Picsello vs. Salesforce Sales Cloud

Picsello helps you stay on task. I have struggled with being too nice to clients in regards to when they pay for my services but Picsello fixed that. A payment schedule is included in the proposal process so when you send the email to your client, they'll get their contract, questionnaire, pricing details and a request for payment to secure booking. That's one less item on my to-do list and I can move forward with my workflow.

Salesforce Sales Cloud is great for tracking your dealer (reseller) information, customer information, order information, and generating reports. You would want to use Salesforce as a smaller business because it is easy to use and keeps track of everything. You can also click on the reports tab and quickly generate different reports or save them as an Excel file to share with your team. You can set those reports with desired features and change them to fit your needs. I would say SF is not the best if you are going to send lots of marketing emails, etc, because it is not as visually friendly as HubSpot, for example.

Incentivized

• Smart Profit Calculator helps you make money from your business!
• Photo Galleries are already linked to a world class printer so your clients can start ordering right away.
• Control over pricing allows you to set the profit you earn from print and product sales.
• An embed lead form is available so you can get new clients directly from your website started as a lead in Picsello.

• Logging notes: SF makes it easy to log notes in the timeline or static notes that live in an easy-to-see spot for longevity.
• Logging activities: It's easy to post a call, text, email, etc.
• API data: Once connected, SF is critical to automation, such as website activity, login activity, pages visited, etc., which saves the Customer Success side time in understanding account activity.
• Custom fields: you can add custom fields to really personalize your experience. We use quite a few and it's brilliant.

Incentivized

• People like flexibility and being able to work with previously established vendors that are different from the print vendor currently available in Picsello. I know additional partnerships are forthcoming and once they do I think this product will only increase in popularity.
• One feature that would be helpful is to be able to block off time in the calendar so potential clients can view your availability.
• I'd like to be able to enter multiple contacts under a single client. If you have a large group and you have their email addresses you could send the gallery to more than one person but from the same job.

• I'd like to see a global roll up, but individual customized versions by team
• Consolidate! Agreements are often found under attachments, contracts, confidential information, cases, and a couple of more places
• Statuses: Make the status, owner, and last touch date/time easier to find

Incentivized

There are days when I wish we hadn't switched, but I know that if we put in the time, we will get to where we want to be with the software and that it has many more capabilities than anything else we looked at. However, the amount of time and onboarding we need to do is also far greater than we realized/were told when we originally bought the product. They told us we should hire onboarding support, but at the end, after we had already reached our budget maximum for this, so it's been slower than we had hoped.

Incentivized

Picsello is a 10 because it has everything I need to successfully run my photography business. I can communicate with my client, get them booked and paid all in one location. I don't need a separate gallery manager, I don't need to remember gallery passwords, I don't have to worry if I remembered to send a contract to a client, I don't have to worry if I don't hear back from a client about their gallery because Picsello will tell me when they logged in to view it. And best of all, I know what I need to charge in order to earn the goal I set for myself and at the end of the day, it's all about earning money doing something you love!

Salesforce has been designed on the basis of "Clicks, not code". So anyone willing to learn the Salesforce user interface (which is quite good as far as management software platforms go) is able to become a Salesforce user or even a Salesforce administrator. You don't have to know coding language to work in the Salesforce environment. Also, Salesforce has one of the best software training resources (Trailhead) that I have ever encountered. It is free to all, easy to use, and most importantly it is interactive. No scrolling through endless text in a user manual. There are hands-on modules and related videos interlaced and through it all you earn points and badges to display your level of learning.

