Panoramica delle recensioni degli utenti
Informazioni su Salesforce Sales Cloud
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- Settore: Coaching e formazione professionale
- Dimensioni dell'azienda: 2-10 dipendenti
- Ogni giorno di utilizzo per 1-5 mesi
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Fonte della recensione
Il miglior CRM al mondo? No.
Se da una parte si ottiene una profanazione più efficace e completa del parco prospect/clienti, dall'altra porta venditori e commerciali a perdere molto tempo nella gestione dei dati.
Vantaggi
La quantità di opzioni e servizi inclusi in Salesforce è probabilmente la maggiore al mondo, così come la profondità con cui si possono creare le schede per ogni cliente.
L'interfaccia è piuttosto intuitiva anche se a volte macchinosa.
L'integrazione con altre piattaforme e servizi è garantita pressoché in ogni scenario.
Inconvenienti
È semplicemente macchinoso e spesso le informazioni non si sincronizzano tra schede differenti: la sua profondità è anche la sua lacuna più grande, perché si perde praticamente più tempo a compilare ogni campo presente per far sì di avere profilazioni approfondite e complete che a segnalare un prospect come perso o nuovo cliente.
L'assistenza clienti è assai vaga e rimanda ai tutorial per qualsiasi informazione, tutorial che non sempre rispondono alle esigenze di chi ha bisogno del servizio clienti e che quindi si trova spaesato nella gestione di un CRM che è un immenso pachiderma difficile da comprendere e digerire.
Perché passare a Salesforce Sales Cloud
Per la maggior integrazione con piattaforme e servizi esterni e per la sua maggior awareness a livello mondo.- Settore: Internet
- Dimensioni dell'azienda: 11-50 dipendenti
- Ogni giorno di utilizzo per 6-12 mesi
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Fonte della recensione
Veramente il miglior CRM
Vantaggi
Le possibilità di integrazione e di programmazione tramite API sono senza dubbio illimitate. Proponendo questo CRM ai nostri clienti ci si apre un mondo di opportunità.
Inconvenienti
Pardot è un software terribile dal punto di vista della funzionalità e dal costo spropositato in rapporto ad altri software analoghi
- Settore: Software informatici
- Dimensioni dell'azienda: 11-50 dipendenti
- Ogni giorno di utilizzo per 6-12 mesi
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Fonte della recensione
L’integrazione con altri applicativi è onerosa
La politica dei prezzi è da valutare attentamente
Vantaggi
La gestione dei dati all’interno dell’applicazione è buona, così come la navigabilità e ricerca di informazioni
Inconvenienti
L’importazione dati dall’esterno attraverso archivi CSV non è funzionale, l’integrazione -in/out è onerosa. l’SOQL ha dei limiti e l’utilizzo forzato di Salesforce workbrench è impegnativo.
Le alternative a Salesforce Sales Cloud più popolari
- Settore: Ricerca
- Dimensioni dell'azienda: 5.001-10.000 dipendenti
- Ogni giorno di utilizzo per Più di 1 anno
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Fonte della recensione
Teniamo di tutto un traccia
Semplice e intuitiva
Vantaggi
La parte di personalizzazione non è user frendly
Inconvenienti
la completezza di tracciature di diversi processi e il reporting sono il plus della piattaforma
- Settore: Consegna di pacchi/merci
- Dimensioni dell'azienda: 10.000+ dipendenti
- Ogni giorno di utilizzo per 1-5 mesi
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Fonte della recensione
Un software molto completo ma e’ necessario un training davvero oneroso
E’ un sistema internazionale molto completo ma molto complicato
Vantaggi
Il software consente un tracciamento completo che non permette dimenticanze
Inconvenienti
La sua completezza ovviamente prevede che per poterlo utilizzare al meglio sia necessaria una skill piuttosto alta, e questo non sempre e’ possibile per cui si rischia di utilizzarlo come qualsiasi altro software
- Settore: Servizi finanziari
- Dimensioni dell'azienda: 51-200 dipendenti
- Ogni mese di utilizzo per 1-5 mesi
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Fonte della recensione
Piattaforma CRM incredibilmente potente e flessibile
SalesForce è un CRM eccezionale, con moltissime potenzialità e funzioni. è stato fondamentale quando la nostra azienda ha iniziato a crescere in termini di contatti e possibilità di business, perché ci ha permesso di gestire un volume maggiore di lead e trasformarne un numero maggiore in clienti senza dover aumentare le dimensioni del team di vendita. Quello che non mi è piaciuto è stato il prezzo e usabilità e, sfortunatamente, i problemi iniziano non appena inizi a configurare il sistema, molto complesso e ha richiesto del tempo per essere configurato e questo di per sé ci ha messo un po' in difficoltà.
