Uniti vs Salesforce
A Comprehensive Comparison
Introduction
When it comes to choosing a Customer Relationship Management (CRM) solution, businesses have a wide range of options to consider. Two popular solutions that often come up in discussions are Uniti and Salesforce Sales Cloud. Both solutions offer a range of features and benefits, but which one is right for your business? In this comprehensive comparison, we'll dive into the key areas of interest, features, pros, and cons of each solution to help you make an informed decision.
Modular Architecture and Customisation
One of the key differences between Uniti and Salesforce Sales Cloud is their approach to modular architecture and customisation. Uniti's modular architecture allows you to install only the modules you need, reducing costs and complexity. This means you can start with a basic setup and add more features and functionality as your business grows. Uniti's open-source nature and extensive community support also make it easy to customise the solution to meet your unique needs.
Salesforce Sales Cloud, on the other hand, is a proprietary solution that is designed to be highly customisable. However, its customisation options are limited to its own ecosystem, and it requires a significant amount of resources and expertise to implement and customise. Additionally, Salesforce Sales Cloud's customisation options are not as flexible as Uniti's, and it can be difficult to make changes to the solution once it has been implemented.
Scalability and Integration
Another key area of interest is scalability and integration. Uniti is designed to scale with your business, handling large volumes of data and users with ease. Its seamless integrations with third-party apps and services, including e-commerce platforms, CRM systems, and more, make it an ideal choice for businesses with complex workflows.
Salesforce Sales Cloud, while scalable in its own right, is better suited for large enterprises with complex workflows. Its integrations with third-party apps and services are limited, and it requires a significant amount of resources and expertise to implement and integrate. Additionally, Salesforce Sales Cloud's scalability is limited to its own ecosystem, and it can be difficult to integrate with other solutions.
Reporting and Analytics
When it comes to reporting and analytics, both Uniti and Salesforce Sales Cloud offer some level of functionality. Uniti's reporting and analytics tools provide real-time insights into your business performance, helping you make data-driven decisions. Its mobile app also allows you to access your data and perform tasks on-the-go.
Salesforce Sales Cloud's reporting and analytics tools are more comprehensive, providing detailed insights into your business performance. However, its reporting and analytics tools are limited to its own ecosystem, and it can be difficult to integrate with other solutions. Additionally, Salesforce Sales Cloud's reporting and analytics tools require a significant amount of resources and expertise to implement and customise.
Features and Pros/Cons
Here are some additional features and pros/cons to consider:
Uniti
- Sales Management: Uniti's sales management module enables you to manage your sales pipeline, track leads, and analyse sales performance.
- Marketing Automation: Uniti's marketing automation module enables you to automate your marketing campaigns, including email marketing, social media, and more.
- Pros: Uniti's modular architecture, scalability, and customisation options make it an ideal choice for businesses with complex workflows. Its extensive community support and open-source nature also make it a cost-effective solution.
- Cons: Uniti's steeper learning curve and more complex implementation process may make it less suitable for small businesses with simple accounting needs.
Salesforce Sales Cloud
- Sales Force Automation: Salesforce Sales Cloud's sales force automation module enables you to automate your sales processes, including lead tracking, opportunity management, and sales forecasting.
- Marketing Cloud: Salesforce Sales Cloud's marketing cloud module enables you to automate your marketing campaigns, including email marketing, social media, and more.
- Pros: Salesforce Sales Cloud's sales force automation and marketing cloud modules make it an ideal choice for large enterprises with complex workflows. Its comprehensive reporting and analytics tools also provide detailed insights into your business performance.
- Cons: Salesforce Sales Cloud's proprietary nature and limited customisation options make it a more expensive solution. Its implementation process is also more complex and requires a significant amount of resources and expertise.
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Uniti vs Salesforce SalesCloud
A detailed comparison of the Uniti Sales app versus Salesforce SalesCloud application.
