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ADX-271 course outline - Salesforce Certified Community Cloud Consultant Updated: 2023

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Exam Code: ADX-271 Salesforce Certified Community Cloud Consultant course outline June 2023 by Killexams.com team
Salesforce Certified Community Cloud Consultant
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ADX-271
Salesforce Certified Community Cloud Consultant
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Question: 88
The Capricorn Coffee Community contains a section focused on Coffee Bean Types. That section contains areas
focused on Java, Arusha, and Pacamara. A Salesforce Admin needs to make sure that end users can easily discover the
Java, Arusha, and Pacamara sections.
When setting up the Community, which two steps should a Salesforce Admin take to meet the requirement? Choose 2
answers
A . Assign relevant articles to a group
B . Add the More subjects link to the navigation menu
C . Make sure subtopics are enabled in the page headline
D . Enable Feed Tracking for these topics
Answer: A,C
Question: 89
A Community Admin is planning to add users and wants to send a welcome email for the community .
Which three checks must the Community Admin perform? Choose 3 answers
A . Make sure the community is in Active status.
B . Are sure the community is in Published status.
C . Set the community in preview status to review before changing it to Active status.
D . Make sure the users have their profiles established in the community.
E . Set the email check box option at the community level.
Answer: A,D,E
Question: 90
A company recently launched its first Lightning Community using the Partner Central Template. Due to the success of
the Community, other business units are now interested in replicating the Community and making a few changes .
How can the Community Cloud consultant meet these requirements?
Select one or more of the following:
A . Create a change set to include the changes from the first Lightning Community and
create new Communities using that change set
B . Use the Partner Central Template and repeat all of the setup steps for each cloned Community
C . Export the new Lightning Community as a template and create new Communities using the exported template
D . Create new Communities using the Build Your Own template and repeat all set up steps that each cloned
Community
Answer: C
Question: 91
Its been a long and exciting week of developing your new Customer Community, so exciting in fact you just removed
the Administrator profile from the Selected Community Profiles and can no longer access the Community .
What should you do next?
A . Create a case with Salesforce support
B . Disable the community and reactivate it as this automatically adds the Administrator Profile
C . Perform Community Membership updates using the API
D . Go into Setup >> Community Settings and Select >> Apply default access settings
Answer: C
Question: 92
What are the two most efficient ways for a Salesforce Admin to accomplish this task? Universal Containers is
launching a Community to drive their channel sales. The requirements are as follows:
Integration with a Back-Office Legacy System that supports API-Level Integration and Salesforce Connect. This
integration does not exist today.
Integration with a pricing and quoting tool. This integration exists today for internal users in the Salesforce org.
External partner users must be able to configure the quote using the pricing and quoting tool from the Community.
The pricing and quoting tool must support Community users.
Universal Containers owns licenses for Salesforce Connect.
A . Integrate the Back-Office Legacy System using custom code development.
B . Integrate the Back-Office Legacy System using Salesforce Connect.
C . Integrate the pricing and quoting tool by configuring external users to make it available in the Community.
D . Integrate the pricing and quoting tool by creating custom code to make it available in the Community.
Answer: B,C
Question: 93
ACME Enterprises wish to establish two Customer Communities one for their VIP Customers and another for all
Customers. ACME enterprises do not require different functionality from each Community but rather wish to increase
the level of personal interactions from staff in the VIP community .
How should the Administrator at ACME Enterprises configure access to the Community?
A . Sharing Rules
B . Permission Sets
C . Public Groups
D . Profiles
E . Chatter Groups
Answer: B
Question: 94
You want to make sure that you drive adoption, monitor engagement, and build a vibrant community .
What should an Administrator do to achieve this?
A . Build up a network of brand ambassadors and make them moderators in your community
B . Develop a lightning component that runs frequent promotions
C . Install the Communities Reports and Dashboards package from the AppExchange
D . Develop Reports and Dashboards built of the Network Object to understand insights from your communit
E . Ensure that you have community promotions built into your Journey Builder on Marketing Cloud
Answer: C
Question: 95
Universal Condiments want to recognize active and respected Community Members with special Community types
post on the reputation points that they are acquiring through their interactions within the Community .
What feature is a good fit for Universal Condiments requirement?
A . Reputation Types
B . Reputation Categories
C . Reputation Groups
D . Reputation Levels
E . Reputation Ranks
Answer: D
Question: 96
Universal Containers (UC) just went live with a new Customer Community. UC wants to automatically create
Community users for related contacts when a new business opportunity is marked as closed won.
Which approach should the Community Cloud consultant recommended to accomplish this? Select one or more of the
following:
A . Use a trigger to create Community users for all related contacts on the account
B . Use a workflow rule to create a task for the administrator with a list of contacts that should be users
C . Send an email to the administrator when the opportunity is marked closed won so they can create users
D . Use a schedule report that alerts the Salesforce administrator of the new contacts
Answer: A
Question: 97
Universal Containers is leveraging Salesforce Content and needs to rnake it available to their Community users
(Customers, Partners, and Employees) .
Which users will be able to view Salesforce Content based on their license?
A . Users with the Customer Community Login license.
B . Users with the High-Volume Customer Portal license.
C . Users with the Customer Community license.
D . Users with the Customer Community Plus license.
Answer: D
Question: 98
Universal Containers needs to enhance the customer experience by providing a capability to support French and Italian
languages to their Community guest users. Their Community is built using the Napili template .
What two things should a Salesforce Admin do to accomplish this requirement? Choose 2 answers
A . Add French and Italian languages to the Community using the Community Builder Page Editor
B . Add French and Italian languages to the Community using Site.com configuration
C . Add the Language Picker Component to make French and Italian available on the Community Pages
D . Add French and Italian to Language Settings under Admin Setup
Answer: A,B
Question: 99
Bagel World wish to engage with both their partners and customers alike and luckily have just purchased Salesforce.
The only difference in the experience is that Partners will have access to their Bagel World Opportunities .
What would you recommend to Bagel World?
A . Create 1 Community for both customers and partners
B . Create two Communities and give Partners access to both and only have Opportunities available in the Partner
Community
C . Create 1 Community for both Customers and Partners and enable Super User Access for Partners
D . Create 2 Communities 1 Partner Community and 1 Customer Community
Answer: A
Question: 100
Regional Containers have asked you for help in setting up their Custom Domain for their Customer Community so that
the community URL looks like it is hosted on the company website .
Why type of record will you need to add to the DNS in order to achieve this?
A . MX Record
B . TXT Record
C . NS Record
D . CName Record
E . AAAA Record
Answer: D
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Stephen Lam / Stringer / Getty Images © Provided by Investopedia Stephen Lam / Stringer / Getty Images

Key Takeaways

  • Salesforce shares dropped as CapEx spending rises and customer behavior changes.
  • Salesforce's quarterly earnings, revenue, and current quarter outlook exceeded forecasts.
  • Despite the stock price's decline on Thursday, shares were up about 60% for 2023.

