Salesforce Sales Cloud
Salesforce, Inc.External reviews
10,026 reviews
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What It's Good At, It Does REALLY Well
What do you like best about the product?
I enjoy how customizable it is and how much work they've put into making the customizability accessible to everyone, even if you aren't a coder. The trailheads are helpful because you learn new skills and can build upon existing ones.
What do you dislike about the product?
Due to its capacity to be so unique in each instance, it can be difficult to pinpoint where things are breaking when something goes wrong. There are so many possible solutions to a problem that, at times, it can be overwhelming.
What problems is the product solving and how is that benefiting you?
We are a growing business, and it's vital that we accurately track data. It's especially useful when all that data lives in one place. I can set up different views for different team members, so they only see what is necessary and helpful to them, which helps everyone avoid unneeded stress during their day. It can also automate most regular tasks, which frees up more time for them to focus on things that can't be automated.
Recommendations to others considering the product:
The initial setup time can be discouraging, but once it's up and running, it's a priceless tool for your company.
Salesforce CRM continues to improve
What do you like best about the product?
Best Practice flows for the Sales Organization can readily and quickly be introduced to Users.
Data consistency and adherence to data definitions/standards can be incorporated into the Object entries.
Integration with Tableau raises reporting to a new level.
Data consistency and adherence to data definitions/standards can be incorporated into the Object entries.
Integration with Tableau raises reporting to a new level.
What do you dislike about the product?
Connectivity with OS365 is limited and cumbersome to configure.
SSO is acceptable for identity management; however, the power of SF to be the single source of data for Sales is subject to limitations of integration with documents, spreadsheets, presentations, etc., generated in OS365. Sales Managers must upload these artifacts of the Sales process to Salesforce for completeness. This uploading is a massive waste of time and storage. The materials already exist in folders external to SF; why can't they just be referenced?
SSO is acceptable for identity management; however, the power of SF to be the single source of data for Sales is subject to limitations of integration with documents, spreadsheets, presentations, etc., generated in OS365. Sales Managers must upload these artifacts of the Sales process to Salesforce for completeness. This uploading is a massive waste of time and storage. The materials already exist in folders external to SF; why can't they just be referenced?
What problems is the product solving and how is that benefiting you?
We have achieved a Standardization of a Global Sales Process that yields data consistency and quality. The standard Sales Process is flexible enough to accommodate the nuanced relationships that exist in multiple countries and languages.
Salesforce CRM Review
What do you like best about the product?
Salesforce is a really good and functional CRM. I like that it specializes in industries, such as Higher Ed, and customizes fields to this. The amount of Applications that can sit on top of this CRM gives it endless capabilities. We use it for events, reporting, dashboards, emailing, and texting. There is also a search feature that is very easy to use and navigate whether you are searching for profiles, email campaigns, or emails. They also offer very good customer service as well as training videos, called Trailheads, that users can watch and train themselves with.
What do you dislike about the product?
The one dislike I would have is the reporting and dashboard capabilities. I feel like as compared to other crms or analytic tools Salesforce is behind. The graphs are very old fashioned looking and the tracking capabilities are as well. Sometimes I find myself exporting the data to excel or Tableu just to get a better graph than is shown in Salesforce. This just creates unnecessary steps and more work. The reports themselves are easy to create and use but just not up to par as some of the other tools out there.
What problems is the product solving and how is that benefiting you?
We have a very, very large database of contacts and needed a good way to store and track data. Salesforce solved this right away. It is good for small, medium, and large companies. One of the main benefits is an all in one platofrm. Anything you need to do you will be able to with Salesforce and can even enable single sign on so you can log in once and have all of these features at your finger tips.
Recommendations to others considering the product:
Salesforce is very easy to use and offers training. The report building function requires no further coding knowledge of any sort. It also allows you to track multiple interactions within a record, such as emails opened or text messages revieved. If you are coming from using a less capable CRM or none at all you will be pleasantly surprised on how well Salecroce works for you.
Great tool for managing customer relationships and tracking customer tickets
What do you like best about the product?
Sales force gives varierty of features which helps manage customer relationship effectively. Its easy to track of lot of items at once place in optimized manner.
We get a great way to communicate with customers and also get dashboard created to get bigger picture of things.
Things would have been whole lot complicated if we try to do same things over the spreadsheets or other tool. SalesForce user interface is easy to work with, it takes some time to getting used to it though. We are able to maintain important account informations for customers at once place.
