Salesforce Sales Cloud vs Shape
User Ratings & Reviews
Reviews are generated by real users. When reviewing a product, users are asked to assess the product’s overall quality, which includes assigning specific ratings for ease of use, value for money, customer support, and functionality.
Ease-of-Use
4 / 5
4.7 / 5
Value for Money
4 / 5
4.7 / 5
Customer Support
4.1 / 5
4.7 / 5
Functionality
4.4 / 5
4.7 / 5
Last Review Written
October 7, 2024
June 6, 2024
Pros/Cons
Pros
- It's also supported by awesome community and the best documentation/support in the business. The Trailblazer community leads the tech industry in training and documentation.
- My team members use it in delivering great sales and customer service experience and it has been a great help for all of us.
- Overall Salesforce is great and can integrate with hundreds of other platforms which makes it an amazing tool to use company wide, not just for sales.
Cons
- It gets a bit frustrating. I also hate the double authentication because I do not always have my phone with me when I need to get on the software.
- I hate that I have to refresh every thing but I'll deal with it for some of the other options.
- There is little to be said about cons. I experienced minor trouble when accessing customer support at some point which would probably be the worst of it.
Pros
- I was impressed with how easy it is o maintain your pipeline with all of the integrations and automations. I love how everything from lead funnels to file sharing easily accessible.
- Shape Software is absolutely amazing. An important part of being a functional company is maintaining excellent communication and records.
- I love the easy means of communication to the borrower for items needed and if an item is declined or approved. The way that all the screens are laid out is very easy for all parties to follow along.
Cons
- Terrible customer service glitchy and eSignature is garbage.
- Absolutely the Worst Customer Support that exists in the industry.
- Choosing Shape Software as our CRM company is the worst business decision we have ever made. Absolute nightmare dealing with anyone at Shape Software.
Pricing
Pricing Range
$
$
$
$
$
$
$
$
$
$
Product Demo & Screenshots
Product Demo
N/A
Advisor Recommendations & User Awards
FrontRunners
The top products based on usability and customer satisfaction, as rated by user reviews. Check out our full methodology description for more detail.
N/A
N/A
Advisor Recommendations
Our industry-specific advisors recommend products based on specific business needs. Connect with us to get your personalized recommendations.
157 Recommendations
5 Recommendations
Additional Info
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployments
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
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 and Training
Support
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos
