Salesforce vs ServiceNow: Which One is Better? (2024)

Discover the key differences between Salesforce and ServiceNow in our 2024 comparison. Learn which platform is the best fit for your business needs, whether you're looking for CRM or ITSM solutions.
The FieldEx Team
September 4, 2024
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So you’ve done your homework extensively, and finally narrowed it down to two top contenders: Salesforce and ServiceNow. Household names in business software, they are specifically engineered to help businesses streamline processes and boost productivity. You’re dazzled by their glowing reviews and impressive features. The prospect of fast-tracking your operations to new heights is compelling, in fact overwhelming. And the clock is ticking – you’ve got to make a decision, pronto. Which will it be? 

Before you end up letting a juvenile coin-flip decide the fate of your business, take a deep breath … relax. We’re here to ease the pressure. This blog breaks down the differences between Salesforce and ServiceNow, and helps you navigate your choices and find the best fit for your business needs. No coin-flip necessary. 

Ready? Grab a cuppa, sit back, and let’s begin.   

Overview and Key Differences | Salesforce vs ServiceNow  

Salesforce and ServiceNow are heavyweights in the business software landscape, each claiming a sizable chunk of the market share since launching in 1999 and 2004 respectively. Both platforms, headquartered in California, cater to a vast array of businesses, offering a ton of invaluable solutions that streamline operations, enhance productivity and drive digital transformation. 

They may both be cloud-based software, and immensely popular – just ask the thousands of customers who swear by them (hint: reviews on Capterra) – but Salesforce and ServiceNow are innately different animals at their core, each boasting unique strengths and capabilities.

Salesforce 

Widely recognized as the first SaaS (Software as a service) company, Salesforce is a customer relationship management (CRM) platform – in fact the first one – focused primarily on customer relationship management and sales automation. As it says on their website, “We build bridges between companies and customers … Businesses succeed when they create meaningful connections. Our mission is to deliver it.” 

The software offers highly adept tools for customer service, sales and marketing, commerce and analytics, all aimed at improving customer engagement, driving sales and providing personalized service. 

ServiceNow

Initially created to solve internal IT management challenges, ServiceNow quickly evolved into a powerful platform that now serves various business functions beyond IT. In fact in 2018 it was named the world's most innovative company by Forbes, underscoring its rapid growth and impact across industries. 

Today ServiceNow specializes in IT service management (ITSM), operations management and business process automation. It helps companies manage digital workflows for enterprise operations, enabling them to automate and streamline processes across IT, customer service, HR, security operations, and more. According to their website, “85% of the Fortune 500 have modernized their technology with us.” 

Looking for the right field service management software to streamline your service business operation? Check out our rundown of the best FSM software.

Who Should Use It | Salesforce vs ServiceNow

As we’ve established, these two platforms offer various tools to serve unique functions. Should you be using Salesforce or ServiceNow? Here we take a look at some of the use cases to help you get a clearer picture.  

Salesforce 

◼  Sales and Marketing

Salesforce should be your go-to if your main goal is to boost sales, manage customer interactions and run marketing campaigns (eg email marketing, social media advertising). Not only is it great for providing sound customer service and tracking leads, Salesforce helps automate marketing efforts, such as sending follow-up emails. This makes it a powerful asset for your marketing and sales team.

◼  Customer Service Experience

With powerful tools to manage and resolve customer issues efficiently, Salesforce is perfect for businesses aiming to enhance their customer support and service experience.

◼  Unified CRM platform

Salesforce is ideal for teams seeking a single, integrated platform to manage all their customer relationship management (CRM) activities (eg tracking customer interactions, managing sales leads, organizing marketing campaigns) to ensure that data and processes are seamlessly connected.  

ServiceNow

◼  IT Operations Optimization  

ServiceNow is specifically crafted to enhance IT operations and streamline service management within your organization. It expertly handles IT incidents (eg system outages, software bugs, network connectivity issues) and manages assets (eg servers, computers, licenses). It also facilitates changes to IT systems or infrastructure within an organization (eg software updates, configuration changes) to minimize the risk of errors or downtime.

◼ Automation and Workflow Efficiency  

ServiceNow stands out for its focus on automating and optimizing IT workflows, incident management and overall service delivery, making it an excellent choice for enhancing operational efficiency.

