AI Practice Management Software for Accountants vs Salesforce Sales Cloud
Overview
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Detailed Comparison
The Sales Cloud puts everything you need at your fingertips—available anywhere. From Social accounts and contacts to Mobile, Chatter, and Analytics, collaboration across your global organization and getting deals done faster is not only possible, it's easy. | All-in-one AI practice management software for accountants and bookkeepers. Manage tasks, clients, workflows, and teams efficiently with automation and real-time visibility. |
Social accounts and contacts- Gain insights from popular social media sites—like Facebook, Twitter, LinkedIn, YouTube, and Klout—right within Salesforce to help you increase productivity.;Mobile- Log calls, respond to hot leads, work with opportunities, or check dashboards no matter where you are.;Opportunities and quotes- Get details about the deals you and your team are working on–deal stage, products, competition, quotes, and deal team conversations are available via your application, and in real time on your Chatter feed.;Email integration- Work with the email applications you already use every day. Whether your company uses Microsoft Outlook or Gmail, no one needs to change the way they work, so everyone stays productive.;Chatter- Tap into the wisdom of your employee social network. Get the resources you need to close more deals, faster. Find experts, access competitive information, and track deals wherever you are.;Forecasting- Forecasting accuracy has never been this easy. Get in-line editing, override visibility, multi-currency support, custom forecast categories, and a complete, real-time view in to your team's forecasts.;Analytics- Dashboards offer a real-time picture of your business at a glance. Dig deeper with real-time Reports that anyone can create.;Marketing and leads- Optimize campaigns from lead to close, on every channel.;Approvals and workflow- Use Visual Workflow to rapidly design and run any business process with drag and drop simplicity.;Files and libraries- Now it's easier to share files, discuss them, publish the best, and track your content in real-time.;Partner management- Use the Partner Portal to build loyalty, collaborate with your channel, and drive more deals, and connect your Salesforce to your partners' to collaborate on opportunities, leads, and much more with Salesforce-to-Salesforce.;Data.com- Get contacts and company profiles from the leading data sources, right inside the Sales Cloud. Connect with key decision makers faster, easily plan territories, and increase sales and marketing productivity with up-to-date, accurate data.;AppExchange- Extend your success with the AppExchange, the world's leading cloud apps marketplace, with thousands of sales applications, social enterprise tools, and expert services ready to deploy Salesforce. | Task Management - Client Management - Analytics & Dashboard - Services & Workflow - Team & Communication - Unlimited Users - Leads Management - Proposals & Engagements - Email Sync & Advanced Communication - Client Portal - AI Features |
Statistics | |
Stacks 2.7K | Stacks 0 |
Followers 1.7K | Followers 1 |
Votes 64 | Votes 1 |
Pros & Cons | |
Pros
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Integrations | |
| No integrations available | |
What are some alternatives to Salesforce Sales Cloud, AI Practice Management Software for Accountants?
Airflow
Use Airflow to author workflows as directed acyclic graphs (DAGs) of tasks. The Airflow scheduler executes your tasks on an array of workers while following the specified dependencies. Rich command lines utilities makes performing complex surgeries on DAGs a snap. The rich user interface makes it easy to visualize pipelines running in production, monitor progress and troubleshoot issues when needed.
Pipedrive
Pipeline tool for active dealmakers. Get super-organized. Close deals in less time. Built by active salespeople and serious web app developers.
GitHub Actions
It makes it easy to automate all your software workflows, now with world-class CI/CD. Build, test, and deploy your code right from GitHub. Make code reviews, branch management, and issue triaging work the way you want.
Evernote
Take notes to a new level with Evernote, the productivity app that keeps your projects, ideas, and inspiration handy across all your digital devices. It helps you capture and prioritize ideas, projects, and to-do lists, so nothing falls through the cracks.
Streak
Streak lets you keep track of all your deals right from your inbox. We let you group emails from the same customer together into one view and push that customer through your pipeline.
Apache Beam
It implements batch and streaming data processing jobs that run on any execution engine. It executes pipelines on multiple execution environments.
OnePageCRM
OnePageCRM is the 1st action-focused sales CRM. It helps small and medium-sized businesses take control of their sales, focus on what needs to be done next, follow up with every lead, and close more deals, one sales action at a time.
Zenaton
Developer framework to orchestrate multiple services and APIs into your software application using logic triggered by events and time. Build ETL processes, A/B testing, real-time alerts and personalized user experiences with custom logic.
Luigi
It is a Python module that helps you build complex pipelines of batch jobs. It handles dependency resolution, workflow management, visualization etc. It also comes with Hadoop support built in.
Highrise
Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.
