Salesforce Sales Cloud vs Follow Up Boss: 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.

The best CRM tool is the one you use properly — I just need to commit more time to exploring features and implementing them to support my business growth.

The tagging system wasn't reliable within the platform.