Guiding you to choose between Salesforce CRM vs. Act!: 2024

Comparison Summary

Salesforce CRM: Salesforce is a unified Customer Relationship Management (CRM) platform. It helps businesses manage customer relationships and streamline processes.

Act!: Act! offers integrated CRM and marketing automation to enhance lead conversion and customer engagement. Users can market efficiently and build lasting customer relationships.

Salesforce CRM and Act!: Customer Satisfaction Data

Most deployed common Use Cases for Salesforce CRM and Act!

What Are the key features of Salesforce CRM and Act! for Engagement Management?

Salesforce CRM and Act are similar in that they both help manage customer interactions and track follow-ups. Salesforce CRM offers advanced analytics and integrates with marketing platforms, while Act emphasizes user-friendliness and ease of scheduling follow-ups. However, both tools have limitations; Salesforce CRM is costly and requires additional products for digital follow-up, while Act has been criticized for poor customer service.

"...Salesforce is powerful when fully embraced across your organization as the place to push all customer and prospect interactions...." Peer review by Verified User, Director in Other, Information Services

"...Capturing emails for each client, making notes on the fly while on the phone, scheduling follow-up...." Peer review by Ann C, Founder and CEO, Professional Training & Coaching

What Are the key features of Salesforce CRM and Act! for Contact List Management?

Salesforce CRM and Act are both used for contact list management. Salesforce CRM excels in providing detailed contact information, tracking customer interactions, and generating reports. Act focuses on capturing contact details, scheduling follow-ups, and organizing contact information. A limitation of both is that they are not easily integrated with other contact management systems.

"...Salesforce helps you go past the initial interaction from a marketing campaign and measure the full lead lifecycle...." Peer review by Tabitha Neatherlin, Marketing Programs Coordinator, TigerText

"...It can be difficult to keep track of client information and contact notes...." Peer review by Kimberly N, Registered Representative, Financial Services

How does Salesforce CRM and Act! address your Communication Management Challenges?

Salesforce CRM and Act both facilitate managing communication with customers. Salesforce CRM allows users to track emails, calls, and meetings, while Act focuses on organizing sent and received emails and phone calls. Salesforce CRM offers more robust features like social media integration and automated email scheduling, while Act provides multilingual support and history tracking. However, Salesforce CRM has limitations in tracking delivered messages and mobile device integration, and Act struggles with lead assignment, pipeline tracking, and aesthetically pleasing reporting.

"...I also like that you can send an email, copy SF and it attaches to the record...." Peer review by Rebecca S., Sr. Manager MKT

"...I like the mail merge as I send out mass emails to large groups of owner/investors/tenants...." Peer review by Patti, ReMax United

How does Salesforce CRM and Act! facilitate Sales Document Management?

Salesforce CRM and Act both manage sales documents. Salesforce CRM offers a wider range of document management features, including electronic contract signing, data deduplication, and email linking. Act focuses on document sharing, customization, and tracking. Both tools can be used to create and manage quotes. Salesforce CRM offers more robust features for managing quotes and integrating with other systems. However, Act allows users to customize the format and content of documents without external support.

"...I use sales force in conjunction with Qvidian to automate reusable sales documents for proposals and client facing documentation. ...." Peer review by Nancy B., Sales support tech analyst, Telecommunications

"...The sales team uses it in conjunction with QuoteWerks to send quotes...." Peer review by John I, Technical Services Specialist, Information Technology and Services

What solutions does Salesforce CRM and Act! provide for Lead Tracking?

Both Salesforce CRM and Act effectively track leads. Salesforce CRM provides extensive features for lead tracking, including integration with other tools and detailed reporting capabilities. Act offers a comprehensive approach to tracking sales opportunities, although it requires add-ons for some features like opportunity tracking. A significant limitation of Salesforce CRM is that it can be challenging to learn and use effectively.