Salesforce Sales Cloud vs WorkflowMax: 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.

It has definetly helped us to keep a better track on time overall - and therefore we can see where we are running ahead or behind.

The time recording could be better - it's pretty clunky to switch between tasks, and the quick add is also very clunky.