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.

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

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.

Extremely easy to use and set up, great analytics, effective tool for new members to any SAAS product.

Integration with your existing Google Analytics used with reporting. Very Helpful WhatFix Team Members always willing to lend a hand (Sneha).

More complex integrations required me to contact Whatfix support (Sneha is the greatest!!!) and they have been able to guide me through any issues i have ran into.

I mostly appreciate the proactive outreach they provide and the passion they have to make sure their clients see success from their product.

The ability customize the conditions under which specific workflows are triggered is awesome. The support offered by our agent was extremely helpful in setting up the more complex conditions.

Easy to use on-boarding software with a genuinely caring team behind it.

Setting up analytics is a little difficult and an added step to check.

The organization of content can be a bit frustrating but once you get the hang of it, it makes sense.

It's very easy to use and implement in your application. The Whatfix support page is incredibly helpful and straightforward and the customer service is superb.

Even playing around with the product is very easy. I have been associated with the organization since last 2 years or so and the organization has been very responsive to our requirements.

Thank you to  Chirabrata Das for always being available to answer my questions. He was a great help to me on setting up this tool for Avnet.

Originally the decision was driven by the 50% + cost saving we would receive, however, we have been amazed by the ease of use of the system.

It is an easy to use platform that brings about new updates on a regular base.

The only negative I have to say is that whatfix is not catered well for bigger web apps which present the users with multiple options to complete the task they set out to do.

The support provided to implement flows with our product is amazing and the staff is very courteous.

Easy to use and implement. Great, attentive and helpful customer service... quick response times.

It helps to fill a training gap at a very affordable price.

We are a software as a service company that uses Whatfix to educate our clients on how our system works. This product is great in many ways but my favorite part is the Whatfix support.

It is pretty common to implement a tool and get some amount of negative response or technical issues at launch.

Also, the support we required to make the product compatible with ours was amazing. Our issues were resolved in no time and RFCs were also delivered promptly.

Easy and quick way to integrate on boarding and support content into your application.

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

Mac OS

Web browser (OS agnostic)

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

Complete CRM for any size team
$80
/user/month*
(billed annually)

Deeply customizable CRM for your business
$165
/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

Whatfix is a data-driven digital adoption platform (DAP) that enables organizations and users to maximize the benefits of software. Whatfix acts as an interactive overlay on top of any application to guide users with real-time guidance, self-help support, and user feedback. With product analytics and AI, Whatfix enables scalable success with technology, maximizing productivity, and leveraging data-driven insights for better decision-making.

At Whatfix, we’re on a mission to empower users to unlock the true potential of software applications. We make this possible through the vision of userization.

Whatfix has six global offices in the US, India, UK, Germany, and  Australia, and works with Fortune 500 companies around the world. Whatfix has raised $140 million to date, and is backed by marquee investors including Softbank Vision Fund 2, Sequoia Capital India, and Cisco Investments. For more information, visit www.whatfix.com



Salesforce Sales Cloud vs Whatfix

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons