Salesforce vs Customerly

Salesforce vs Customerly Highlights

Salesforce vs Customerly Pros

Salesforce Pros

• Easy to Implement/Simple to Setup: Salesforce is one of the easiest CRM solutions to implement, and requires minimal setup.
• Customizable/Scalable: Salesforce is highly customizable and can be scaled up or down to fit a companys needs.
• Versatility: Salesforce offers a comprehensive range of features to businesses ranging from small to large.
• Omnichannel Support: Salesforce offers support for a variety of different channels, including email, SMS, live chat, social media and more.
• Industry Leading Security: Salesforce is one of the most secure CRM solutions on the market, with multiple layers of security to protect businesses from threats.
• Real-Time Analytics: Salesforce provides powerful analytics capabilities to give businesses insights into customer behavior, making it easier for them to make informed decisions.
• Automation Tools: Salesforce provides a wide range of automation tools that allow businesses to streamline their processes and increase efficiency.

Customerly Pros

• Pros of Customerly compared to Salesforce:
• Lower cost of ownership Customerly is more affordable than Salesforce, offering lower pricing and more features for a fraction of the cost.
• Easier user interface Customerly has a user-friendly and intuitive interface that is easier to use than Salesforce.
• Targeted customer segmentation Customerly allows for more granular segmenting and targeting of customers for marketing campaigns and communications.
• More comprehensive customer support Customerly offers a range of support options and features, including live chat, social media integration, and more.
• Robust automation and analytics Customerly has powerful automation features and analytics capabilities that make it easier to track customer interactions and preferences.
• Robust integration options Customerly integrates seamlessly with popular third-party apps, making it easy to keep your customer data in sync.

Salesforce vs Customerly Cons

Salesforce Cons

• Higher cost than many other customer service tools
• Limited social media customer service tools
• Data storage and security issues
• Lacking API and integration capabilities
• Inability to easily customize service features and functions
• Limited set of customer service best practices
• Slower overall speed than other customer service tools
• Complex learning curve

Customerly Cons

• Customerly does not have a sales performance tracking feature
• Significantly fewer features than Salesforce
• Costly compared to Salesforce
• Limited reporting capabilities
• Limited channel integrations
• Limited customization options
• Limited scalability options
• No mobile app available
• No built in AI (Artificial Intelligence)

Salesforce & Customerly Hyperise Integrations

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

Customerly uses the Image embed method to integrate with Hyperise, giving a simple way to add personalized images to your messages.

Customerly 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
• Using business Email passed from Customerly, 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.

Other Salesforce & Customerly CRM platform comparisons

Salesforce and Customerly Frequently Asked Questions

Question: Q What is Salesforce?

Answer: A Salesforce is a cloud-based customer relationship management service used to manage customer data, automate business processes, and customize business applications.

Question: Q What products does Salesforce offer?

Answer: A Salesforce offers a range of products including Sales Cloud, Service Cloud, Marketing Cloud, Platform and Analytics Cloud, and AppExchange.

Question: Q How does Salesforce help businesses?

Answer: A Salesforce helps businesses by providing a platform that simplifies their operations, boosts customer engagement, and increases their efficiency. It also helps them track customer information and interact with customers via online and mobile channels.

Question: Questions:

Answer: What is Customerly?

Question: Customerly is a customer service platform designed to provide an easy and comprehensive way to engage with customers and manage service inquiries. It offers features such as Live Chat, Real-time Support, Automated workflows, and more.

Answer: What are the different plans offered by Customerly?

Question: Customerly offers a range of pricing plans that meet the needs of different businesses. Our plans include a free tier for starters, as well as options for larger businesses.

Answer: How can I get support from Customerly?

Question: Customerly has a dedicated customer service team to help you with all your questions and inquiries. You can contact us through our live chat feature, email, or contact form on our website.

Question: What is Customerly?

Answer: Your customers are the lifeblood of your company. We want to make their experience as amazing and memorable for them, as it is for you. We understand that you might not have a lot of time on your hands with all things going on - so we’ve created simple solutions to help take some weight off both you and them!

Question: How can I install Customerly Live Chat using Google Tag Manager?

Answer: If you want to speed up your business you need fuel, and installing Customerly is exactly the fuel you need. The easiest way to install it and manage all of its configurations, even the most advanced ones, is using Google Tag Manager. First of all log into customerly or create an account if needed - then go to ‘App settings’. You can find them in the menu inside your user profile! Here are many different options for installation as well as more detailed explanations on how they work so that there isn’t any confusion when trying out a new one!

Question: How does the Dashboard handle my data?

Answer: Your latest, amazing dashboard gives you access to all of your incoming conversations from Live Chat, Facebook Messenger or Support Email so that you are never out of the loop!

Question: Can I change the appearance of my live chat?

Answer: We know how hard it can be to choose the perfect color for your campaign. With so many options in Live Chat, you may feel like a child in a candy store! Whether blue is more calming, if yellow matches with your other products, on the right is more practical, yet on the left more pleasing... We want to make sure that whatever you chose is just right and will match what feels most natural for your brand.

Question: How do Funnel Templates help?

Answer: Onboarding new users or recovering churns? We’ve got a funnel to help you... Just import a ready to use funnel and replace the conditions with your own. Use our content or create your own, use graphics or plain text templates, and get it all done in less than an hour!