Features Comparison
General Sales
Uniti
Salesforce
Configuration
Multi-user
Different Languages
Supported Countries
80 +
100 +
Different Types of Access Rights
*
Email Templates
Schedule Activities
**
Conversation History (Chatter)
Add Attachments
*Must have Uniti Studio app installed
**Only with Unlimited Edition
Basic Sales Features
Sales Team/Salespeople
Customer Portal
*
Customer Preview
**
Deliver Content by Email
*
Incoterms
***
*Need Additional Salesforce services
**Enterprise Edition required
***Commerce Cloud product required
Quotations & Sales Orders
Uniti
Salesforce
Quotations and Sales Orders
Quotation Builder
Quotation Templates
Quotation Expiration Date
*
Terms & Conditions Link
*
Upselling and Cross-Selling
*
Optional Products
*
Online Confirmation (Signature or Payment)
Show Margins
Sales Warnings
Lock Confirmed Sales
*
Downloadable & Printable
Delivery Status Visible on Orders
**
Configurable Delivery Methods
Lead Times
***
Manage Invoicing from Sales Orders
Inventory Levels when Creating Orders
**
Scheduled Delivery Dates
Import/Export Quotations
*
Import/Export Sales Orders
*
*Enterprise Edition required
**Additional Salesforce services required
***Commerce Cloud product required
Products & Pricing
Uniti
Salesforce
Products
Product Catalog
Product Configurator
*
Product Variants/Attributes
Product Variant Grid
Deliver Product Specific Content by Email
*
Internal Notes
Accessory Products
Alternative Products
Continue Selling when Out-of-Stock
*
Print Configurable Labels
*Additional Salesforce services required
Pricing
Discounts on Order Lines
**
Gift Cards
e-Wallet
Coupons
Promo Programs
Price Rounding
Multiple Currencies
Time-Based Rules
*
**
Pricelists
**
*Only usable with the Subscriptions application
**Additional Salesforce services required
Pricelists
Multiple Prices per Product
*
Pricing Based on Cost
*
Pricing Based on Other Pricelist
**
Pricing Based on Formula
**
*Additional Salesforce services required
**Enterprise Edition and/or Commerce Cloud required
Invoicing
Uniti
Salesforce
Customer Invoices
Proforma Invoices
Multiple Taxes
Advanced Taxes (filed, tax of taxes, etc.)
Automatic Invoice Generation
Invoice Status
Orders to Invoice
Orders to Upsell
Export Batch Invoices
Calendar View
Graph View
Pivot Table
Kanban Pipeline
Down Payments
Various Invoice Policies
Deliver and Invoice to Different Addresses
Invoice on Project Milestones
Tax Mapping (Avatax or TaxCloud)