Salesforce (CRM) was the worst-performing stock in the Dow in early trading on Thursday after the cloud-based enterprise software provider reported higher-than-expected spending and warned of changes in customer buying behavior.

Shares dropped even though Salesforce posted strong fiscal 2024 first quarter results, with earnings per share (EPS) of $1.69 and revenue up 11.3% to $8.25 billion. Both were better than forecasts. The company also raised its profit outlook for the full year and gave current quarter guidance that exceeded analysts’ estimates.

However, Salesforce said capital expenditures (CapEx) jumped 35.8% to $243 million, almost $40 million more than anticipated. In addition, COO Brian Millham noted that clients were continuing to look closely at deals, and are taking more time to close them than in the past. He noted that the company’s professional services business began to see less demand for multiyear transformations, and in some cases, they delayed projects.

CFO Amy Weaver added that along with pressure on professional services, more customers are choosing to contract on the time and material basis.

Salesforce shares were down 4.5% as of 11:16 a.m. ET on Thursday, though they were still up about 60% year-to-date. 

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Want to learn Salesforce? These cheap online courses may be all you need.

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These are many other certifications available in addition to these, and keep in mind the path to certification isn’t the easiest or cheapest. The average Salesforce certification test costs $200, and retakes aren’t free. It’s also worth noting that Salesforce supplements its entry-level exams with Maintenance Exams designed to test already certified users on platform changes — but the payoff is pretty sweet regardless of the Salesforce-related career you choose. According to Indeed, the average salary for a Salesforce Administrator as of March 2019 was over $87,000(opens in a new tab), while Salesforce Developers reel in an annual salary upwards of $112,000(opens in a new tab).

The Salesforce Certification Training Bundle(opens in a new tab) boasts eight courses spanning over 60 hours of premium instruction on all things Salesforce (note this course is not sponsored by Salesforce). These include The Complete Salesforce Administrator Certification Course, Salesforce Platform App Builder Developer 401 Certification Course, and much more — all designed to get up to speed on important concepts related to today's top Salesforce certification exams.

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Best Alternatives to Salesforce

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Our research found that HubSpot is the best Salesforce alternative, offering a similarly scalable platform with lots of features and impressive analytics. Plus, HubSpot offers a robust free plan with plenty of functionality to get started right away.

Salesforce is the most popular CRM in the world and for good reason. It's become an incredibly comprehensive platform over its 20+ years of life, known for its in-depth reporting dashboards and helpful tools for sales, marketing, and customer service organizations. It's not perfect, though, with a high price tag, no free plan, and a complicated interface, which is why we've collected some alternatives to Salesforce for you to choose from.

Best Salesforce Alternatives Overview

  • HubSpot is a far better choice for marketing than any other CRM including Salesforce.
  • SugarCRM offers a great budget option, although it seriously lacks when it comes to customer service.
  • Freshworks CRM has a genuinely good free tier (something Salesforce can't offer).
  • Microsoft Dynamics 365 is a pretty expensive option but offers great integration with other Microsoft products.
  • Zoho CRM is the best CRM for small businesses, offering low-cost plans and a free plan to get started fast.

Click the links above to get started, or use the button below to generate custom price quotes for Salesforce and its alternatives today.

So, with all these great Salesforce alternatives on the market, would we ward you off choosing Salesforce entirely? No chance – Salesforce is a market leader for good reason, and between best-in-class features and some surprisingly competitive tailored pricing plans there are plenty of reasons to opt for Salesforce.

In this guide, we'll examine the merits of each of Salesforce's main competitors, and those of Salesforce itself, helping you to decide which is the best CRM software for your own business, whether it be for marketing, sales, or customer service.

Choosing a CRM platform is all about finding the right fit – something that offers the features you need, and the customizability every business requires. Our advice is to always seek out a personalized quote for the needs and scale of your business – and you can do this using our simple, no-obligation CRM quotes form. That way, you can make sure you're investing in a CRM solution that's fit for your purposes and budget.

Top Alternatives to Salesforce CRM

It's tempting to think that all CRM platforms must be the same, since they all have similar goals in mind, but nothing could be further from the truth. Each platform has its own focus and specialization, as well as various supporting services that will create a unique fit for each company. Here's a quick rundown of the Salesforce alternatives we'll be looking at in this article:

  • HubSpot — A “freemium” CRM that offers its basic-tier CRM platform for free, and features stellar marketing tools for your business.
  • Freshworks CRM — A highly intuitive, feature-packed CRM that has a respectable free plan.
  • Microsoft Dynamics — A top choice if integration with existing Microsoft business services and platforms is key.
  • SugarCRM — A flexible, intuitive CRM platform with loads of customization options.
  • Zoho CRM — An easy to use CRM that is ideal for small businesses that still need a lot of functionality.

Customer Relationship Management is a key part of any business strategy. With the right CRM platform, companies can keep better track of their customers, convert leads into recurring customers, and retain current customers with the right attention. If you're having trouble deciding which CRM platform to use, this article will help by running through the highlights of the biggest competitors to Salesforce, as well as taking a brief look at Salesforce itself.

HubSpot CRM

The key appeal of HubSpot is also its biggest differentiation from Salesforce: it starts by offering the basic HubSpot CRM for free, with virtually no limits on users or features for the basic CRM for following up on leads, opportunities, and tracking your customer database. The company prides itself on offering a product that takes “minutes to learn,” and provides a dashboard with an at-a-glance view for all ongoing deals. It also integrates with Gmail and Outlook to easily pull in email data, for better visibility of customer interactions within your organization.

