Cloud software for [growing] businesses

WORK[etc] vs Salesforce

Salesforce has long been the market leader when it comes to SaaS CRM products.  But as the market matures and customers demand a better user-experience and more relevant features, cracks have started to appear in their offering.

The research team was able to identify the following common Salesforce issues from just a simple scan of Google search results:

  • User unfriendliness; hours spent on tutorials
  • Nothing is a click away, the intricacy of the application requires many clicks to complete the simplest of tasks
  • Low storage amounts included in packages, massive fees arise after surpassing those limits unknowingly
  • Inability to search contacts by account name
  • Lack of full email integration capabilities requiring a third party add-on
  • No product catalog requiring a third party add-on
  • Very little customization without upgrading

Salesforce does of course have a huge and loyal following and quite rightly too.  It’s Cloud Force platform alone allows any business to add-on thousands of apps designed to extend Salesforce.  The issue then becomes learning, paying for and maintaining multiple software tools as you keep adding more and more onto your basic license.  Consider the “out of the box” differences with WORK[etc], a true Salesforce alternative:

BasicsWORK[etc]Salesforce (Enterprise)
MINIMUM CONTRACTMonthyAnnual Only
PRICE (10 USERS)$599$1,250
CONFIGURATION / ONBOARDINGSame WeekMonths
TOTAL BUSINESS MANAGEMENTYes
PLATFORM – CORE MODULES
CRM & SALESYesYes
PROJECT MANAGEMENTYes
SUPPORT CASESYes
BILLINGYes
UNIFIED WORKFLOWYes
COMPANY-WIDE SEARCHYesYes
ACTIVITY TIMELINESYesYes
CRM & SALES
LEAD MANAGEMENTYesYes
CUSTOM SALES PROCESSESYesYes
DISCUSS & COLLABORATEYesYes
FULL CUSTOMER TIMELINEYesYes
EMAIL MARKETINGYesYes
CUSTOMER SUPPORT TICKETSYes
SMART LISTSYes
SALES PIPELINEYesYes
PRODUCT CATALOGYesYes
CONVERT LEAD TO QUOTEYesYes
CUSTOM FIELDSYesYes
PROJECT MANAGEMENT
UNLIMITED SUB PROJECTSYes
GANTT CHART VIEWYes
TASK DEPENDENCIESYes
PROJECT TIMELINEYes
ATTACH ANY ACTIVITYYes
CUSTOM PROJECT TYPESYes
CUSTOM PROJECT STAGESYes
ALERTS & RECURRING EVENTSYesYes
BUDGETS AND BILLINGYes
CUSTOM FIELDSYesYes
BILLING & EXPENSES
TIME SHEETSYes
PRODUCT CATALOGYesYes
SUBSCRIPTIONS / RETAINERSYes
MULTIPLE CURRENCIESYesYes
INVOICE TRACKINGYes
FUTURE CASH FLOW REPORTYes
DESKTOP TIMER WIDGETYes
PAYMENT GATEWAYSYes
EXPENSE TRACKINGYes
COMMISSIONSYes
REPORTING
CUSTOM DASHBOARDSYesYes
BUILD YOUR OWN REPORTSYesYes
DRILLABLE ANALYTICSYesYes
EMPLOYEE MANAGEMENT
FOLLOW EMPLOYEE ACTIVITIESYesYes
WORKGROUPS & ROLESYesYes
PERMISSIONSYesYes
COLLABORATION
DISCUSSIONS & CHATYesYes
EMAIL INTEGRATIONYesYes
CUSTOMER PORTALYesYes
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Alternatives to Salesforce

Customers ultimately wonder why they can’t just find one tool that covers all three of these features.  Forget about spending thousands monthly adding new applications and dealing with hidden costs, WORK[etc] will cover all aspects of your business for a quarter of the cost.

WORK[etc] offers all the basic features of Salesforce but also much more:

  • Instant conversion of leads into projects/quotes/invoices
  • Simple and easy to use interface with drag and drop web 2.0 features
  • Email marketing – built in
  • Collaborate and share/assign leads
  • Product catalog
  • Locate contacts easily through a variety of ways including tagging
  • Email integration
  • Thousands of customized settings
  • Customer portal access and collaboration
  • No hidden costs
  • Monthly payments, no contracts – leave any time.

Here is what Martin Byrne of Search Engine People from Ontario, Canada had to say about WORK[etc]:

“We did due diligence with everything from Salesforce to Zoho CRM and your system was the only affordable, easy to use system that allowed us to manage business from first call to last invoice. There are lots of things we wish it could do, but we all want lots of software to do more. I’ve used a number of SMB Operations systems over the years (and parts thereof) and this promises to be one of the best affordable integrated systems I’ve worked with.”

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