Salesforce has nothing to say about project margin, staff utilization or contract renewals once the deal closes. Firms on Salesforce almost always run a separate PSA tool for delivery and a spreadsheet for obligations. Response365 keeps CRM, project economics and contracts on one record — project management is part of the base platform, not a separate purchase.
Price, breadth and migration effort, side by side.
| Capability | Salesforce | Response365 |
|---|---|---|
| Price | Sales Cloud priced per user across tiers; PSA/project tooling usually a separate product | €14.99 first user/mo + €8.99/additional user — CRM, BI & Project Management included |
| Project margin & earned value (CPI/SPI) | Not native | Live, per project, included in base platform |
| Liquidity & capital forecasting | Not native | 540-day horizon, scenario planning |
| Contract obligations & renewal tracking | Not native — separate CLM tool | Contract Management module — quoted by scope |
| CRM + project + contracts, one record | Requires separate PSA/CLM + integration | Yes — same customer & supplier record |
| Migration effort | — | Live SOQL connector, Contacts/Accounts/Opportunities |
Confirm current Salesforce Sales Cloud tier pricing at salesforce.com/pricing — it changes. Contract Management module pricing isn't a published self-serve line item; get the exact figure from sales.
A live connector queries Salesforce via SOQL and paginates through your full org — no managed package to install, no consultant required on your end.
There's no published benchmark for professional-services-specific onboarding time — get a scoped estimate on a setup call rather than a promised date.
Four things a deal-tracking platform was never built to do.
Capital tied up, schedule variance (CPI/SPI) and margin sit on the same portfolio view — no rebuilding a liquidity forecast in Excel every Friday.
Contract amendments, quarterly-review obligations and SLA metrics are tracked with owners and due dates, tied to the same supplier and customer record.
Run a "what if we win Project A and delay Project B" scenario and see the liquidity impact in seconds, off live data.
Ask which projects are behind schedule or which contracts renew this quarter and get an instant answer — no export from a separate PSA or CLM tool.
Project Management, CRM and Business Intelligence are part of the Response365 base platform — €14.99 first user/mo + €8.99 per additional user. You don't pay extra to get earned-value tracking and liquidity forecasting.
No. The connector authenticates with standard Salesforce credentials and queries your org via SOQL — no managed package, no consulting hours required for the standard object migration. Custom objects go through the CSV/AI import path.
Opportunities map to Response365 Deals with stage, close date, amount and account linkage preserved, via the same SOQL connector used for Contacts and Accounts.
Yes. Start your Response365 trial with Salesforce still live, import your data, orient your team, and cancel Salesforce once you're confident everything is in place. The 1-month free trial covers the parallel-run period.
Open a Response365 trial, connect Salesforce, and our onboarding team will run the import with you — at no extra cost.