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Process Street vs Salesforce Platform: Which is a better fit?

Updated on January 21st, 2025
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Summary
Key features rated by users
Features selected based on 6,547 reviews from Workflow Management users.
% Fit
Missing features
Not enough reviews
Feature ratings
Customizable Reports
5.0
Commenting/Notes
3.8
Task Management
4.8
Real-Time Data
NA
Customizable Fields
5.0
% Fit
Missing features
Feature ratings
Customizable Reports
NA
Commenting/Notes
NA
Task Management
4.1
Real-Time Data
NA
Customizable Fields
4.4
User satisfaction
4.7
User reviews631
Ease of use
4.6
Functionality
4.5
Value for money
4.7
Customer support
4.8
4.3
User reviews344
Ease of use
4.0
Functionality
4.3
Value for money
3.9
Customer support
4.0
Price starts from
Monthly subscription
Free version
Free trial
/user
Monthly subscription
Free version
Free trial
Best for

We work with all sorts of companies including most of the Fortune 1000. We service both SMB and Enterprise teams in all departments, but we see engagement in HR, Finance, CS, Sales, and Marketing.

With Salesforce's multi-tenant cloud computing model we can serve the needs of companies of all sizes, in any industry. Our customers benefit from a shared main framework, while maintaining privacy.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
Shawn H
Human Resources Consultant
4.0

Sean H.: My name is Sean. I'm a human resources consultant level two, an organization with about a hundred employees, and I would rate Process Street as a four. Yeah, we use Process Street every day for creating processes, going through making step-by-step instructions, onboarding brand new employees, how do you access tools, whether it's Zendesk, Prism, other tools. Process Street will allow us to go through and create step-by-step instructions to clearly define what the needs are and how to accomplish them in a very easy process. I really like Process Street for its customization and its automation tools, allowing the use of AI as well as going in and updating and changing items as needed. It's very effective tool. The only area of opportunity for Process Street wouldn't be maybe some tutorials or guides, some video instructions perhaps, to allow brand new users to really get in there and utilize the AI and the customization.

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Rod S
National Field Sales Administrator
5.0

Rod S.: Hi, my name is Rod, and I work for an FMCG company with 500 plus employees here in Australia. For our use with Salesforce Platform, I'd absolutely give that a score of five out of five. Before we moved to Salesforce Platform, we used a front-end tool called StayinFront, and we moved from that to Salesforce Platform because StayinFront was unable to be shared with the broader business from a reporting and data access sense. We chose Salesforce Platform because of the ease of customization and the ability, through the permissions, roles, and profiles, to be able to give appropriate data access and information flow to all areas of the business and users that needed it. Bringing Salesforce into the business and going through the build and onboarding process with all of the users was very, very simple. The usability of the platform is really easy for most users to grasp when the functionality is all very intuitive. For anybody out there who's considering moving to Salesforce Platform, I would absolutely recommend it. The customization ability of the platform, the usability of the platform, and the ability to report on any data field within the platform makes it all a really good CRM for being able to track and invest in your customers.

How Capterra sources reviews
View all video reviews
User interface
135004 video thumbnail}
1 Video
268338 video thumbnail}
1 Video
135004
5 screenshots
268338
4 screenshots
Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

Logo Img
--%
Logo Img
--%
Access Controls/Permissions
207
Important
Activity Dashboard
388
Important

Process Street

Top Features
33/34
  • Real-Time Data
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Notifications
  • API
  • Approval Process Control
  • Business Process Automation
  • Calendar Management
  • Collaboration Tools
  • Commenting/Notes
  • Compliance Tracking
  • Customizable Dashboard
  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • Document Management
  • Drag & Drop
  • Email Management
  • Forms Management
  • Graphical Workflow Editor
  • Mobile Access
  • Monitoring
  • No-Code
  • Progress Tracking
  • Project Workflow
  • Reporting/Analytics
  • Role-Based Permissions
  • Rules-Based Workflow
  • Search/Filter
  • Task Management
  • Template Management
  • Third-Party Integrations
  • Workflow Configuration
See All features
Hide Workflow Management Software Features -

Salesforce Platform

15/34
Show Workflow Management Software Features +
Process Street
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Salesforce Platform
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Process Street
  • By Process Street
  • Located in United States
  • Founded in 2013
Salesforce Platform
  • By Salesforce
  • Located in United States
  • Founded in 2003
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