Send Invoices
Generate PDF Invoices
Batch Send Invoices by Email
Post Invoices by Standard Mail
Payment
Multiple Currencies
In-Store Payments
**
Online Payments
**
Credit Card
**
PayPal
**
Wire Transfer
**
Adyen
**
Alipay
**
Amazon Payment Service
**
Asiapay
**
Authorize.net
**
Buckaroo
**
Flutterwave
**
Mercado Pago
**
Mollie
**
Ogone
**
PayU Latam
**
PayUmoney
**
Razorpay
**
Stripe
**
Bank Transfer
*
**
*Only in USA, via Authorize.net
**Additional Salesforce services required
Reporting
Uniti
Salesforce
Configuration
Pivot Table on Multiple Dimensions
Analytics
*
Download as XLSX
Insert in Spreadsheet
Customize Reports
Customizable Dashboards
Multiple Graph View Options
Customizable KPIs
Order and Invoicing Analysis
*Additional Salesforce services required
Tracking
Lead/Opportunity
Campaign
Medium
*
Source
*Commerce Cloud product required
Connectors & Integrations
Uniti
Salesforce
Connectors
External API
*
Amazon Connector
**
eBay Connector
**
*Enterprise Edition required
**Enterprise Edition + additional services required
Shipping Connectors
UPS Connector
*
USPS Connector
*
DHL Express Connector
*
FedEx Connector
*
Bpost Connector
*
Easypost Connector
*
SendCloud Connector
*
*Enterprise Edition required
App Integrations
Accounting
*
eCommerce
*
Inventory
*
Manufacturing
*
Subscription
*
Point od Sale
*
CRM
*
Contacts
*
Rental
*
Documents
*
Events
*
Sign
*
Website
*
Projects
*
Calendar
*
Timesheets
*
Barcode
*
*API access only available with Salesforce Enterprise Edition
Subscription
Subscription Templates
*
**
Recurring Invoices
*
Recurring Periods
*
Automatic Closing
*
*Must have Uniti Subscriptions application installed
**Additional Salesforce services required
Projects
Create Projects from Sales
*
Create Tasks on Existing Projects from Sales Orders
*
Create Field Service Tasks
*
*Must have Uniti Projects application installed
Miscellaneous
Usability Comparison Table
Uniti
Salesforce
UI
Full Web Interface
Mobile App
Android App
iPhone App
Marketplace
App Store / Add-Ons
44k +
4.5k +
General Sales
Uniti
Salesforce
Sales Details
Monthly Pricing
$24.90*
$80**
Number of Users
Unlimited***
Unlimited***
Contract Duration
Yearly/Monthly1
12 Months (min.)
Free Trial
*$24.90/mo pricing is based on an annual subscription, otherwise pricing is $31.10 per month. Both subscription options for Uniti include access to all Uniti apps, in addition to Uniti Sales app.
**Billed annually at ~$960/yr
***There is no cap on user count for either platform. Note: both platforms' subscription plans charge per user.
1Choosing between a yearly or monthly subscription option for Uniti will affect the contract duration as well as the price per monthly subscription (e.g. $24.90/mo for annual, $31.10/mo for monthly).
User Satisfaction
Uniti
Salesforce
Ratings
Ratings on G2
Ratings on GetApp
Ratings on Capterra
Brand Awareness*
*Researcher's opinion based on search trend and review sites data.
Uniti vs Salesforce SalesCloud
A detailed comparison of the Uniti Sales app versus Salesforce SalesCloud application.
Features Comparison
General Sales
Uniti
Salesforce
Configuration
Multi-user
Different Languages
Supported Countries
80 +
100 +
Different Types of Access Rights
*
Email Templates
Schedule Activities
**
Conversation History (Chatter)
Add Attachments
*Must have Uniti Studio app installed
**Only with Unlimited Edition
Basic Sales Features
Sales Team/Salespeople
Customer Portal
*
Customer Preview
**
Deliver Content by Email
*
Incoterms
***
*Need Additional Salesforce services
**Enterprise Edition required
***Commerce Cloud product required
Quotations & Sales Orders
Uniti
Salesforce
Quotations and Sales Orders
Quotation Builder
Quotation Templates
Quotation Expiration Date
*
Terms & Conditions Link
*
Upselling and Cross-Selling
*
Optional Products
*
Online Confirmation (Signature or Payment)
Show Margins
Sales Warnings
Lock Confirmed Sales
*
Downloadable & Printable
Delivery Status Visible on Orders
**
Configurable Delivery Methods
Lead Times
***
Manage Invoicing from Sales Orders
Inventory Levels when Creating Orders
**
Scheduled Delivery Dates
Import/Export Quotations
*
Import/Export Sales Orders
*
*Enterprise Edition required
**Additional Salesforce services required
***Commerce Cloud product required
Products & Pricing
Uniti
Salesforce
Products
Product Catalog
Product Configurator
*
Product Variants/Attributes
Product Variant Grid
Deliver Product Specific Content by Email
*
Internal Notes
Accessory Products
Alternative Products
Continue Selling when Out-of-Stock
*
Print Configurable Labels
*Additional Salesforce services required
Pricing
Discounts on Order Lines
**
Gift Cards
e-Wallet
Coupons
Promo Programs
Price Rounding
Multiple Currencies
Time-Based Rules
*
**
Pricelists
**
*Only usable with the Subscriptions application
**Additional Salesforce services required
Pricelists
Multiple Prices per Product
*
Pricing Based on Cost
*
Pricing Based on Other Pricelist
**
Pricing Based on Formula
**
*Additional Salesforce services required
**Enterprise Edition and/or Commerce Cloud required
Invoicing
Uniti
Salesforce
Customer Invoices
Proforma Invoices
Multiple Taxes
Advanced Taxes (filed, tax of taxes, etc.)
