Salesforce Sales Cloud Recensioner

4,4 (17 497)

Om Salesforce Sales Cloud

Öka tillväxten med Sales Cloud 360, en förstklassig försäljningslösning som förbättrar representanternas produktivitet på en av världens ledande CRM-plattformar.

Lär dig mer om Salesforce Sales Cloud

Fördelar:

The dashboard is in every case exceptionally alluring and basic. The interface is delightful and generally has an excellent cost.

Nackdelar:

There are countless strides to having a total record, so this is definitely not a languid program. In case you will utilize it, focus on utilizing it, in any case, nonsense in, nonsense out.

Betyg för Salesforce Sales Cloud

Medelpoäng

Enkel användning
4,0
Kundservice
4,1
Funktioner
4,4
Valuta för pengarna
4,0

Sannolikhet att rekommendera

8,1/10

Salesforce Sales Cloud har ett totalt betyg på 4,4 av 5 stjärnor baserat på 17 497 användarrecensioner på Capterra.

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Filtrera recensioner (17 497)

Denise
Denise
Marketing Specialist i USA
Verifierad LinkedIn-användare
Marknadsföring och reklam, 201-500 anställda
Har använt programvaran för: 2 + år
Recensentens källa

Salesforce is the best CRM on the market

5,0 för 2 månader sedan

Kommentarer: We can obtain all we need in one spot at SalesForce. If somebody makes a post or gives us a task, we will be alerted. We have the ability to delegate work to other members of our team and to rank that work accordingly.

Fördelar:

All of the campaign details are accessible in SalesForce. The Dashboards feature allows us to see how well we're doing on various activities, making it much simpler to do in-depth analyses.

Nackdelar:

Campaign tasks will still be visible in Salesforce up to the end of the campaign, even if it has been paused or cancelled. As a result, it now looks horrible because there are a lot of jobs listed under "Pending."

Sam
Systems Architect i Storbritannien
Maskin- eller industriteknik, 51-200 anställda
Har använt programvaran för: 2 + år
Recensentens källa

The best CRM in the world but comes at a price

5,0 för 2 månader sedan Nytt

Kommentarer: Even though it's super expensive and you often need bolt-ons (paid or not) to do things that you think should be standard functionality, the fact it's so customisable and easy to use makes those additional headaches and annoyances go away.

Fördelar:

Sales Cloud is immensely customisable. Out of the box it has solid features but the ease at which someone can learn how to customise the system, all the way to building custom objects and flows is incredibly valuable. It's super easy to use as well

Nackdelar:

It has some really daft issues, like sorting line items in a Quote needs a free appexchange program and even that's unreliable (with some users seeing different ordering). It also has very limited Quote template customisation, so you're pretty much forced to pay for a plugin like Conga Composer. It's very expensive and although there's lots of bolt-ons, it's all at increased cost.

Övervägda alternativ: Zoho CRM

Anledningar att välja Salesforce Sales Cloud: Prospect was coming to end of life and the SaaS equivalent was not good enough

Tidigare programvara: Prospect CRM

Jacob
Marketing Coordinator i USA
Hälsa, välbefinnande och fitness, 11-50 anställda
Har använt programvaran för: 6-12 månader
Recensentens källa

Much functionality, difficult to learn

1,0 för 2 månader sedan Nytt

Kommentarer: Many functions that you could utilize, training was available but not as helpful, difficult to learn. In the end, it felt like a CRM system designed from the point of view of corporate management and not sales person friendly.

Fördelar:

The software had many capabilities for leads, sales, etc. The potential was there.

Nackdelar:

It was difficult to learn. It had so many functions and capabilities to learn on the fly. We would get training courses online in groups and even doing those for 2 hours wouldn't even cover all the capabilities it had.

