Salesforce Sales Cloud
Salesforce, Inc.External reviews
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Get to know the customer at 360
What do you like best about the product?
The possibility of having all the valuable information for communicating with customers and personalizing the sale in a single platform, the ease of creating lists for targeted marketing communications
Another aspect I love is the visualization of data through dashboards used by every level of the company
Another aspect I love is the visualization of data through dashboards used by every level of the company
What do you dislike about the product?
A negative aspect is the slowness and the export format of the data from the crm, it would be useful to be able to export the data collected through reports also in xml format and the export speed should be improved
What problems is the product solving and how is that benefiting you?
I solved the problem of creating a single account for all the company's brands. The benefit is fast and precise segmentation.
Another problem solved is the creation of cases handled by specialized customer service agents.
The agent follows the case and at the same time sees the customer's data, purchases made, previous contacts, the status of orders and everything that may be useful.
Finally, a problem solved with the use of Salesforce CRM, was to make a DB easily accessible, and the ability to create reports and statistics without knowing programming languages, but simply using a drag and drop system.
Another problem solved is the creation of cases handled by specialized customer service agents.
The agent follows the case and at the same time sees the customer's data, purchases made, previous contacts, the status of orders and everything that may be useful.
Finally, a problem solved with the use of Salesforce CRM, was to make a DB easily accessible, and the ability to create reports and statistics without knowing programming languages, but simply using a drag and drop system.
Recommendations to others considering the product:
To date, it is a complete CRM tool on the market, perfectly integrated with the Salesforce ecosystem, but also capable of connecting with various external sources, such as automated mail tools, or BI
RECOMMEND FOR THE IMPLEMENTATION AND THE MODEL OF THE DATA TO CONTACT CERTIFIED PARTNERS FROM SALESFORCE
RECOMMEND FOR THE IMPLEMENTATION AND THE MODEL OF THE DATA TO CONTACT CERTIFIED PARTNERS FROM SALESFORCE
Nonprofits donor management
What do you like best about the product?
Once set up, this program is extremely user friendly and an easy way to share customer/donor data. The report feature is very powerful. I find this program much easier to use than other CRMs I've used in the past.
What do you dislike about the product?
Set up is extensive. It takes months and requires a specialized team to set up API and reports. We have needed our implementation consultant to help create reports since we finished the implementation aboit a year ago, but overall, we are very happy that we shifted to Salesforce.
What problems is the product solving and how is that benefiting you?
I manage a corporate non profit and we need out contacts and donation information to seamlessly move from our corporate CRM to our nonprofit CRM and this tool has done it! We save about 40 hours of manpower monthly, and have updated information at our fingertips at all times.
Recommendations to others considering the product:
Make sure you have at least a 4 month runway and a robust implementation team before starting a project to set up a new Salesforce database, but this a a truly incredible CRM system.
The most powerful sales CRM
What do you like best about the product?
I like the Salesforce CRM, this is the most secure and powerful sales CRM, I like the reports and the dashboard of this CRM the most, reports are customizable and I am able to fetch any type of report very easily, I can fetch the customize reports and on the other hand Dashboard is also customizable and I can see the overall progress of our sales using this Dashboard, creation of Dashboard is also very easy, hence I like these two features the most.
What do you dislike about the product?
Salesforce CRM licence cost is very costly and this is the only thing that I dislike about this, I must say this is the most experience amongst all the CRM but I must say this is worth to spend on this CRM too.
What problems is the product solving and how is that benefiting you?
Salesforce is solving problems related to the overall sales process, now I can manage my accounts, leads, contacts, opportunity and able to fetch any type of reports using this CRM, hence these are the main problems that are solved by the Salesforce CRM.
Recommendations to others considering the product:
I must say here that Salesforce is the best Sales CRM and I definitely say to all that just go for this CRM.
Best CRM in the market for sales
What do you like best about the product?
Salesforce CRM is best when it comes to managing the accounts and contacts, I can easily manage all my accounts, contacts and ability to create reports, this is the main thing that I like the most, Apart from this I also like the customization features which is very much possible with the Salesforce CRM.
What do you dislike about the product?
Salesforce CRM licence cost is very high, this is expensive and this is the only thing that I don't like about the Salesforce, apart from this I like all the features and fuctions.
What problems is the product solving and how is that benefiting you?
USing Salesforce CRM I am solving my problem related to account management, contacts management, opportunity management, and the reports, I can fetch customized reports using this CRM.
