Prolifiq Alternatives: The 3 Questions You Need Answered Before You Switch

What should you do when a core tool in your sales stack suddenly disappears? Prolifiq users are facing the unfortunate task of migrating to another tool which will undoubtedly increase the workload on already stretched teams. With sales being so competitive, losing a key tool like Prolifiq can be challenging; deals are still moving and leaders are still asking for updates. Now you are probably asking yourself, what is the best alternative to Prolifiq, and how quickly can I start using it? 

In this article, we will address your most burning questions such as: 

• What happens to all the work that’s already in the system such as the account plans, the stakeholder maps, the history our managers lean on? 
• If we roll out something new, will salespeople actually use it, or will we spend months on training and adoption? 
• How will we be supported during and after the implementation?

By the end of this blog, you’ll have the answers you need to make an informed decision so that you can act quickly and get your deals back on track.  

Data Migration – What Happens to My Existing Data?

The first question that’s on your mind is probably around your existing data. Nobody wants to lose the account plans and relationship maps they’ve built up over years. That anxiety is understandable, and we’ve already seen it first-hand with former Prolifiq customers we’re now working with. The questions being asked sound a lot like yours: “What happens to my existing plans?” “What do I risk losing?”

What those customers found is that it isn’t a case of starting from scratch. The underlying records like contacts and opportunities are already in Salesforce. However, not all alternatives are built directly on Salesforce. Choosing one that is native means your data stays where it already lives, avoiding risky syncs or bolt-ons that create complexity later, luckily, SalesMethods tools are 100% native. The shift is about how that information is organised and surfaced in a new tool by preserving the relationships you’ve already created. When it’s managed properly, you can carry the data forward and often end up with cleaner, more usable data-set than before.

For customers who’ve made the move, migration hasn’t just been about preserving what’s there. Migration also creates the opportunity to take stock: remove duplicates, update stale records, and align the way salespeople are capturing stakeholder information. 

Adoption – Will My Team Actually Use a Prolifiq Alternative?

Adoption is usually the second worry that comes up with teams looking for a Prolifiq alternative. Everyone knows the risk: if the new system is difficult to use, salespeople will avoid it, and the investment sinks before it’s ever had a chance to swim.

Simplicity is key when switching, especially when under time constraints. That’s why customer experience matters more than any feature list. As one SalesMethods customer said when discussing the user experience of the tool: “Easy to use and very straightforward.” Another added: “Easy to use and engage with, both with internal stakeholders and, where appropriate, with prospects and customers.” Reviews like these tell you more than a fancy brochure can. If the tool is simple to work with and supports the conversations salespeople are already having, adoption comes naturally.

To measure adoption, we advise determining critical KPIs, with a weekly review within standard Dashboards and Reporting.

Flexibility plays into this too. One review summed it up: “SalesMethods comes ‘out of the box’ as a sales planning methodology… For our purposes it was even more important that the tool be easily customizable. We were able to edit the process ourselves to match our terminology and create a quick and simple planning tool.” That stands in contrast to competitors who lock you into their process or charge heavy fees for small changes, or worse, aren’t flexible at all as your business evolves. Look for a vendor who understands sales planning and sales operations. Tools alone don’t create excellent adoption, it takes a vendor who speaks the same language, and understands the world your sales teams and managers are living in.

The pattern is clear: adoption isn’t forcing salespeople into a new way of working, you must provide them with a tool that matches how they already work in Salesforce, feels natural to use, and can be customized to the processes your business runs on.

Support – Will A New Vendor Support Us?

The third question is the one nobody wants to get wrong: support. It’s not hard to get attention during onboarding, most vendors will throw resources at you when they’ve just won your business. The fear, and rightfully so,  is what happens after that. Three months in, when you’re relying on the tool day in and day out and you hit a snag, are they still going to pick up the phone or respond to your case in a timely manner? That’s a risk all customers switching from any tool should think about. 

The good news is that SalesMethods has a long track record, and customers say it better than we can. “SalesMethods customer support is second to none” Another review goes deeper: “The level of service they provide to their clients is amazing. They guided me through the implementation and made sure that everything was set and ready to go. Even after the installation they are always responsive to my questions and help me resolve issues.”

That consistency carries through long after onboarding. One customer described it this way: “The SalesMethods Team walked hand in hand with us throughout our implementation providing their insight and offering best practices straight through the set-up. If there was an issue they were there at any hour to help resolve it quickly. Even several months later when we were migrating data over to a new Salesforce account, the SalesMethods team was there to answer any questions we had to get the data migrated successfully. You don’t find many companies anymore that are so helpful and you can actually get a person on the phone to help. They are a true partner.”

It’s also worth researching whether the vendor has a long track record in Salesforce ecosystems. The last thing you want is to be facing this problem again in a year because your new vendor disappeared.

That’s the kind of reassurance we know you’re looking for: not just technical support, but a partner that’s responsive, human, and still engaged months after the first login.

What to Look for in a Prolifiq Alternative

By the time you start talking to vendors, you’ve already thought about data, adoption, and support. Now you need a way to pin those concerns down in the conversation. A simple checklist helps:

• How will our historical data be handled? Not just “we’ll migrate it” – what specifically happens to account plans, stakeholder maps, and deal history?
  
• How easy is it for salespeople to use daily? Look for proof that the tool runs inside Salesforce, feels natural to use, and is customizable to your process.
  
• What does support look like six months in? Onboarding is the easy part. The test is whether someone’s still going to help you post-implementation. Look for customer references to put your mind at ease.
  
• Can we trial the tool? A trial is a great way to get hands on with a new tool, and to gain confidence in a new tool before committing to a long term contract.
  

If a vendor can’t answer these questions directly, or provide you with a trial, that’s a red flag. If they can, you’ll know you’re moving toward a tool that protects your history, keeps salespeople engaged, and supports their customers. 

Turning Disruption Into Improvement 

Switching out a core sales tool is risky, but in some cases, it’s unavoidable. There’s history tied up in the old system, habits formed around it, and a real fear that the change will slow deals down instead of speeding them up. But former Prolifiq customers we’re already working with are seeing it’s also a moment to tighten processes, clean up data, and give teams a tool that fits the way they work.

Sometimes, being forced to switch tools can be an opportunity to improve systems beyond their previous state, and in turn, help you to win more deals and improve relationships with your customers.  

Think further than just replacing software with software, and choose a vendor deeply rooted in the Salesforce ecosystem, with proven experience in sales methodology, and the stability to be a long-term partner.If you’re evaluating a Prolifiq alternative right now, the next step is straightforward: get in touch with our team today.