◼ Cross-Departmental Service Management  

For those looking to extend service management beyond IT, ServiceNow offers comprehensive tools to efficiently manage processes in HR, facilities and other departments.

Salesforce is Best For ServiceNow is Best For
Businesses that prioritize sales processes, lead management and marketing automation. IT departments to optimize IT operations, manage incidents and automate workflows.
Organizations needing advanced customer service tools, including case management and service automation. IT service management, incident handling, service requests, operational efficiency.
Those seeking basic IT service management tools, but IT is not the core focus. Those seeking comprehensive solutions for managing services across HR, facilities and other departments.
Automating sales, marketing and CRM workflows. Automating IT workflows and enterprise service delivery.
Great for extensive customization in sales, marketing and CRM functionalities. Extensive customization for IT processes and cross-departmental services.
Extensive integrations with a broad range of third-party applications and services. Strong integrations with IT and enterprise systems, focusing on streamlining IT processes.
Feature-rich mobile app tailored for CRM, sales and marketing activities. Mobile access tailored to IT service management tasks and incident handling.
Advanced analytics and reporting tools for sales, marketing and customer data. Robust reporting and analytics for IT services and operational efficiency.

Key Features Highlight | Salesforce & ServiceNow

Now let’s explore the standout features of both platforms. This will give you a clear snapshot of their tools and functionalities, and help you quickly assess which features align with your business needs and how they can potentially drive your operations to the next level.

Salesforce: Key Features ServiceNow: Key Features
Customer Relationship Management (CRM): Centralized management of customer data and interactions. Customer Service Management (CSM): Manages and streamlines customer service processes, including case management, knowledge base access, and support tools to enhance customer experience.
Sales Cloud: Tools for managing sales processes, tracking leads, managing opportunities, and forecasting sales. Performance Analytics: Provides advanced reporting and analytics capabilities to monitor and analyze service performance and operational metrics.
Marketing Cloud: Comprehensive suite for marketing automation, including email campaigns, social media management, customer journeys, and personalized messaging. Automation and Orchestration: Automates and orchestrates IT and cross-departmental processes to improve efficiency and reduce manual work through workflow automation.
Service Cloud: Tools for customer service and support, including case management, omni-channel support (phone, chat, email), and self-service portals. IT Service Management (ITSM): Manages IT services and support functions such as incident management, problem management, change management, and service request handling.
Salesforce Einstein: AI-driven analytics and machine learning tools for predictive insights, recommendation engines, and automated decision-making enhancements. IT Operations Management (ITOM): Provides capabilities for monitoring and managing IT infrastructure, including performance metrics, alerting, and operational intelligence.
AppExchange: Marketplace offering thousands of third-party applications and integrations to extend Salesforce functionalities across various business needs. IT Asset Management (ITAM): Tools for managing the lifecycle of IT assets, including procurement, deployment, tracking, and retirement.
Customizable Dashboards and Reports: Allows users to create tailored reports and visual dashboards to analyze and visualize business performance data according to specific needs. Service Catalog: Provides a centralized portal where users can request and manage services, spanning across different departments and functions.
Automation Tools: Features like Salesforce Flow enable automation of workflows, process automation, and custom application creation to streamline business operations. Knowledge Management: Central repository for creating, managing, and accessing knowledge articles and solutions to improve support and service efficiency.
Integration Capabilities: Extensive range of integration options through APIs, native connectors, and third-party integration tools to connect Salesforce with other systems and applications. Integration Hub: Provides tools for integrating various systems and applications, including pre-built connectors and integration options for seamless data exchange.