Incentivized

All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years. Accordingly, I only recall our instance of Salesforce having one unscheduled, brief down time over 6 years. I can't remember for sure, but it may have been due to our Internet Service Provider (ISP) versus Salesforce itself. Also, Salesforce does it's best to keep customers in the loop:

Trust.salesforce.com is the salesforce.com community's home for real-time information on system performance and security. On this site you'll find:

Live and historical data on system performance
Up-to-the minute information on planned maintenance
Phishing, malicious software and social engineering threats
Best security practices for your organization
Information on how we safeguard your data

For a SaaS provider, I'd rate their performance to be one of the best. At times, reporting tends to slow down if the data set is very large, which is the case in any system. But, that's a very rare phenomenon

The people at Picsello are genuinely interested in seeing you succeed! Are you having trouble deciding what to charge? They have a Mastermind Facebook group, and they have business coaching available. Are you frazzled and just need a little extra help, Customer Success is there to listen and dive into the app with you. Are you new and just need some guidance? Customer Success is there to walk you through the process or send links to demo videos or to sign you up for a one-on-one meeting. These people have been truly nice to me as I've gotten help and learned the product. Customer Service is a big deal to me and this company is going to have my business for a long time.

The overall support has been good. More and more features are being released quite frequently. Very small features are also making big difference in how the tool can be adapted and used better. If there is anything we need or are stuck, the support team sets up a call and helps in resolving the issue/provides workarounds.

I attended two training sessions. I would rate them a 4 as an advanced user. It was very basic – great for someone new – would give 8+ for new person.

I had 3 years of experience at the time. I skipped basic and went onto advanced and still not helpful. A lot of it was best practices that didn’t feel relevant for our business

I have gone through multiple. The content that’s delivered is quite basic – I wish they had more advanced training.

We are grandfathered into premium support plus training. We get unlimited access to instructor led and online training for free. We have taken advantage of this

Just from an organizational standpoint - we standardized our data prior to moving to Salesforce. But we essentially standardized it wrong. That's created a big disgusting mess for us know that I'll have to deal with as the Admin. Be sure you think through use cases prior to doing something like that - seek outside opinions on how the data will work best, especially depending on what else you're going to integrate with Salesforce.

Against Pixieset: I like Picsello better for a client experience and managing pricing and galleries. Pixieset is too complicated and cumbersome. Setting up the store is required before you can sell products on Pixieset and that's one large step more than Picsello. Against Honeybook: This is a product that's too generic and doesn't have even half the features of Picsello. It might work for freelance type work but a photographer needs way more than what is offered. It's just not made for photographers so it fails to hit the mark. Shootproof is another I tried but it's just not robust enough. There aren't enough features to help you successfully run your business, but if you'd like to add music to a photo montage, they've got you covered. That's fun to have but it's more important to earn a livable income and Picsello has them all beat with the Smart Profit Calculator!

Salesforce sales can do everything Front does regarding email integrations and communicating with your peers. Still, it provides even more insight for our salespeople and leadership team. Although Front is cheaper, we decided the added productivity and visibility provided to the team would be well worth the higher price tag.

Incentivized

Salesforce Sales Cloud is highly scalable and designed to accommodate the needs of businesses of all sizes, from small startups to large enterprises. It offers flexible subscription models and can easily scale up or down based on the organization's requirements. Whether a company is expanding its sales team, increasing its customer base, or adding new features and functionalities, Sales Cloud can adapt to support growth without sacrificing performance or reliability. Additionally, Salesforce's cloud-based architecture ensures that users have access to resources and capabilities as needed, making it a highly scalable solution for organizations looking to automate customer relationship management at scale.

Incentivized

• By incorporating everything I need in a single email to my client, it saves me time. The contract, questionnaire, pricing details and payment are all sent over in one email and the automation takes over from there as the client signs everything and returns it with payment. So much time saved!
• Having all my clients saved in this platform is a space saver for my Contacts app and so easy for me to contact them on the go since Picsello is mobile-ready. I can use it's full features anywhere!
• The questionnaires are a godsend! I use to have word documents saved all over my laptop from clients but having everything in the Picsello app is way move convenient!
• The photo galleries are given a password and it's automatically entered into the email you send your clients when you share the gallery. I used to have to come up with a password and keep track of it in case a client lost it. Such a pain! This is so much easier and I literally don't even think about this anymore since Picsello does it for me!

• The inbox feature allows me to see when the customer opens my email, and hence a timely follow-up could result in a higher response rate.
• The mobile app allows users to gain access to leads and customer contacts on the go, which increases sales team productivity and enhances customer conversations.
• The reports of the notes on the account level are not working, which is causing manual work in the weekly report to leadership.

Incentivized