Recensioni su Salesforce Sales Cloud

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.

Alternative considerate

Agile CRM e HubSpot CRM

Perché passare a Salesforce Sales Cloud

Per la maggior integrazione con piattaforme e servizi esterni e per la sua maggior awareness a livello mondo.

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

Alternative considerate

SugarCRM e HubSpot CRM

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.

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

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.

Vantaggi

Salesforce sales cloud is probably not the only best performing salesforce tool out there, however, it has high and effective features which in my close to 2 years of experience working with it has brought a lot of sales boosts to my team.

It's unique for its great features although, we made a lot of losses in our first experience with the software( due to unfamiliarity); but as they say" practice makes perfect", we were able to surpass all and gain absolute management on our sales representatives.

There was nothing more enthusiastic than we are able to have complete tracking of our sales performance, connecting with our clients securely.

Inconvenienti

It's sad to know that 2-factor authentification works by default(automatically) on my account whereas, with other software, it's an option. This isn't bad, however, it is sometimes frustrating going through all that if I have to jump to the tool speedily.

Vantaggi

The CRM software is very easy to use for all our Sales reps not dependent on their tech skill level. We are able to use the software for customer management and that includes emails, tasks, mapping, and route generation. Geopointe is a very good solution to add that give the ability to create heat maps and generate routes for today and for future travel. The software has the ability to track all contacts with the customer, email, phone call, etc.

Inconvenienti

We sync this software with our ERP software, NetSuite. The sync process with Celigo works well but the time for the sync could be faster. The dashboards are great but sometimes getting the exact data is difficult if that data is synced with another ERP like we do with NetSuite.

Vantaggi

I've been a salesforce administrator 3 times. At one of the companies we integrated nearly everything into salesforce. The joke was the janitor couldn't take out the trash without a salesforce entry.

It does some things well. But, over the years it has become too bloated. Small companies just don't need all the functionality and costs.

Inconvenienti

The cost has gotten too high. There are competitors on the market that do it very well for a lot less. Programming used to be pretty easy. That has gotten more difficult over the years. To the point where I am no longer a fan. I am a firm believer in CRM. I built my first CRM from scratch in 1988. There was no shrink wrap back then. But the program has gotten bloated and suffers from mission creep.

Alternative considerate

Microsoft Dynamics SL

Perché scegliere Salesforce Sales Cloud

Trying to get the sales team to better embrace CRM.

Perché passare a Salesforce Sales Cloud

sales reps were more familiar with the name.

Vantaggi

Salesforce service cloud a complete package of solution to the business or industry which has there product and sales , Leads , Campaigns etc are included .
There are out of the box functionality which helps the business with multiple automation tools etc.
There are standard object such as Campaigns , Trade Shows , Leads, Pricebook etc which can directly be used to store the data . There are tools of salesforce such as workflowes , process builder , flows which are used to automate things such as record update or sending a email to the client automatically.
We can build lightning components which can be used as a User Interface by the client to add the details and interested area.
Leads can be generated through multiple campaigns where a client login and shows interest in some products . Those leads are assigned to a queue or a particular team using Lead assignment rules so that they can work on it and convert the Lead .
Salesforce is a cloud based technology so it is available with you wherever you go . The data will be stored in Salesforce itself and there is no chance to lose data of clients .
Overall its a great package provided by Salesforce to large business to make things easy for them.

Inconvenienti

The lightning experience is really slow as compared to Classic . it usually takes time to reload the website as it is totally cloud based technology .
They cn much better work on the user interface to make it real quick as loading the Lightning Components and web components takes time to load .
The mobile experience on Tabs is not that great and can be improved.

Alternative considerate

SAP Concur e Microsoft Azure

Perché passare a Salesforce Sales Cloud

Because specific to sales this tool provides a complete package . And increasing use of salesforce new features are daily getting added . Overall it is much advanced than any other tool.

Vantaggi

The Salesforce platform is highly customisable, so while you get some features out of the box that you can implement, you are only limited by the imagination (and technical knowhow) in where you want to take the system, and the platform can grow with your needs should you wish to move outside of Sales only, there are add ons that can be purchased/enabled which will allow you to manage multiple areas of your business should you wish.

