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 |
It's easy to use and intuitive. If you have been in most modern system, you will probably know how to use Salesforce and its products.
It is expensive and they try to sell you on everything. They have a lot of different clouds and tools that they push but it is not always the best in class.
Database for our sales data and customer information. It is the source of truth for anything relating to customer data.
Salesforce Sales Cloud offers lots of tools for managing customer relationships, streamlining sales processes, and enhancing team collaboration. Its customizable dashboards are nice and automation features, and comprehensive analytics contribute to efficient sales ops.
Initial setup and customization process is a bit complex. Quiet pricey. Main complaint. Tools are getting harder to search up and getting lost and thus not used.
Helps us manage sales for a social media company across hundred of clients and agencies. Simple UI keeps it all streamline.
Easy to manage all our customers and track all our opportunities. It also is easy to connect to our integrated systems which is great for our company
Knowing not what fields include without clogging up the ui for our users
Being able to track - accounts and contacts - opportunities - able to send surveys and receive responses - be compliant
Status driven automation, flows and process builder. Flexible and customisable sales platform.
it would be better to easier integration with other systems
Knowing our customers better and predicting the sales opportunities with automation in the sales stages.
Ease of use, features to build and ship.
The limited service cloud features and have to buy a different cloud to make it work
Sales enablement and pipeline management
Sales engagement helps AEs to be smarter and guided with customer/prospect interaction
With all the new features upcoming and ga, i cant think of any at the moment
Customer view and understanding SAEs day to day tasks
It provides all the objects for us to use in our ISV business. It's a plug and play for us.
User experience to a certain degree, a lots of clicks, and tabs opened.
Solving the issue to run the revenue operations of the company.
Pipeline inspection . One platform for crm analytics AI
Forecasting isn't always as flexible as needed
Global picture of pipeline and structures sales process
The ability to see prospect journey through to customer.
Still requires a lot of manual data entry and for the sales team to follow the right processes.
Ability to track prospects through to customer. Lead scoring and management. Nurture tracks
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Sales cloud is easy to use, and quite useful to alot of business scenarios.
Need to extend certain limitations to help reduce the custom development
Streamlined opportunity, quote generation and sales process
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Most of the features are point and click config.
Nothing as such at the moment. May be the lead conversion can be improved
Lead capturing and easy integration with systems like braze
Connectivity and integration across multiple cloud platforms and data sources
Difficult customisation on custom fields
Solving disconnections between parts of the business and creating integrated links within the business
Ease of use and setup. Configuring additional fields and reporting capabilities
Salesforce support and trying to figure out which category to select etc and the ticket moving across different departments and having to repeat everything again.
Integration between multiple systems. The ability to use Salesforce as the platform to link all these systems together
I think the agility and scalability of the solution will put you in a better position
The adoption of new technology always comes with learning challenges
Record and track client engagement and opportunity progression
Automating simple tasks such as generating orders and invoices.
Nothing that comes to mind. Most of the functionality is straightforward and out of the box.
Helps us retroactively track customer engagement for better future discussions and purchases.
Love that Sales cloud allows us to pull in sales history, open opportunities as well as usage history from our product.
There's not much automation in our instance around product/features usage which is probably an I.plementation issue on our end.
Transparency across the business
Ease of use Easy to navigate Easy to customize
The support needs to be more helpful and not just Google the answers. We already Googled our issues before raising a case/question. Support needs to read the case thread and not ask the customer to repeat the issue everytime the case is getting escalated
How users can easily do their business with just click of a button
Customisation availability and responsive
Nothing it's awesome definitely try it yourself
Allows much more comprehensive dashboards