Worldclass CRM
What do you like best about the product?
Salesforce allows you to add, nurture and close deals along with providing great visibility to different teams and departments.
Its really easy to use and implement as limited on-boarding trainings are required.
Its is great for reporting, helps with forecasting using realtime data and helps getting rid of mannual trackers for teams.
What do you dislike about the product?
As one of the market leaders it comes with greater cost, compared to new players in the Customer Relation Mangement software in the market.
The workflow is quite detailed that is a little time consuming but effective.
What problems is the product solving and how is that benefiting you?
Salesforce is solving the problems of recording, tracking and fetching data insights of the sales team.
This gives us the effectiveness of campaigns run and allow to calculate the success rate.
This is benefitting as it helps create a customer directory that is personalized for a business.
Along with a reasonable amount of stability, the tool is quite flexible, and users can modify its features easily
What is our primary use case?
I use the tool for a company with which our company used to work in the past. I used the backup and archiving capabilities of the solution.
My company generally uses the tool for all kinds of use cases. For a particular case of our company's customer who needed us to deal with the areas of archiving and backup, we used Salesforce Sales Cloud.
What is most valuable?
In general, the data model and everything is really helpful for the development phase. The tool is quite flexible, and you can modify its features easily. The whole development process is quite advanced in that you have all the support you need to take care of the development phase as easily as possible. The development phase is as easy as possible for all areas, including the UI, data model, custom logic, and processes, along with areas like reports, dashboards, and everything.
What needs improvement?
The areas revolving around archiving and backup in Salesforce Sales Cloud are not as advanced as some of the other solutions in the market. The aforementioned areas can be considered for improvement in the product. Maybe the tool covers bare backup requirements, but it is usually insufficient.
For the additional features needed in the product, I can say there is a very nice comparison on LinkedIn that I saw about the tool explaining compliance, granular restoration, and other related areas.
The price of the product needs to be lowered.
For how long have I used the solution?
I have been using Salesforce Sales Cloud for two or three years. At the moment, my company is not even a customer of Salesforce since, presently, we do custom development, meaning we do development in Salesforce for other companies who need to use the tool's services.
What do I think about the stability of the solution?
It is a very stable solution. Stability-wise, I rate the solution a nine out of ten.
What do I think about the scalability of the solution?
Scalability-wise, I rate the solution a nine out of ten.
My company is a medium-sized company with around 400 people.
Which solution did I use previously and why did I switch?
I have experience with CRM solutions that were either used in-house or made available from other vendors. I think Salesforce is currently the solution that is accepted by all the markets. I see another tool similar to Salesforce in advertisements called monday.com, which I have never used. I think monday.com has quite an aggressive marketing campaign.
How was the initial setup?
I think it is not that difficult to install the product. I don't have that much experience with the product's installation phase. I am not a developer or administrator, but from my experience with the tool, I can say it is quite easy to use and do everything a user wants. I wouldn't say that the product's installation phase is complex. At an organizational level, things are usually more complex, especially when you agree on things inside your organization over what you need and how you are going to try out new processes. Once the aforementioned are cleared out at an organizational level, then I would say that things are not that complex.
What was our ROI?
I don't have any data to prove the return on investment I have seen from the use of the solution in my company. There is definitely some benefit from the use of the solution in the company, but I cannot speak about it specifically.
What's my experience with pricing, setup cost, and licensing?
Price-wise, the product does not fall under the category of cheaply priced products.
What other advice do I have?
The ease or difficulty with the maintenance part of the product users' experience depends on what they need from the product. The archiving and backup features of the product are not that flexible and convenient for certain use cases. You can use just a basic backup with the tool, which is not enough in most cases. If a user wants more backup features, then the user May need some additional tools while dealing with Salesforce Sales Cloud's installation phase.
I think Salesforce Sales Cloud is the right solution to use, as it is a good solution that is widely adopted and has proven itself in practice. I think it is a good decision to use Salesforce Sales Cloud. There are many aspects an organization needs to consider before adopting Salesforce, which are matters that can be greater than just the technical part.