Side-by-Side Comparison | Salesforce vs ServiceNow

Feature Salesforce ServiceNow
Core Focus Customer Relationship Management (CRM) IT Service Management (ITSM)
Best For Teams needing a unified CRM solution with service capabilities Teams needing specialized ITSM solutions
Main Use Case Managing sales, marketing and customer interactions Managing back-end IT processes and workflows
Automation Lead nurturing, sales-related tasks, content generation IT workflow automation, process mining
Customization Highly customizable for CRM and customer-facing tasks Highly customizable for IT-related tasks
App Building Einstein 1 Platform with low-code Lightning App Builder App Engine Studio with low-code platform
Issue Resolution Service Cloud: basic incident and case management Robust incident management, service-level management
AI Integration Einstein AI for CRM tasks like document creation and scheduling Now Assist AI for IT-specific tasks like plain-language alert analysis
Versatility More versatile, can handle some ITSM tasks Focused on ITSM, limited CRM capabilities
Limitations Less robust for IT management Limited CRM capabilities, not ideal for sales/marketing

Pricing & Plans | Salesforce vs ServiceNow

Salesforce  

Salesforce is a powerhouse in the CRM world, but its pricing can be a bit of a maze. They offer several plans tailored to different business needs:

Small Business Plan – Starting at $25 per month per user. This plan covers the essentials with tools for marketing, sales, service, and commerce.

Sales Plan – Comes in three variations:

- Enterprise: $165 per month per user. Features comprehensive tools for managing sales cycles, tracking leads, and forecasting.

- Unlimited: $330 per month per user. Includes everything in the Enterprise plan plus enhanced support and customization options.

- Einstein 1 Sales: $500 per month per user. Offers all the features of Unlimited with added perks like Sales Engagement, Conversation Intelligence, and Generative AI to supercharge your sales strategy.

ServiceNow  

ServiceNow keeps its pricing details close to the vest, making it somewhat of a mystery. Some sources hint at around $100 per month, but for precise information, it's best to contact ServiceNow directly. 

They also offer free demos, so you can explore the platform and see if it’s the right fit for your needs before making any commitments.

User Experience | Salesforce vs ServiceNow 

Nifty features and tools are obviously some of the most important aspects to review and consider before parting with your software budget, but seriously, what’s the point of endless potential and possibilities that these platforms offer if they’re harder to navigate than a Middle-earth labyrinth, right?

Let’s take a look at how Salesforce and ServiceNow stack up in terms of ease of use

Salesforce

If you’ve been neck-deep in reviews all week long – due diligence and all that (good on ya, by the way) – chances are you’re familiar with Capterra, the software review website. Salesforce has chalked up a pretty good score on there, 4.0 reflecting its usability, which is crucial to ensure businesses manage operations with limited interruptions.

Indeed, the platform is known for its user-friendly interface, which combines simplicity with powerful functionality. Its intuitive design makes it easy for users to navigate through various features, making it accessible even for those who aren’t tech-savvy. 

With features like drag-and-drop components and guided workflows, Salesforce minimizes the learning curve and enhances productivity right from the get-go. 

ServiceNow

ServiceNow, with a 4.2 rating on Capterra, is tailored for IT professionals and support teams, making it highly effective for managing complex IT environments. 

While the interface is optimized for IT service management, some users might find it less intuitive compared to other platforms, which could potentially impact user adoption, especially for those less familiar with tech. So, expect a steeper learning curve – but one that comes with the robust advantages of this formidable platform

And if you require further assistance, ServiceNow's 24/7 support and extensive resources are available to help you get up to speed and make the most of its features.

Integration Capabilities | Salesforce vs ServiceNow

We all can agree that businesses aren’t “lone wolves” – they often rely on a host of tools and applications to manage their complex tasks and processes. So, before you introduce a new platform into the mix – whether it's ServiceNow or Salesforce – it's important to evaluate how well it can integrate with your other systems, from native ecosystems to third-party tools. What you want are strong integration prowess that seamlessly facilitates data synchronization and process automation, giving you a unified view of your operations. 

Salesforce

Salesforce’s ecosystem supports a wide range of native integrations, including seamless connections with other Salesforce products and services. Its AppExchange further enhances integration options, featuring thousands of pre-built apps and connectors that extend the platform's capabilities and integrate with various business functions. 

Tools like Salesforce Connect and APIs ensure you can link the Salesforce environment with an assortment of external systems such as ERP systems. This ensures data consistency and streamlines workflows across different platforms.

ServiceNow

ServiceNow boasts strong integration capabilities that make sure various IT management systems can easily connect with each other. To put it simply, this means a unified view of your IT operations and business processes. Not only does this ensure everything runs like clockwork, but it also helps you make better decisions across different departments.

