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.
You just need to decide which functions you need to decide which system to choose.
Click here for an overview comparison.
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
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100+
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Preview dialing, auto-dialing and hangup. Out-of-the-box click-to-dial integration with a wide variety of phone systems at no additional charge. FIVECRM VoIP call rates at less than 0.5p/min
β
Out of the box. Can be predefined in the User Profile for each agent and controlled by the Administrator.
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Out of the box. Single click to save the current record and dial the next one.
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Call-backs presented automatically at the right time. The user can filter manually. Alarms also available.
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Wrap-up section used to select call outcome, set call-back, type notes and initiate workflow. Automatically shows next record to call.
β
Extensive call scripts and also call guides. Easy to setup..
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Out of the box.
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Advanced multi-step campaigns, one-off/scheduled/dynamic/triggered with link tracking and unsubscribe management.
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Out of the box capability to create up to 999 databases.
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Extensive bulk data management functions, including assign, update, copy, move, import/insert/update,export,deduplicate, delete
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Extensive functionality to manage contact channel permissions
β
Single flexible object to store all types of customer records, differentiated by various criteria. Easy to find data.
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Standard
β
Standard
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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
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50
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CTI provided by third party apps(additional cost) or Salesforce VoIP (additional cost). No auto dialing out of the box.
Lightning Dialer at $15/user/mth enables click-to-dial, call rates at 1.5c/min
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Each user must make their own selections to define their own call list.
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Manually find the next record to call.
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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.
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Log a call, set task. No automatic workflow. Return to list, manually select next record to call (enables cherry picking)
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Use "Flows", extensive functionality but not easy to setup. No call guides.
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Not possible
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Basic mass email, maximum 5,000/day. No tracking or unsubscribe management.
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One live database
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Basic functionality, import, export, deduplicate
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Additional cost
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Fixed objects for Leads, Accounts, Contacts. Not easy to find data.
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Additional cost
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Must be setup by the customer
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Not available in Sales Cloud
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Email support, maximum 2 day response. Phone support available for +20% licence fee.