Platformly vs Salesforce

Platformly vs Salesforce Highlights

Platformly vs Salesforce Pros

Platformly Pros

• Intuitive and easy to use design which eliminates the need for training
• Low cost option compared to expensive Salesforce solutions
• Flexible automation with advanced segmentation capabilities
• Relationship-level tracking of customers so you can always keep tabs on who does what
• CRM, Email marketing, and automation integrations available for all-in-one customer experience and workflow automation
• Zapier integration to easily sync data with other software or websites
• Push notifications within Dashboard to stay connected and alerted
• Robust reporting and analytics capabilities to measure customer engagement
• Drag & Drop builder for creating and organizing emails quickly and easily
• Automation Rules that quickly adjust campaigns/actions based on customers' behavior

Salesforce Pros

• Pros of Salesforce compared to Platformly:
• Salesforce offers a more comprehensive suite of products, including marketing automation, customer relationship management (CRM), and analytics tools.
• Salesforce is one of the most secure cloud platforms, and provides enterprise-grade security and privacy features, as well as compliance with major industry standards.
• Salesforce offers advanced customization options, allowing you to tailor the platform to meet your specific needs.
• Salesforce has a large partner ecosystem, and provides access to thousands of third-party apps, integrations, and add-ons.
• Salesforce provides robust and detailed analytics capabilities, giving you the ability to monitor and analyze your customer interactions in real time.

Platformly vs Salesforce Cons

Platformly Cons

• Platformly does not have an integrated customer relationship management (CRM) system like Salesforce
• Platformly does not have as wide a range of customer service and technical support options as Salesforce
• Platformly does not offer native mobile app support, while Salesforce does
• Platformly has highly limited third-party integration options compared to Salesforce
• Platformly has fewer analytics and reporting features when compared to Salesforce

Salesforce Cons

• Salesforce can be expensive to use due to its subscription and licensing costs.
• Salesforce does not have a wide range of features compared to Platformly.
• Salesforce does not offer email marketing automation or segmentation capabilities.
• Salesforce does not have the same level of customization capabilities as Platformly.
• Salesforce does not offer any native integrations to other platforms or services.
• Salesforce requires an additional fee for certain features, such as analytics and reporting.

Platformly & Salesforce Hyperise Integrations

Platformly uses the HTML code embed method to integrate with Hyperise, giving a simple way to add personalized images to your messages.

Platformly makes the following data points available to Hyperise, to enable personalization in images used in outreach and linked out to your personalized website landing pages.

• First name
• Last name
• Using business Email passed from Platformly, Hyperise is able to enrich business logo and website screenshots. In some cases, with a business Email we're also able to enrich profile images, subject to the business email having a publicly available profile.
• Using business Website passed from Platformly, Hyperise is able to enrich business logo and website screenshots.
• Business name
• City
• Country
• Zip
• Phone

Salesforce uses the HTML code embed method to integrate with Hyperise, giving a simple way to add personalized images to your messages.

Salesforce makes the following data points available to Hyperise, to enable personalization in images used in outreach and linked out to your personalized website landing pages.

• First name
• Last name
• Using business Email passed from Salesforce, Hyperise is able to enrich business logo and website screenshots. In some cases, with a business Email we're also able to enrich profile images, subject to the business email having a publicly available profile.
• Using business Website passed from Salesforce, Hyperise is able to enrich business logo and website screenshots.
• Business name
• City
• State
• Country
• Zip
• Phone
• Category

Other Platformly & Salesforce CRM platform comparisons

Platformly and Salesforce Frequently Asked Questions

Question: What is Platformly?

Answer: Platformly is a comprehensive Customer Success Management platform that helps companies better onboard, engage, and retain customers. With Platformly, you can automate customer journeys, track key metrics and activities, and gain insights into customer engagement.

Question: What types of companies can benefit from using Platformly?

Answer: Companies of any size and in any industry that are looking to improve customer success can benefit from Platformly. Platformly is especially useful for companies that need to better track customer activities and engagement, automate customer journeys and workflow, and gain insights into customer behaviour.

Question: How much does Platformly cost?

Answer: Pricing is customized according to your company's specific needs. The cost is generally calculated based on the number of contacts and usage volume. There are also various tiers of pricing plans to suit different budget levels.

Question: What is Salesforce?

Answer: Salesforce is a cloud-based customer relationship management (CRM) platform. It enables organization to manage customer data, automate routine business processes, create and manage customer relationships, and create more efficient customer service experiences.

Question: What are the different types of Salesforce products?

Answer: Salesforce provides a range of products, including Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Platform, and IoT Cloud.

Question: What are the benefits of using Salesforce?

Answer: Salesforce helps organizations automate customer data management, create better customer experiences, and uncover deeper insights into customer behavior. It also enables organizations to focus on customer success, shorten time to value, foster deeper customer relationships, and offers an open, secure platform for Third-Party integrations.