HubSpot Features

For any business that needs to go beyond the basic CRM, HubSpot offers additional CRM-related platforms called ‘hubs' for one-to-one marketing, sales (beyond the basic CRM), and customer service. All of these hubs have free tiers; however, the added features that most businesses would want requires a monthly subscription.

HubSpot Pricing

HubSpot pricing varies pretty dramatically based on which hubs you're interested in taking advantage of, with each adhering to three pricing plans: Starter, Professional, and Enterprise. If you're interested in marketing, sales, and service hubs, the price is going to be pretty hefty, particularly for the enterprise-level plans. That's the benefit of HubSpot, though: you can mix and match depending on your needs to save a bit of money.

Why HubSpot Is a Good Salesforce Alternative

HubSpot is a better alternative to Salesforce because of the marketing features available. In fact, HubSpot is the best CRM available for marketing features, according to our research. HubSpot's marketing hub offers ad management and retargeting, conversational chatbots, and landing pages, and that's all found in the Starter plan. Simply put, if you're looking for a CRM with marketing capabilities, HubSpot is your absolute best bet.

On top of that, HubSpot offers a free plan, which Salesforce doesn't, but it's also better than other free plans on this list, like Zoho CRM. It offers significantly more functionality across sales, marketing, and customer service, with Zoho CRM offering the most basic options compared to HubSpot's surprisingly advanced free offerings.

Check out our guide HubSpot Pricing for more, or see our full HubSpot vs Salesforce guide

Pros

  • Free plan available
  • Provides sales, marketing, and service functionality
  • Tidy, easy to navigate interface

Cons

  • Limited customization
  • Basically no customer support
  • File storage limit to 5 documents

Freshworks CRM

Freshworks is the umbrella under which Freshsales, Freshmarketer, and Freshdesk operate under. These offerings are typically a bit more affordable than your average CRM and offers enough features to get you through. With a highly intuitive UI and a powerful feature set including built-in phone and email, AI-based lead scoring, visual deal pipeline, intelligent workflow automation, and customizable visual reports and dashboards, it gives businesses everything they need to manage their sales without having to juggle multiple tools.

Freshworks CRM Features

At these prices, it's understandable that Freshworks doesn't have all the features of a Salesforce or a Hubspot, particularly when it comes to data visualization and analytics. However, at this price, it offers quite a lot of features, especially those that are used to engage new customers online. Simply put, if you're trying to save a bit of money without sacrificing a lot, Freshworks is a great place to start.

Freshworks CRM Pricing

Freshworks CRM offers three different pricing plans across its many offerings: Growth, Pro and Enterprise. You'll also get access to a free plan across the board, allowing you unlimited users with obviously stripped-down functionality compared to the paid plans. Still, it's a great way to test out the software before making a financial commitment.

Why Freshworks CRM Is a Good Salesforce Alternative

It's got to be the price on this one. Freshworks is infinitely less expensive than Salesforce, as well as other options on this list like HubSpot, even when it comes t infamously expensive marketing plans. In fact, on average Freshworks plans are nearly ten times less expensive than their Salesforce counterparts, making it a good to budget option that doesn't sacrifice too much.

A lower cost option with sales, marketing, and service functionality

Pros

  • Packed with a great catalog of features
  • Highly intuitive user interface, easy for beginners
  • Free tier available

Cons

  • Reporting tools are a bit limited
  • Some key features exclusive to expensive plans

Microsoft Dynamics

Microsoft's existing mission is to bring its software to every platform with seamless integration between its various products, and the company's CRM, Microsoft Dynamics, is no exception. If your company already lives and breathes the Microsoft platform, with products such as Office 365 and Outlook for email, then the Dynamics CRM can make a lot of sense. Dynamics is also a good platform if you've been wanting to try out Microsoft HoloLens as a business tool, since it integrates with that as well. Dynamics feels very much like a tool that is ideal for large enterprises and active medium-sized businesses but may be overkill for smaller companies.

Microsoft Dynamics Features

Microsoft offers some unique tools that go beyond the CRM within the Dynamics umbrella of services. These include platforms for finance, operations, and talent recruiting, as well as services we've seen elsewhere, such as customer service and marketing platforms. It's incredibly robust as far as features are concerned, which is why it's such a great option.

Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Marketing

Microsoft Dynamics 365 Customer Service

30 days

30 days

30 days

An expensive, robust tool for analytics that's better suited to current Microsoft users

A bit too expensive for most, but great for managing teams closely

A great, customizable platform aimed at larger businesses

Microsoft Dynamics Pricing

The Microsoft Dynamics pricing scheme is certainly different than what you might be used to. Like HubSpot, it offers a wide range of specific options, so that you can mix and match exactly what you're looking for. It can get pretty expensive if you're looking to add every piece of it, which includes field service, customer service, marketing, sales, finances, operations, commerce, and human resources, but hopefully you're only looking for a few of these.

Why Microsoft Dynamics Is a Good Salesforce Alternative

Microsoft Dynamics is similarly robust when it comes to comparisons with Salesforce, but the biggest edge it has over everyone's favorite CRM is that it's from Microsoft. This means that it integrates flawlessly with Office, Outlook, and many other Microsoft systems. So if your company is already set up with Microsoft, then the Dynamics platform is the way to go.

Along with all that, Microsoft Dynamics allows for seamless integration with other Microsoft services like Teams and Outlook. And while options like Zoho CRM and Pipedrive offer similar integrations through third-party services, you really can't beat the original when it comes to functionality.

Interested in Microsoft Dynamics? Head to our Microsoft Dynamics review

A robust CRM that embeds with Microsoft products

Pros

  • Integrates with Microsoft products
  • Features on par with Salesforce catalog
  • Robust, 24/5 support options

Cons

  • Decidedly expensive
  • Limited API
  • No free plan

SugarCRM

SugarCRM isn't the biggest name in the business, but it prides itself on being able to hang with the big boys. It has a simple, easy to understand interface, with deep customization options — making it incredibly flexible and adaptable. Sugar also has no hidden fees, offering three standard pricing plans ranging from $40 to $150 per user, per month, each providing a different service: Sugar Sell, Sugar Market, and Sugar Serve.

