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Premium price but mediocre solution
What do you like best about the product?
A very Simple UI.
Dedicated Salesforce admin.
Dedicated Salesforce admin.
What do you dislike about the product?
Slow page load pace.
Lack of bulk upload of contracts feature.
Lack of bulk upload of contracts feature.
What problems is the product solving and how is that benefiting you?
Leads management.
Follow-ups and upcoming tasks.
Opportunity creation and sales process management.
Follow-ups and upcoming tasks.
Opportunity creation and sales process management.
Recommendations to others considering the product:
If it's the CRM you are looking for. Please check for the ease of use for your users.
Top choice for any business at any level
What do you like best about the product?
What I found to be the most helpful in this tool is it's easy of use and vast amount of control.
What do you dislike about the product?
What I disliked most about this tool to be honest is nothing.
What problems is the product solving and how is that benefiting you?
Tracking our leads to student progression. We needed to see what our team was lacking in converting our leads into enrolled students.
Recommendations to others considering the product:
Have a training and refreshers often this system is great and will give you a big boost but you have to make sure all users are on the same page.
Decent platform for sales reps
What do you like best about the product?
I like the ease of capturing notes after appointments. Also like being able to run and customize reports.
What do you dislike about the product?
I dislike that we are limited to drop down options, and that accounts often do not merge when requested.
What problems is the product solving and how is that benefiting you?
Good way of tracking sales calls and keeping notes. Also like being able to generate business reviews to share with client.
Things to know about Salesforce Customer 360 Data Manager
What do you like best about the product?
We can build a unified customer profile by integrating multiple salesforce clouds for better customer experience and business decisions.
With the hub and spoke model, the salesforce customer 360 data manager acts as a single source of truth for data requirements
With the hub and spoke model, the salesforce customer 360 data manager acts as a single source of truth for data requirements
What do you dislike about the product?
Data accessibility outside salesforce platforms is comparatively complex in the solution.
Costing is very high compared to competitor CDP platforms available in the market.
Costing is very high compared to competitor CDP platforms available in the market.
What problems is the product solving and how is that benefiting you?
We are creating a unified customer profile by merging data from multiple data sources such as CRM, Marketing Automation, Offline data, Reporting data.
We have realized a lot of benefits in terms of marketing and analysis.
We have realized a lot of benefits in terms of marketing and analysis.
User Feedback
What do you like best about the product?
The time when tasks are due. So, you dont have to remember to do the tasks; SalesForce will prompt you when its due date.
What do you dislike about the product?
The email feature on Salesforce exists, but my own ocmpany doesnt use it, so I guess I dont dislike anything about sales force .
What problems is the product solving and how is that benefiting you?
I take care of patient records, their health issues, the date of their appointment, a reminder call to their appointment. Performance has increased because I dont personally have to remember the patient's information. Salesforce prompts me.
Salesforce Excels
What do you like best about the product?
I like how easy Salesforce is to use. Its customizability makes it an easy choice to use. It facilitates easy data exchange.
What do you dislike about the product?
I dislike how costly it is. There can also be somewhat of a learning curve for those not incredibly technologically experienced.
What problems is the product solving and how is that benefiting you?
I use Salesforce Customer 360 Data Manager to create and store customer profiles and exchange data and events across many systems.
Helpful
What do you like best about the product?
The program is easy to use and helps me keep everything in one place
What do you dislike about the product?
Does not upload new data as quickly as I would like for it to
What problems is the product solving and how is that benefiting you?
Keeping all of our data in one place makes it so much easier to locate
Great platform for customization and easy to use.
What do you like best about the product?
Salesforce customer 360 data manager is a Fantastic product that stores clients data and is easy to customize, There are many different ways of setting up clients,
What do you dislike about the product?
Sometimes a bit slow, which can be fixed otherwise, It works fine and the tool is handy.
What problems is the product solving and how is that benefiting you?
It makes us easy to analyze clients' data and get in touch according to the progress of the report. It offers us everything to explore, track the progress report of the clients. Manage data as well as the sales orders.
Game Changer for our Team!
What do you like best about the product?
We have been able to cancel multiple other systems and now focus just on using Salesforce. The reporting feature is fantastic and being able to track and follow-up with reminders and tasks has been a great addition to our team!
What do you dislike about the product?
The system is dynamic and for our organization, requires an Administrator, which limits some of the functions I can personally do. I would prefer to have the ability to work seamlessly without restrictions.
What problems is the product solving and how is that benefiting you?
We are keeping track of our contacts more closely and following along with them through our recruitment and front-end process. We're able to see how they get involved with our organization and collaborate with other staff through the system.
Recommendations to others considering the product:
Depending on your staff's technology background and experience, the learning curve can be steep but in my opinion it's worth it since the system really can help your business!
Salesforce is cool!
What do you like best about the product?
I like that there is a main dashboard where all the different tabs are clearly visible.
What do you dislike about the product?
I dont like how you have to have a bunch of different Salesforce tabs open because you cant keep your main account list there once you click on an account
What problems is the product solving and how is that benefiting you?
Im solving problems of organization I suppose and benefits are finding info quickly
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