Salesforce Sales Cloud vs BoldTrail: 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.

Keeping track of all your messages to your client via text and email in one program is great.

We entered the contract based on promises of automation, integration, and marketing tools, but the system has been unstable, glitchy, and poorly supported from the start.