SugarCRM Features

SugarCRM has a range of tools to facilitate collaboration between different business functions and works seamlessly across mobiles and tablets making it great for mobile workers. SugarCRM is easy to integrate with your existing IT infrastructure, offering SaaS and on-premises installations.

7 days

A reasonably priced platform offering solid customization options

A good budget option for covering multiple marketing channels

A weak offering with few native service channels available

SugarCRM Pricing

SugarCRM's pricing model is similar to that of HubSpot, with different options for service, marketing, and sales. Additionally, you can combine all of them in two different plans, Professional and Enterprise, which cater to small and large companies depending on your needs.

Why SugarCRM Is a Good Salesforce Alternative

Customizability is the name of the game when it comes to SugarCRM. With a widely flexible platform designed for particular needs, this platform can be molded to suit whatever metrics and functionality you need. Plus, with a stylish, easy to use interface, you can't go wrong with SugarCRM when it comes to customizability.

Additionally, the starting price may seem a bit higher than average, but you get a lot, which makes it actually more affordable than Salesforce and HubSpot when it comes to lead conversion features at nearly half the price of both.

Flexible CRM with lots of customizability

Pros

  • Incredibly customizable for specific needs
  • On-premise installations available
  • No hidden fees

Cons

  • No free plan available
  • A bit expensive compared to the rest of the industry
  • Less well-known brand

Zoho CRM

To be clear, Zoho CRM isn't exactly a good alternative to Salesforce, as it doesn't offer a good solution for enterprise-level businesses. However, if you're a smaller business that needs a high-powered CRM to handle your sales, marketing, or customer service needs, Zoho CRM is the best option out there, according to our research. It has low-cost plans, including a free forever version, more than enough features to handle your needs as a small business, and a very easy to use platform, even for beginners.

Zoho CRM features

Lower prices doesn't mean Zoho CRM skimps on features. Even at the Standard plan, you'll get access to tools like sales forecasting, custom reports, and workflow automation. The problem with Zoho CRM in comparison to Salesforce is that it's enterprise plan has a lot of limitations, which could pose a problem for larger businesses. Overall, though, small businesses can't do much better than Zoho CRM on features.

Custom automation builder

User: 50MB
Org (<200 users): 10GB
Org (>200 users): 15GB

User: 100mb
Org (<200 users): 10GB
Org (>200 users): 30GB

Max 100

Zoho CRM pricing

Zoho CRM pricing is pretty low, but it offers a lot of different pricing plans along the way. The CRM offers five different pricing plans, including a free forever plan that can get you started. You'll also be able to take advantage of a 30-day free trial for all paid plans, so you can really test it out before you buy. It's worth noting, also that Zoho CRM's most expensive plan is less expensive than Salesforce's second cheapest plan.

Why Zoho CRM Is a Good Salesforce Alternative

Zoho CRM is a better Salesforce alternative for small businesses, because it offers low-cost pricing plans and a robust free plan to get you started. On top of that, you don't miss out on features with these low-cost plans, but there will be limits on actions, so enterprise-level businesses in need of an alternative to Salesforce at scale could run into some issues. Honestly, if you're looking for an enterprise-level replacement for Salesforce, options like HubSpot are much better suited than Zoho CRM.

The best CRM available for small businesses

Pros

  • 15-day free trial
  • Fully customizable dashboard and interface
  • Includes sales, marketing, and service functionality

Cons

  • Small amount of storage
  • No spam prevention on web forms
  • Onboarding assistance costs extra

Reasons to Choose Salesforce

And then there's Salesforce, a popular choice among businesses of many different sizes. The key with Salesforce is the absolute breadth of its services beyond the basic CRM platform, including services for running ecommerce, one-to-one marketing, customer service, and many others.

While we've stated that Pipedrive, Freshworks, and Zoho are all cheaper than Salesforce, that doesn't mean it's expensive by any means. In fact, compared to contemporaries like HubSpot and Zendesk, Salesforce is extremely affordable.

Salesforce also has a robust application programming interface (API), allowing developers to create custom apps for Salesforce and integrate your Salesforce data with programs you might already be using.

While Salesforce might have more services than a small or medium-sized business might need, it can still be a useful platform for companies of any size. Plus, as the CRM platform in widest use, it's much easier to find support and tutorials on how to get the most from your subscription.

Salesforce also offers a wide range of great add-ons that can really Strengthen your growing business if you can afford them. Salesforce Anywhere, for example, is perfect for a newly remote business due to the pandemic, as it allows for team collaboration, real-time chat, and document sharing. Plus, with Tableau, the platform's new analytics tool, you'll get all the data you need about your customers to make the best decisions every time.

Best for growing businesses

Pros

  • 30-day free trial
  • Tailored pricing plans
  • Provides sales and service functionality
  • Lots of analytics and data provided

Cons

  • Lacks basic marketing features
  • Limited help and support functionality
  • Busy interface can be hard to use

Free Salesforce Alternatives

Many customer relationship management platforms offer free versions, but there are downsides to be aware of. Most are limited by the number of users, or require you to pay for upgrades beyond the core service. One of our top-choice Salesforce alternatives, Freshworks CRM, has a genuinely impressive free CRM tier. However, to unlock the very best of Freshworks, it's likely you'll need to upgrade to the premium plans.

A free taster is still a great option for testing the various features and interfaces of multiple CRM platforms, or experimenting with a platform to see if it's right for you.

The reality, however, is that a free option is not a long term solution. Free CRM software, even from reputable companies, can be open to changes and downgrades, and offer far fewer options for customization and added features.

