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Behavior! Compared. Salesforce (2024): Which CRM is best?

Behavior! and Salesforce, two products that provide customers with the ability to leverage data to manage customer relationships. But which one is right for your organization? If you are a small to medium-sized business that needs a CRM with built-in marketing automation capabilities, get started! A great solution for you. However, if you are a larger business looking for advanced features like in-depth reporting and AI tools, then Salesforce will be a good fit for you.

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Behavior!vs. Salesforce: comparison chart

feature Behavior! sales force
Contact and lead management Yes Yes
Deal and channel management Yes Yes
marketing automation basic advanced
Reporting and Analysis Yes Yes
integrated 70+ 4,000+
Mobile Applications Yes Yes
Starting price (billed annually) $30 per user per month $25 per user per month
Free trial 14 days 30 days
Visit the Bill! Visit Salesforce Customer 360

Behavior!With Salesforce: Pricing

Behavior! Price*

  • Behavior! Advanced Cloud: $30 to $40 per user per month.
  • Behavior! Advanced desktop (local): $37.50 per user per month.

Behavior! Add-ons:

  • AMA (Advanced Marketing Automation): $79 to $399 per month per account.
  • Behavior! Support (enhanced support): $10 per user per month.

*Pricing is based on annual subscription.

Salesforce Sales Cloud Pricing*

  • Starter Kit: $25 per user per month.
  • professional: $80 per user per month.
  • enterprise: $165 per user per month.
  • unlimited: $330 per user per month.
  • Einstein No. 1 Sales: $500 per user per month.

Salesforce add-ons:

  • Sales dialer: Starting at $5 per user per month.
  • Partner relationship management: Membership is $25 per month, or $10 per login per month.
  • Social Intelligence: $25 per user per month.
  • Regional planning: $75 per user per month.

*Pricing is based on annual subscription.

Behavior!vs. Salesforce: Features Comparison

Contact and lead management

winner: sales force

When it comes to basic customer relationship management, BILL! The battle with Salesforce CRM is fierce. Both CRMs allow you to efficiently manage and track customer information, track tasks and activities, and communicate with customers.

However, Salesforce wins in this category with its add-on tools for contact and lead management. These include automatic lead routing and Einstein Capture, which automatically captures and syncs activity to your Salesforce contacts and calendar, eliminating the need to manually record activity.

Salesforce lead profile
Example of a lead profile in Salesforce. Image: Salesforce

Deal and channel management

winner: sales force

Behavior! Equipped with essential tools for opportunity management and sales pipeline management. You can capture key opportunity details and manage deals using a customized sales process. It also allows you to associate products and pricing with specific deals, get a visual representation of your sales funnel, and move deals to another funnel stage using a simple Kanban board.

Salesforce, on the other hand, offers more deal and channel management capabilities beyond those available in Act!. Users can assign representatives to collaborate on deals, gain full visibility into sales meeting details, and communicate with colleagues using an internal feed called Chatter. Higher tiers also provide opportunity scoring, deal insights, case management, and tools to manage contracts, quotes, and orders.

Behavior!Chance
An example of action! Opportunity management dashboard. Image: Take action!

marketing automation

winner: Behavior!

When comparing Act! and Salesforce, we focus on the features included in the base CRM package. First, take action! If you want a CRM with built-in marketing automation capabilities, it can bring you more value. Its CRM plan gives you access to its email marketing features, email templates, interactive template editor, email metrics, visual workflow designer for drip marketing, and event calendar. You can add advanced tools like social sharing, landing pages, surveys, and A/B testing, starting at $79 per user per month.

Meanwhile, Salesforce Sales Cloud offers bulk email, web lead capture, email templates, email management, and email tracking across all plans. If you need advanced tools like personalized emails, content creation, audience segmentation, and A/B testing, you must subscribe to its Marketing Cloud Engagement plan (starting at $400 per month per organization).

Salesforce web lead capture
An example of how to create a web lead form in Salesforce. Image: Salesforce

Reporting and Analysis

winner: sales force

If you want a CRM with powerful reporting and analysis capabilities, Salesforce is definitely your choice. With Act!, you have access to more than 80 ready-made reports, including contact lists, activity reports, and sales performance metrics. It also gives you actionable insights into individual and team performance as well as sales, marketing and business health metrics.

Salesforce takes reporting and analytics to a different level with advanced features like intelligent forecasting, customizable reports and dashboards, historical tracking, and cross-filters. You can also use its opportunity allocation to track your sales team’s total workload and accurately allocate commissions based on individual workload.

Einstein predictions
An example of Einstein forecasting in Salesforce. Image: G2

integrated

winner: sales force

When it comes to integrations, the winner is pretty clear. Behavior! There are more than 70 integration options, mainly through Zapier. Salesforce, on the other hand, offers more than 4,000 integrations on its AppExchange marketplace, not counting the more than 6,000 integrations available through Zapier.

Behavior!Integrate
Act!’s multiple third-party application integrations. Image: Take action!

Mobile Applications

winner: sales force

bill! Companion is Act!’s native mobile app that gives you anytime, anywhere access to contact and company details, interactive maps, calendar, events and interaction history. You can also create, update, and complete transactions from the app, as well as view real-time metrics on its insights dashboard.

Salesforce is known for its great mobile app that comes with all the features available on the desktop version. You can access personalized dashboards and CRM data, and receive real-time notifications about workflow changes. It also has built-in enterprise-grade security to protect your CRM data. Additionally, it comes with artificial intelligence capabilities, including smart voice assistant and analytics.

Behavior!Mobile Applications
Look at the bill! Mobile Applications.Image: App Store

Behavior!pros and cons

advantage

  • Fully customizable sales funnel.
  • Offline synchronization ensures continuous productivity gains whether online or offline.
  • Easy to access, set up and start.
  • Efficient features and processes for small and medium-sized businesses.
  • Optimized sales and marketing processes.

shortcoming

  • Users complained that the user interface was not intuitive.
  • Some users reported frequent crashes.
  • Provides local deployment.

Salesforce Pros and Cons

advantage

  • Customer-centric automation.
  • Have an ecosystem that goes beyond a CRM system.
  • The AppExchange Marketplace has thousands of apps available for installation and integration.
  • Versatility allows it to be customized to suit numerous business needs.
  • Self-service and self-education portal to reduce reliance on customer support.

shortcoming

  • Dependent on internet connection.
  • Over-customization can lead to a clunky and inefficient implementation of Salesforce.

How to choose action! and Salesforce

Behavior! If your business is small or medium-sized, this is an effective option. Its features will suit businesses looking to improve their marketing processes, lead management, sales opportunities and customer campaigns.

On the other hand, Salesforce is proving to be a good choice for companies of all sizes that want to take advantage of a wide range of integration options and an ecosystem that goes beyond CRM. If automation and artificial intelligence products and features are important to your organization’s CRM, then Salesforce is worth considering.

review method

We evaluated these Salesforce and Act! based on multiple criteria such as pricing, free trial or demo, and billing options. We also looked at their core and niche CRM capabilities, such as lead and deal management, marketing automation, reporting and analytics, integrations, and mobility. Additionally, we considered the quality and cost of software customer support.

Our references for these details include the provider’s online resources, demonstration videos, and blogs. Beyond that, whenever possible, we sign up for a free trial to experience their interface first hand. We also supplement this information with actual user ratings from reputable review sites like G2, Capterra, Google Play, and the App Store.

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