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.
Capabilities |
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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 its interface and the way it is presented to handle through the cloud different aspects of an organization and projects that are carried out within a company, is a CRM quite complete in which integrations are made with different platforms to achieve a better overall performance, is quite complete so I like it because I can very objectively follow advertising campaigns and quotes and budgets of them, I generate leads to search for potential customers who are then followed as future customers.
It is quite expensive, has a learning curve quite difficult at first must invest time for implementation because it is not easy to adapt to your platform are many details that must be taken into consideration.
The first steps were to reorganize the projects and advertising campaigns that my company had to deliver, having everything on an organized board saved us a lot of time and money because Salesforce has a very predictive platform, is expensive because many of its tools have a cost but is worth if you want a strong platform and very complete.
Fully Automated and User Customizable. Cost Effective. We pay what we used. Time efficient and easly configured. It helps to make more productivity.
Limitations like heap size, limits in callouts,some other limitations.
It's suitable for small scale to large scale business. Its multi tanent architecture and what we used we pay for that.
I love the use of it as a CRM with My company and the Customization of it
It can sometimes be a little Clunky in that it is a something that managers are needed to make any changes.
It has smoothed out our sales platform and sped up our processes.
Works well to track anyone from potential clients to current clients. Highly customizable
You will need an admin to manage your instances full time
Lead management.
Salesforce is really an entire development platform rather than just a CRM. You can use it out of the box but for companies like ours, who need high levels of customization, you can add basically whatever you need.
Salesforce has some arbitrary code, API, and storage limits that can get in the way. Mainly the code size when doing programming behind fields for user input. This has required frequent work arounds. You are charged extra for additional API calls and storage which can be issue if you integrate with another system.
We have an in house ERP that lacked any usable CRM. Salesforce allowed us to integrate a platform for them and connect it to our backend systems. It's highly reliable and has increased our sales reps' productivity tremendously.
Compared to the old Salesforce... Lightning is right! It's fast, way prettier of a layout, and much easier to navigate where you want to go.
There are still some errors that pop up, but I believe that is mostly because of the process of moving from old Salesforce to Lightning.
Manage client accounts! It has become a breeze to find what I'm looking for and make changes. I'm able to do things much faster!
I love the kanban view, so I can easily see where my opps are in the sales process.
I wish it was easier to access our internal system from within the account view.
We are solving the problem of taking our leads and prospects through the sales cycle.
Really helpful to be able to track opportunities and tasks that are due. There are a lot of different view points in Lightning to help you stay organized and on-top of high priority items. Can easily use Lightning to track your cadence as well.
I thought that it was a steep learning curve which was not ideal.
We're able to keep track, as a team, of all of our pipelines and leads very easily. Different folks in the company with different sales roles have different view points which make it especially beneficial to use.
The best thing aboit lighting would be hoe easy it is to integrate multiple softwares/services to it like Slack and TalkDesk our live would have never been easier when it comes to handling cases taking in phone calls and chat, it even helped out team make a proper customer influx and payments forecasts and when t9 expect them, thw only downside is.
The service is really reliant on very fast Internet connection it works best on fibre networks that has the speed if at the very least 10Mbps and a pc that runs 7th Gen I3 or better/equivalent l. Don't even try your lick on a dual core CPU which is to be expected considering all of the functions and tools Salesforce is offering and since it is fully cloud based decent connection is important.
What it solved was our continued helplessness in finding a tool that can fully integrate customer data that we receive from out agents and connectivity softwares (chat, email, IVR) plus the full integration that it has with our current dialer/Phone system TalkDesk was something we could ever hope for.
The easy to use platform. Ability to build dashboards and reports
The lack of flexibility to design your dashboards
Retrieve sales data. Consolidate sales and be able to quickly generate reports
I like how fast you can navigate between tabs and how intuitive the layout is. I've used the Classic version, and much more prefer the Lightning version. The aesthetically pleasing colors and font are also a nice touch that I think actually helps me do my job with a little extra oomph!
The only thing I wish could be added is an integration with my companys admin pages, having all the systems communicate seamlessly would be amazing.
The problems that are being solved with Salesforce include un-organization and clutter. The Salesforce platform efficiently organizes and de-clutters information in a way that is easy to read and navigate.
It's very easy to create lightning apps. Easy to customize pages using lightning app builder. Lightning Aura Framework and lightning web components are development options which helps in leveraging and customizing Salesforce Orgs.
Conversion of Vfpages into lightning takes time that is custom components only.
Customer Relationship Management
Salesforce Lightning has so many great selling points. But the two main things that sold our company on it were the customization capabilities and the in-depth reporting features. Salesforce Lightning now allows you to create custom apps and pages for your business teams so each department can view exactly what they need without any additional clutter. The customization also applies to reporting which can be used with their new drag and drop feature and custom formula building. The graphing options that are cpable to use with reports are great as well.
I dislike the itemized pricing for each product or add-on they have. It reminds me of the new selling format for video games where you only get very simple bare bones, and are kind of forced to buy expansion packs in order to navigate the game easily and advance. The same is true for Salesforce, and I understand the capitalistic reason, just doesn't seem user-focused.
We are using Salesforce as a CRM and reporting software to track our customers' information, sales pipeline, ROI for advertising campaigns, closing ratios, and YTD sales goals. ,
The ability to handle the sales, marketing, and support process of complex products is very easy with this tool. There are many integrations out of the box (on their salesforce exchange) available with this tool.
Price is little bit high. But its worth to use this product because of the functionalities available in Salesforce
It provides us many out-of-box functionalities which can helps us in minimising the customisation of the functionalities. Happily we can use this
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SalesForce Lightning seems to be a lot more compatible with the mobile app. I feel that Lightning is a lot easier to navigate than classic. You can do a lot of actions on the same screen underneath an account versus having to leave the page to navigate like you have to do on classic.
In depth training is necessary. Our SalesForce administrator gave an in depth training that set our team up for success.
Our company relies heavily on tracking goals through SalesForce. Goals are a lot easier to measure now that we're using lightning.
Salesforce is very easy to navigate. I use this database to store a lot of information about the students I work with. There are options for every piece of information PLUS MORE.
I am currently not able to view the homepage of Salesforce.
I am able to organize all of my information in a very simple and easy to enter way. I can search any piece of information!
This was a really easy software to use and it was good with updates
I don't like that my company stopped using this software because it was very user friendly.
This was used for our membership management and was able to maintain multiple business lines as well as complaints.
The simplified layout and ability to create visualizations is the key to maximizing the power of Salesforce Lightning on the analytics front.
Converting from classic to lightning is an uphill battle. The increased time in lightning must be factored in especially when creating complex reports.
Dashboard capabilities have been a priority within my day-to -day role. Creating dashboards in Salesforce Lightning is a breeze.
I like the convenience of it and how user friendly it is for me. We were using Salesforce Classic and Lightning is so much better for the job I do now - it’s a lot of administrative work and it’s easier to navigate around quickly.
It tends to be slow sometimes, but not too bad.
It just makes everything easily accessible and convenient because instead of using Zendesk and Salesforce, we now just use Salesforce Lightning.