Inconvenienti

There is a possibility to over engineer the system, or to create too many customisations, which could lead to boxing yourself in, luckily there are plenty of resources available to be able to steer you in the right direction

Alternative considerate

Dynamics 365

Perché passare a Salesforce Sales Cloud

Salesforce is the world's number 1 CRM, and previous experience with Salesforce in other companies lead me to where we are today

Vantaggi

A powerful CRM software tool for any organization for easy handling of multiple projects. It gives the clear understanding of the project progress using analytics graph and helps for better business strategies. The best part is integration of this with other software, which makes it more powerful. It not only helps us in managing project also helps in managing the resources working on it.

Inconvenienti

Versatility of software brings little complication to it in the beginning. But once we are acquainted using it on daily basics, we can feel the real power of it.
The dashboard could have more user friendly for ease of handling.
Duplication of multiple entry is lagging in the present version. hope this will be resolved with coming developments.

Vantaggi

Customer tracking and sales person tracking

Inconvenienti

Not always easy to get the right reports out of it for management purposes.

Alternative considerate

Adobe Commerce

Perché scegliere Salesforce Sales Cloud

Unifying the company after acquiring other businesses.

Software precedente

Maximizer CRM

Vantaggi

The CRM has many features, however I don't utilize enough of those features for it to be worthwhile for my business.

Inconvenienti

I feel there are less expensive alternatives as well as some free alternatives that will get the job done as well. I'm forced to use it due to the business I'm also connected to & it is the system that they use, however, I don't utilize anything for sales & just use it basically for a database of all of my current clients. So the price I pay per month is outrageous, especially since I only access it when adding new clients and don't really ever spend much time utilizing it at all.

Vantaggi

Integration is tough and never ending. Tool is helpful for sure to advance your business as we have more customer interaction and visibility.

Inconvenienti

Difficult to use and since its a very on demand tool hard to find the dedicated resources.

Alternative considerate

Dynamics 365

Perché scegliere Salesforce Sales Cloud

For better customer experience, better management of orders, sales, finance.

Perché passare a Salesforce Sales Cloud

Market Trend, More options to integrate with.

Vantaggi

I used Salesforce in to manage customer tickets, had everything we needed and customisable.

Inconvenienti

However Salesforce was one of the slowest pieces of software I have ever used.

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.

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.

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

Alternative considerate

SAP ERP e Microsoft Dynamics SL

Perché scegliere Salesforce Sales Cloud

product capability and future road map, scalability and user community

Perché passare a Salesforce Sales Cloud

better product capability

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.

Vantaggi

I LOVE Lightning as a whole, and I personally believe it was Salesforce's best huge update/release since I first started using the platform in 2011. My favorite Lightning feature is Lightning App Builder for its non-code-based UI and its simplified yet vast customization capabilities.
I also f*ing love AppExchange, Trailhead, and the seemingly endless list of available integrations.

Inconvenienti

I'm sorry (but not sorry) to say, I HATE how very very little SFDC has improved their incumbent reporting and dashboard functionalities and UI. It's been one of the primary areas of SFDC, as an admin, I use the absolute most yet I always find myself having to resort to external reporting/data analysis tools (shout out to my Ride-or-Die, Excel!) to accomplish all of the data analysis and reporting needed in my role. Einstein Analytics (formerly Wave Analytics) is a godsend but costs a little too much ON TOP OF the already exorbitant price we pay just for base licenses.

Alternative considerate

Zoho CRM, Dynamics 365 e HubSpot CRM

Perché passare a Salesforce Sales Cloud

Salesforce leads the CRM industry, of course, so it's usually a companies first choice when acquiring a CRM. It integrates with almost everything, has a nebulous laundry list of functionalities and customizations, there's super valuable free resources available from AppExchange to Trailhead and more, and so on.

Vantaggi

El CRM por excelencia. Es innegable que como software para el seguimiento de ventas es el más potente. Además permite hacer casi cualquier cosa y es 100% customizable a la necesidad de cualquier empresa sea cual sea su modelo de negocio.

Inconvenienti

Pero uno de los mayores inconvenientes de este software es su complejidad. Es necesario un buen equipo de desarrollo no solo para ponerlo en marcha, si no, para continuar sacándole partido a largo plazo.

Alternative considerate

HubSpot CRM

Perché scegliere Salesforce Sales Cloud

Dynamic cesó la actividad de su software y borró todo el contenido.

