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Good Data Manager- Easy User Interface
What do you like best about the product?
I like that I can search for clients and other employees in multiple ways. I can search by name, phone number, email, client ID number, etc. The system allows interaction between our website and phone system - pulling up clients when they call in if it recognizes their phone number and connecting non-paying team members to paying team accounts. This is a huge time saver as it differentiates our work with the client calling in.
What do you dislike about the product?
The things I dislike about Salesforce are that there is no way to override some cadences or sequences which stop you from moving forward with a client. In addition, some of the processes for managing duplicate client profiles are long and tedious and could easily be paired down.
What problems is the product solving and how is that benefiting you?
This system links our phone and client management systems together to make working with clients more seamless. It also allows all our client information to exist in one place among numerous different departments and teams within our organization. We can see case updates, calls, and other interactions pertaining to active sales status and past statuses for a complete understanding of the client's interactions with our network. It also connects clients with specific employees they worked with or are currently working with.
Salesforce Customer 360 Data Manager review
What do you like best about the product?
I really like Salesforce Customer 360 Data Manager because it stores all our of data, emails, profiles in one place. Salesforce 360 allows me to integrate with our phone system and record calls.
What do you dislike about the product?
I didn't like Salesforce Customer 360 Data Manager because sometimes it would break or go down and support wasn't responsive.
What problems is the product solving and how is that benefiting you?
Used Salesforce Customer 360 Data Manager mainly to store emails and names in one place. Realized how easy it is to save email templates for quick email messages.
Data Manager Review
What do you like best about the product?
Use of technology and AI to create a smooth OMNI Channel experience.
Compilation and creation of data that enables to deliver high quality customer experience
Compilation and creation of data that enables to deliver high quality customer experience
What do you dislike about the product?
There is nothing to dislike about Salesforce 360 Data Manager
What problems is the product solving and how is that benefiting you?
1. We can access information related to Service, Sales, marketing at one single platform
2. We can better track customer satisfaction & Marketing leads
2. We can better track customer satisfaction & Marketing leads
SalesForce 360
What do you like best about the product?
Ease of use. And extremely customizable for our evironement.
What do you dislike about the product?
Sometimes it can be hard to get the custom setup done by yourself.
What problems is the product solving and how is that benefiting you?
More efficent customer collection of data and follow up.
Keep track of your business sales
What do you like best about the product?
How easy it is to use and the customer support
What do you dislike about the product?
Didn't get to explore too to much on reporting therefor that could have been more clear to use.
What problems is the product solving and how is that benefiting you?
Tracking sales and company goals.
Recommendations to others considering the product:
Rely on customer support they are great at training and answering questions.
One-stop solution to manage customer data!
What do you like best about the product?
It helps to ultimately connect and centralize data at the hub to produce one global profile for each distinctive customer for viewing, editing, or fixing errors if any. 360 Data manager excludes data duplication and hence yields better results.
What do you dislike about the product?
There are too many configurations.
More documentation should be available publicly.
More documentation should be available publicly.
What problems is the product solving and how is that benefiting you?
I am trying to connect and tie all the data sources together, even those that reside outside salesforce.
Well Invested Product for Connecting Customers and Businesses
What do you like best about the product?
I like the interdisciplinary features for connecting to analytics, marketing, and customers.
What do you dislike about the product?
I would not say that I like the updates that occur during the software use sessions.
What problems is the product solving and how is that benefiting you?
I am trying to build and improve projects by understanding the interdisciplinary features for connecting to analytics, marketing, and customers.
Recommendations to others considering the product:
I recommend the software to integrate help tools (live chat) outside of business hours.
Unified view of data
What do you like best about the product?
It helps me to manage my customer data, which is hard to do on my own. I also like that it integrates data from multiple sources so that I can get a good perspective on the clients that I have and figure out what they need.
What do you dislike about the product?
It can be overwhelming - there is a lot to digest, and sometimes the website isn't completely user-friendly. Also, it requires a lot of digging and a little extra effort from the client side - if they don't have information for me to look at it's hard for me to learn about them. I looked at the website a lot for research.
What problems is the product solving and how is that benefiting you?
I have a lot of data to analyze, and it is tough to get an overarching view of what it all means. I use 360 to get a look at my data and dive deeper into my customer base. Also, it connects everything through app integration. I had been struggling previously to keep everything well connected and some insights definitely fell below the radar. Now, I don't have that issue because it is all connected.
Recommendations to others considering the product:
I'd say it is worth using for sure. I liked being able to get a full view of my customer base and connect everything. Just take time to look over all the instructions and utilize some training to make sure that you get your money's worth from it. You definitely will if you utilize everything available to you though.
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