Jamie
Chief Technical Officer i USA
Datormjukvara, 11-50 anställda
Har använt programvaran för: 2 + år
Recensentens källa

A Business Essential for Success

5,0 för 2 månader sedan Nytt

Fördelar:

Salesforce Sales Cloud product is an essential part of our day-to-day operations. Not only is it incredibly intuitive, but it also has so many options for customization to our business. I find that if I think of it, I can build it with Sales Cloud. There is always support if we run into any technical issues and training materials to aid in our implementation and learning processes. Overall, it's a great value for the money, especially when one considers that you can pay per license and pay significantly less than other products.

Nackdelar:

Sometimes, we could get so impressed with what Sales Cloud could accomplish that we would get carried away and over build what could have been a simple solution. It's important to understand your business thoroughly and get familiar with the tools so as not to overbuild.

Övervägda alternativ: Zendesk Sell och Zendesk Suite

Tidigare programvara: Zendesk Sell

Anledningar att byta till Salesforce Sales Cloud: The cost, reputation, and customization options made us trust Salesforce Sales Cloud most.

Sylvester
Student i Ghana
Bank, 11-50 anställda
Har använt programvaran för: 2 + år
Recensentens källa

Sales force for your product

5,0 för 2 månader sedan

Kommentarer: I've been utilizing business highlights for a very long time in addition to and it's had the option to smooth out a great deal of new business and customers that are hoping to develop and learn commitment and various procedures they need assistance with.

Fördelar:

Salesforce Sales Cloud can get a ton of things done without paying out more cash to deal with your organization and content.

Nackdelar:

Now and again the back and programming isn't liquid and connections will be handicapped for clients on the off chance that they don't have full consents to get to everything.

Övervägda alternativ: Square Point of Sale

Anledningar att byta till Salesforce Sales Cloud: It's substantially more extensive for dealing with different missions and clients, and you don't need to pay a membership expense to get to your information.

Denver
Account Executive i Kanada
Internet, 201-500 anställda
Har använt programvaran för: 2 + år
Recensentens källa

Heavy but very useful

5,0 för 2 månader sedan Nytt

Fördelar:

Having recently been forced to compare another CRM to Salesforce it became clear very quickly that while Salesforce is often lamented for its weight and complexity, it is very much the leader for a reason. It integrates into pretty much anything, can run configurable reports for days and is our system of truth here.

Nackdelar:

Like I said, SFDC is a heavy platform. There are tons of features and capabilities that have only the most obscure use (especially to end users), that said this is what allows it to be all things to all people. There are easier-to-use CRMs, that are cheaper and faster but none as robust.

Michael
Michael
Sales Director i USA
Verifierad LinkedIn-användare
Publicering, 2-10 anställda
Har använt programvaran för: 2 + år
Recensentens källa

It worked well for what we needed it for

5,0 för 2 månader sedan

Kommentarer: It worked well for what we needed it for

Fördelar:

We have our contact database and sorted them into different groups, which allowed us to target and message the different groups. We heavily used the sales tracking, scheduling and lead and customer followup aspects. We relied on the tasks feature heavily for project and sales management and follow up.

Nackdelar:

It didn't feel intuitive - it took some time to learn how to operate it.

Yozet Rafael
Yozet Rafael
Engineer i Chile
Verifierad LinkedIn-användare
Jordbruk, 51-200 anställda
Har använt programvaran för: 2 + år
Recensentens källa

Salesforce Southmaq

5,0 för 2 månader sedan

Kommentarer: It is friendly user

Fördelar:

Easy to configure with family products. Trigger events

Nackdelar:

If you want to fully go ahead with development you will need the higher version of Salesforce

Övervägda alternativ: HubSpot Marketing Hub

Anledningar att byta till Salesforce Sales Cloud: Because the products were easy to configure and set according to our industry

Khalid
Khalid
content marketing i Indien
Verifierad LinkedIn-användare
Utbildningsförvaltning, 11-50 anställda
Har använt programvaran för: 6-12 månader
Recensentens källa

