Salesforce Starter vs. Sansan Scan (discontinued)

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

Sansan Scan to Salesforce is well suited for scanning multiple business cards into Salesforce.

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

• Quick and accurate scanning of multiple cards at once.
• Simple to use.
• Simple to make edits when importing into Salesforce.

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 told Scan to Salesforce that I would appreciate an improvement that auto-corrects for all-capital letters, replacing them with lower case. They are currently looking into a fix.

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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

They are great

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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

We tried another app, and it wasn't as quick or accurate.

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

• Saved 30-45 minutes each day.
• Allows me to engage with leads by email much more quickly.
• Staying organized. (I can throw away old business cards after scanning)

Incentivized