Adobe Workfront, acquired by Adobe in late 2020, is a web-based project-management tool. It is designed for both IT and marketing teams, but can be implemented for any kind of project. Workfront offers all the features standard to project management platforms, as well as resource allocation, automation, and agile workflow.
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Salesforce Sales Cloud
Score 8.4 out of 10
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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…
It's been a while since I've used another time and resource management platform, but I would say that Adobe Workfront takes the cake. Its newly refreshed user interface is simple to navigate, whereas other platforms can be quite confusing when "drilling down" on a project. …
JIRA and Clarizen were too complicated and did not offer an integrated document review and proofing system. Microsoft Project did not handle multiple small projects and resource allocation as well. Smartsheet was too limited for large teams and required too much manual work.
Workfront beats them all hands down. Asana was too simplistic for our needs, Wrike was very clunky and didn't handle the finances very well. Clarizen didn't have document approvals and collaboration that we needed. Workfront was a great mix of ease of use, complexity, and …
As mentioned we are using Team Foundation Services for our Agile Scrum delivery although Workfront does has its own Agile project management capability. I've seen numerous work management systems on the market (for instance SalesForce), but these appear to be a collection of a …
Workfront is a much better product than Salesforce. Workfront has a much better reporting system and can pull necessary details from just about any field or box. Workfront has better work flow templates and is much more customizable. Additionally, we can do a lot of the …
MS Project provides similar core project management functionality (task lists, Gantt charts, resource allocation) but it does come close to Workfront's capabilities related to custom data, forms, ticket queues, notes (updates), and especially reporting and dashboards.
Miles ahead, literally no comparison. Workfront is much more flexible and more easily customized, without having the techno-dribble training you have to go through with other tools.
I didn't select Workfront, honestly. I'm sure it was selected because of its ability to track time to the smallest measure, but I firmly believe that teams would be better served by any of the communication enablement applications listed above. Which is a fancy way of saying …
We needed a system that was easy to use, had great support and training available, and allowed us to track time and manage projects. After reviewing about 30 different options it was clear that AtTask offered all that and more.
This comes down to what I mentioned in the pluses of the tool. Out of the box it had more things pre-done so you could literally use it day one if you wanted to. Not recommended since more of the functionality needs to be configured, but day 1 it could be used. SharePoint and …
During the latter half of 2012 I led an evaluation of 3 SaaS/cloud-based project management tools including AtTask, LiquidPlanner and Copper Project for one of my clients. My final conclusion ranked the tools in that order, especially since project portfolio capabilities were …
I've used simpler CRMs such as Copper and Hubspot in my past. Hubspot is a pretty straightforward CRM, but it's ability to be customized is nowhere near Salesforce.com. Copper (formerly Prosperworks) was a nicely designed CRM, but it is know as the "CRM for G-Suite". Now, in my …
I write music and sound design for multiple projects at the same time, all within the same company, sometimes as much as 8-10. It can be hard to keep track of and stay on top of notes and changes, but Adobe Workfront is great at keeping everything organized, and informing you of deadline changes as they occur.
Sales Cloud is very well suited for the daily leads and opportunity pipeline management as well as user management. Sales process automation are very helpful for repetitive tasks. It integrates well with other platforms. It's easy to customize and report on data. Sales Cloud can be pricey so is only open to larger org's that need complex CRM. User adoption is slow to any new users that have no prior experience.
Logging notes: SF makes it easy to log notes in the timeline or static notes that live in an easy-to-see spot for longevity.
Logging activities: It's easy to post a call, text, email, etc.
API data: Once connected, SF is critical to automation, such as website activity, login activity, pages visited, etc., which saves the Customer Success side time in understanding account activity.
Custom fields: you can add custom fields to really personalize your experience. We use quite a few and it's brilliant.
I have hard-coded the auto-update of the phone number format and state format from some codes shared by the community, but I do not know where to do it. I cannot reset it either.
It is unclear what functionalities each version has. We use the enterprise version, and it seems we can only have one design of the pipeline. But different business segments would have very different sales cycles, and hence, pipeline tracking would be different. It would be nice to have this available in our version.
It seems I cannot create a report to pull notes logged at the account levels.
All that I've said already is why. I suppose the clearest way to say it is that at this point? I cannot imagine running the 300+ active projects in eMarketing without AtTask; it simply wouldn't be possible and even more; I wouldn't imagine why we'd try to find an alternative tool when we have one meeting our needs.
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.
I gave a rating of 10 on overall usability because Workfront is cloud based and very easy to use. Workfront also provides collaboration on projects which is critical to a projects success. The tool gives everyone high level visibility in their projects down to the smallest detail. Wonderful project management system, allows you to cut down on emails, meetings and no more spreadsheets for tracking your projects.
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.
Maintenance is required, but usually after work hours, Some days the proofing tool function is not operational, but this is a new function of the tool that WF is working out. the kinks on. Chrome is the best browser to use the system in and we find Firefox and Explorer lose some view functionality - Gantt Chart, Resource Grid
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.
Workfront's performance has been very good. Everything always feels very fast and snappy in my experience. We have integrated it with custom scripts to create folder structure for media managing our projects. It works very well.
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
It would be nice if the support forms were more dynamic so you could add more information to the support ticket when you enter it to reduce back and forth with the support team member. Also communication on escalated tickets isn't always great. It's gotten better over the years but still needs improvement. Other than that, initial response on support tickets is really quick and the people I've dealt with have always been very professional.
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.
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
The training is very easy to use and you can simply choose the topics included in the course(s) that are most important to your training needs. After each training course, you are tested on what you have learned. If you need a refresher course, they provide Course Catalogs as well as instructor-led courses & workshops.
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
Most people learn as you go, a lot of this stuff requires trial and error throughout so my suggestion is to provide as much information in the upfront and keep it as simple as possible. You can add other tools and features as you go but everyone should have the basics down so no bad habits can start to develop. Be persistent with everyone, and don't be afraid to correct and talk through steps again so everyone is on the same page
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.
Jira is mostly used as a bug locking tool or to track any new development for any specific region/EPIC. But Workfront has a lot of other features which are beneficial in project management. I still consider Jira and Workfront my top two options for project management and believe both have some of the other useful features which are required to manage any team.
Salesforce Sales cloud is well integrated with a lot of other marketing and sales technology SAAS products that we use within our business, which is a big part of why I enjoy using it. Compared to NetSuite, it is a lot more user friendly, a modern platform that provides better visual understanding of sales pipeline and contains more useful data across the customer journey.
As I stated earlier, I didn't have to pay for Workfront myself- I'm a user under a large organization. I know it's not cheap to implement, I don't know how the price scales for a small-business, but I do like the product enough that I'm going to look into it in the future for my own company.
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.
Our organization has thousands of users that use Workfront and it seems to hold up very well. I have not encountered any issues using it and I think it makes it very easy for multiple people to be involved in a project and keep things organized and clear for everyone involved.
I don't think there is a limit to Sales Cloud's scalability; at least, I haven't encountered one or heard of one. My data is not enormous, so perhaps some companies might encounter lags, but nothing from my end. I think I'll be able to use Sales Cloud from now until infinity.
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.
Workfront allowed our company to have multiple offices and work remote and still have projects continually move through the agency
The platform allowed streamlined project management needs so PMs could look at a higher level of timing for resourcing needs for a given team
Workfront's ease of integration with other tech allowed for a lot of flexibility to meet the needs of individual wants/needs so that each person could do their best work
All tools we've implemented with Salesforce had a pretty quick positive ROI with the exception of CPQ & Billing. That was a very large project that I would only suggest for businesses with many SKUs that tend to be packaged together.