NO. # 1. SALES & MAKRKETING CRM application

4,0 för 2 månader sedan Nytt

Kommentarer: the business problems I am solving with Salesforce Sales Cloud:
contact management
track the status of all the sales and dealings
helpful community support for any issues
the benefits have I realized by it :
increased communication
enhanced productivity
high sales
increased revenues
better customer service

Fördelar:

those features that are most impactful : intelligent selling client data assimilation infinite customisation can act as project manager The product is not user friendly hence not easy to use. its a stand alone CRM software so it does not require integration with your existing business processes as an extension but it can be used with data of existing business.

Nackdelar:

YES, there are features I feel are missing or could be improved: user enabled changes to the record automatic rule of detecting duplicate and similar client records. easy to understand error messaging could be implemented too steps required to close lead help message could be deployed for important steps YES, there are aspects of the product that are difficult to use: unfriendly user interface complex functionalities not meant for small businesses with overwhelming functionalities its a stand alone CRM software so it does not require integration with your existing business processes as an extension but it can be used with data of existing business.

Sara
Sara
Scheduling Agent i Honduras
Verifierad LinkedIn-användare
Miljötjänster, 201-500 anställda
Har använt programvaran för: 6-12 månader
Recensentens källa

Expensive CRM platform to increase sales management

4,0 för 4 veckor sedan Nytt

Kommentarer: It's really excellent when it works properly but when we have issues the tracking of the error is a really headache.

Fördelar:

That's very customizable and let you sent agreements and another docs to customers making really easy to track every detail of your sales and at the end you can generate a full report saving a lot of effort and work.

Nackdelar:

Sometimes the automation has some issues and it's very difficult to track where the rror was and that put us behind schedule work and it has a complex setup so it's complicated to look for stuff to help you grow in your skills using the tool and it's really expensive, you cannot have a large team using the tool or the price will go really high.

Cha
Cha
Technical Support Engineer 1 (I5) i Japan
Verifierad LinkedIn-användare
Informationsteknologi och tjänster, 10 000+ anställda
Har använt programvaran för: 2 + år
Recensentens källa

Salesforce is one of the best programs that you can integrate into your company.

5,0 för 2 månader sedan

Kommentarer: It is incredible how this program has the ability to offer you a wide variety of options for the descent of a company and get many more sales that contribute to the business, Salesforce is one of the best programs that you can integrate into your company, from an excellent admiration and control of all your data until the management and correct interaction with all your clients, this program will reinforce the weaknesses that your work operation may have and will improve them to be your main virtues, in my work there is no other program more complete than Salesforce, Since there are so many possibilities that are achieved with the help of this amazing software, it makes my job much easier and more effective when starting.

Fördelar:

This program presents a totally simple interface to work with and that each of its users can concentrate on increasing the sales of their business and the entry of new clients to the company. This program is an administrative space where all the processes and procedures can be built. with the purpose of the constant growth of the company, one of the best things that this program has is the control and domain that each of its users acquires at the moment of implementing Salesforce in their workplace, as well as being a program that focuses on the management of advertising and marketing of the company with the same purpose of generating many more sales and new relationships for the business, it is by far the best CRM that has a host of options and benefits for the company and for my development .

Nackdelar:

Without a doubt, the area and all the marketing functions can improve, we understand that it is not a program that focuses only on this area, but it can improve a lot in each of the new updates, this in order to reach more places and clients who are interested in our services and on the other hand it could be a bit complicated due to the amount of information to integrate certain contents multiple ways, in general I work very well and I like the performance of the program.

Marlyn
Marlyn
Marketing Operations Manager i USA
Verifierad LinkedIn-användare
Datormjukvara, 1 001-5 000 anställda
Har använt programvaran för: 2 + år
Recensentens källa

Build relationships with your customers and increase sales

5,0 för 6 månader sedan

Kommentarer: This platform helps me a lot to have all the information in one place, because it allows the seller to enter the system and process all the required information, and this makes it easier to provide the necessary information about sales, emails, responses, meetings, etc. All this information is in one place, helping me to review the progress that is made with the clients, as well as I can set warning alerts, if they visited it, how many times a week they visited it, if I bought in the last month even If I buy in the same year.

