I love that you can add so many different modules or even design your own with some effort but very little cost, for a nonprofit that is great.

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.

Salesforce is a really great product I loved the tools used and tips to help you create sales and serve better for customers.

Salesforce is the best customer relationship management tool in the market right now. The best thing I like about this software is the features.

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.

I love using Salesforce. It is very user friendly and helps me be able to track my progress and create a clean pipeline.

Ref IDs are my biggest pet peeve, they don't always work and I've lost emails this way from clients. This leads to a bad consumer experience for everyone involved.

Ease of use and works great for small (that's us) or large companies it blends well with other programs is customizable and tracking is good,  reach out is also very easy to use.

If you could get the innovative nature of Salesforce to your business you would get amazing talent collection to your organizations.

An awesome CRM platform with a plethora of information to use to become the best marketer you can be.

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.

Like I stated before, I was happy about the switch to Salesforce Lightning, but it has turned out to be great. I like that my emails and Talkdesk are integrated into Salesforce as well.

My team members use it in delivering great sales and customer service experience and it has been a great help for all of us.

This software will help you to build your sales and marketing in the industry, salesforce is a great software and value for money, so therefore I recommend it to the user.

Salesgirce is very effective when it comes to tracking the progress of each case within my organization, great tutorials to get you started and very easy to navigate through cases and serial numbers.

I like the fact that Salesforce is very flexible and customizable to my taste. It is very user friendly and the functionality is superb.

Salesforce has a lot of capabilities, it covers everything. The leads section was nice, and it was great to be able to create your own sections.

So popular and so powerful for small business  is contact management, task management, opportunity tracking, collaboration tools, customer engagement tools. Flexible and easy  to use.

The integration with gmail is awesome. Being able to automatically log emails to the appropriate account instantly is such a nice feature.

I like that this platform is easy (for the most part) to use. I also find that the customer support is amazing and always willing to help.

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.

I hate that I have to refresh every thing but I'll deal with it for some of the other options.

User friendly - a tutorial and a few times using it and usage becomes smooth. We also love the support team.

I am quite happy with the Service. After all of the bugs got sorted out, it has been amazing to use especially for the day to day operations.

I like that it is easy to use, and I am able to find what I am looking for very quickly.

A database of a companies real time pricing, customer discounts, and any item a tech could need at the techs fingertips would be awesome.

I enjoy the ease of use and organization it lends itself to, by being paper free.

Overall, the software is great. Our customers love the ServiceLink feature and those that are signed up for the ServicePortal love it.

The software has good integration for back office use.

This easy to use online software allows for us to quote customers and track service progress easily between the office and on the field.

Gone are the days of the paper inspection forms that come back to us all dirty, torn and unorganized.

The seamless integration with Sage Intacct by leveraging the dimensions for great reporting and insight.

Quoting straight from our technicians completed job helps us make sure we are not dropping opportunities, which improves sales and improves service to our customers.

I am secure in knowing that customer service will always take care of my issues. I love the fact that training is available as well as a well-regulated wiki.

Sometimes the system has some lag time and trouble uploading some of the paperwork.

ServiceTrade has a great product that is intuitive to use. Since we subscribed 4 years ago they have continued to expand on the capabilities with updates to the software every 2-4 weeks.

We have been with Service Trade for about 8 months and are very happy with our investment at this point and we have just scratched the surface of what this system has to offer us.

Not much to say here but that it is not designed specifically for fire protection companies so we had to customize to our processes.

I am solving the problems of scheduling jobs for on time appointments. It was a nightmare before Service Trade.

I love it since day 1 i was super happy and excited this made everybody  job much easier.

There are a lot of companies out there trying to solve the same problems.

I love the fact that I can bill in less than 24 hour after job completion. This App also helps keep track of location of all techs, which helps cut cost for emergency service.

The ease and simplicity the program is to use both on the administrative side and the field side.

Asset management and reported deficiencies are fantastic for both customer service and generating future revenue.

User friendliness is one of the most important feature of this software. Customer support is very good as well.

Plus if the technician doesn’t know where to go it goes right to maps for directions. Like I said it’s a great app.

Does not always integrate 100% to QBO, failed invoices with no real explanation (maybe 1 in 20 occurrence).

US Dollar

Grow your revenue and profits with intelligent sales automation with Sales Cloud. Help every rep be more efficient. Close more deals. Collect cash faster. Boost growth and profit with intelligent automation and integrated tools from Sales Cloud.

