Which Cloud Product Can Be a Salesforce Alternative?
CloudOffix - Salesforce
17 März 2023 , Unser Blog
We could say that no doubt Salesforce is an industry leader in the CRM software world. Some features and tools are contact, opportunity lead, activity, quotation, and order management tools. Not to mention that due to its cloud-based nature and mobile apps, it is accessible anywhere internet is available.
Although Salesforce is considered the market leader of CRM's, and has many integrations to keep on track with the new and developing technologies, it has become a somewhat legacy software.
Then we have CloudOffix. Among many other Salesforce CRM alternatives such as Microsoft Dynamics, Freshworks CRM to name a few, there is a rising star amid the myriad of CRMs for small businesses, CloudOffix.
CloudOffix is a cloud-based CRM platform, which is jam-packed with a wide range of features and applications. With ongoing customer support to help you and your employees settle in comfortably and quickly.
CloudOffix empowers your business with a customer-centric 360-degree view, focusing on everything related to customers on a single platform. This platform includes all aspects of the business, such as marketing, sales, project management, invoicing, helpdesk, and HR, all of which are innately integrated.
Stand out features include website visitor tracking, separate pipeline stages for different teams, Email validation. And being fully customizable gives you the freedom of not having to settle for out-of-the-box CRM, but be able to customize it to your way of doing business.
Cloudoffix is a cloud-based easy to use CRM software that houses all modules, features, and tools such as sales, marketing, project, invoicing, HR and helpdesk under the one roof. A seamless and smooth transition between clouds is presented. In fact, it can be done from a single screen, for example the contact card, without having to move back and forth between apps.
Cloudoffix is a cloud-based CRM software that houses all modules, features, and tools such as sales, marketing, project, invoicing, HR and helpdesk under the one roof. It’s not just a seamless and smooth transition between clouds is presented to the end user.
The user can access all these features through just one contact card. Considering customers as the heart of any business, everything is based around the customer, hence the 360-degree view. Therefore helping your busines offer the best customer service it can.
Some features that are rarely found all together in the one platform are:
Multi pipeline stages: Set different pipeline stages for different teams. Each team can make their own stages to suit their projects.
Pivot view: See patterns better with pivot tables within the system, without having to export to Excel.
Google Maps view: Thanks to Google Maps integration, get down to the street view of your contacts address and easily find your way to your next sales visit.
Website visitor tracking: Track your visitors from the moment they enter your website, in real time. Generate an informed lead as soon as they make contact. Generate your email marketing tailored to your leads interests and start the sales process.
Email validation: Part of contact management is to have valid contact details for your customers. Email validation will help you avoid fake emails when building your contacts.
Context based collaboration feature is already integrated and ready for active use throughout the platform. Context based collaboration feature is already integrated and ready for active use throughout the whole platform. The chatter, private messaging, channels and tagging (yes, like the ones in social media) are built-in features to make collaboration a breeze.
Cloudoffix is a cloud-based CRM software that houses all modules, features, and tools such as sales, marketing, project, invoicing, HR and help desk under the one roof. A seamless and smooth transition between clouds is presented to the end user.
Not to mention that CloudOffix has great features which thet believe should be part of the package and not sold as an extra such as Calendar and Website Builder. These features are part of all clouds as base features.
Its easy-to-use interface, tools and applications allow for short learning curve for its users.
Although CloudOffix is quite user-friendly, and the learning curve is short, help is always available, whether it be through live chat, webinars, online, or in person.
So, when we say ‘solution’, we mean complete and true solution. CloudOffix has all the features of leading CRM software platforms, minus the complications.
Both CloudOffix and Salesforce have the following modules
CloudOffix | Salesforce | |||
---|---|---|---|---|
Sales
|
||||
Marketing
|
||||
HR
|
||||
Invoicing
|
||||
Helpdesk
|
||||
Project
|
||||
Live webchat
|
These modules have become a must-have for businesses, and most CRMs have them. So, if that’s the case, what makes each one unique? Of course, the different features they have, the way they work, the integrations they have, their pricing, are all contributing factors when choosing a CRM. Neither CRM is offering a free version, however they both offer free trials and therefore users are given the opportunity to try before they buy.
They both seem to have similar modules and features, but what sets CloudOffix apart?
CloudOffix vs Salesforce Feature Comparison
CloudOffix | Salesforce | |||
---|---|---|---|---|
Team Calendar, Team Chats, Private chats
|
||||
Centralized Contacts management
|
||||
CloudOffix Mobile App
Access your team from anywhere
|
||||
Blogs Website Page
|
||||
Reporting Dashboards
Don't forget to check the default dashboards for better actions
|
||||
SEO Tools
Ensure high placement on search engine ranking pages
|
||||
Workflows
|
||||
Custom business models
|
||||
Custom Dashboards
|
||||
Custom Docx Templates
|
||||
User activities audit logging
|
||||
Single sign on, LDAP, OAUTH integrations
|
||||
Use your own domain
|
||||
Website visitor tracking tool
|
All of this at a fraction of the cost of what you would pay for Salesforce. CloudOffix offers these 'extras' as part of the package purchased. Whereas Salesforce charges extra for the features, if they have them.
To set them apart from the rest, Cloudffix has a unique licencing system they call concurrent licensing.
We bring together all the clouds and make a storm with CloudOffix! We offer all the good things already built-in to the platform which many other CRMs charge extra for.