We are able to control the access to employees and customers.
It is also easy to make adjustments to fields as per our business needs and modify the workflow of tickets or requests. we also use it to track various issues reported by customers.
other useful features are file attachments and tagging users which trigger email notifications.
We get a great way to communicate with customers and also get dashboard created to get bigger picture of things.
Things would have been whole lot complicated if we try to do same things over the spreadsheets or other tool. SalesForce user interface is easy to work with, it takes some time to getting used to it though. We are able to maintain important account informations for customers at once place.
We are able to control the access to employees and customers.
It is also easy to make adjustments to fields as per our business needs and modify the workflow of tickets or requests. we also use it to track various issues reported by customers.
other useful features are file attachments and tagging users which trigger email notifications.
What do you dislike about the product?
There is nothing much to dislike about SalesForce. Minor things I can think of is learning curve for initial days of use.
User interface and search functionality can be improved a bit.
Also, it took me little while to figure out timezone settings so that I see the dates as per my local timezone.
We have started doing some intial trainings for users to overcomes some of these learning curve and it has helped new team members gets used to the tool and our processes.
User interface and search functionality can be improved a bit.
Also, it took me little while to figure out timezone settings so that I see the dates as per my local timezone.
We have started doing some intial trainings for users to overcomes some of these learning curve and it has helped new team members gets used to the tool and our processes.
What problems is the product solving and how is that benefiting you?
With help of Salesforce CRM we are able to solve customer communication issues. It is easy to work with and email notification also helps all the parties where they don't need to login to tool everytime. Tagging someone sends out the email which makes it easy to access information and one click link on email takes the user to the detailed information
We have also integrated the Salesforce with Service now so that any issue reported by customer in Salesforce automatically gets logged in service now as well. this is both way integration.
We have also integrated the Salesforce with Service now so that any issue reported by customer in Salesforce automatically gets logged in service now as well. this is both way integration.
Recommendations to others considering the product:
SalesForce CRM is an excellent tool for customer relationships and communications.
The industry standard for a reason and the best sales intel tool on the market
What do you like best about the product?
This product allows our team to gain critical insights into both pipeline and customer journeys and provides a path to tracking all needed details on each campaign. This includes billing, invoicing, customer touchpoints via email and meetings and integrates with most other CS products we use as well.
What do you dislike about the product?
While fields are able to be fully customized, sometimes there is almost too much data and too many fields included which can be very time-consuming. Perhaps a streamlined version of this product might be helpful for quick access and rapid insights in the future.
What problems is the product solving and how is that benefiting you?
It is critical in sales and business development to have as many insights as possible about all of your customers and how each customer's journey is mapped. Salesforce allows us to have a large amount of historical data on all aspects of sales and provides insights into each seller's performance as well.
Recommendations to others considering the product:
It's a must for any large sales organization and offers insights that competitors products do not.
Best CRM platform to support clients to improvise organisation growth.
What do you like best about the product?
The ability to customize your fields according to your organization's needs is the best and most likable feature for me. Even on the extreme level of customization, the user-friendliness of this platform is super cool. Navigation between screens is very smooth because the element of each page is too intuitive, which makes it a neat and clean screen. The visual representation of a super cool dashboard division-wise is the greatest strength. This platform allows us to create our customized dashboard based on client needs using the drag & drop feature, and also I can fetch the custom reports as well. Very easy to send contracts to your client and view their information in one go. We can manage data in a very efficient way and can track the growth and sales of the company with the help of nice & cool generated reports; even this platform uses AI to improvise growth of organsation. This platform has a lot of data stores associated with any clients like URLs, phone calls, notes, images, etc. Trust me, I enjoy this platform in daily work life, and now this platform has become my lifeline, so in short, my overall experience with Salesforce CRM is fantastic.
What do you dislike about the product?
So far, so good. I did not face any critical or major issues. But it would be good to make this platform flexible with any VoIP vendor. Rest all working well for me.
What problems is the product solving and how is that benefiting you?
