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.
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 |
Sales Cloud provides a best in class suite of tools to automate your Sales Processes and empower your sales force to spend their time on what they do best
Salesforce is absolutely an investment, their tools are no always cheap and sometimes it's hard to decern what is a generally available product vs. what is on the roadmap
Salesforce has allowed us to put pertenent customer information in the hands of our reps to tailor they interaction and close the gap between interactions.
It's great platform to improve sales, has great in-built tools such as Forecasting, AI to boost sales, and has all modern API's to support integration with literally any external system.
I wish lightning user interface is much better, and also speed In lightning has to be improved
Streamling the sales process
All-in-one approach to managing the sales relationships using out-of-the-box capabilities.
The platform is too customizable. Use the standard objects, workflows and components.
It serves as a single pane of glass that all colleagues can reference to engage customers.
Salesforce started as a CRM, but now it is a data platform that connects all kinds of data. With the advent of Einstein, AI evolved to deliver results 5 years ago, but now it's 2023 and with the advent of generative AI, Marc Benioff has decided to invest in it! Salesforce, which had already integrated AI with its Einstein product, seems to be smoothly integrating generative AI as well. This is an evolution that could benefit everyone. This is a glimpse into the world beyond the no-code that Salesforce has been strongly promoting so far.
What I dislike about Salesforce is the way it's named. Pardot is no longer replaced by the nondescript name Account Engagement It is also named after other companies' services. And the name is too long to begin with. It is a mediocre name with long letters. This branding strategy needs to be changed.
Before Salesforce, we were not managing our budget well at all. But with Salesforce, every action is recorded, every deal is made, and the forecasting works. The business is now running well according to the business plan. This is a credit to our Salesforce implementation.
easy Way to use, ready to start with no bigest customization
nothing, it is easy to understand and improve
ingrese the profitability from de company
My favorite aspect of SFSC Sales Cloud is the flexibilty and customization. I've worked with the product for 15 years and across multiple sales orgs. The evolution of the base product and the customization options have been instrumental in hitting our goals of decreasing time spent on admin tasks and increasing time spent on sales activities.
At times it can be difficult to find out specific details about a product or capability, particularly the nuanced details. The Trailhead and Trailblazer community can be helpful but at times you need to reach out to a SFSC rep to track down the answer to your question which can be time consuming.
SFSC is helping us solve for inefficiencies in workflow processes by helping us create standardized submission and approval processes, workflow management and full transparency into the status of requests. This is a tremendous savings for both our sales and support teams.
Sales Cloud provides the ability to see all information related to the account to help provided important information for our Sales Team, Marketing users, and Customer Support Team. This helps to bring all the information together and simply processes for the account, account owner, and employer, who is utilizing Salesforce.
Time consuming adding new users to Install Packages. Takes time to add users individually one by one, scrolling through list of names.
Working with our Salesforce account, execs and creating cases space with salesforce directly.
The UI is easy to use and easy to check the data.
It's helpful to manage sales activities.
To whatch the relation between Sale activities and the annual revenue is not easy.
Most efficient, robust & scalable. Easy to use. Easy to train & deploy Our Team has been using Salesforce Cloud for the past few years. Great experiwnce
None at this monentto dislike about Salesforce Sales Cloud
We have only used few of the products in Salesforce due to customer needs. Yet to do a 360 degree
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 capacity of the application is surprising what can be achieved by making the integrations with the information of our customers brings with it a lot of benefit
What has complicated us is the integration with other applications of the bank where we implement it, in itself it is not a failure as such of Salesforce but rather internal details
The biggest problem that it is solving is the visibility that our team of sales leaders did not have since they did not have visibility of the scope that their teams had.
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.
We have a very standarized workflow and everyone in the sales team speaks the same language. In the past before we work with Sales Cloud, identifying, managing and tracking opportunities was impossible
It was very complicated to intégrate our core banking and other legacy systems into workflows. As of today we Still have a lot of challenges in order to solvente that issue.
Sales strategy and daily activities tracking
Performance and efficiency improvements that help make us more successful.
Nothing comes to mind honestly. It's just the best!!
Efficiency and keeping ahead of competitors.
The ability to conform it for what our organization needs. We have a lot of different departments with different wants and needs. Salesforce allows us to exceed stakeholder expectations while keeping data accurate.
I would like a little more customization when it comes to reporting. I think there is still some room to grow there.
Going through the entire sales pipeline and tracking the entire lifecycle.
Easy to make a difference for our Sales teams to prospect and deals. Also connects to the whole Salesforce platform for 360 degree view of the customer.
There are multiple packages/licensing you need to purchase to get the full coverage
Automating our revenue waterfall and helping us evaluate our pipelines. Also prospecting new and existing clients.
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
The simple UI, easy to create and customize complex and multiple sales processes, lead management, activities, in line editing, powerful reports and dashboards, role up summaries, multiple layered approval process with delegate option...and many more, I just can't stop writing...it's one the great product!
I would love see in built feature dor data archival. Also, in forecast and quota, I would love to see if we can configure quota for more parameters that just product and revenue
Improving lead management, tracking sales rep activities and accordingly increasing trust on the forecast which is now data driven. Now mee don't do rear mirror reviews rather we are able to jump directly into deals when it's still on going and help team to close with all team efforts!
It is flexible with the customization we can make around to satisfy the business needs.
I have none to mention. Sales cloud is fantastic.
Salesforce is helping us with the automation of routine tasks by building a 360-degree customer profile. It is also helping us gain in-depth knowledge about your customers and increase sales while reducing overload on the sales representatives
I like that there are automated notifications and emails sent when my sales team completes a task or clicks a button. We can sent automated emails based on different actions. We can send automated emails to our customers from each opportunity that allows it to seem personalized.
Sometimes the adoption and the ease of use can be overhwelming to the sales team. Lightning doesn't have the recent items side panel. The transition to lightning has been challenging.
It is allowing our sales team to view historical information on a customer. We can analyze key information we might have missed to help the sales team with their next approach toward a customer.