Fördelar:

I like Salesforce Sales cloud because it helps us massively manage customers and manage the information of new prospects, it also helps us automate our sales process, because it helps us achieve business strategies, focused on customer relations. This platform helps us to have all the information of our clients in the company, since if a salesperson stops working for the company, they are prevented from having access to client information, since the system gives you the option to protect the information of your clients, this is done because each sales manager is obliged to file the information in the system, allowing the data to remain in the company and be used exclusively by the collaborators of said company, and in this way it can be resume customer relations and manage the customer again.

Nackdelar:

I have nothing against this platform, as it is there to help small and large companies to retain customers.

Verifierad recensent
Marketing Manager i Indien
Verifierad LinkedIn-användare
Datornätverk, 1 001-5 000 anställda
Har använt programvaran för: 2 + år
Recensentens källa

All your sales and marketing needs under one umbrella

5,0 för 6 månader sedan

Kommentarer: Brought in a lot of clarity in forecasting sales and lead volumes
Made data storing organized. It is our one-stop-shop for all sales and marketing-related information

Fördelar:

Helps maintain account and lead level data connected (hyperlinked) Easy storage of every information at all stages of the sales funnel Intuitive reporting and dashboard

Nackdelar:

High price Complicated implementation Customer support is not as great as HubSpot

Övervägda alternativ: NetSuite CRM

Anledningar att välja Salesforce Sales Cloud: Hubspot reporting and dashboarding were too poor. It did not give us a clear picture of where we were in terms of our quota achievement.

Tidigare programvara: HubSpot Marketing Hub

Anledningar att byta till Salesforce Sales Cloud: It was purely the management decision and external referral

Verifierad recensent
Senior Product Manager i USA
Verifierad LinkedIn-användare
Finansiella tjänster, 11-50 anställda
Har använt programvaran för: 2 + år
Recensentens källa

Salesforce: 800 pound CRM Gorilla

4,0 för 6 månader sedan

Kommentarer: With the popularity and pervasiveness of Salesforce, it probably deserves a spot on most people’s shortlists. Its longevity and interoperability with many other line-of-business systems make Salesforce a solid candidate. However, I can think of many instances where an organization would be better served by a niche product such as DealCloud or HubSpot.

Fördelar:

Salesforce is undoubtedly the 800-pound gorilla in the CRM realm. Investments into an ecosystem that is ubiquitous and ever expanding are usually calculated good bets. Salesforce itself offers many vertical and horizontal integrations, and there is no shortage of 3rd party products and service providers. Salesforce Trailhead, its online academy, offers extensive self-paced tutorials and courses at a very competitive price: FREE. So getting ramped up on Salesforce is relatively accessible.

Nackdelar:

Out of the box, Salesforce is more of a framework than a complete solution. Some level of configuration is necessary for all but the simplest implementations. While a well-planned implementation may fit like gloves, a mediocre one will hinder usability and user adoption. On top of its above-average licensing costs, the total of ownership tends to be the higher end.

Övervägda alternativ: DealCloud, Zoho CRM, Backstop och HubSpot CRM

Anledningar att välja Salesforce Sales Cloud: To better align with our client base.

Tidigare programvara: Zoho CRM

Anledningar att byta till Salesforce Sales Cloud: Longevity, industry support, hirable talents.