Salesforce Alternatives for Sales

As the name might suggest, Salesforce is a great CRM for sales. However, it can be a bit intimidating to smaller teams that don't need all those features and data visualizations, which opens the door to some of the alternatives below. Whether it be lead capture or the ability to accept payments, these providers offer a lot when it comes to sales. Take a look at some of our top picks below:

Salesforce Alternatives for Marketing

We mentioned earlier that HubSpot is easily the best CRM for marketing, but there are plenty of other options out there that do a great job. Like Salesforce, HubSpot is geared towards larger businesses, so if you're looking for something a bit less intense, these alternatives should get the job done without too much of a hit to your budget. And don't forget to check out our best CRM for marketing guide for a more in-depth look at these providers:

Get started
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Microsoft Dynamics 365 Marketing

14 days

21 days

30 days

A suitable all-in-one platform for sales and marketing but a bit expensive

The best option for businesses looking to scale

A very expensive option that provides robust email and omnichannel features

A good option for email, but not great for scalability

A bit too expensive for most, but great for managing teams closely

A good budget option for covering multiple marketing channels

Salesforce Alternatives for Customer Service

The importance of customer service cannot be overstated when it comes to business, and a good CRM can help a lot. Salesforce does a fine job of this, but there are plenty of other options that are specifically geared towards helping customers that might be a better fit. Take a look at some of the options below to get a better idea of what kind of CRM are aimed at customer service:

Website Live Chat Comms Channel
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Microsoft Dynamics 365 Customer Service

30 days

21 days

15 days

30 days

30 days

30 days

A robust platform aimed at businesses looking to scale

A practical option with lots of channels but no survey functionality

An affordable option with plenty of features for smaller businesses

An fully-featured yet pricey CRM solution with excellent team management tools.

A great, customizable platform aimed at larger businesses

A solid budget option with low costs and few features

A weak offering with few native service channels available

Requires Telephony integration on Support plans, available on Suite plans

Available with Omnichannel plans

Requires Telephony integration/Voice add-on on all plans

Available with Enterprise plan

Available with Omnichannel plans

Available with Enterprise plan

Limited to 1 license (Essentials), unavailable (Pro), additional cost (Enterprise)

Salesforce Alternatives for Small Businesses

While Salesforce is considered one of the top CRM around the world, it's not exactly suited to small businesses. Between the extensive feature catalog and the high price, smaller teams can take a larger hit to their budget than they need, for a lot of functionality they might not need. Plus, given the robust nature of Salesforce, your small team could get bogged down by complicated dashboards, which is never helpful.

Fortunately, we've done some research and found out which options are the best CRM for small business. Take a look at the table below of small business alternatives to Salesforce.

What to Look for in a Great Salesforce Alternative

Not all Salesforce competitors are created equal, which is why having a hurry eye for features is key to picking the right one. The following are a few key features to look out for when deciding on a Salesforce alternative.

Reporting

One of the major benefits of any CRM software is its ability to provide analytics on a wide range of metrics within your business. From conversion rates to customer attrition, a good CRM platform will have reporting tools designed to let you know exactly what's working for your business, and more importantly, what isn't.

Customization

If you're looking for CRM software that can do exactly what you want it to do, customizability is going to a big consideration for you. Salesforce has a robust feature offering, but doesn't offer features like an open API or a wide range of flexible options. Basically, if you've got niche CRM needs, make sure to take a look at customizability.

Automation

The whole point of CRM software is to save you a little time, which is why automation features are so necessary in a good provider. After all, what's the point of installing business software if it isn't going to take care of the small projects for you? Finding the right software means discovering exactly what each provider can do for your automation needs, so make sure not to overlook that.

What's more, automation allows you to expedite leads through your sales pipeline based on pre-programmed criteria, making it easier for your business to generate sales.

Ease of Use

Whether you're an expert or a beginner, having an easy to use platform can make a huge difference when it comes to improvements in productivity. Salesforce, in particular, is quite complicated for beginners due to its robust feature catalogue and reporting tools. If you're giving CRM software a go for the first time, ease of use needs to be at the top of your list.

Support

Speaking of beginners, having a little help from an expert support team can go a long way when adapting to new software, which is why noting the customer service options is invaluable to understanding a provider. From 24/7 service to sporadic ticket systems, providers run the gamut as far as customer support goes, so if you're just starting out, it's certainly worth noting.

Pricing

Let's be honest of course you're looking at price when it comes to CRM software. From pricing plans to providers, there are hundreds of different price points to consider. Fortunately, compared to Salesforce, most CRM software is markedly more affordable, but the range is still pretty substantial. Not that we have to say it, but seriously: take a look at your pricing options before pulling the trigger on your new CRM software.

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How We Rate CRM Software

Finding the best CRM software is about more than just looking at the logo. We at Tech.co take the ranking of business software like CRM very seriously, which is why we spend our time thoroughly researching each provider. This data is designed to help you get the most objective information about CRM providers, so you can make the right decision for your business.

There are a lot of aspects of CRM software to consider when it comes to our rankings, and that's why we take it so seriously. Our rankings take into consideration a wide range of metrics, including support options, key functionalities, depth of features, and of course, price. Additionally, we assign each provider a customer score, which is an aggregate of online reviews, competitor scores, and our own, independent research.

Choosing business software can be stressful. A simple installation could be the difference between a successful business and a fun memory, which is why we want to make sure you have all the information necessary to make the best decision for your company.

Verdict: What Is the Best Salesforce Alternative?

Our research found that HubSpot is the best alternative to Salesforce, because of its serious scalability for growing and enterprise-level businesses, along with its large feature catalog and robust analytics.

Still, Salesforce is the most popular CRM in the world for a good reason – it's a genuinely great CRM software that warrants all recommendations for this or any other website. But it is geared to larger businesses with no free plan, which means there might be a better option out there for your particular business, especially with so many attractive pricing bundles you can seek quotes for.

Remember, if you're a small business, Salesforce isn't ideal, as it can get a bit expensive and overwhelming with all those features. Our top-rated CRM for small business is Zoho CRM, so give that a try if you're still growing.

A great way to find the CRM that's right for you is to use our helpful form to get a customized quote from multiple CRM platforms. This process takes into account your business' needs, and lets you compare the different services first.

Frequently Asked Questions

CRM is, at its core, an organizational aid. Even if you only had 10 customers, the ability to keep tabs on them cannot be overstated, so there really is no audience too small to warrant passing on CRM software. However, it's not just for organization, as it can provide insights on your business and demographics, as well as allowing for smoother teamwork within your business.