Software precedente

Dynamics 365

Vantaggi

I recently transitioned out of venues and over to the vendor side of things. However, while in venues (90% of my career) I participated in the implementation of salesforces' product delphi.fdc (latest version) in my last two positions (Director of Events at a country club 2016-2018 and Sales Manager at a Boutique Hotel 2018-2020). While at the Country Club, I completed extensive research reviewing SalesForce against several other standard industry event softwares. SalesForce is the most streamlined and inclusive option available. As a vendor, there are numerous tools that would not apply to my current position however if I was still working in venues, I would be pushing for the delphi.fdc as the best option to prepare teams for their current workload and any curve balls the future may throw their way.

Inconvenienti

However, there are some spin off components to the software that may still need some work such as meeting matrix. The set up process is lengthy and requires a lot of back log work to ensure old data that is moved over is clean and new habits are in place for your team to ensure the new system remains clean.

Alternative considerate

Caterease

Perché scegliere Salesforce Sales Cloud

Initial motivation was software was moving online only. After additional research into other products, the need for the software to do more than Reserve was capable of doing was immensely important in order to streamline internal processes and procedures.

Perché passare a Salesforce Sales Cloud

Salesforce is a superior product when compared to most softwares.

Vantaggi

This will keep track of anything you put into it with precision. Do you require a new field? Make it, track it, include it into reports, whatever you want to do with it. Whatever you require, such as logged calls, activities, contracts, and documents, is readily constructed in and can interface with nearly everything in a plain form, including custom fields. Its widespread use aids not only integration but also sales team and senior leadership comprehension. Nearly everyone is familiar with Salesforce, including what it is and what it does, as well as how to interpret many of its reports. It's simple to obtain buy-in, put together a team to manage it, and get sales and operations teams to understand and implement it.
-Integration is comprehensive and deep.
- Enables you to make incredibly detailed reports in order to keep track of activity and history. It can be used by management to keep track of team progress and activities.
- A custom dashboard that enables for the loading of frequently used tabs into a "bookmarks bar" for faster navigation.
- A superb search feature that allows you to search the entire CRM database.
-It can be integrated with mail domains to provide real-time updates to emails.
-Customer service is aided by ticketing approach.

Inconvenienti

Except for the initial setup time required to effectively manage the system in place and set up the right job management for each corresponding area, there may be little to hate about this software.

Alternative considerate

HubSpot CRM

Perché scegliere Salesforce Sales Cloud

The interface is not very intuitive and requires constant tech support.

Software precedente

HubSpot CRM

Perché passare a Salesforce Sales Cloud

Though HubSpot is a good software, it is not as intuitive as required for an average user to use. While doing research for a new tool, this was one of the deciding factor. Salesforce Sales Cloud provides an intuitive workflow and serves as the a time saving tool. Also API features (including performance) in HubSpot CRM are limited, and email workflow capabilities are overly inflexible, resulting in a highly complex workflow management process.

Vantaggi

> Salesforce is so easy to use. The plan is so natural, next to no preparation is required before you're off running and receiving esteem in return. It's anything but an advanced Rolodex with all the data you should be fruitful.

> The thorough detailing capacities make it simple to oversee groups and see where improvement can be carried out. Effectively perceive how every delegate is getting along creating drives, following up, and meeting objectives contrasted with the past.

> Customization permits you to perceive what's essential to you, not what Salesforce believes is significant. Effectively oversee objectives, track progress, and oversee specialty units to see how your association is performing.

Inconvenienti

> With more prominent adaptability to alter, Salesforce can get overpowering. Setting aside the effort to set it up to really meet your particular necessities can get baffling, yet whenever it's done you'll be happy you invested the energy.

Vantaggi

Before using Salesforce's Sales Cloud, we used another CRM that was as deficient as it was clunky. Salescloud has literally revolutionized how we do business and manage our constituents. And the fact that you can customize and configure the system to work exactly as you need/want it for your specific use case is by far its greatest strength and the thing I love most about this software.

Inconvenienti

I wish the app-exchange was more vastly populated with solutions like Apple or Android. It can be somewhat challenging at times to find the right solution or app provider OTB, this forcing you to take the route of custom development or third party integrations.

Alternative considerate

Blackbaud Raiser's Edge NXT

Perché scegliere Salesforce Sales Cloud

Stakeholders felt that we needed a new solution that would adequately meet our needs and limit the frustration and discontent among staff.

Perché passare a Salesforce Sales Cloud

UX, UI, Functionality, and Configurability were far superior in Salesforce.