Salesforce is a cloud-based software designed to help businesses find more prospects, close more deals, and provide customer satisfaction. It is a complete suite of products, that unites sales, service, marketing, commerce, and IT teams with a single, shared view of customer information, helping the business grow relationships with customers and employees alike.
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Segment |
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Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
Training | Documentation |
Languages | English |
I like that it's all about clicks not code! I also appreciate that as an Admin I can help my team and make their user experience easier.
The reports need to be more robust, and there are a few small things that make it difficult sometimes to solve problems.
I love the suggestions and being able to upvote them! Our account rep Owen is also fantastic and he helps us quite a bit
Has allowed us to easily manage and crate transparency around important business events.
New release with bugs that impact usability
Automating manual processes
I recently moved onto my company's salesforce COE with lots of business knowledge but not Salesforce. The platform is so user friendly and is truly setup with the end user in mind. Someone with no knowledge can quickly learn the platform.
All of the feedback or improvements would be on my company's implementation and rules and not the platform itself.
Digital transformation - from fax and paper to digital self service tools. We're eliminating manual processes, reducing processing time, and improving customer experience.
Use clicks vs code to customize the platform, and if you are a nonprofit you get 10 free licenses to use!
A lot of options to go through at the beginning!
Everyday connecting with nonprofits!
Help is always accessible for developers and makes the CRM learning curve a lot less steep
The need for an entire team to make this product streamlined and useful
Higher education needs
The most helpful parts about Salesforce platform are the support Salesforce offers through premier support and the community that has grown around the platform. Information related to any issues is available readily online which helps the day to day work. Salesforce helps businesses capture, process and analyse customer data with its robust ecosystem of products. The result being accelerated growth and better customer outreach which translates into better revenues.
There is nothing that comes to mind. Salesforce has been listening intently to its customers and refining their products from time to time so most issues get addressed and fixed on time.
Salesforce is the bridge between customers and businesses. One example is the process of capturing leads and acting on those leads and turning them into profitable contracts. Through the entire process there needs to be lot of checks and balances required so that the Sales team is able to work on promising leads and save their time on the leads that don't need attention.
Salesforce is the number one CRM platform. It provides amazing features. 360 degree view of the customer is available, which help sales and service team to work better. Various partners are there to implement the new features require. With every new release it come with exciting features. Its usage help in adding a lot of revenue to the organisation with providing amazing experience to employees and thus to customer.
Nothing that I dislikes. The Salesforce is very helpful that I can't think of anything that I dislike.
Have implemented for the sales team and we can see the performance improvement of the agents. It made the users more productive.
That there are many functionalities within a platform and that I can have access to it all. The system is not the easiest but you can adapt it to every company and their needs
It's not as simple and intuitive as I would like. You have to be trained on how to use the platform. I think something most of us would appreciate it is having tutorials on how to use the basic features of the platform.
Billing, Contracts, revenue control, sales and commissions
I love the layout of Salesforce. When our company first transitioned to SF we didn't know how it would work. However, it was such an easy transition. They had trainers come in and do walk-throughs of each section. It was so easy to pick up because the interface is so user friendly.
Specifically for my company, when we create cases, they switched the drop-downs to require the selection of product, type, sub-type and status. Previously, it was just Product and Type.
It serves as a one-stop shop for our company. We have all client accounts, requests, revenue, and updates - in one place.
It's very versatile and robust. Allows for almost any customization.
There's not much to dislike. I can see how there could be some barriers to entry for some users.
Business process automation. Allows the business to operate in a very efficient manner.
Since Salesforce is the default CRM for many businesses, it integrates with all of our marketing and lead generation tools.
Enrichment from those other tools can be inconsistent. Some tools only have 1 way integration with Salesforce, some times the data is outdated/invalid. Salesforce is very capable but also requires more support to keep it running correctly.
Managing contact information and records for all of our contacts/leads, organized by Account. Improves visibility so that you can see all of the messaging that various colleagues have sent to that individual and/or the organization.
I love the reports and insight that Qualified can provide regarding lead generation into the Salesforce platform. I also like how the data integrates from interactions with the chat bot or live agent into Salesforce to create a lead/contact record for follow up.
So far we have had a good experience overall with the Qualified integration.
The Salesforce Platform is great because we are able to see communication across departments with our students which helps us to communicate more effectively with each person.
Tons can be accomplished with 0 code. I've built, managed,and maintained customer support and customer success on top of the platform for years, and I have yet to see a better solution.
Pricing can be all over the place. Doesn't always make sense to add on features for smaller companies.
Super easy and flexible to solve any type of business problem.
There are lots of things we can work on a single platform. For reporting purpose, communication (by email sender), ticketing tool etc. We can work all the things at a single time. By trailblazer we can learn each and every thing of Salesforce also we can hands on as well. By this it gives lots of experience as well. We can collect all the knowledge articles as well on a single platform.By quick search of keywords can easily access the article and resolve the issue.
Sometimes refresh problem is facing. But this issue is not frequently coming only sometimes this problem occurs. While we update the records it's not reflecting directly sometimes it takes a time to update. But only sometimes this occurs otherwise there is no such problem I have ever faced in this platform.
We can maintain all the tickets at a Single platform by Cases, it's standard functionality which helps lot. In Reporting Purpose, can create reports and dashboards as well for better understanding the results. We can filter the data also by UI which is very easy and handy. Effective UI and good performance.
keeps me up to date with my accounts such as where they are in the sales cycle, previous notes on the account such as what technology they are using, use cases, painpoints
I wish there was a way to have better hygiene of the system and more admin control. I also wish I knew how to leverage the tool better when it comes to running reports.
it integrates with almost all the technology I use and acts as the central source of truth for the workflow & tools I leverage on a day to day basis. It also keeps the company aligned when it comes to accounts etc.
Ease of use, report builder, campaigns are easy to organize
Truly nothing, it does everything we need it to do
Keeping our organization on track with sales, marketing and CSM work.
Integration is relatively seamless between the two solutions
We are only able to apply mandatory rules to one field at a time. Multiples would be useful.
Boosting productivity by providing seamless integration with our call stats
You can get all the features that you need in one CRM. Salesforce features such as opportunity tracking, workflow creation, task management, you can even integrate Salesforce in different social networking platforms, and able to understand customer data and identity are the best thing that I like about Salesforce.
I don't have anything to dislike about Salesforce. I've been using for a couple of years now and it really exceeded my expectations as a user. However, I think they can improve more on their price as it is quite expensive.
Salesforce really helped in understanding customer or consumer behavior analysis. It allows the business to have a better connection with current and potential customers.
The best part about this product is that it never gets slow. There are hardly any outage for this product.
There is not in particular that anyone could dislike about this product.
Salesforce keeps the data collated in one folder. All the cust data are secured. Gives us all the data too for the contact made to the customers.
Easy way to gather data and reports. I would recommend using Salesforce
Sometimes the interface isn't all that user-friendly for beginners.
We are logging data and extracting reports to better for better business analysis.