More and more features are being released quite frequently. Very small features are also making big difference in how the tool can be adapted and used better. If there is anything we need or are stuck, the support team sets up a call and helps in resolving the issue/provides workarounds.
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Xero
The support team are excellent. The only downside is that you can't phone them!
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In-Person Training
Salesforce
I attended two training sessions. I would rate them a 4 as an advanced user. It was very basic – great for someone new – would give 8+ for new person.

I had 3 years of experience at the time. I skipped basic and went onto advanced and still not helpful. A lot of it was best practices that didn’t feel relevant for our business
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Xero
No answers on this topic
Online Training
Salesforce
I have gone through multiple. The content that’s delivered is quite basic – I wish they had more advanced training.

We are grandfathered into premium support plus training. We get unlimited access to instructor led and online training for free. We have taken advantage of this
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Xero
No answers on this topic
Implementation Rating
Salesforce
Just from an organizational standpoint - we standardized our data prior to moving to Salesforce. But we essentially standardized it wrong. That's created a big disgusting mess for us know that I'll have to deal with as the Admin. Be sure you think through use cases prior to doing something like that - seek outside opinions on how the data will work best, especially depending on what else you're going to integrate with Salesforce.
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Xero
Decide how to breakdown your ongoing jobs - are they monthly recurring or annual broken into chunks? What are you going to give clients i.e. how will your proposals and invoices look?
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Alternatives Considered
Salesforce
I've used Act CRM by Xperience previously. Salesforce is way more robust and intuitive and meets the needs of an enterprise company with enterprise clients way more effectively. I don't think there is another CRM in the market with the overall functionality and usability that can complete with the Salesforce platform for someone in my role.
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Xero
WorkflowMax is much much easier than Streamtime, much more affordable and easier to try out and see if it meets your needs. Streamtime is a great comprehensive product but we lost a year's subscription in investment because we couldn't get answers to the support questions we needed and they had a no refund policy!
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Contract Terms and Pricing Model
Salesforce
Salesforce is the most widely used CRM system. Professionalism tends to increase when things go wrong for market leaders. Salesforce considers us as users because they own the market. Having all of our data in one place and all of our teams working within Salesforce. Anyone who uses Salesforce is impacted by it, even if they don't.
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Xero
No answers on this topic
Scalability
Salesforce
I've worked with Salesforce since 2001 in companies ranging from 4 to hundreds of sales people and the system has been able to scale and perhaps more importantly expand (functionally) to the needs of larger organizations. In fact in my previous company, as a provider of a solution that integrated with Salesforce, we had customers that had thousands of sales people using Salesforce.
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Xero
No answers on this topic
Professional Services
Salesforce
Using Salesforce.com has made my daily routines more efficient and simplified the manual tasks I had to perform independently. I can now access data from any device, online or offline, and provide better guidance to my team about the forecasts provided by the built-in artificial intelligence (AI). A chat with a Salesforce support specialist would be great. The knowledge base has a community forum where Salesforce users can ask questions and learn more about the product.
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Xero
No answers on this topic
Return on Investment
Salesforce
  • It requires a lot of time to manage but does a good job keeping everything in one place
  • Managers! Quit having sales professionals create spreadsheets and reports ad hoc. The information is in SFDC. Build a report so you can get it yourself.
  • If used properly and not restricted and overmanaged, SFDC will provide huge ROI
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Xero
  • Max enables Loan Assistant to invoice very quickly and easily and integration with Xero for card payments brings our cashflow forward.
  • Max enables the Loan Assistant team to manage their workflow in an efficient and productive way. The team all work from home. It is the centre of our Loan Assistant universe.
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ScreenShots

Salesforce Screenshots

Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of Screenshot of

WorkflowMax Screenshots

Screenshot of WorkflowMax Quoting SoftwareScreenshot of WorkflowMax CRM SoftwareScreenshot of WorkflowMax Project Management SoftwareScreenshot of WorkflowMax Mobile SiteScreenshot of Job Costing | WorkflowMaxScreenshot of Powerful Custom Reporting | WorkflowMax