Your work crosses several systems
The customer journey may span Salesforce, telephony, WhatsApp, email, chat, meetings, and other operational tools.
SALESFORCE EINSTEIN ALTERNATIVE
Choose the AI operating model that fits your sales work.
Salesforce offers native AI through Einstein capabilities and Agentforce. ZIP is an alternative for teams that want a sales-focused, cross-channel execution and memory layer working with Salesforce and the rest of their communication stack.
What ZIP changesCompare the workflow, channel, implementation, governance, and commercial fit—not just the feature names.
01 / THE WORK
Where the current process breaks.
You need execution, not only insight
The outcome is not another score or summary. It is a completed follow-up, qualified handoff, current CRM record, or coached seller.
Your team wants a focused first use case
A narrow, measurable workflow can be easier to validate than beginning with a broad platform programme.
02 / THE ZIP WORKFLOW
How ZIP handles the job.
ZIP works across the CRM and communication channels you already use. Human sellers stay involved where judgment or a relationship matters.
1→
Define the job
Choose the exact sales outcome: qualify leads, revive dormant opportunities, analyse calls, update CRM, or coach the team.
2→
Map the stack
List where customer context lives and which systems must read, write, approve, or trigger an action.
3→
Compare the models
Evaluate Salesforce-native depth, cross-channel execution, data controls, implementation ownership, and the way usage is priced.
4
Pilot the outcome
Run the same measurable workflow on a controlled segment and compare completion, conversion, quality, speed, and operating effort.
03 / WHAT YOUR TEAM GETS
Work completed, with context your team can trust.
- ✓A decision based on your real sales workflow
- ✓Clear ownership of customer context and actions
- ✓A measurable pilot rather than a feature checklist
- ✓Known permissions and human-review points
- ✓A commercial model aligned to expected usage
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No CRM migration required. Start with one workflow and expand after your team sees the result.
04 / COMMON QUESTIONS
What teams ask before deployment.
Is ZIP always a better choice than Salesforce Einstein or Agentforce?+
No. Salesforce-native AI can be a strong fit for organisations standardised deeply on the Salesforce platform. ZIP may fit when cross-channel sales execution, conversation context, focused deployment, or a shared usage model matters more. The best choice depends on your stack and operating model.
Can ZIP and Salesforce AI be used together?+
Potentially, yes. Teams can keep Salesforce-native capabilities where they are valuable and use ZIP for selected conversation and workflow jobs. Architecture, permissions, duplicated actions, and source-of-truth rules should be agreed during deployment.
How should we compare pricing?+
Compare the complete cost for the use case: platform licences, usage or consumption, implementation, communication providers, models, governance, and ongoing operations. Salesforce offers multiple licensing and consumption options; ZIP uses shared workflow credits. Confirm current commercial terms directly with each provider.
What is a useful first pilot?+
Choose a workflow with a clear baseline, such as follow-up coverage, qualification rate, response time, CRM update completion, call-quality adherence, or seller productivity.
Use these current product pages when evaluating the options with your Salesforce team.
Put ZIP to work on your CRM.
Choose the sales work consuming your team’s time. ZIP connects to your existing systems and starts with a focused deployment.
Book a deployment call ↗