This Salesforce platform has CRM capabilities that include lead management, marketing automation, and contact management. These applications help organizations to manage customer accounts, track sales leads, conduct and monitor marketing campaigns and provide service post-sale. Salesforce Lightning Experience is upgraded CRM version of Sales Cloud that streamlines the sales process by allowing any sales rep to generate and follow-up on leads, manage account activity, track the status of each campaign, and create reports without hassle.

With Salesforce for Outlook, users can synchronize contacts, calendars, emails, and tasks in both applications without interrupting any business process. Salesforce Sales Cloud for small businesses allows users to manage contacts, track sales deals, manage tasks and events, harvest leads, and track performance. The sales cloud enterprise edition layers in call scripts, team-selling functionality, business workflow, setup approval and automation, custom applications, API integrations, and more.

The Salesforce CRM solution is available only for software-as-a-service (SaaS) deployment. In addition, this Salesforce app provides a technology stack that covers database and security as well as workflow and user interfaces.


LongDescription

Commenting/Notes

Engagement Tracking

Content Delivery

Cataloging/Categorization

Employee Management

Customer Surveys

Forecasting

Multi-Channel Marketing

Business Card/Badge Scanning

Quality Management

Purchase Order Management

Meeting Management

Safety Management

Internal Chat Integration

Product Catalog

Presentation Tools

Lead Capture

Performance Management

Document Storage

Proposal Generation

Access Controls/Permissions

Activity Tracking

Customer Service Analytics

Sales Pipeline Management

Referral Tracking

Contract/License Management

Ad hoc Reporting

Financial Management

Material Requirements Planning

Order Management

Calendar/Reminder System

Competitive Analysis

Project Management

Approval Process Control

Auto-Dialer

Lead Distribution

Projections

Knowledge Management

Multi-Campaign

Pipeline Management

Customer Database

Call Recording

Call Logging

Medical History Records

Audience Targeting

Goal Management

Call Management

Customizable Fields

Collaboration Tools

Assignment Management

Sales Trend Analysis

Call Center Management

Shipping Management

Client Tracking

Scheduling

Data Import/Export

Email Tracking

Call List Management

Campaign Planning

Customer Support

Graphical Data Presentation

Buyer Management

Lead Generation

Email Templates

Self Service Portal

Contact Management

Sales Approval

Version Control

XML/RSS

Opportunity Management

Content Management

Configurable Workflow

Bills of Material

Lead Management

Conversion Rate Optimization

Multi-Currency

Email Marketing

Statistical Analysis

Mobile Access

Sales Reports

Dashboard Creation

Performance Metrics

Routing

Territory Management

Channel Management

Dynamic Modeling

Training Management

Maintenance Management

Shared Contacts

Production Scheduling

Marketing Automation

Proposal Management

Landing Pages/Web Forms

Request Escalation

Social Media Integration

Lead Segmentation

Basic sales and marketing for up to 5 users
$25
/user/month*
(billed annually)

Complete CRM for any size team
$75
/user/month*
(billed annually)

Deeply customizable CRM for your business
$150
/user/month*
(billed annually)

Unlimited CRM power and support
$300
/user/month*
(billed annually)

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

Salesforce Sales Cloud

In Person

Live Online

Webinars

Documentation

Videos

ServiceTrade is the software platform for commercial HVAC, mechanical, and fire contractors that streamlines operations, optimizes field performance, and boosts sales and client retention. During a persistent skilled labor shortage, contractors use ServiceTrade to control the costly chaos of on-demand work and effectively deliver contract commitments. ServiceTrade streamlines service and project operations to reduce administrative costs, optimizes field performance to increase revenue per technician, and boosts sales and client retention to grow margins. Over 1,300 commercial contractors trust ServiceTrade’s 11+ years of experience to help them manage over 13 million assets and invoice over $7.5 billion in revenue annually.

Work Order Creation

Electronic Payments

Dispatch Management

Real-Time Monitoring

Task Scheduling

Electronic Signature

Recurring Appointments

Job Management

Calendar Management

Geographic Maps

Mobile Signature Capture

Multi-Location

QuickBooks Integration

Technician Management

File Storage

Compliance Management

Real-Time Data

Historical Reporting

Client Portal

Preventive Maintenance

Real-Time Notifications

Service History

For HVAC Companies

Real-Time Updates

Alerts/Notifications

Reminders

Automated Scheduling

For Commercial and/or Industrial Electrical Contractors

Work Order Management

Mobile App

Billing & Invoicing

Accounting Integration

Real-Time Reporting

Inventory Control

Contact Database

Online Time Clock

Select : $89/month/technician paid annually. Office users free. 
Premium : $139/month/technician paid annually. Office users free. 
Enterprise : $189/month/technician paid annually. Office users free.

Salesforce Sales Cloud vs ServiceTrade

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