Salesforce Sales Cloud vs Gladly: Which is best for you?

Salesforce Sales Cloud is great because it centralizes all sales data like how much has been made, seller data like phone numbers and address and also tracks time spent on projects.

Salesforce may feel overwhelming and expensive compared to simpler dental CRMs. If implementing for front of house staff, it can be overwhelming to train and add this piece of software to staff who already juggle phones, scheduling, insurance, and patient interactions.

On the management side, having role-based idle/logout settings, scheduled reporting, and an observer-only role for cross-functional partners would reduce manual work and improve collaboration. And while smaller, quality-of-life updates like dark mode, custom notification sounds, collapsible inbox categories, and even direct CSAT offerings within the conversation flow would go a long way in helping our team stay focused, efficient, and more connected to the customer experience.

Another issue is that there is no way to upload images and videos; without this feature we can not properly assign and track incidents for our support teams because we have very little communication with support staff on how to assign ours to each other.