ServiceNow’s APIs, designed for custom connections and syncing with other apps, gives you flexibility in how it communicates with your existing software. Making all this even easier is the Integration Hub, offering simple, no-code or low-code options for setting up these connections. What exactly does all this mean? It means you don’t need to be a tech whiz to get everything working seamlessly! 

AI and Automation | Salesforce vs ServiceNow

AI and automation have become synonymous with driving productivity and transforming processes in today’s business world, haven’t they. And with good reason. They are, after all, the driving forces behind smarter, more efficient workflows. Both Salesforce and ServiceNow are putting these technologies to work to help you automate routine tasks, gain deeper insights and deliver more personalized experiences. 

Salesforce

Salesforce’s AI tools, branded ‘Einstein’, infuses advanced analytics and machine learning capabilities right into the Salesforce ecosystem. Apart from automating routine tasks and managing follow-ups, Einstein also provides actionable insights that drive smarter decision-making

With Einstein in your corner, you can create and deploy assistive AI experiences; this allows your customers and employees to converse directly with Einstein to solve issues faster and work smarter. AI tools are grounded in your customer data, which empowers sellers and marketers to make customer experiences more personalized, efficient and impactful. 

ServiceNow

ServiceNow leverages AI and automation to transform IT service management (ITSM) and beyond. Its AI capabilities, integrated into its Now Platform, help increase productivity further, empower customer and employee innovation. Making this possible are machine learning frameworks (algorithms that learn from data to make predictions), natural language understanding, search and automation, and analytics and process mining. I know, I know – information overload. What in the world do these do? Well, in essence, these work hand in hand cohesively to enhance employee abilities and customer experiences

Predictive analytics further enhance ServiceNow’s management capabilities to foresee and address problems proactively, making IT operations more efficient and responsive.

Scalability | Salesforce vs ServiceNow 

A business is not an inanimate object – it’s a living, breathing entity that needs room to grow to accommodate increasing demands and a growing workforce, as well as expanding tasks and processes. This is why choosing software that can scale with your business is a crucial factor in determining the right tool with the best capabilities to help enhance your operations.

Salesforce

Salesforce’s cloud-based architecture allows for seamless scalability, whether you’re a small startup or a large enterprise, meaning it can scale up by adding more users, expanding storage or integrating new features.

The platform supports customizability via a wide range of add-ons and apps available in the Salesforce AppExchange, ensuring it can adapt to your evolving requirements over time. This flexibility makes Salesforce a strong choice for businesses looking to expand their operations without worrying about outgrowing their CRM solution.

ServiceNow

ServiceNow’s modular design provides a scalable solution that grows with your business. You can start with core features and expand as needed, thanks to its cloud-native infrastructure. This design supports both vertical scaling (enhancing existing features) and horizontal scaling (adding new modules or instances). What this really means is that new features or functionalities can be integrated without overhauling the entire system.

ServiceNow also integrates well with other enterprise systems and supports custom applications, making it a versatile choice for scaling across different departments and functions.

Points to Consider | Salesforce vs ServiceNow

Salesforce ServiceNow
Investment Required, Especially for Smaller Businesses: Salesforce can be pricey, particularly for smaller businesses or startups. The cost rises as you add more features and users, which could strain budgets for smaller companies. Higher Costs, Especially for Smaller Businesses: Similar to Salesforce, ServiceNow’s pricing can be steep, particularly when scaling up to include more modules or users, which can be a hurdle for smaller companies.
Complex Implementation and Management: While Salesforce’s flexibility is a benefit, it can also make the platform complex to implement and manage. Skilled professionals or consultants are often needed to get the most out of it. Complex Implementation Often Requires Expertise: The comprehensive nature of ServiceNow’s platform often means implementation is complex and time-consuming, frequently necessitating the involvement of expert consultants.
Customization Can Delay Rollout and Increase Costs: Customizing Salesforce to fit your exact needs might extend the implementation timeline and increase costs, especially if custom development is required. Steeper Learning Curve for Non-Technical Users: Due to its focus on IT processes, ServiceNow can be challenging for non-technical users to learn and navigate, leading to a steeper learning curve.
Steep Learning Curve Due to Feature Depth: Despite its user-friendly design, the sheer number of features and options can be overwhelming for new users, resulting in a challenging learning curve. Less Appeal for Non-IT-Focused Businesses: ServiceNow’s strong emphasis on IT may not align as well with businesses that don’t have a significant IT component or those looking for broader business applications.
Dependency on Third-Party Apps for Some Functions: Although Salesforce offers many features, certain functionalities might require third-party apps, which can complicate integration and add to costs. Some Users Find the Interface Less Intuitive: Although powerful, ServiceNow’s interface may not be as user-friendly or intuitive as other platforms, which could impact user adoption and efficiency.