Ed
CVO i USA
Marknadsföring och reklam, 2-10 anställda
Har använt programvaran för: 2 + år
Recensentens källa

Best Sales CRM

5,0 för 6 månader sedan

Kommentarer: My experience has been super amazing using their Concierge support rather than hiring a developer to assist us with the development of our org

Fördelar:

The ability to integrate with such a large number of 3rd party apps and build the ultimate tech stack

Nackdelar:

The platform is so powerful and has so many features and functionality, the more complex your use case the odds are you'll need to hire an expert to build out your org

Övervägda alternativ: HubSpot CRM

Anledningar att välja Salesforce Sales Cloud: Keap is not built for sales and sales enablement

Tidigare programvara: Keap

Anledningar att byta till Salesforce Sales Cloud: Hubspot is designed to be more of a all-in-one app as a Marketing CRM and a Sales CRM where Salesforce is a true Sales CRM that intregrates with a large number of 3rd party apps and specifically has a deep integration with Marketo, the gold standard in Marketing CRM apps

Avash
Avash
IT Director i Nepal
Verifierad LinkedIn-användare
Informationsteknologi och tjänster, 2-10 anställda
Har använt programvaran för: 2 + år
Recensentens källa

Full Fledged CRM for Every Business

5,0 för 6 månader sedan

Kommentarer: My overall experience with Salesforce Sales Cloud has been exceptional. It's easy to implement, maintain and teach others to use it. The functions and flows are intuitive and easy to navigate once we get some experience. I highly recommend Salesforce Sales Cloud to every business as it can be used by businesses of any size.

Fördelar:

While there is a bit of a learning curve - Salesforce has exceptionally good and intuitive flows we get used to it. Another thing I like very much about Salesforce Sales Cloud is its scalability. Any business size can use it and scale it as the business grows which is rare in other CRMs as most are dedicated to certain business sizes. It is also flexible and customizable. I have set it up for a few clients of mine with little deviation in usage requirements and it worked perfectly with all of them. There is also a lot of automation that we can directly use - also we can take benefits of easy integrations available with other service providers. Also, it generally has more functions than we need so we don't need to worry much if the software is enough for a company. Maintaining it is also easy as every cloud service. Also, as with every cloud service - we can access it from different kinds of devices which is a added bonus.

Nackdelar:

I don't think there is much to dislike about Salesforce Sales Cloud - I think the pricing for small businesses can be better. Also, there is a bit of a learning curve but that's okay as of all CRM I have used to date - Salesforce was relatively easier to learn.

Robert
Robert
Head of It i Australien
Verifierad LinkedIn-användare
Kemikalier, 51-200 anställda
Har använt programvaran för: 1 + år
Recensentens källa

Essential and Powerfull syste - If you can afford it

5,0 för 7 månader sedan

Kommentarer: it has been positive. We started with nothing so it's a large change managment component. But i feel it will make a large positive impact on our sales and customer service teams. We are integrating it with other systems (workflow, ERP) to get as much information in one place for our sales teams to be more efficient. There is so much powerful functionality it's taking time to bed everything down but it's a positive step for my company.

Fördelar:

The customisation is incredible. You can change, add, update, reconfigure basically everything. There are so many standard objetcs to play witha nd then you can create brand new ones to fit your requirments. The possibilites are endless. It also has, hands down, the best online system training i have ever seen. Trailhead allows you to pick an area of interest, learn as you go, put your training into practical use in a dedicated salesforce org and then automated testing of what you have completed. Truly world class.

Nackdelar:

The possibilities are endless, dauntingly so. The intial configuration is time consuming and there is a lot of knowledge required to get the setup right. Doing it without a trusted 3rd partner is very difficult. It is also expesnive of course but really it's in the "you get what you pay for" category.

