FIVE CRM

The hosted Call Center CRM for better outbound calling: call us on 727 474 1407 (USA) or 01249 566010 (UK)

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 (Sales Cloud) 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 agent 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 next record

Ease of moving to the next record to 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

Appointment booking

Ability to manage an appointment calendar

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

Website tracking


Support

High volume outbound calling and associated tasks, including email marketing

βœ”
100+

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

βœ”
Out of the box. Can be predefined in the User Profile for each agent and controlled by the Administrator.

βœ”
Out of the box. Single click to save the current record and dial the next one.

βœ”
Call-backs presented automatically at the right time. The user can filter manually. Alarms also available.

βœ”
Wrap-up section used to select call outcome, set call-back, type notes and initiate workflow. Automatically shows next record to call.

βœ”
Extensive call scripts and also call guides. Easy to setup..

βœ”
Out of the box.

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

βœ”
Out of the box capability to create up to 999 databases.

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

βœ”
Extensive functionality to manage contact channel permissions

βœ”
Single flexible object to store all types of customer records, differentiated by various criteria. Easy to find data.

βœ”
Standard

βœ”
Standard

βœ”
Standard


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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) or  Salesforce VoIP (additional cost). No auto dialing.

✘
Each user must make their own selections to define their own call list.

✘
Manually find the next record to call.

✘
Users must create a task for a call-back, tasks can only be set by date and not time. Filter on tasks or rely on alarms.

✘
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 easy to setup. No call guides.

✘
Not possible

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

✘
One live database

✘
Basic functionality, import, export, deduplicate

✘
Additional cost

✘
Fixed objects for Leads, Accounts, Contacts. Not easy to find data.

✘
Additional cost

✘
Must be setup by the customer

✘
Not available in Sales Cloud

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


Comparison document

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