One of the core features of CRM is automation, which will allow you to expedite leads through your sales pipeline based on pre-programmed criteria. This means that sales can happen faster, and more sales can be processed by the same amount of people.

Yes, the best CRM for you depends on a variety of factors, but the three biggest are price, features, and support. Salesforce offers a lot of features and support, but at a high price. If you know exactly which features you need, you don't want to overpay, which means that a range of more appealing CRM tools are worth considering instead. Our top pick for a Salesforce alternative is Pipedrive, particularly for small or growing teams, as it's far cheaper and extremely simple to use.

SugarCRM is one of the best CRMs when to comes to ease of use: The platform is flexible and intuitive, with a large array of customization tools that helps a team further streamline their daily use. Another option is Zendesk, thanks to an open API that developers will be able to use in their integrations and apps, as well as a great customer support system. Act! CRM is also a good option, although it specifically doesn't offer a lot of features in service of an easy-to-use platform, but the price is quite competitive.

The Salesforce CRM starts with the Sales Cloud's Essentials tier, costing $25 per user per month, though you'll need to get the next tier up, the $75 per user per month Professional tier, for expanded features. In addition to the Sales Cloud, you can buy the Service Cloud, also starting with a $25 per user per month Essentials tier; the Marketing Cloud, starting at $400 per month; and the Sales and Service Cloud bundle, which isn't available for the Essentials tier and instead starts at $100 per user per month for the Professional tier.

If you're still confused, check out our guide to Salesforce pricing — we've spent an entire article explaining how it all works.

Thu, 20 Sep 2018 03:15:00 -0500 en-US text/html https://tech.co/crm-software/crm-best-salesforce-alternatives
Salesforce CRM Review 2023: Features, Pros & Cons

Salesforce offers everything from basic lead management to advanced workflows and sales pipeline customizations. While it’s not the easiest CRM to use, it might be the most intuitive. It is more like a complete business ecosystem if you use all of the available tool options. Let’s take a look at how all of the major features stack up and how each works.

Ease of Use

Once you have Salesforce correctly set up, it’s not difficult to train people how to use the software. However, the customization is very difficult to do and it isn’t always the most user-friendly platform. The more complicated the sales pipeline to implement, the more difficult it can be to use the software. Salesforce does not rank high on our list of easy-to-use CRMs.

Customization

One of the true wins for Salesforce is its ability to customize just about anything in your sales pipeline. Many CRMs can be difficult to use because they aren’t able to fully customize to your pipeline. Salesforce typically doesn’t have that problem as it’s one of the most customizable options on the market today.

Features and Capabilities

Salesforce offers basic lead management tools like any other CRM, however, it doesn’t nearly stop there. The platform is one of the most comprehensive tools on the market today. Here are some of its best features:

  • Forecast management
  • Quoting
  • Contracting
  • Customizable reports
  • Customizable dashboard
  • Pipeline management
  • Advanced permissions
  • Integrations with more than 1,000 other platforms
  • Marketing campaign management
  • Lead auto-assignment
  • Mass emailing

There is a good chance that if a feature doesn’t exist, it can be built to sync with the out-of-the-box tool.

Workflows and Automation

Salesforce offers a lot of different options for automation, not just being limited to automatically assigning leads as they come in. The workflows are customizable and are very much dependent on how you’re able to implement the software for your needs. For both of these features, Salesforce offers a developer sandbox for your tech team to work on continuous improvement.

Third-Party Integrations

The sheer volume of third-party integration options makes it an excellent choice for those needing to piece together a few different solutions. You can easily search for add-ons or other platforms that you can integrate with, at any time. Salesforce now has more than 3,000 integrations to discover other platforms that can help your processes.

From marketing automation to scheduling software, Salesforce is able to integrate with the leading platforms used for most purposes. Some of the most popular integrations include Slack, Calendly, DocuSign, QuickBooks, LinkedIn, HubSpot and more. You can check out the app exchange from Salesforce to learn more.

Sun, 14 May 2023 17:25:00 -0500 Jeff White en-US text/html https://www.forbes.com/advisor/business/software/salesforce-review/
Best Cryptocurrency Trading Courses

Udemy’s Complete Cryptocurrency Investment Course covers all of the fundamentals of cryptocurrency investing in an affordable, self-paced, mobile-friendly format, making it the best overall cryptocurrency trading course on our list.

Originally created as a simple virtual classroom software in 2012, Udemy has since grown to become one of the largest online learning platforms offering over 185,000 courses taught by more than 64,000 instructors in 75 languages. Its Complete Cryptocurrency Investment Course introduces students to the basics of cryptocurrencies and advances them quickly into investing techniques featuring live examples. As a result, it’s our clear choice as the best course overall.  

The Complete Cryptocurrency Investment Course is led by Mohsen Hassan, a programmer, trader, and financial risk manager who has taught investing to more than 300,000 Udemy students. The course consists of over 12.5 hours of on-demand video, one article, and one downloadable resource and can be accessed on the Udemy mobile app.

The Complete Cryptocurrency Investment Course walks beginners through the fundamentals of cryptocurrency and quickly moves to live examples of buying, transferring, and using wallets as well as portfolio management techniques for both passive and active investing. Through this course, Hassan buys, transfers, secures, and builds a portfolio with real money so students can see exactly how it’s done.

The Complete Cryptocurrency Investment Course costs just $89.99 and includes full lifetime access, a certificate of completion at the end of the course, and a 30-day money-back guarantee. Udemy runs specials all the time, so you may be able to purchase the course for a much lower price.

Tue, 16 Feb 2021 04:28:00 -0600 en text/html https://www.investopedia.com/best-cryptocurrency-trading-courses-5111984
While CEOs Blame Remote Work For Decreased Productivity, Here’s The Bigger Picture

Labor productivity is down, according to new May data from the United States Bureau of Labor Statistics. Labor productivity—or output per hour—decreased 2.7% in the first quarter of 2023 for the nonfarm business sector, the sharpest decline in 75 years.

While labor output fell, data analysis from Zippia found that 68% of American workers are disengaged. Gallup defines employee engagement as "the extent to which employees are involved in, enthusiastic about and committed to their work." In its State of the Global Workplace report, Gallup cited that low engagement costs the global economy $7.8 trillion— 11% of global GDP.

