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.

Excellent, customer service is great, personal. The best of usable computer software but managed by an actual human with genuine service in response to any questions or problems.

Very easy to use and has been very useful in simplifying our systems. After years of having a more complicated system this should save us lots of time.

Very quick friendly first hand help and advice. I haven't seen another software package that can match this for value.

I guess the only negative is you pay a monthly overhead for it, but it's such a time-saver that you don't begrudge them charging a few quid.

The estimating  functionality is excellent and allows for quick and accurate estimates. The interface is also user friendly and easy on the eyes.

I haven't ventured much into other features that are on offer so my knowledge is limited.

Very good software and runs most of my business. Also the price is really great compared to most others.

Honestly, I’m finding it difficult to think of anything negative to say. Anything that’s been an issue has been dealt with promptly, these guys have their finger on the pulse.

Absolutely brilliant from the layout, ease of use, quoting and invoicing and the customer service and willingness to improve is the best I have experienced.

Unless there is already one and i haven't found it. To flag up the odd typo.

Excellent time and money saving App for professionals.

Jobs are easily quoted for and converted to active jobs that can be distributed to the team with ease. It's straight forward and that's exactly what I needed-no fuss.

I have found the software easy to get on with. It is good to be able to get from first quote to being able to take job through to completion.

Very pleased with the help they provide when needed and how straight forward the site is to use.

Been using this CRM system as a small tradesman and feel for the price it’s an excellent product. I have had great support from them and feel a valued customer.

With myself not being very good with technology my tradebase is very simple to use and easy to guide through the settings.

Been good to help organise jobs, everything all in one place- you can save files / pdfs to the customer file.

The Monday morning wake up call with YourTradebase is another feature I like, telling me about the week ahead is very useful and keeps me on track.

The software is perfect easy to use, nice layout, streamlined.

The site is easygoing to navigate,  its colourfulness appearance makes it good to use and impressive for the customers.

Can schedule appointments work dates which can be linked into my iCal. Gives a good overall picture of invoices to send payments due.

It really needs an offline app asap it is the only factor letting it down.

Customer service is always quick to apply as well, the software send me weekly updates on Monday regarding finance.

Great value for money compared to other products.

My overall experience of using this is it’s a great system that works for our company.

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

YourTradeBase is a cloud-based handyman solution designed to help businesses in the construction, plumbing, landscaping, cleaning, HVAC and other sectors streamline processes related to quoting, job scheduling, invoicing, payment processing, lead tracking and more. Professionals can use templates to create customizable quotes by adding brand logos, colors or accreditations and send them to clients via email.


Using YourTradeBase, electricians can add notes including images, measurements, client preferences and contact details to job schedules and access saved details from multiple locations. Administrators can manage teams, track job activities on project pipelines and receive reminders about overdue invoices. Additionally, businesses can gain visibility into expenses, deposits, quotes and invoices, among other metrics on a centralized platform.


YourTradeBase connects with Xero, which helps professionals synchronize customer and payment details across systems. The product is available on annual or monthly subscriptions and support is extended via FAQs, documentation, email and other online measures.



Salesforce Sales Cloud vs YourTradebase

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons