FIVE CRM

The hosted Call Center CRM for better outbound calling: call us on 727 474 1407 (USA)

FIVECRM vs Salesforce.com

Comparison of FIVECRM and Salesforce.com

When deciding on a system to use the first thing to consider is what you need a system for. The table below lists a number of key business functions together with how FIVE and Salesforce handle them. Note the call center functionality is listed first. You just need to decide which functions you need to decide which system to choose.


What was it designed for?

Expected number of calls per day
Increased calls = increased success rate

Telephone integration (CTI)

Dial directly from the CRM

Call lists

Used in call centers to define which records each agent will call

Call-back management

Action call-backs at the right time

Call logging and result workflow

Procedural automation

Call scripts and Call Guides

Assisting agents

Email campaigns

Email marketing capability

Number of databases

eg for outsource companies, company departments, data management

Data management

Manipulate data in bulk

Data privacy management

GDPR and privacy control

Object Orientation

Gamification

Induce competitiveness in the sales team

Data backups and restore

Ability to restore data to a previous backup

User screen design

Mobile app

Website tracking

Lead management

Opportunity management

Reporting

Dashboards

API's

Custom apps

Two factor authentication

Single Signon

Sales orders

Cases

Appointment booking


Support


High volume outbound calling and associated tasks, including email marketing

100+

Preview dialing, auto-dialing and hangup. Out-of-the-box integration with a wide variety of phone systems, including the low cost FIVECRM VoIP

Out-of-the-box. Can be predefined in the User Profile for each agent.

Call-backs presented automatically at the right time.

The user can filter manually. Alarms also available.

Wrap-up section used to select call outcome, set call-back, type notes and initiate workflow.

Automatically shows next record to call.

Extensive call scripts and also call guides.

Advanced multi-step campaigns, one-off/scheduled/dynamic/triggered with link tracking and subscribe management.

Out-of-the-box capability to create up to 999 databases.

Extensive bulk data management functions, including assign, update, copy, move, import/insert/update,export,deduplicate, delete

Extensive functionality to manage contact channel permissions

Single flexible object to store all types of customer records, differentiated by various criteria

Standard

Standard

Standard

Android only, for reporting

Standard

Standard

Standard

Standard

Standard

Standard

Standard

Standard

Standard

Standard

Standard

Standard


Live phone, chat, email support included. Maximum 4 hour response on emails. UK hours: 8:30am - 10pm; US hours: 8:30am - 5pm EST


General customer management,  wide range of other functionality needing configuration and add-ons

50

CTI provided by third party apps(additional cost). Auto-dialing depending on app. Salesforce VoIP available using "Lightning dialer" (additional cost)

"Sales Console" gives ability to create a list of leads or accounts. Each user must make their own selections.

Manually use Sales Console to filter list of call-backs

Log a call, set task. No automatic workflow. Return to list, manually select next record to call (enables cherry picking)

Use "Flows", extensive functionality but not so easy to setup. No call guides.

Basic mass email, maximum 5,000/day. No tracking or unsubscribe management.

External add-on apps available (chargable)

One live database

Basic functionality, import, export, deduplicate

Additional cost

Fixed objects for Leads, Accounts, Contacts

Additional cost

Must be setup by the customer

Standard

Standard

Available in Marketing Cloud (additional cost)

Standard

Standard

Standard

Standard

Standard

Standard

Standard

Standard

Standard

Standard

Standard

Email support, maximum 2 day response. Phone support available for +20% licence fee.


 
 

     

The beauty of your solution [FIVECRM] is that it’s easily customisable and works really well in high volume lead generation and telesales environments out of the box.
Vitality Health