Why Choosing the Right Platform Matters for Your Business 

Before you make that all-important decision, remember, choosing the right platform for your business is not just a tech decision – it’s about setting your team up for success. Take the time to examine each feature and how it adds value to your operations.

The last thing you want is a solution that cannot handle more data and more users as your business expands, or one that fails to “play nice” with your existing tools or systems. Imagine the chaos these issues could cause – inefficiencies, downtime, extra costs. What a nightmare!

You also want a platform that protects your data and comply with industry regulations to keep your business safe. 

Finally, pay attention to the costs – look at both the upfront fees and any ongoing expenses to make sure you’re getting good value for your money. 

Should you, eventually, come to a realization that neither matches your business needs or aligns with your budget to a tee, there are plenty of options out there, so keep at it.

FieldEx, for instance, is a standout option that combines robust features with excellent scalability and seamless integration – all at a highly affordable price tag of just $25 per month per user. With FieldEx, you’ll enjoy streamlined operations and dramatic boosts in productivity without overspending. It’s a win-win all around. How about that? 

Ultimately, picking the right platform is kind of like finding your business’s secret weapon – one that can tremendously turbocharge your growth and streamline your operations. 

Here’s to making the smart choice and watching your business soar! Best of luck!

"It is not the strongest of the species that survive, nor the most intelligent, but the one most responsive to change." — Charles Darwin

Wise, inspiring words from one of the greatest scientists and visionaries in the history of mankind. In case that just went over your head, that’s just Darwin talk for “You snooze, you lose”. This is especially true in today’s business landscape, which is intertwined with rapidly evolving technologies to give your operations the leg up it needs to go further, and aim higher. Adapting – and quickly at that – to the increasingly digital, tech-savvy ways of the world is not just “good business sense”, it’s an out and out necessity. Unless, of course, you actually enjoy watching competitors steal the spotlight. If you do (gasp!), perhaps it’s time to rethink your professional goals? (Just sayin’)

Related reading: Jobber vs HousecallPro: Which is the best?

Frequently Asked Questions (FAQs)

1. What is field service management (FSM)?

FSM involves managing and optimizing field service operations, including dispatching technicians, tracking service requests, and ensuring efficient service delivery. It’s essential for businesses that need to handle on-site work effectively.

2. Who should use field service management software?

Field service management software is ideal for businesses with on-site service operations across various industries, such as:

  • Manufacturing: Managing maintenance and repair of machinery and equipment.
  • Retail: Overseeing installations and repairs for store equipment and fixtures.
  • Projects: Coordinating field teams and tracking project progress on-site.
  • Telecommunications: Managing technician schedules and tracking service requests for installations and repairs.
  • Equipment Rental: Scheduling and managing the maintenance and delivery of rental equipment.
  • Preventive Maintenance: Scheduling routine maintenance to prevent equipment failures and downtime.
  • Maintenance Services: Scheduling and dispatching service technicians for equipment repairs and inspections.
  • Building Management: Overseeing maintenance tasks and coordinating service requests for buildings and facilities.
  • Property Maintenance: Handling repairs, inspections, and maintenance tasks for residential and commercial properties.
  • Compliance Adherence: Ensuring adherence to regulatory requirements through scheduled inspections and service records.
  • Subcontractor Management: Coordinating with subcontractors for various service tasks and tracking their performance.
  • Pest Control: Managing service appointments, tracking treatments, and ensuring timely responses to pest issues.
  • Healthcare: Managing the maintenance of medical equipment and scheduling service for patient care facilities.

