IRIS CRM vs. Salesforce Sales Cloud

The cost is a little higher than other CRM software options, so IRIS CRM is better suited for larger organizations. It is great when multiple departments and functions are accessing sales data, as the software is fairly comprehensive in retention of sales related data. It is also great for generation of processing stats and simple reports. Calculation of rolling opportunities data is made easy. It is less appropriate for smaller sized companies with many novice users looking for high levels of customization. The software is highly capable, but the company isn't as well established as some others so some custom features can take time to implement.

Incentivized

It’s great at bringing in members from different sources and streamlining their journey — making it easier for our staff to manage follow-ups and tailor actions based on where each member is in their path. As for where it’s less suited, I’d say it depends on company size — it might be a bit too much for a very small organization.

Incentivized

• Grouping is done very effectively. For a company with a wide product portfolio, it is greatly beneficial to customize product families.
• Streamlines the life cycle of merchant services very well. E-signatures, workflows, and help tickets are well integrated to maximize efficiency.
• Processing stats and reporting tools are intuitive, useful, and aesthetically pleasing. The software allows you to quickly generate sales reports for specific product families and time periods.

Incentivized

• 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

• It needs a solid visual invigorate to stay aware of the occasions.
• I have found it as a little pricey.
• The execution timetable took longer than we had arranged.
• The framework has a solid utility and usefulness, yet it looks somewhat dated.

Incentivized

• I have hard-coded the auto-update of the phone number format and state format from some codes shared by the community, but I do not know where to do it. I cannot reset it either.
• It is unclear what functionalities each version has. We use the enterprise version, and it seems we can only have one design of the pipeline. But different business segments would have very different sales cycles, and hence, pipeline tracking would be different. It would be nice to have this available in our version.
• It seems I cannot create a report to pull notes logged at the account levels.

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

It is a wonderful software with an automated messaging service. It has helped us in having a better knowledge of our customer’s needs, preferences, and habits, and by knowing all these we have improved our business. Security is my basic concern and the fact that it has a disabled human element from the business equation are the things that I don’t really like in it.

Incentivized

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

It has enabled us to keep a record of the demographics of our clients and eventually we can develop a better understanding of our clients that will lead us to uplift our business. With its amazing sales tool, we have developed a strong relationship with our clients, and helped us in creating a good brand image. We really adore the convenience of managing and reporting data. It is quite easy to handle and all our business is depended on it and it helped us in gaining more loyal customers.

Incentivized

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.

By using IRIS CRM we had a wonderful experience with the automated workflow process as compare to other alternatives. Now we are better able to keep a track of the performance and hence we can enhance productivity and eventually can get more profit.it has made automated messaging so convenient and simple. We believe that by understanding our customers we can make our business better and IRIS helped us in having a better knowledge of our customer’s needs, preferences, and habits, and by knowing all these we have improved our business a lot. We have found it very convenient to navigate and now we can better spread our business database. It helped us in having active and strong customer service and now we can better manage our relationship with our customers.

Incentivized

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

• It provides CRM solutions to practical nature.
• I for one loved it, I had no aversion for it worked astonishingly.
• Mobile version doesn't work best as compared to PC versions.

Incentivized

• It is easy for the sales team to track how well the dealers in their region are selling products.
• It is easy to generate reports and see how well sales are each month compared to past months.
• Quicker time to get products shipped to customers.

Incentivized