Salesforce Sales Cloud vs Agile CRM: Which is a better fit?

Angel J.: My name is Angel, and I'm the HMIS Operations Manager for a company that is now 60 plus employees large, and I rate Salesforce Sales Cloud five out of five. Prior to Salesforce Sales Cloud, we used a multitude of different softwares, including softwares like Trello. We used Google Office, we used Microsoft Office, Microsoft 365. We used Zendesk. We used a lot of different softwares and tried to use them in a way that was collaborative, but it often left us with too many things to manage in different spaces. We chose Salesforce Sales Cloud because it is one of the top leaders in the industry. We knew that it had its own reputation, and it also brought to it a lot of tools already in-house. One of our top needs is for security and safety of our data. So Salesforce was able to handle some of the HIPAA requirements that we have for our data. We also wanted to make sure that it was a platform that all 60 plus of us could interact with inside of one system instead of having multiple softwares to handle our daily needs. And then we also wanted to use some of its intuition, such as the Einstein, where it helps us to make better decisions, helps us to understand what our activities are, keeps track of what we do in the system, and helps us to grow in using the system. This is one of the reasons why we chose Salesforce Sales Cloud. Getting started with Salesforce Sales Cloud, I would say was not the easiest route. You will definitely need someone that has the knowledge of Salesforce. At the very least, knowledge of database technology. We did have to source out some of the needs to Salesforce consultants, which were very easy to find. Salesforce did help us get these consultants, but it was not a one-stop, set up, everything works automatically. And we do not use it just for sales. We use it for customer management more so than sales. So the bit that we had to have customized was something that was not already in the box. So it wasn't the easiest, but it also wasn't the hardest. The advice that I have for anyone considering using Salesforce Sales Cloud for their business is to make sure that you document all the things that you need from Salesforce. Figure out the reason why you believe that Salesforce is going to serve you, so that you can aim at those specific products and add-ons that Salesforce already has in their system. They are very good at understanding some of the things that their system can do with what you have, but making that documentation and going through that with the employees, going through that with your organization prior to coming to Salesforce is probably going to be key. It does get costly if you don't understand what you're doing with Salesforce and you have to have multiple consultants try to figure it out for you. So if you can get organized and document what your needs are before you come to Salesforce, it'll help you pick the best products that Salesforce has to offer.

Mike P.: My name is Mike. I'm the president of my company and I would use Agile CRM. I would give them a rating of a four. There's more reviews available down below. Before switching to Agile CRM, I've used a number of different CRM and marketing automation programs. I used a program called SendPepper. I used one called GreenRope, but switched to Agile CRM about two years ago. We chose Agile CRM because it offered a lot of different functions for the money. The program includes a CRM, a marketing automation system, and a help desk system. They're all integrated. It was a lot of things that you could do there in that one package rather than trying to integrate a whole bunch of different pieces of software together. Onboarding and implementing Agile CRM was a little tricky, I will admit, but their support is really good. It comes out of India a lot, but their technicians are top-notch and you can get to them through a chat, or through email or on the phone. They're very helpful. They walked me through everything that we needed to do. I'd say the only thing that really hung us up was getting our email service provider hooked up with Agile CRM so we could send emails under our own domain. Yes, I've actually had the opportunity to recommend Agile CRM to two of my clients. One of them has been using it for over a year now. They're very happy with it. I actually helped them to set it up because I'd already had experience in setting up the system for my own company, but they're very happy with it. I have another client who is just getting ready to implement their Agile CRM system for their company as well. I have lots of good things to say about them. Like I said, they offer a lot of capabilities for a relatively reasonable amount of money.