Vantaggi
Non conoscevo SalesForce prima di usarlo in azienda, ma essendo così diffuso, non è stato difficile trovare qualche collega rappresentanti di vendita che sappia come utilizzare il software
Inconvenienti
La configurazione e l'impostazione sono complesse e richiedono tempo; L'interfaccia disordinata rende la navigazione e le attività semplici inutilmente complesse; La curva di apprendimento sembra non finire mai.

- Settore: Servizi e tecnologie dell'informazione
- Dimensioni dell'azienda: 2-10 dipendenti
- Ogni giorno di utilizzo per Più di 2 anni
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Fonte della recensione
Full Fledged CRM for Every Business
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.
Vantaggi
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.
Inconvenienti
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.
- Settore: Reti informatiche
- Dimensioni dell'azienda: 1.001-5.000 dipendenti
- Ogni giorno di utilizzo per Più di 2 anni
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Fonte della recensione
All your sales and marketing needs under one umbrella
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
Vantaggi
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
Inconvenienti
High price
Complicated implementation
Customer support is not as great as HubSpot
Alternative considerate
NetSuite CRMPerché scegliere 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.Software precedente
HubSpot Marketing HubPerché passare a Salesforce Sales Cloud
It was purely the management decision and external referral- Settore: Scrittura e attività redazionali
- Dimensioni dell'azienda: Lavoratore autonomo
- Ogni giorno di utilizzo per Più di 2 anni
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Fonte della recensione
A three-year mistake that cost us plenty, a fool's gamble...
Polished sales process. Lots of promises. Bright, enthusiastic young people. Pricing that hooks you in. The reality" You are on your own. If you signed up for too many licenses, tough luck. If you are having trouble using it; live with it. If you didn't set it up right, that's your problem. Eventually, we dumped it and went to a simpler tool. Boy, was I a fool to think this would be easy. Staff resistance was an issue. People were too busy to keep it up to date. It was like you needed a team just to track the project tracking, data entry and reporting. Not ideal for a business where every client and every engagement was unique. Oh, the money I wasted.
Vantaggi
The prospect of improving project tracking, opportunities, etc. for the ad agency side of our business. It was going to change our business life. It really seemed like a good idea.
Inconvenienti
The set up process was poor, hence we didn't help ourselves much by the inept, unschooled effort in setting this tool up. It required the commitment of more time and staff than as a four-person enterprise we had to spare. But no one told us that. Frankly, the legal pad that we used to keep track of issues and opportunities was far better than this expensive nightmare that withered off eventually due to non-user-friendliness. It's great for a big company, but once they sold us and we signed on for three long years, we were sunk. Even the print and format of the reports was too small. Maybe we were incompetent, but no SaaS user should ever be so up a creek.
- Settore: Settore automobilistico
- Dimensioni dell'azienda: 11-50 dipendenti
- Ogni giorno di utilizzo per Più di 1 anno
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Fonte della recensione
The Only Sales CRM You Will Ever Need
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!
Vantaggi
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.
Inconvenienti
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.

- Settore: Prodotti chimici
- Dimensioni dell'azienda: 51-200 dipendenti
- Ogni giorno di utilizzo per Più di 1 anno
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Fonte della recensione
Essential and Powerfull syste - If you can afford it
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.
Vantaggi
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.
Inconvenienti
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.
