FOCUS by Reynolds and Reynolds vs. Salesforce Starter

It works because it's the only thing we have to use however Reynolds does not work well with others, I.E., third-party vendors, etc. When it's up for renewal I will strongly suggest we switch

Incentivized

SalesforceIQ is a perfect CRM to start with and get your organization used to tracking customer contact. It was an easy setup and well adopted. It allowed us to rollout completely in just 30 days. We have seen a large increase in our ability to communicate. It may be lacking in some items if you already have a tracking method but was the perfect starting point for us.

Incentivized

• Daily work plan
• Detailed reports

Incentivized

• Sales CRM with built-in guidance and reminders to manage and track opportunities.
• Self-service for customers and internal employee needs. Integrates forms and chatbots very easily into your existing website.
• Guided setup with inherent flows to make transitioning from legacy systems to new age cloud-based technologies
• Integrates with Outlook and Gmail extremely well. Includes the Salesforce Inbox mobile app to link records with calendar and email. Email reminders included automatically.
• The Salesforce Mobile App comes with Starter, making it super easy to work on the go, even in remote areas.

Incentivized

• Sometimes you cannot see the calls on the customer profile
• In my opinion, it is not easy to use
• I think the reporting can be overwhelming for some
• From experience, the appointments do not show up in the daily work plan

Incentivized

• Table views can be sorted by column. Filters can be applied, but only to one column. Multi-column filtering like Excel allows would be extremely useful and a big improvement.
• The ability to quick copy data in a table view would also be helpful, like (ctrl ') in excel.

Incentivized

I think overall it's not a good platform

Incentivized

easy to use, training is intuitive and can be peer taught if needed. Not overly complex so that users can get started within a very short period of time.

Incentivized

Support is phenomenal however they have a ton of practice because people need to call them so often

Incentivized

We have always used Reynolds however I have seen other CRMs that are more user friendly

Incentivized

Salesforce Starter is exactly what it says. It's specific to getting a small business up and running effectively, without unnecessary development or internal overhead required. It doesn't allow for a ton of customization, but it provides more than most other providers across sales, service, and integration/automating business processes. Some tools are more specific to organizations that want to focus on a specific area to grow or manage their business. That's where the other package types and integrations with specific tools come in

Incentivized

• Slows people down trying to learn it
• Every option in there costs more money so the executives do not want to pay for things such as click to call

Incentivized

• It made the job more efficient for staff so they can spend time doing other tasks rather than configuring and maintaining Salesforce Starter.

Incentivized