Square Customers vs. Veeva CRM

Square is absolutely brilliant if you are just starting out and your business has both an in-person and an online component to it, as Square will solve both in-person POS and online booking/billing. Square also offers the option to create a free website for your company, though it is a very basic site, if you don't have a website yet, this is a VERY helpful option, as it takes away a huge cost. Square allowed us to be up and running in no time, taking away the need to worry about an expensive appointment-setting add-on from our current website provider (Square integrates quite nicely with our current site). Square is probably less ideal for more advanced users or companies with a need for more detailed inventory/service management. But even then, Square will more than likely be able to get the job done!

Incentivized

Good for larger teams with a lot of activities and therefore a good justification for the investment. Great for 'as above' + the companies looking to integrate Veeva CRM with other Veeva offerings, such as Align, Inslight, Zinc/PromoMats etc. Not so great for smaller organisations or those with more slightly more restricting budgets.

Incentivized

• Sales pipeline
• Customer engagement
• Marketing

Incentivized

• Commercial Cloud
• Sunrise UI
• Multi device support from browser, iOS devices

Incentivized

• Some of the build quality on the peripherals could feel a bit better.
• Have more options for businesses with more credit card transactions such as monthly or discounted per transaction once a certain number is reached.
• Have functionality to allow for a typed card number without the higher fee if the software verifies there is a hardware/read error with the card.

Incentivized

• There is no offline version of the app so it is hard for field staffs to access where internet connectivity is not strong
• Can be expensive specially for a smaller company as it is based on SAAS platform

The user interface is easy to navigate - that's not always the case for some software! I look for something that is intuitive, easy to use, and doesn't take a ton of training to get up and running quickly.

Incentivized

Square is mostly focused on FAQs and online support, and they do a very good job creating a rich knowledge base. But, if you are not very tech savvy, it could be easy to feel a bit overwhelmed. I would recommend that they add a direct line or chat feature to call, rather than email or Knowledge base first. This might be due to staffing issues at Square, so perhaps it is the best they can do for now.

Incentivized

A lot easier to use than Infusionsoft!!

Incentivized

Better for field based medical personnel when recording Medical calls.

Incentivized

• This has allowed me to accept credit / debit transactions without having to have a monthly subscription to a service and lose money on times of no to little use, allowing me to have a broader customer range as checks are risky.
• All of my initial equipment was free and there were no startup costs so my return was immediate.
• The small fee taken out of the transaction is very much worth the ability to accept nearly all plastic transactions.

Incentivized

• Oftentimes it is the field sales force that heavily influence the choice of the CRM solution. It appears that many of our field sales force prefer Veeva. Happy reps = more actively used CRM = clearer understanding of the reps' activities.
• Veeva offer 2 implementation versions - out of the box implementation (around 6-8 weeks to install) and 'all singing, all dancing' implementation (based on the length of your specific string). You can pick one and therefore influence your ROI accordingly.
• Again, as Veeva CRM is pretty much a de facto CRM solution, this is good for scalability if/when rolling it out across multiple regions/branches

Incentivized