Undoubtedly, this platform is built to reduce human effort, and trust me. Salesforce CRM is one of the leading companies in the market, making human life effortless. We've been using service cloud for years, implementing integration to our contact center, migrating our knowledge base into the CRM, and adding chatbot and chat functionality. Salesforce CRM is available on all the most valuable platforms. I have used this platform on Windows, Mac, mobile, and Tablets. The best part is there is no limitation of setup feature irrespective of platform. Most of the time, I use the iPad application and trust me, the UI of the iPad application is elegant and clean and, of course, handy because of the moderate screen size. Being a cloud-based platform, this application is the most secure and reliable platform for CRM. Integration and deployment of this platform also play a vital role in making this platform roboust. I integrated this platform with DocuSign, "Skype for Business," and Wingman without any hiccup. Especially DocuSign integration also helps us alot, and calls through wingman are automatically posted/ added to salesforce to keep track. The technical support and service are also constructive because they are technically sound and soft-spoken.
Recommendations to others considering the product:
If anyone is looking for the most secure and reliable platform for a customer relationship management system, then without any hesitation, please choose Salesforce CRM.
one of the best CRM
What do you like best about the product?
Salesforce CRM is easy to use we have different clouds, so we can utilize them according to our business
What do you dislike about the product?
some time lightning is a bit slow this cause us some trouble
What problems is the product solving and how is that benefiting you?
in other CRM we don NOT HAVE DIFFEERENT CLOUDS THATS A BEST THING ABOUT SALESFORCE
Recommendations to others considering the product:
NA
Salesforce CRM review
What do you like best about the product?
Time Reporting, Projects details, pricing, profits, invoicing, Dashboards, and easy and simple connectivity with other platforms are the best critical features that I like in Salesforce.
What do you dislike about the product?
Using Salesforce is easy, but sometimes it can become a bit challenging to work with it due to the complexity of the software. But otherwise, I think it is one of the best CRM software to use.
What problems is the product solving and how is that benefiting you?
Projects information like pricing, sales, profits, etc. helps to store and access all vital information in one place easily and quickly. Also connectivity with other platforms helps to access this information on other platforms as well.
Recommendations to others considering the product:
Just go for it. It is easy and convenient, solves a lot of your CRM problems, and gives you insights into your CRM relationships
Customizable but not ready out of the box
What do you like best about the product?
What's best and worst about Salesforce is that you need an understanding of your processes, the data you want to capture, and how to leverage that data. You need clarity from management and the process of getting that information was beneficial for me.
That led to improved processes and the eventual adoption of efficiencies and dashboards that provided actionable data for our team members. It's customizable and the lightning experience is good for creating layouts for specific purposes.
Lastly, the NonProfit Success Pack for nonprofits provides good modeling for nonprofit data capture. It has been a must-have for nonprofit Salesforce users because it takes a lot of guesswork away. Nonprofit free edition along with NPSP 3 is cost-effective for small operations.
That led to improved processes and the eventual adoption of efficiencies and dashboards that provided actionable data for our team members. It's customizable and the lightning experience is good for creating layouts for specific purposes.
Lastly, the NonProfit Success Pack for nonprofits provides good modeling for nonprofit data capture. It has been a must-have for nonprofit Salesforce users because it takes a lot of guesswork away. Nonprofit free edition along with NPSP 3 is cost-effective for small operations.
What do you dislike about the product?
The lightning UI is good but it's not customizable to have better contrast options or use the style of the regular CRM. Data entry with the previous version was better in some respects for some layouts for me.
I found that you simply must have add-ons (paid or free) to get things done in the CRM. Free for nonprofits (great) and expensive for businesses.
I found that you simply must have add-ons (paid or free) to get things done in the CRM. Free for nonprofits (great) and expensive for businesses.
What problems is the product solving and how is that benefiting you?
Using third-party apps for various business processes made much of the data management work easier.
New Saleforce Admin and happy with all the available resources
What do you like best about the product?
We have a very knowledgeable, responsive, and available support team from the sales rep to the engineer to the specialists for other add-ons. I think Salesforce documentation and learning through the expansive Trailblazer community are best in class. The various apps that have been developed to help someone like me in a SME getting up and running are awesome too.
What do you dislike about the product?
Through acquisitions, Salesforce seems to becoming of such a monstrous size that I am somewhat concerned they could lose focus on their core CRM capabilities. For example, I've read that their CPQ tool can't compete with other vendors, causing the need to have additional vendors in the sales tech stack.
What problems is the product solving and how is that benefiting you?
Visibility to our sales pipeline for all departments across our organization, working with vendors to integrate their tools to improve sales intelligence as well as the proposal and contracting process.
Recommendations to others considering the product:
They are the best in class CRM and can be as simple or complex as you need to be to support your sales team and others in your company who need sales data.
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