Perché passare a 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.- Settore: Servizi finanziari
- Dimensioni dell'azienda: 11-50 dipendenti
- Ogni settimana di utilizzo per Più di 2 anni
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Fonte della recensione
Salesforce: 800 pound CRM Gorilla
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.
Vantaggi
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.
Inconvenienti
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.
Perché scegliere Salesforce Sales Cloud
To better align with our client base.Software precedente
Zoho CRMPerché passare a Salesforce Sales Cloud
Longevity, industry support, hirable talents.
- Settore: Software informatici
- Dimensioni dell'azienda: 1.001-5.000 dipendenti
- Ogni settimana di utilizzo per Più di 2 anni
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Fonte della recensione
Great to track reps' performance and onboarding progress
Customization options abound, allowing you to make the application exactly what you want it to be. It's also a lot of fun to play with. I've used it with a few clients of mine, each with a somewhat different set of needs, and it worked well. We can also benefit from easy connectors available with other service providers, as well as a significant amount of automation.
Vantaggi
It's great that you're able to work with so many different programs. It's great that you can tailor it to your company's specific requirements, too. Salesforce provides some of the best and most user-friendly workflows we've ever encountered. Salesforce Sales Cloud's scalability is another feature I appreciate greatly. There are few CRMs that cater to a wide range of business sizes and can be scaled up or down as the needs of the organization change.
Inconvenienti
Overwhelming when implemented incorrectly. There are times when it's difficult to keep track of everything. Small-business pricing might be improved, in my opinion. Also, there is a learning curve, but that's fine because CRMs are all the rage these days. I've utilized up to this point.
- Settore: Software informatici
- Dimensioni dell'azienda: 501-1.000 dipendenti
- Ogni giorno di utilizzo per 1-5 mesi
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Fonte della recensione
Salesforce Sales Cloud is an on-demand CRM platform for small
Salesforce Sales Cloud is an on-demand CRM platform for small, medium, and big enterprises that focuses on sales and customer connections. CRM capabilities on this platform include lead management, marketing automation, and contact management. These systems can be used to manage client accounts, track leads, run and monitor marketing campaigns, and provide post-sale customer service.
Vantaggi
Because reminders, sales tracking databases, task managers, and calendar features have become key components of the daily routine, Salesforce is not only incredibly easy to use, but also extremely beneficial for all sales professionals within a specific group. Because we work in such a fast-paced and ever-changing environment, all members of our team must be familiar with sales, finance, and servicing processes in order to maximize all possible transactions and convert units as rapidly as possible.
Inconvenienti
I have yet to come across any Salesforce disadvantages, as the software has proven to be extremely useful in keeping my Sales team informed, on time, converting more leads, and more invested in their work output by setting daily reminders to hold each Salesman accountable for their daily tasks and follow ups.
Alternative considerate
WebexPerché passare a Salesforce Sales Cloud
Salesforce is a product that I would recommend to any organization of any size that wants to grow by setting goals and cooperating as a team. Whether your company has two salespeople or 200, Salesforce is the only sales tracking and data management CRM you'll ever need. The unique components and access granted to each user are incredibly valuable.
- Settore: Software informatici
- Dimensioni dell'azienda: 1.001-5.000 dipendenti
- Ogni giorno di utilizzo per 1-5 mesi
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Fonte della recensione
Awesome tool for mid and large companies.
It is the perfect tool to manage a large portfolio of customers. We use the ERP that works with Salesforce ("FinancialForce") this is the perfect complement to improve your company's workflows and introduce best practices.
Vantaggi
Easy to use, easy to integrate and provides AI that helps you to optimise the engage, budget and so on.
Inconvenienti
Sometimes works very slow. They are improving all of this with the lightning experience so is not a big deal.
Alternative considerate
HubSpot CRMPerché scegliere Salesforce Sales Cloud
Salesforce is much more extended, and works better with other softwares.Software precedente
HubSpot CRMPerché passare a Salesforce Sales Cloud
The partner offer us a better integration proposal.- Settore: Servizi e tecnologie dell'informazione
- Dimensioni dell'azienda: 11-50 dipendenti
- Ogni giorno di utilizzo per Più di 2 anni
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Fonte della recensione
Salesforce provides it all but at a cost for both money and time
For the money we paid, I expected some out-of-the-box sales features that were not present; they had to be built. It could not accommodate a List View, which made it difficult for me and my team to move away from simple spreadsheets that provided a wholistic view, which is helpful for managing sales activities daily.