To help rectify America’s productivity problem, companies can enhance training and development to aid employees in learning new skills. Flexible work arrangements can Strengthen workers’ work-life balance, leading to less stress and burnout, and greater productivity. A positive work environment will boost employee morale and worker output. Employers should remain vigilant of employee burnout and intercede by assessing the workload and offering workers more microbreaks and access to mental health counseling.

Is Remote Work Responsible?

The decline in employee productivity is a major concern for businesses and policymakers. If productivity continues to decline, it could lead to slower economic growth and higher inflation.

Return-to-office proponents believe remote work has major drawbacks, such as the risk of distractions and isolation. This cohort feels that in-office interactions greatly benefit innovation and company culture. Business leaders, such as Goldman Sachs CEO David Solomon, JPMorgan chief executive Jamie Dimon and Salesforce CEO Marc Benioff, have vociferously argued that in-person employees do better work than their remote counterparts.

Solomon called remote work an “aberration,” stating, “I do think for a business like ours, which is an innovative, collaborative apprenticeship culture, this is not ideal for us. And it’s not a new normal. It’s an aberration that we’re going to correct as soon as possible.”

Dimon commented that Zoom meetings slow the decision-making process because there is “little immediate follow-up.”

Benioff openly complained in a companywide Slack memo that newly hired remote workers are not being productive. He lamented that the subscription-as-a-service leader left the new employees isolated at home without the benefit of an office culture.

The Slack message, obtained by CNBC, read:

“How do we increase the productivity of our employees at Salesforce? New employees (hired during the pandemic in 2021 & 2022) are especially facing much lower productivity. Is this a reflection of our office policy? Are we not building tribal knowledge with new employees without an office culture? Are our managers not directly addressing productivity with their teams? Are we not investing enough time into our new employees? Do managers focus enough time and energy on onboarding new employees & achieving productivity? Is coming as a new employee to Salesforce too overwhelming? Asking for a friend. (I'm leaving this open-ended to get the broadest level of response.)”

Contrary to the opinions of these CEOs, a study by Stanford University found that remote workers are actually 13% more productive than their in-office counterparts. The report shows that remote workers are less likely to take sick days and are more likely to be satisfied with their jobs.

What Changed?

A confluence of public health, geopolitical and economic crises has contributed to worker disengagement and overall lessened productivity. Covid-19 disrupted work routines and caused widespread absenteeism. The war in Ukraine has caused energy prices to rise, which has put upward pressure on costs and made it increasingly difficult for businesses to operate efficiently. Supply chain disruptions have made it challenging for businesses to get the needed materials and products. The Great Resignation led to a worker shortage, making it more difficult for companies to find and retain qualified employees.

High inflation and the rising costs of goods and services are contributing factors to low worker productivity. When the cost of living goes up, workers can struggle to afford basic necessities, such as food and housing. This can lead to stress and anxiety, making it difficult for workers to be engaged, focus on their jobs and be productive.

News of rampant layoffs can also cause worker engagement and productivity to take a nosedive. It can create a sense of insecurity and uncertainty in the workplace. This makes it difficult for employees to feel confident and productive in their work, as they fear they could be the next to go. Remaining workers also feel the burden of taking on the extra jobs, tasks and assignments of the employees who were laid off, which can lead to burnout.

Other Reasons For Lower Engagement And Productivity

If people are not interested in their work, they are less likely to be engaged, and more apathetic toward their jobs. This can be due to several factors, such as the work is boring, repetitive or not challenging enough. If employers fail to outline their expectations for staff and communicate effectively, this can lead to feelings of isolation, distrust and a lack of ownership over their work. Employees who do not feel like their work is being recognized or rewarded are more likely to feel undervalued, unappreciated and unmotivated. A toxic environment, such as bullying, harassment or a lack of respect, will leave workers feeling disengaged from the lack of psychological safety.

What Employers Can Do

To help mitigate the effects of high inflation, layoffs and the rising costs of goods and services on worker productivity, companies can make positive changes.

  • Provide pay raises that align with inflation to help employees keep up with the rising cost of living.
  • Offer financial assistance programs, such as tuition reimbursement or child care assistance, which will go a long way to alleviate financial burdens, making it easier for them to focus on their work.
  • Create a positive and supportive work environment for employees to feel valued and appreciated. This serves to enhance morale and productivity.
  • Offer growth opportunities for professional development by affording them the opportunities to learn new skills, take on new challenges and work on projects that they are passionate about.
  • Offer flexible work arrangements, enabling employees to save on transportation and childcare costs.
  • Provide mental health resources and counseling to help deal with the everyday stresses of work life.
  • Bosses should be transparent about the company's financial situation, so people feel included in the critical conversations about what’s happening with the business.
  • Establish clear goals and expectations so people know what’s expected of them.
  • Demonstrate how their efforts contribute to the company's mission and goals.
  • Improve internal communications to create a culture of open and honest dialogue.
  • Provide regular feedback, and make sure that employees feel like they are being heard.
  • Recognize and reward employees for a job well done. give public recognition, hand out awards for going above and beyond and provide financial incentives for exceeding expectations.
  • Don’t ignore toxicity and allow it to spread.
Fri, 19 May 2023 00:00:00 -0500 Jack Kelly en text/html https://www.forbes.com/sites/jackkelly/2023/05/19/while-ceos-blame-remote-work-for-decreased-productivity-heres-the-bigger-picture/
Salesforce Tower Camera 4

PIX Now Monday evening edition 6-5-23

CBS News Bay Area evening edition headlines for Monday, June 5, 2023. Watch full newscasts livestreamed at the CBS SF website or on the app. Website: http://kpix.com/ YouTube: https://www.youtube.com/@cbssf Facebook: https://www.facebook.com/CBSSanFrancisco Instagram: https://www.instagram.com/kpixtv/ Twitter: https://twitter.com/KPIXtv

Sun, 28 May 2023 13:28:00 -0500 en-US text/html https://www.cbsnews.com/sanfrancisco/salesforce-tower-cameras/
Latest News Mentioning Salesforce

The premier source of breaking business news for the government contracting industry, GovCon Wire provides informative, to-the-point stories of the most significant contract awards, top-level executive moves, M&A activities and financial results of the sector’s most notable players.

