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:

Basics WORK[etc] Salesforce (Enterprise)
MINIMUM CONTRACT Monthy Annual Only
PRICE (10 USERS) $599 $1,250
CONFIGURATION / ONBOARDING Same Week Months
TOTAL BUSINESS MANAGEMENT Yes
PLATFORM – CORE MODULES
CRM & SALES Yes Yes
PROJECT MANAGEMENT Yes
SUPPORT CASES Yes
BILLING Yes
UNIFIED WORKFLOW Yes
COMPANY-WIDE SEARCH Yes Yes
ACTIVITY TIMELINES Yes Yes
CRM & SALES
LEAD MANAGEMENT Yes Yes
CUSTOM SALES PROCESSES Yes Yes
DISCUSS & COLLABORATE Yes Yes
FULL CUSTOMER TIMELINE Yes Yes
EMAIL MARKETING Yes Yes
CUSTOMER SUPPORT TICKETS Yes
SMART LISTS Yes
SALES PIPELINE Yes Yes
PRODUCT CATALOG Yes Yes
CONVERT LEAD TO QUOTE Yes Yes
CUSTOM FIELDS Yes Yes
PROJECT MANAGEMENT
UNLIMITED SUB PROJECTS Yes
GANTT CHART VIEW Yes
TASK DEPENDENCIES Yes
PROJECT TIMELINE Yes
ATTACH ANY ACTIVITY Yes
CUSTOM PROJECT TYPES Yes
CUSTOM PROJECT STAGES Yes
ALERTS & RECURRING EVENTS Yes Yes
BUDGETS AND BILLING Yes
CUSTOM FIELDS Yes Yes
BILLING & EXPENSES
TIME SHEETS Yes
PRODUCT CATALOG Yes Yes
SUBSCRIPTIONS / RETAINERS Yes
MULTIPLE CURRENCIES Yes Yes
INVOICE TRACKING Yes
FUTURE CASH FLOW REPORT Yes
DESKTOP TIMER WIDGET Yes
PAYMENT GATEWAYS Yes
EXPENSE TRACKING Yes
COMMISSIONS Yes
REPORTING
CUSTOM DASHBOARDS Yes Yes
BUILD YOUR OWN REPORTS Yes Yes
DRILLABLE ANALYTICS Yes Yes
EMPLOYEE MANAGEMENT
FOLLOW EMPLOYEE ACTIVITIES Yes Yes
WORKGROUPS & ROLES Yes Yes
PERMISSIONS Yes Yes
COLLABORATION
DISCUSSIONS & CHAT Yes Yes
EMAIL INTEGRATION Yes Yes
CUSTOMER PORTAL Yes Yes
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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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