Vantaggi
It could ultimately do anything I wanted it to
Inconvenienti
Had to hire a SFDC admin full-time to help us build out reports, etc. Also had to pay lots of money to a 3rd party to help us implement it.

- Settore: Software informatici
- Dimensioni dell'azienda: 1.001-5.000 dipendenti
- Ogni giorno di utilizzo per Più di 2 anni
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Fonte della recensione
Build relationships with your customers and increase sales
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.
Vantaggi
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.
Inconvenienti
I have nothing against this platform, as it is there to help small and large companies to retain customers.
- Settore: Marketing e pubblicità
- Dimensioni dell'azienda: 2-10 dipendenti
- Ogni giorno di utilizzo per Più di 2 anni
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Fonte della recensione
Best Sales CRM
My experience has been super amazing using their Concierge support rather than hiring a developer to assist us with the development of our org
Vantaggi
The ability to integrate with such a large number of 3rd party apps and build the ultimate tech stack
Inconvenienti
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
Alternative considerate
HubSpot CRMPerché scegliere Salesforce Sales Cloud
Keap is not built for sales and sales enablementSoftware precedente
KeapPerché passare a 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- Settore: Settore automobilistico
- Dimensioni dell'azienda: 10.000+ dipendenti
- Ogni giorno di utilizzo per Più di 2 anni
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Fonte della recensione
Excellent SAAS Platform - Salesforce
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.
Vantaggi
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.
Inconvenienti
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.
Alternative considerate
ServiceNowPerché passare a 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.- Settore: Servizi finanziari
- Dimensioni dell'azienda: 1.001-5.000 dipendenti
- Ogni giorno di utilizzo per Più di 2 anni
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Fonte della recensione
Salesforce is your one-stop shop for all your sales and marketing needs
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.
Vantaggi
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.
Inconvenienti
- 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.
- Settore: Salute, benessere e fitness
- Dimensioni dell'azienda: 2-10 dipendenti
- Ogni giorno di utilizzo per Più di 2 anni
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Fonte della recensione
Game changer when dealing with larger businesses
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
Vantaggi
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.
Inconvenienti
It’s expensive and getting started we worried about whether we would be able to afford it long term but it pays for itself.
- Settore: Logistica e catena di approvvigionamento
- Dimensioni dell'azienda: Lavoratore autonomo
- Ogni settimana di utilizzo per Più di 1 anno
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Fonte della recensione
"Salesforce.com is as of now the most famous CRM stage in presence."
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.
Vantaggi
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.
Inconvenienti
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.
- Settore: Software informatici
- Dimensioni dell'azienda: 51-200 dipendenti
- Ogni giorno di utilizzo per Più di 2 anni
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Fonte della recensione
Be sure you set it up for growth
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.
Vantaggi
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.
Inconvenienti
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.
- Settore: Prodotti alimentari e bevande
- Dimensioni dell'azienda: 10.000+ dipendenti
- Ogni giorno di utilizzo per Più di 2 anni
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Fonte della recensione
Great product but bad execution and implementation from implementation partner
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
Vantaggi
Sales management features are good
good tracing and notifications
account management
geolocation integration
Integration with SAP
User Community
Easy to Use
APIs
Inconvenienti
Customer Service
third party vendor implementation
Overall Cost
Switching cost
Salesforce ecosystem has to be there to get better insights
Customer reports , except Einstein
Perché scegliere Salesforce Sales Cloud
product capability and future road map, scalability and user communityPerché passare a Salesforce Sales Cloud
better product capability- Settore: Design
- Dimensioni dell'azienda: Lavoratore autonomo
- Ogni giorno di utilizzo per Più di 1 anno
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Fonte della recensione
Outstanding tool for managing Sales
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.
Vantaggi
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.
Inconvenienti
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.