Övervägda alternativ: Dynamics 365 och SugarCRM

Anledningar att byta till Salesforce Sales Cloud: SugarCRM didn't fit with our integration strategy and we really looked at best in class. With Dynamics i had a strangely difficult time to actually engage with someone to properly look at the system whih i found dissapointing so i did my own research and pumped for Salesforce.

santosh
Software Engineer i USA
Bil, 10 000+ anställda
Har använt programvaran för: 2 + år
Recensentens källa

Excellent SAAS Platform - Salesforce

5,0 för 7 månader sedan

Kommentarer: The overall experience with Salesforce Sales cloud was excellent. We are using Sales cloud to capture Lead generations using Web-to-Lead models, etc. A lot of features can be implemented using available out of box functions. There is less customization needed using the developers help to reinvent the wheel again and avoid more issues and downtime to release.

Fördelar:

Salesforce has a lot of features which we can use right away and has the benefit to build many automations and integrate other systems on the Salesforce platform with less hassle and more reliable way. Salesforce provides more ways to implement new things in the system using best practices.

Nackdelar:

Salesforce support can be more quicker than current turn-arounds. The pricing could be less with purchasing more bundles in the Salesforce platform. The UI can be more better with changing color palettes and make the UI changes more quicker avoiding cache issues on the browser.

Övervägda alternativ: ServiceNow

Anledningar att byta till Salesforce Sales Cloud: Salesforce has many out of the box features included in the bundle including lead management, account management, order management. The pricing for Salesforce was way better than other applications available in the market. The support for Salesforce was incredible quicker than any other vendor.

Brett
Sales Associate i USA
Bil, 11-50 anställda
Har använt programvaran för: 1 + år
Recensentens källa

The Only Sales CRM You Will Ever Need

5,0 för 8 månader sedan

Kommentarer: I would 100% recommend Salesforce to any sized company seeking growth based around goal-setting and team collaboration. Whether your employer has a team of 2 sales people or even 200, salesforce is the only sales tracking, data management CRM you will ever need as the accessibility and individual components that are offered to each individual user are an incredible value for what the true cost is to use Salesforce. Our overall sales have boosted an additional 20-30% as a result of switching over to Salesforce!

Fördelar:

Salesforce is not only extremely user friendly but very beneficial to all sales associates within a set group as the reminders, sales tracking database, task manager, and calendar features have become integral components of each salesman's daily routine here at our dealership. Where we work in such a fast paced environment that's constantly changing and evolving, it's crucial to keep everyone on our Sales team on the same page regarding where vehicles stand within the sales/finance/service process to ensure we maximize every potential deal and are able to turn units as quickly and efficiently as possible with cost effectiveness in mind.

Nackdelar:

There are no cons to using Salesforce that I have encountered yet as the software has been incredibly useful so far in keeping my Sales team updated, punctual, converting more leads, and more invested in their work output but having daily reminder's set to to held each Salesman accountable for their daily tasks and follow ups.

Verifierad recensent
Marketing Strategist i USA
Verifierad LinkedIn-användare
Finansiella tjänster, 1 001-5 000 anställda
Har använt programvaran för: 2 + år
Recensentens källa

Salesforce is your one-stop shop for all your sales and marketing needs

4,0 för 9 månader sedan

Kommentarer: It is a cloud-based CRM solution One of the greatest CRM systems available today is Salesforce CRM, and it truly is the best. An application designed to help with service management, marketing, or sales. Everything we do revolves around that. Previously, we've used various applications to provide our customers and accounts with a complete picture. Because of this, the manner we conduct business with our customers has changed. We can easily track and send out orders to our consumers because it's so simple! My favorite feature is how simple it is to use and how many devices it can connect to at once. It is used by many people to obtain training and education from several sources. It records everything that happens around it.

Fördelar:

Salesforce CRM is one of the top customer management systems in the world right now. Because it reduces the amount of labor our employees must complete, this platform ultimately benefits our company's efficiency. This platform appeals to me due to its ease of use and appealing user interface. To make it even easier to use, personalizing this platform is a crucial part of the process. The slick dashboard displays the data in the most effective way possible for each section. With a few mouse clicks, even I can rapidly create my dashboard. We can maintain track of the company's growth and sales with the help of attractive and eye-catching reports. Changes may be made quickly and easily, and integration and deployment can be completed in a flash as well. I had no issues incorporating "DocuSign eSignature" and "Skype for Business" into my job. This platform is comfortable for me at work, and I use it every day.