3. How does Salesforce support field service management?

Salesforce offers the Field Service Lightning solution, which integrates with its CRM to provide features like real-time job scheduling, mobile access for field agents and robust reporting tools to enhance FSM operations.

4. How does ServiceNow handle field service management?

ServiceNow’s Field Service Management module provides a comprehensive suite of tools for scheduling, dispatching and managing field technicians, along with features for tracking service delivery and improving operational efficiency.

5. What are the key differences between Salesforce and ServiceNow for field service management (FSM)?

Salesforce focuses on integrating FSM with its CRM, offering strong customer relationship tools and real-time job management. ServiceNow provides a more IT-centric FSM approach, with deep integration into IT service management and operations.

6. Between Salesforce and ServiceNow, which one is better in terms of scalability?

Both Salesforce and ServiceNow are scalable, but Salesforce is known for its flexibility and extensive app marketplace, while ServiceNow offers modular scalability, allowing businesses to start small and expand functionalities as needed.

7. How user-friendly is Salesforce compared to ServiceNow?

Salesforce is often praised for its intuitive interface and ease of use, especially for non-technical users. ServiceNow has a steeper learning curve due to its IT-focused design, but it provides robust features for IT professionals.

8. Which platform offers better integration capabilities?

Salesforce excels with its wide range of native integrations and its AppExchange marketplace. ServiceNow also offers strong integration capabilities, especially within IT environments, with a focus on connecting various IT systems.

9. What is the cost difference between Salesforce and ServiceNow?

Costs can vary widely based on the specific needs and scale of implementation. Generally, Salesforce offers tiered pricing with various editions and add-ons, while ServiceNow pricing is often based on the number of users and modules selected.

10. Which platform is better for customer service management?

Salesforce is highly regarded for its customer service features, integrating CRM with service management. ServiceNow offers robust service management tools within its ITSM framework, which can also be leveraged for customer service.

11. What are the customization options for Salesforce?

Salesforce offers extensive customization through its platform, including custom objects, fields, and workflows. Users can also leverage the Salesforce AppExchange for additional functionality and integrations.

12. What are the customization options for ServiceNow?

ServiceNow provides extensive customization through its modular design, allowing businesses to tailor workflows, forms and modules to fit specific needs, particularly in IT service management.

13. How does Salesforce support mobile access?

Salesforce offers a mobile app that provides access to CRM features, field service management, and real-time updates, enabling users to manage tasks and access data on the go.

14. How does ServiceNow support mobile access?

ServiceNow provides a mobile app that allows users to manage field service tasks, access ITSM features, and receive real-time updates, making it easier for field technicians and support teams to stay connected.

15. How do Salesforce and ServiceNow handle data security?

Both platforms offer strong data security features. Salesforce provides extensive security measures including encryption and compliance with industry standards. ServiceNow also offers robust security features tailored to IT environments, including data encryption and access controls.

16. Which platform is more suitable for small businesses?

Salesforce is often favored by small to mid-sized businesses for its flexibility, ease of use, and extensive app marketplace. ServiceNow is typically better suited for medium to large enterprises due to its focus on ITSM and scalability.

17. How can I determine which platform is the best fit for my business in 2024?

Assess your business needs, including scalability, integration requirements and specific functionalities like FSM. Consider factors such as user experience, customization options and budget to choose the platform that aligns best with your business goals and operations.

18. I have a limited budget for an FSM tool. What are other software options I can consider?

If you're working with limited funds but still need a robust FSM solution, there are several options available. 

One standout choice is FieldEx. While many FSM tools can be costly, FieldEx offers exceptional functionality at just $25 per month per user. It provides a comprehensive set of features, including smart task assignment, real-time tracking, maintenance scheduling, automated workflows and checklists, inventory and spare parts tracking and detailed reporting. 

Despite its lower cost, FieldEx maintains high efficiency and effectiveness, making it a valuable option for businesses looking to streamline and manage their field operations without overspending. 

Author for this article:

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The FieldEx Team

FieldEx is a B2B field service management software designed to streamline operations, scheduling, and tracking for industries like equipment rental, facilities management, and EV charging, helping businesses improve efficiency and service delivery.

Complex operations simplified with one software.

No paperwork. No spreadsheets. No blindspots. Just one solution that simplifies your field service operations.
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