Podio vs. Salesforce Sales Cloud

[Citrix Podios's] customer support is very quick and they provide you an option to convert your
project into small tasks so that you can better assist your team and extract
maximum work out of them hence I will totally recommend its usage. I could not think that keeping track of tasks could be this much easier and smart. It is a fully customizable tool that manages my tasks efficiently and deal with them effectively.

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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.

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• Very easy for people without coding or technical skills to set up and maintain information in "Apps".
• Platform is very easy to learn and adopt--it's intuitive.
• Project management potential is awesome--instead of having to fit your projects into a structure that is industry specific, you can build an app that tracks what you want, in the order you want it.
• Has a "relationship" field that allows you to relate an individual item or record to a record in another app. It effectively gives some of the functionality of a relational database.
• Very useful for information sharing when staff members are in different regions or places.

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• 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.

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• More filter options for calendars.
• Customizable views for Relation fields.
• Full featured Podio mobile App for iPad.
• A customizable profile status – would love to work with Podio in silent mode (logged in while working, but "not available" for requests when in heavy work mode)

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• Sometimes setting up the interface can be overly complex.
• Depending on what level of salesforce you are paying for, the SLA for their service team to respond can take a decent amount of time.
• Wish there was more connection between the salesforce apps like service and sales.

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Podio customer service is great. The cloud and mobile service is fast (almost instant, continuous syncing). With a solid user base, and backed by Citrix, this is a serious business solution. They're also constantly working on improving and making it more powerful. I anticipate it only getting better

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.

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It is usable, for sure. Requires a bit of thinking to be really useful.

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.

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I have not experienced any down time

Salesforce is always available securely from any internet-capable device anywhere in the world, UNLESS you choose to set security measures so that ONLY trusted IP ranges may access the system at certain times of the day. It's all about choice and flexibility with Salesforce products.

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It works all the time and if I have a question, support get back to me ASAP

Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day."
Points per Salesforce -
1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs.
2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers.
3) Proven reliability - 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.
4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed.
5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale.
6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com.
7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements.
8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training.
9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure

Podio support was always responsive and very quick to provide answers and assistance during the history of using this product, their support team has always been top notch. There have been several cases where calling podio support a feature was not available and they provided either workaround solutions or added the features straight into their roadmap.

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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

Could of got more help sooner and mapped out structure after the 1st month. Future planning

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.

Compared to Salesforce: Podio is not as robust as a tool for CRM tracking. It also doesn't have the in-email capabilities that SF offers. Compared to Basecamp: Podio is somewhat similar to Basecamp but doesn't offer the same functionality with checking items off and archiving projects. Compared to Zoho Projects: Podio is vastly superior to Zoho Project's lack of flexibility (requiring a development team to build) and accessibility by all members (Zoho Projects requires a very limited number of "owners" of projects which makes it difficult if multiple owners need to assign one or more people to a project).

At our company, we use Salesforce and HubSpot. I personally like both for different reasons. Salesforce makes it easy to generate reports, keep track of dealer and customer information, tie customers to dealers, and is easy to use. However, I like HubSpot for the marketing features. I think HubSpot has easier-to-use workflows and email creations.

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Salesforce is the most widely used CRM system. Professionalism tends to increase when things go wrong for market leaders. Salesforce considers us as users because they own the market. Having all of our data in one place and all of our teams working within Salesforce. Anyone who uses Salesforce is impacted by it, even if they don't.

As you business grows, so does Podio. There seems to be no limit to the workspace and apps you can create on the platform

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.

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Using Salesforce.com has made my daily routines more efficient and simplified the manual tasks I had to perform independently. I can now access data from any device, online or offline, and provide better guidance to my team about the forecasts provided by the built-in artificial intelligence (AI). A chat with a Salesforce support specialist would be great. The knowledge base has a community forum where Salesforce users can ask questions and learn more about the product.

• Podio is great for task assignment and tracking. The ability to enter and assign tasks from mobile and track their completion saves me several phone calls a day.
• Podio outdoes email as my go to place to search for information. The ability to forward emails into the system, organize by projects and contacts, and search it all saves considerable time and confusion.
• Podio has considerable potential to reduce overall admin time spent organizing information (filing, tracking, etc) The ability to keep a single record of a given piece of information without being tied to email vs file structure works very well.

• The inbox feature allows me to see when the customer opens my email, and hence a timely follow-up could result in a higher response rate.
• The mobile app allows users to gain access to leads and customer contacts on the go, which increases sales team productivity and enhances customer conversations.
• The reports of the notes on the account level are not working, which is causing manual work in the weekly report to leadership.

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