Nackdelar:

- If Salesforce isn't used effectively, it can hurt a company's growth and development. This isn't a usability issue, but I believe that Salesforce should consult with all its customers about the unique units they require and make the system more extensible as the company expands. - More thought and planning are needed to make announcing more natural, as well as to value the equipment. If the dashboards were simpler to read, the interface would be more intuitive. Additional features, such as the ability to alter reports, would be welcome. The customer who made the record may no longer be with us. You can't make modifications to a record if the record owner is changed by an administrator.

Zanna
MD i Storbritannien
Hälsa, välbefinnande och fitness, 2-10 anställda
Har använt programvaran för: 2 + år
Recensentens källa

Game changer when dealing with larger businesses

5,0 för 9 månader sedan

Kommentarer: Very good, staff were very easy to speak to and actually they really helped me find other software or even referred me to another company for something else that I needed. Staff were perfect and very knowledgeable and attentive

Fördelar:

Integrating, once we set up our system and what we were going to use it for, this did a world of good keeping us organised. We were only a business of 4 when we started and knew fairly early on relationships with local businesses were key to us staying open, after an incredibly helpful and informative call with sales force it made things so easy to set up. I didn’t know how much CRM in a software at the time would help but after taking the chance and settling into it with the team it because a great tool to use, especially after we hired staff that were more knowledgeable about the software themselves. Managing our business accounts with sales force is the best thing we did.

Nackdelar:

It’s expensive and getting started we worried about whether we would be able to afford it long term but it pays for itself.

Robert
CUSTOMS CLEARANCE REPRESENTATIVE i Filippinerna
Logistik & Supply Chain, Egenföretagare
Har använt programvaran för: 1 + år
Recensentens källa

"Salesforce.com is as of now the most famous CRM stage in presence."

5,0 för 11 månader sedan

Kommentarer: Salesforce.com is appropriate for setting up associations with a strong customer base program and a committed Business Development and Account Team. I would not prescribe Salesforce.com to little new businesses as these associations can get essential CRM usefulness from free or a lot less expensive CRM stages. However, assuming that an organization is estimated to develop, Salesforce.com is an extraordinary CRM to develop with. It is truly adjustable, yet modifying the backend of the Salesforce.com CRM will require a Salesforce Administrator, somebody with the experience to make the custom articles, and so forth, or an outsider consultancy to construct the CRM to meet the extraordinary business necessities.
Here are a few situations where Salesforce.com is appropriate in Finastra. As a Financial Services organization, we are managing huge to medium IT, bank, as well as monetary establishments or organizations, and a lot of deals and showcasing endeavors are set up and we do require Salesforce.com to really keep up with our leads, contacts, or prospects whether new or old, the client. It is broadly utilized in our showcasing exercises through Marketo adjusted in Salesforce.com. It additionally fills in as a coherence device between the promoting and outreach groups to support our leads until we create an ROI or have a nearby won/bargain status.
While for situations where it is less proper I think assuming it's for non-request gen crusade or non-conditional exercises.

Fördelar:

Salesforce is an amazing CRM apparatus that is not difficult to set up and use for our association. It is easy-to-use programming that provides me with a reasonable image of my business processes in diagrams and assists me with amending my business procedures. Salesforce.com is amazingly adjustable. I would not think about it as an out-of-the-container arrangement, despite the fact that its standard fields take into consideration major CRM exercises and revealing. Salesforce.com can incorporate 100s of outsider programming—as rulemaking efficiency in processes.

