Salesforce Starter vs. WizeHive Zengine

If you own a business that has complex selling processes or requires integrations with 3rd party tools/systems, you should look at Professional, Enterprise, or Unlimited editions. Salesforce operates very well across pretty much every industry, but not all sales, marketing, and operational processes are created equal. If your marketing process requires a long list of sendable contacts then I would recommend adding on Pardot or Hubspot. Always start small and scale up, to avoid boxing yourself in down the road.

Incentivized

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

• Tracking phone calls is extremely easy when using the app on the iphone. After a phone call is complete it prompts the user to enter in call details.
• SalesforceIQ also automatically logs emails for us. This has saved us time from entering in information manually.
• SalesforceIQ was easy to set up and allowed us customization for fields that were relevant to our business.

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

• Price point for smaller startups. Not budget friendly.

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

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

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

Salesforce Starter is exactly what it says. It's specific to getting a small business up and running effectively, without unnecessary development or internal overhead required. It doesn't allow for a ton of customization, but it provides more than most other providers across sales, service, and integration/automating business processes. Some tools are more specific to organizations that want to focus on a specific area to grow or manage their business. That's where the other package types and integrations with specific tools come in

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

• We have noticed since we have started using SalesforceIQ to communicate items on customer account notes we have freed up hours of phone time between employees allowing us to better answer customer phone calls. This is especially true in our parts department where we have inside and outside sales.
• We tied in use of Salesforce to our bonus structure to encourage employees to use the software. It is the direction our business is going and we needed everyone to participate to make it work. The newer the employee the better they are about logging information and visits.

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