Salesforce.com

Wise Agent

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Ratings & Reviews

Overall Rating

4.36 / 5 (13,859)

4.43 / 5 (526)

Ease-of-Use

4.0 / 5

4.0 / 5

Value for Money

4.0 / 5

4.5 / 5

Customer Support

4.0 / 5

4.5 / 5

Functionality

4.5 / 5

4.0 / 5

Last Reviewed

February 26, 2020

February 20, 2020

Pros/Cons

  • Pros

  • Beautiful interface and mostly very good price

  • It is very easy to use and great customization options

  • Cons

  • The new Lightning experience​ looks pretty good however it is missing so many functions from the classic view.

  • not many, can be clunky but the pros definitely outweigh the little cons

  • Pros

  • The customer service is amazing and fast. I appreciate their flexibility in working with me and my needs.

  • Easy interface than the major brand I had used for over 14 years. LOVE that it syncs with Ziplogix platform and Bombbomb. Love the landing page feature.

  • Cons

  • It has a few sync bugs, but they're always working to fix these.

  • It was somewhat cumbersome to add a new client, yet they have fixed the issue. I would like a more modern monthly newsletter template.

Product Demo & Pricing

Demo

Pricing Range

What does it cost?

Software pricing is complicated and highly customizable. Let us help you figure out which products are really in your budget.

How it's priced

Salesforce users pay either a monthly or annual subscription fee for each user login. It is a cloud-based solution.

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Contract Term

Salesforce requires a year-long contract for cloud-based deployment; renewed annually.

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Upfront Costs

Additional fees apply for implementation (e.g., special integrations, customizations and/or data migration).

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Recurring Costs

Fees apply for premium support.

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Advisor Recommendations & User Awards

FrontRunners

FrontRunners

2019

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Number of times our advisors have recommended this product

(in the last 30 days)

42 Recommendations

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Technical Info

Ideal Customer Size

Small

Medium

Large

Small

Medium

Large

Operating Systems

Windows

Mac

Linux

Windows

Mac

Linux

Screenshots

Support

Phone Support

Phone support included in subscription fee.

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Online Case Submission

Online case submission available to all users.

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Online Support Options

Help website, knowledge base, and online community included in subscription fee. Additional support can be purchased.

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Training

“Getting started” online catalogue available to all users. Additional live and/or online training included in subscription fee. Online training includes webinars and/or videos.

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