Nackdelar:

The announcing could be more instinctive, and the apparatus' worth requires insightful plan and design. The dashboards could be more clear, and chipping away at various tabs dials the interface back. Customization of reports and a huge number of different elements would be welcome augmentations. Assuming a client makes a record and that client is as of now not dynamic, you can't make changes to that record except if an administrator changes the record proprietor. Copy and Matching principles ought to be naturally enacted while carrying out the CRM to guarantee information honesty. Salesforce.com is an incredibly perplexing stage, and if not executed as expected, can make issues not too far off when organizations develop and change. This isn't a usefulness issue, yet I accept that Salesforce.com ought to talk with all customers on what specialty units they require and streamline the framework for scaling as the association develops.

Verifierad recensent
Manager Customer Success i USA
Verifierad LinkedIn-användare
Datormjukvara, 51-200 anställda
Har använt programvaran för: 2 + år
Recensentens källa

Be sure you set it up for growth

4,0 i fjol

Kommentarer: It's hard to compete with the features available with SF Sales cloud, there is a lot available. Overall it's a bit overwhelming but there is a free educational site you can take advantage of. I don't have enough extensive experience in other similar programs to provide an adequate contrast for you, I can simply recommend you learn all you can do you know how you want things to work and what the features are, the obtain implementation assistance so that you're set up for success. Also please enable your staff as it can be overwhelming with all the features and permissions, etc.

Fördelar:

Easy integration with DocuSign and Outlook. Easy to log interactions. You can pull so many custom reports, and control permissions of who may see and edit them. Permission structure is pretty granular, which I know many orgs prefer. The dashboard is nice we should have used it more. You can control stages and what is triggered/required at each level of the sales process. Lightening is better than the old version, trust. There's a ton of features I could cover but those are the ones that stand out most. The chatter is handy and you can tag other users to see/attend what is needed nearly anywhere in the process.

Nackdelar:

Most likely due to our initial implementation, pulling reports is sooooo tedious. Salesforce sales cloud doesn't seem to work well for dual product verticals with shared customers. I wish they would have just set up a separate implementation for the second vertical because sharing contacts, division of account ownership, etc got very messy not to mention trying to pull reports. I recommend you have SF Architect help who knows the system inside out! The plugin for Outlook was a bit glitchy sometimes.

Gaurav
Project Manager i Indien
Mat och dryck, 10 000+ anställda
Har använt programvaran för: 2 + år
Recensentens källa

Great product but bad execution and implementation from implementation partner

5,0 i fjol

Kommentarer: Overall we had an average experience, though It helped in managing our sales and account well but did dent our budget a little with lengthy implementation and sheer incapability of implementation partner

Fördelar:

Sales management features are good good tracing and notifications account management geolocation integration Integration with SAP User Community Easy to Use APIs

Nackdelar:

Customer Service third party vendor implementation Overall Cost Switching cost Salesforce ecosystem has to be there to get better insights Customer reports , except Einstein

Övervägda alternativ: SAP S/4HANA Cloud

Anledningar att välja Salesforce Sales Cloud: product capability and future road map, scalability and user community

Tidigare programvara: GreatVines

Anledningar att byta till Salesforce Sales Cloud: better product capability

Kiodashio
Designer i USA
Design, Egenföretagare
Har använt programvaran för: 1 + år
Recensentens källa

Outstanding tool for managing Sales

5,0 i fjol

Kommentarer: My experience has been great with Salesforce but then again I love managing & having access to details. I will definitely recommend this if you have a business with a sizable sales team opposed to a small startup business with a very small team. However it depends on your desire for complex data management. If you're seeking to manage details; this is for you and it's actually great doing so too.

Fördelar:

absolutely love Salesforce, visually it has a clean look.  I would have to say that its one of the top CRM’s out there. It's extremely integratable, customizable, and great for tracking sales and managing your leads. This is great for your business giving all users easy access to key information while at the same time you can easily see all of your client’s activity.

Nackdelar:

It can be difficult to make changes down the road as your business evolves and changes. Unfortunately the changes can be rather time consuming. Unfortunately sometimes the load times could lag.