Close.io to Salesforce: Designing the Perfect Business Environment

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Close.io to Salesforce: Designing the Perfect Business Environment

Modern CRMs have solved the problems of manual data handling, aided in the lead evaluation and nurturing process, as well as dealt with the lack of insight. Now businesses are challenged with advancing customer journeys and driving them faster thru sales funnel. Close.io and Salesforce help to reframe these processes and deliver so desired results.

The Problem Arises

Before getting down to covering the key features, it is worth to mention that both Close.io and Salesforce (Sales Cloud) are the CRMs tailored for sales performance. This may sound hyperbolic, but there’s actually more than one department in the company, and sales-focused CRM delivers the problem-causing experience.

Setting up, maintaining, and high user adoption are an integral part of your business strategy. In the attempt to embrace the chaos and migrating Close.io to Salesforce, develop a clear vision of your objectives, team requirements, and a step-by-step plan of actions.

Maslow’s Hierarchy of Needs thru CRM Perspective

After generating lots of solid ideas and collecting them together, you should go deeper and (a) define what exactly those objectives and goals, (b) place them in the significance for business processes.

While improving your strategic process, get ready for the heated discussions and understand that each member of the team is trying to solve their own problem. Besides, we know some legacy patterns are stopping us from accomplishing changes. Maslow’s hierarchy compiles basic needs, psychological needs, and self-fulfillment needs. Here is a generalized version of Maslow’s hierarchy for CRM initiative (including CRM migration).
CRM-switch

The foundational layer - basic needs - starts from “Knowing your customers” and “CRM switch” (i.e. Close.io to Salesforce or vice versa).

Why those aspects are grouped? “Knowing your customers” means the accurate and relevant data without inconsistency and duplicates. “CRM switch” is a business data migration which comes as a basic need in case your team spends too much time on records updating.

Then go psychological needs - “User Adoption”, “Agile Workflows”, and “Collaboration”.

This interconnection of ingredients brings the quality to everyday performance of the entire team. “User Adoption” is a clue to your CRM initiative succeed - no one needs a CRM that is given a wide berth. “Agile Workflows” is automation of repeated processes to save time and use it more efficiently. “Collaboration” helps to work more effectively and supply your team with the updates in time to boost the service quality.

The highest self-fulfillment needs include “Customer Loyalty” and “Customer Endorsement”.

Let’s be honest, apart from the incomes, we all care about our customers and want to improve the relationships and make them stronger. So “Customer Loyalty” brings personal fulfillment of ambitions of your team and ensures the future income. “Customer Endorsement” is another materialization of client’s loyalty and love as they promote your service/product to friends.

Once you built this pyramid with your team, there won’t be any attempts to get buy-in from every member. However, neither you nor your team is mind readers. If you see some decline in results, find out why it happened in every department. Maybe your current CRM is focused on a single department or offers an extended number of features your staff hardly ever will use. Take care of your customers and your employees as well.

Close.io vs Salesforce: Casting a Glance

There are dozens of tips on how to choose a CRM, but the main point is to select a solution that will address your business needs and help to achieve the set objectives. That’s why don’t focus on a reputation or market share held by some vendor. Close.io and Salesforce get tons of praise as sales-oriented CRMs, yet their feature sets and functionality still differ.

  • Major Features and Capabilities

Close.io offers contact, lead, and opportunity management while Salesforce in addition to these options provides its clients with territory and partner management.

With bulk email, Close.io delivers an ability to send batches up to 100,000 leads; in Salesforce you can run campaigns with marketing automation and Salesforce Inbox provides with all required information about the lead or customer right away at your inbox.

Being heavily focused on call interaction, Close.io presents automated call tracking and recording, toll-free phone numbers and voice mail drop. Salesforce offers a built-in Lightning Calling, but gives more attention to reporting and analysis with reports and dashboards, sales wave analytics, sales forecasting and collaboration, and inside sales console.

Moreover, in Salesforce you can have role-based access, workflow automation and approvals.

  • Security, Integration and Mobility Questions

In contrast to Close.io, Salesforce enables your security on various certification levels, encryption, access control, and data policy (for more details visit GetApp comparison page).

It will take a ton of time to enumerate all integrations supported by both platforms. However, according to GetApp, Close.io integrates with 5% of popular apps while Salesforce supports integration with 30% of most popular apps.

With Close.io, you can work on desktop and Salesforce supports either desktop and mobile clients.

  • Trial Version and Subscriptions

Close.io offers 14-days trial and Salesforce provides 30-days for testing their solution. Talking about subscription price, Close.io provides 4 plans:

  • Basic $65/user/mo (monthly billing)

  • Professional $100/user/mo (monthly billing)

  • Business $165/user/mo (monthly billing)

  • Enterprise needs to contact

The annual subscription goes with 10% discount.

Salesforce also offers you 4 plans (all billed annually):

  • SalesforceIQ starts at $25/user/mo

  • Lightning Professional $75/user/mo

  • Lightning Enterprise $150/user/mo

  • Lightning Unlimited $300/user/mo

It may sound biased, yet the functionality, security, and price of Salesforce spur to consider migration from Close.io to Salesforce more seriously. Besides, if your needs a bit broader, the features of Close.io may feel like it isn’t the right CRM for your job.

Looking Forward

CRM participates in the 4 vectors of your business: vision, strategy, culture, and processes; that’s why the platform you choose should not just nudge your team towards the goals, but motivate and inspire them to achieve more. Whether you select Close.io or Salesforce, this decision should be based on your business and team requirements for getting to the desired income numbers and loyal customers.

P.S. Want to switch from Close.io to Salesforce in an accurate and secure way? Contact us to figure out more details.

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