Automatic Invoice Generation
Invoice Status
Orders to Invoice
Orders to Upsell
Export Batch Invoices
Calendar View
Graph View
Pivot Table
Kanban Pipeline
Down Payments
Various Invoice Policies
Deliver and Invoice to Different Addresses
Invoice on Project Milestones
Tax Mapping (Avatax or TaxCloud)
Send Invoices
Generate PDF Invoices
Batch Send Invoices by Email
Post Invoices by Standard Mail
Payment
Multiple Currencies
In-Store Payments
**
Online Payments
**
Credit Card
**
PayPal
**
Wire Transfer
**
Adyen
**
Alipay
**
Amazon Payment Service
**
Asiapay
**
Authorize.net
**
Buckaroo
**
Flutterwave
**
Mercado Pago
**
Mollie
**
Ogone
**
PayU Latam
**
PayUmoney
**
Razorpay
**
Stripe
**
Bank Transfer
*
**
*Only in USA, via Authorize.net
**Additional Salesforce services required
Reporting
Uniti
Salesforce
Configuration
Pivot Table on Multiple Dimensions
Analytics
*
Download as XLSX
Insert in Spreadsheet
Customize Reports
Customizable Dashboards
Multiple Graph View Options
Customizable KPIs
Order and Invoicing Analysis
*Additional Salesforce services required
Tracking
Lead/Opportunity
Campaign
Medium
*
Source
*Commerce Cloud product required
Connectors & Integrations
Uniti
Salesforce
Connectors
External API
*
Amazon Connector
**
eBay Connector
**
*Enterprise Edition required
**Enterprise Edition + additional services required
Shipping Connectors
UPS Connector
*
USPS Connector
*
DHL Express Connector
*
FedEx Connector
*
Bpost Connector
*
Easypost Connector
*
SendCloud Connector
*
*Enterprise Edition required
App Integrations
Accounting
*
eCommerce
*
Inventory
*
Manufacturing
*
Subscription
*
Point od Sale
*
CRM
*
Contacts
*
Rental
*
Documents
*
Events
*
Sign
*
Website
*
Projects
*
Calendar
*
Timesheets
*
Barcode
*
*API access only available with Salesforce Enterprise Edition
Subscription
Subscription Templates
*
**
Recurring Invoices
*
Recurring Periods
*
Automatic Closing
*
*Must have Uniti Subscriptions application installed
**Additional Salesforce services required
Projects
Create Projects from Sales
*
Create Tasks on Existing Projects from Sales Orders
*
Create Field Service Tasks
*
*Must have Uniti Projects application installed
Miscellaneous
Usability Comparison Table
Uniti
Salesforce
UI
Full Web Interface
Mobile App
Android App
iPhone App
Marketplace
App Store / Add-Ons
44k +
4.5k +
General Sales
Uniti
Salesforce
Sales Details
Monthly Pricing
$24.90*
$80**
Number of Users
Unlimited***
Unlimited***
Contract Duration
Yearly/Monthly1
12 Months (min.)
Free Trial
*$24.90/mo pricing is based on an annual subscription, otherwise pricing is $31.10 per month. Both subscription options for Uniti include access to all Uniti apps, in addition to Uniti Sales app.
**Billed annually at ~$960/yr
***There is no cap on user count for either platform. Note: both platforms' subscription plans charge per user.
1Choosing between a yearly or monthly subscription option for Uniti will affect the contract duration as well as the price per monthly subscription (e.g. $24.90/mo for annual, $31.10/mo for monthly).
User Satisfaction
Uniti
Salesforce
Ratings
Ratings on G2
Ratings on GetApp
Ratings on Capterra
Brand Awareness*
*Researcher's opinion based on search trend and review sites data.
Conclusion
In conclusion, Uniti and Salesforce Sales Cloud are two popular CRM solutions that cater to different needs. Uniti is a more flexible and scalable solution that is ideal for businesses with complex workflows, while Salesforce Sales Cloud is a proprietary solution that is better suited for large enterprises with complex workflows. By considering the key areas of interest, features, pros, and cons of each solution, you can make an informed decision about which solution is right for your business.
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