I rate the overall tool an eight to nine out of ten.
Platform that centralizes and optimizes the sales process.
What do you like best about the product?
The most notable aspect of Salesforce Sales Cloud is its emphasis on efficient collaboration across sales teams. The platform enables effortless communication, sharing of information, and collaboration in real-time. Enabling a synchronized perspective on sales operations and client advancement facilitates streamlined collaboration among departments, hence enhancing the overall efficacy of the sales strategy. The enhanced openness and synergy greatly enhance the overall effectiveness of the sales team.
What do you dislike about the product?
My main concern with Salesforce Sales Cloud is the sporadic requirement for customized modifications to completely align with my company's unique requirements. Occasionally, the initial configuration can be more intricate than anticipated and may necessitate further support. Nevertheless, the platform's versatility and scalability make up for this particular issue once it is well configured.
What problems is the product solving and how is that benefiting you?
I handle sales management and customer lifecycle optimization problems with Salesforce Sales Cloud. The platform centralizes leads, contacts, and opportunities for better visibility and monitoring. Detailed analytics, automated repetitive processes, and greater sales team collaboration promote sales efficiency and performance.
Love it
What do you like best about the product?
Works well, able to add a lot of information into the accounts. Like that you can set action tasks.
What do you dislike about the product?
Would like to have more useful colums overall. sometimes the info is not easy
What problems is the product solving and how is that benefiting you?
It holds contacts for me, and helps me track my activty.
Intuitive CRM positioned to help with organizational growth!
What do you like best about the product?
Many platforms leave it to your internal teams to figure out how to enable 3rd party data within the platform. Salesforce does a great job of this and has many connectors available out of box to help with these types of integrations. A benefit and time saver!
What do you dislike about the product?
Cost to implement custom integrations can be a hindrance and can create a feel of learning curve that is not expected at times for both implementing and usage.
What problems is the product solving and how is that benefiting you?
Salesforce Einstein is helping with automation of components across the platform, but was well enabling prototype conversational solutions with the integrated chatbot platform.
Must-have software for an effective sales team
What do you like best about the product?
Workflow and process automation abilities
What do you dislike about the product?
Can be pretty robust so I don't always need all the features included
What problems is the product solving and how is that benefiting you?
It is enabling automation and a connection between the marketing and sales activities to drive customers down the funnel.
great and very recommended integration
What do you like best about the product?
It's fast, robust, very flexible in terms of implemntation and abilites we can build ourselvs
What do you dislike about the product?
Nothing really, didnt find any downsides to it, maybe that it's complex and you might need an admin
What problems is the product solving and how is that benefiting you?
it helps us to see all the account, contact and lead information in very detailed way and connect all our sales stack to it
Salescloud provides us with an efficient system for onboarding clients.
What do you like best about the product?
As an admin/developer I like that Sales Cloud is easy to configure and comes with a lot of out of the box functionality and automations.
What do you dislike about the product?
I think what is frustrating for many business users is the fact that they need to click across multiple objects to find the information they use (even with customer 360 view you still cannot see multiple objects on the same page layout).
What problems is the product solving and how is that benefiting you?
Sales Cloud is solving the problem of how we can keep track of all our prospective members and bring them to actually enroll with us. Sales Cloud allows us to streamline the onboarding of our members and to keep track of where each prospective member is holding in their application lifecycle.
Helpful
What do you like best about the product?
Automation features, expandability, security
What do you dislike about the product?
User profiles, tedious tasks, clunky interface
What problems is the product solving and how is that benefiting you?
Mapping business processes to realize more efficiency
It makes tracking leads and opportunities easy.
What do you like best about the product?
Having the data all in one place, using reports and dashboards to track everything.
What do you dislike about the product?
It feels like a lot of things are add-ons or other products.
What problems is the product solving and how is that benefiting you?
We use the CRM for high-volume recruitment, and it makes it easy to sort leads, track campaigns, and close opportunities.