GovCon Wire is always on top of the most latest contracting sector activity and is updated in real time as the news breaks.

Important URLs:
About usGovernment Contracting FAQGuest Contributions2022 Events

Wed, 09 Mar 2022 19:11:00 -0600 en-US text/html https://www.govconwire.com/s/company/salesforce/
Better Buy: Adobe vs. Salesforce No result found, try new keyword!Adobe (NASDAQ: ADBE) and Salesforce (NYSE: CRM) are both bellwethers of the cloud software market. Adobe's Photoshop, Illustrator, and Premiere Pro -- all housed in its Creative Cloud -- are ... Mon, 29 May 2023 00:36:00 -0500 text/html https://www.nasdaq.com/articles/better-buy%3A-adobe-vs.-salesforce Salesforce Services Market to Witness Robust Growth with a CAGR of 14.4%, Reaching US$ 33.5 Billion by 2029 | FMI

The Salesforce services market is set to top US$ 13 Billion in 2022 and is predicted to expand at a stupendous CAGR of 14.4% to reach a valuation of US$ 33.5 Billion by 2029. Salesforce services currently account for a 2% share in the global IT services market. Market development is mainly forced by the increasing adoption of salesforce services in the BFSI industry.

As Salesforce services defy the ‘one-size-fits-all’ concept, service providers are offering end-to-end assistance to help end-users get services that are best suited to their requirements. With thousands of Salesforce implementations across multiple enterprises, the Salesforce service providers are extensively focusing on creating impactful experiences to generate substantial profits.

Opportunities galore for manufacturers with the increasing focus of businesses on improved customer engagement and interaction – key imperative driving growth and profitability amid competitive spaces.

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Some of the highly-effective Salesforce offerings- marketing cloud, commerce cloud, and community cloud to name a few- have gained immense popularity over the years, which is further nudging businesses to choose Salesforce services for long-term returns.

North America – A Hub of Opportunities for Service Providers

According to the report, the increasing adoption of Salesforce services in the BFSI sector is likely to continue, making it one of the most lucrative verticals for Salesforce service vendors. Over the years, the focus of BFSI is shifting toward fruitful customer engagement in real-time and across any device. This, in turn, is pushing the demand for the adoption of Salesforce services in BFSI, thereby giving new opportunities for the Salesforce service vendors to reap profits.

Growth prospects for the Salesforce services, as the report opines, are high in North America, particularly in the US. In addition, the adoption of Salesforce services in Western Europe is estimated to intensify by the end of 2029, which is likely to encourage the vendors to solidify their service capabilities.

As far as growth and expansion are concerned, strategic business partnerships and acquisitions will continue to be the best way forward for vendors. Those alliances will lay the foundation for bespoke innovations to come to the fore, thereby creating a ‘win-win’ for both parties involved. Considering the challenges enterprises face in terms of Salesforce deployment, key service providers active in the market will continue to focus on offering unmatched support and assistance in a bid to ensure client satisfaction and engagement.

In addition, Salesforce service providers will also continue to center on getting ‘Salesforce service certifications’ to reap benefits in the long run, as these certifications will not only help them strengthen their core competencies but also expand their client bases.

Competitive Landscape

Since there are so many companies actively providing salesforce services, the nature of the market has become quite competitive. SAP SE, Oracle Corporation, Microsoft Corporation, Salesforce.com Inc., Adobe Inc., DXC Technology, Accenture PLC, IBM Corporation, Pegasystems Inc., Verint Systems Inc., Tata Consultancy Services Limited, and AT&T Inc. are some of the leading salesforce service companies.

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Key Segments of Salesforce Services Industry Survey

Salesforce Services Market by Type of Service:

Planning

  • Advisory Services
  • Change Management

Implementation

  • Integrated Services
  • Custom Application Development
  • Application Modernisation and Data Migration
  • Testing Services

Manage

  • Monitoring
  • Upgrade
  • Governance
  • Helpdesk
  • Training
  • BPO

Salesforce Services Market by Application:

  • Sales Cloud
  • Service Cloud
  • Marketing Cloud
  • App Cloud
  • Commerce Cloud
  • Analytics

Salesforce Services Market by Vertical:

  • Salesforce Services in BFSI
  • Salesforce Services in Healthcare and Life Sciences
  • Salesforce Services in Media and Telecom
  • Salesforce Services in Retail and CPG
  • Salesforce Services in Government
  • Salesforce Services in Manufacturing
  • Salesforce Services in High Technology
  • Salesforce Services in Energy & Utilities

Salesforce Services by Region:

  • North America Salesforce Services Market
  • Latin America Salesforce Services Market
  • Europe Salesforce Services Market
  • East Asia Salesforce Services Market
  • South Asia & Pacific Salesforce Services Market
  • Middle East & Africa (MEA) Salesforce Services Market

Table of Content

1. Executive Summary | Salesforce Services Market

1.1. Global Market Outlook

1.2. Market Trends

1.3. Market Analysis

1.4. Market Recommendations

2. Market Overview

2.1. Market Coverage / Taxonomy

2.2. Market Definition / Scope / Limitations

3. Market Background

3.1. Macro-Economic Factors

3.2. Forecast Factors – Relevance & Impact

3.3. Value Chain

3.4. Market Dynamics

3.4.1. Drivers

3.4.2. Restraints

3.4.3. Opportunity Analysis

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About Us:

Future Market Insights, Inc. (ESOMAR certified, Stevie Award – recipient market research organization, and a member of Greater New York Chamber of Commerce) provides in-depth insights into governing factors elevating the demand in the market. It discloses opportunities that will favor the market growth in various segments on the basis of Source, Application, Sales Channel, and End Use over the next 7 years.

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Fri, 02 Jun 2023 05:39:00 -0500 en-US text/html https://www.fmiblog.com/2023/06/02/salesforce-services-market-to-witness-robust-growth-with-a-cagr-of-14-4-reaching-us-33-5-billion-by-2029-fmi/




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