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Sales-Force vs Sera

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Sera vs Sales-Force

Sales-Force vs Sera Comparison

Sera vs Sales-Force Comparison

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About Software

Sales-Force
Salesforce is known for its specialized CRM and field service management platform, and it is suitable for all types of small and large businesses. Its Field Service Lightning module provides an integrated platform for technicians and managers. If we talk about other features, automation of scheduling, resource allocation and dispatch is considered to be a special feature of Salesforce. This software is also considered commendable for customer management and sales tracking.... Read more
Sera
Sera is a systematic and high-tech field service management software designed primarily for industries such as HVAC, plumbing, and electrical. The software has proven to be very beneficial for users, allowing them to accurately schedule work orders and assign technicians to important tasks. Using this software allows for quick and accurate estimation and business strategy formulation, making it very easy to send custom proposals to customers. The software also provides detailed reports and dashboards, giving... Read more

Rating Comparisons

Overall
star-iconstar-iconstar-iconstar-iconblank-star-icon 4/5
star-iconstar-iconstar-iconstar-iconhalf-star-icon 4.24/5
Features
star-iconstar-iconstar-iconstar-iconhalf-star-icon 4.3/5
star-iconstar-iconstar-iconhalf-star-iconblank-star-icon 3.4/5
Customer Support
star-iconstar-iconstar-iconstar-iconhalf-star-icon 4.1/5
star-iconstar-iconstar-iconstar-iconhalf-star-icon 4.8/5
Pricing Score
star-iconstar-iconstar-iconstar-iconblank-star-icon 4/5
star-iconstar-iconstar-iconstar-iconhalf-star-icon 4.4/5
Mobile App
star-iconstar-iconstar-iconhalf-star-iconblank-star-icon 3.7/5
NA
Ease of Use
star-iconstar-iconstar-iconstar-iconblank-star-icon 4/5
star-iconstar-iconstar-iconstar-iconhalf-star-icon 4.4/5
Popularity
star-iconstar-iconstar-iconstar-iconblank-star-icon 4/5
star-iconstar-iconstar-iconstar-iconhalf-star-icon 4.2/5

Pros and Cons

Capttera img
Capterra
star-iconstar-iconstar-iconstar-iconhalf-star-icon 4.5/5
star-iconstar-iconstar-iconstar-iconhalf-star-icon 4.6/5
Pros

Field Service Lightning has a beautiful interface for my team to find and schedule our field engineers to get to our customer sites.

Capterra
Pros

This is a very easy-to-use platform, easy to train and implement.

Capterra
Cons

We were told that it would take 3 months to build our instance. It has been over 18 months and we continue to pay for a non-functioning product.

Capterra
Cons

Need to be able to edit the booking windows.

Capterra
get-app img
GetApp
star-iconstar-iconstar-iconstar-iconhalf-star-icon 4.2/5
star-iconstar-iconstar-iconstar-iconhalf-star-icon 4.6/5
Pros

Field Service Lighting is by far a great product. It keeps all my files separate and organized.

GetApp
Pros

Sensitive content was the best thing that SERA has. She is the best and made a very difficult transition much better.

GetApp
Cons

Customizing the system is difficult without in depth training.

GetApp
Cons

I disliked that the job summary from previous work down prior to Sera was not available.

GetApp
Software-advice img
Software Advice
star-iconstar-iconstar-iconstar-iconhalf-star-icon 4.5/5
star-iconstar-iconstar-iconstar-iconhalf-star-icon 4.6/5
Pros

Salesforce helps my work day go by with ease! It keeps me organized and on task! Plus I love how it keeps all my co-workers and I stay on the same page, with each case!

Software Advice
Pros

It is so easy to use and easy to navigate. I love NOT having to map and consolidate jobs, that Sera does it for you!

Software Advice
Cons

Salesforce, sometimes when opening up a new case, can be slow. That is my only complaint. Salesforce is typically really great!

Software Advice
Cons

I do not like that info didn't carry over from old system, so we are still using the old system and working out of both is not ideal and more time consuming.

Software Advice
G2 img
G2
star-iconstar-iconstar-iconstar-iconhalf-star-icon 4.1/5
star-iconstar-iconstar-iconstar-iconhalf-star-icon 4.3/5
Pros

The intelligent scheduling capabilities of Salesforce Field Service stand out as one of its best features. It takes into account various factors such as technician skills, availability, location, and customer preferences to optimize scheduling and assign the most suitable resource to each job.

G2
Pros

Support staff is great. System is easy to use. Accessible from the desktop to tablets to cell phones. Zapier triggers are great - need more.

G2
Cons

The configuration process in Salesforce Field Service can be quite complex and time-consuming.

G2
Cons

There is no published roadmap. We don't know if we should invest in developing external (or connected) functionality or not. It would help to have a report writer to develop custom reports.

G2

Sales-Force vs. Sera Features

Billing & Invoicing
Multi Location Inventory
Job Dispatching
Time Tracking
Custom Template (Email and job card)
Job Scheduling
Geofencing
Appointment management
Purchase order supplier management
Customer web portal

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