We are in the process of transitioning to Salesforce from SugarCRM. We used a homegrown solution for two years, then went to Sugar because it seemed cheaper. But we’ve had a horrible experience with Sugar, including a lot of technical issues and integration problems, and it’s wound up costing us a ton of money. We’ve essentially had to eat a full year of licensing fees, and we’re now in the midst of a three-month transition to Salesforce. We have also brought on an outsourced firm to help us with the transition.
Zendesk is great--great price, service and technology. There are currently seven people on our customer service team and 20 part-time people. We've been using a ticketing system for customer service since Day One.
We’re not particularly happy with TriNet, due to overall poor customer service and poor technology. We’re moving to ADP TotalSource on January 1, 2016, because we wanted to stick with a PEO. Frankly, I don’t know why any startup wouldn’t use a PEO--it’s much more cost-effective and saves a lot of money on benefits.
We decided to go with ADP because they offer the the best price point and the best service.
Greenhouse is a very strong platform. It offers great collaboration, and has a really helpful built-in structure and process. With Greenhouse, everyone on our team knows what they’re supposed to do, and it has allowed us to standardize and accelerate our interview process, whereas before it was very ad hoc.
We had been using ShoreTel, but they just kept going down and their customer service was horrible. We now use Vonage and it's been great.
As a bank, Citibank has been the most helpful in terms of underlying business processes and being able to transfer cash globally
The corporate credit card was a big pain to get in place, and SVB has proven to be the most helpful in that regard.
I think it's a good tool, but we started with them way too late, so getting started has been a bit of a disaster. I can’t blame eShares for that, though.
It’s not cheap, but it’s good technology.