Salesforce is a customer relationship management solution that runs on the cloud, popular among medium-sized businesses and enterprises for its flexible features and tools. The platform offers seamless sales automation with a customer interaction database that can be entered automatically based on emails, calendars, and other marketing automation systems such as automated reminders that prompt users to respond to emails. Salesforce is also available on both Android and iOS devices.
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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 |
The product gets better with each release. The no code configuration and endless possibilities with the core platform. You can also extend the platform with apps. Almost everything integrates with salesforce.
Could get pricey when you start adding features. The out of the box forecasting tool could be improved. CPQ add-on is good but very expensive. Einstein activity capture is good but you cannot report on number of emails sent by a rep.
Lead to order process. Marketing to sales handoff process. Implementation of custom sales process using lightning path component. Einstein next best action helps guide reps on their next steps.
With Salesforce you can track your operation in real time and offer personalized service to customers.
It requieres too much resources to adapt the platform to your needs.
SF is helping to manage all our customer information
The path which will guide the sales team to succeed in them process
The reports and dashboard capabilities could be improved
The engagement is really the key point to control the customer 360 view
Its abilities to be customized and features out of the box.
There could be more abilities to customize the interface
Projekt Management and I save time
We've been using Salesforce sales and service cloud for past 4 years. What I like most about it is how easy it is the onboarding process for end users and the implementation for any organization. How fast you can make improvements to process flows and have real time info is the best of its class.
One potential drawback of it is its pricing structure, which can be relatively high, particularly for small businesses or startups. When you get to understand the lincencing model it just change to a new one.
By gaining efficiency. You get to automate many recurrent task to help sales staff to get more done. I'm really excited by all the Einstein improvement coming soon.
It is easy for sales reps to navigate and get clear insight into their deal. It also gives managers visibility into the pipeline to more accurate forecast and manage their teams.
I dislike that the ability to view historical data at a set point in time is difficult and does not always give an accurate picture. I’d like to see analytical snapshots be more accessible.
It allows me to collaborate with other teams and have I eight into my deal activity across the teams. It does make me more productive because I spend less time chasing updates. It’s in Salesforce!
I have used Salesforce Sales Cloud to help solve complex business problems in a user friendly environment.
It can be complex at times, however there are tons of training materials and communities to help.
Sales Cloud allows us to store all of our customer data in one spot
It helps close deals faster and help increase revenue
We are happy with using Sales cloud. Sales users are happy
It helps with closing deals faster and help increase revenue
Sales Planning and Customer Experience is really very interisting
Data Sales is a Key point só it should be better explain how to treat it. Agreement roles more flexible.
Main point is how to orchestrated all Customer experience abs also the gains on prodictivity
The reporting and dashboard capabilities
Must have good clean data to drive good reporting.
Aligning client and business connections
360 degree view on valuable information about our customers. Great report and Dashboard capabilities.
Data quality must be high but costs time
getting all information on one glance
Sales. How does a one stop shop for running your business. All companies need to know and sell to their customers sales called mixed up possible for all users and so much more you can relate in track any interaction you can think of.
Honestly, there's nothing I dislike about it but I guess what I caution people from is to think that it's easy. Anybody can build on salesforce but not everybody can build correctly and efficiently and properly we have to make sure that we have people to write skills to maximize our investment.
Call Ray sales called solves, many problems, but the main one it solves is who am I talk to, when am I talking to them? When should I talk to you next and what am I talking to him about it finally what the result of our conversation was.
Gain in productivity for business teams and analytics
Encryption is not efficient since it has to be done field by field
Productivity issues and 360 view but also data is still in the system when somebody leaves
Salesforce Sales Cloud provides a platform or foundation on which the entire end to end business can operate. The name leads the uninformed to think of it as "just a CRM", or just a tool for sales people. The reality is it just the beginning. From marketing through to operations and finance, literally every business functionality is available through this platform without any middleware or coding. This ability to future proof the digital systems of a business, on one platform, is a truly game changer.
Unfortunately, the sales process of the Salesforce licenses themselves does not engender long term relationship trust. In fact, it actually works against it. Obviously, sales persons have to hit their targets, but twenty years in this ecosystem suggests that unless you really know the products, you will save significant time and money by engaging a guide to help!
Salesforce Sales Cloud allows us to see every touchpoint and interaction with clients and prospects in real time. Besides the ability to proportionately respond to events throughout the sales process, effective coordination of remote project teams is made possible post sale and throughout the engagement.
Custom objects, flows, opps to keep all customer information and have relational objects
Fuzzy logic is not available, duplicates management in various integrations
Storing customer info to have customer analytics
As a sales person it has become key to the efficiency of my day.
The platform is scalable across our businesses but would be great to be able to customize slightly for needs as they differ on the fly.
Unifying our sales teams to collaborate more effectively together
Sales tracability, pipeline and reporting
Nothing, but if I have to mention something the quote doc generator
Follow up the forecast and define the sales strategy
The CRM is fast and very configurable to meet the needs of our business. Customizable, flexible and fast are important to our business.
There are some limitations in the out of box CRM.
We use the system as a lead to quote platform where are Sales Teams manage their pipeline.
Salesforce has always been the gold standard for CRMs. What is amazing is they don't stop there. They are always looking at ways to make great even greater. Biggest plus is it so dang easy. Our team is mostly seasoned professionals with 20+ years experience. Salesforce makes it easy for me to show the team the value in using the tool. I don't have to resort to beating the drum. Salesforce does that for me. Biggest pluses for is creating and sharing relevant reports and dashboards. At least once a week I get a request to tweak a report so for a user. This means that they are using the tool. For me that means better data. I am so excited to show the team how the new AI features will make them more successful.
I don't know what I don't know. I need to find the right channel to learn more from my peers. I just learned about Salesblazer and can't wait to try it. One improvement? Make it easy to show null values on reports. I can see how much pipeline the reps have. But I can't see those that have $0 pipeline.
Takes the mystery out of forecasting. Forecasting problems are people errors, which I can fix. But having it the tool and not Excel is manna!
User friendly. Can configure as an admin.
None. Many objects need to be created. Reporting is difficult across multiple objects
Customer 360. Lease generation and internal approvals.