Recommendations to others considering the product:
I can say Salesforce CRM is the best and I definitely advise or recommend this CRM to all my connections.
Organization's Committed Forecasting and Pipeline Processing - Salesforce CRM
What do you like best about the product?
Salesforce CRM is fantastic cloud-based CRM software for our AscenaRetail projects. Its specifically designed to establish and manage services, marketing, and sales. It redefines our business connection with our customers by creating a meaningful relationship with each client interaction.
What do you dislike about the product?
Salesforce CRM is brilliant, and the highlight is its easy-to-use services which don't require any technical knowledge. All operations can be done simply by its extensive drag-and-drop feature, which is simple and easy to learn quickly. Nothing to dislike about Salesforce CRM.
What problems is the product solving and how is that benefiting you?
In our organization, Salesforce CRM is chiefly used in various sectors, and one particular feature that I wish to convey is its fabulous Forecasting analytics. It provides an affluent activity timeline that gives access to our up-to-date contact list, which can be referred for best CRM practices. Its Dashboard gives me a superb visual representation of our retail business performance in the market. I can also build my own Dashboard with its simple drag-and-drop icons present in the Salesforce CRM platform.
Best CRM in the World at the moment
What do you like best about the product?
I like the way we engage the business and customers together at the same time and same place with all history tracking with business and customer
We can do many customizations and automation without writing a single-piece code.
We can do many customizations and automation without writing a single-piece code.
What do you dislike about the product?
IT requires a very good internet bandwidth, if the internet is slow the application takes much time to load the features and interaction.
Every three months there is a new release so takes time to understand the new things/features
Every three months there is a new release so takes time to understand the new things/features
What problems is the product solving and how is that benefiting you?
Mainly communication is important when we lunch any new product. with this CRM communication made simple with email alerts.
Made easy for sales reps to find the customer based on territory/geolocation
Made easy for sales reps to find the customer based on territory/geolocation
Recommendations to others considering the product:
Salesforce CRM stands for “Customer Relationship Management” When you want to develop your organization with CRM features I would say go for it
Practical, Universally Used, Easy to Learn
What do you like best about the product?
Salesforce CRM is very common in the pet insurance industry; many providers use it making training and skills transferrable from one provider to the next. I find it has a lot of uses for not only records management but communications internal and external, simple and easy claim processing, and internal Wikipedia.
What do you dislike about the product?
The only downside I see with this product is that it can easily overload information, and users, if not trained how to use the product, can find themselves in rabbit holes of information that do not pertain to them. There is little separation between specific roles vs company-wide details, as any user can access all information with a pretty similar/generic allowance.
What problems is the product solving and how is that benefiting you?
We have all information in one place from start to finish on a customer-facing front. It begins with the initial intake of a new pet parent, then we gather their information, document their communications, and subsequently wait for claims to be submitted. Every person on the team, regardless of role, can see the start to end process of a client profile and their specific details.
Recommendations to others considering the product:
Highly recommend if you need products for complete circle services, it permits users to see the point of sale, cancellations, claims, and process cases to work in a timely fashion.
Live in one place for all your communication.
What do you like best about the product?
Troops allow me and my teammates to live in one place for all our communication. One of the main reasons we use Salesforce is to communicate where we are in the sales process/cycle. Rather than bouncing between Salesforce and Slack review and then share, we can work in Slack to update opportunities with Troops. Then Troops will automatically communicate those changes to the rest of the team automatically. It has streamlined our communication, saved us all time, and increased the momentum of our sales cycle as we are able to collaborate quickly and easily.
What do you dislike about the product?
The biggest drawback would be that Troops can sometimes become noisy with all the updates and reminders. I imagine there are settings to make it less noisy...but I'm a user and not an admin. So I don't have insight into that area.
What problems is the product solving and how is that benefiting you?
There are two benefits we have realized from Troops. First is the enhanced communication that is happening. We utilize Troops to automatically post updates to opportunities and track where opportunities are in the sales cycle. Now opportunities are more visible to the entire team. This allows the company to collaborate on deals to help them move forward more quickly. The second is the enhancement of productivity. Sellers are no longer required to go to Salesforce to update opportunities. They update opportunities right inside of slack. They even receive reminders in Slack when they get off of calls with customers and update their opportunities inside Slack.
Intuitive and robust CRM that plays well with other software
What do you like best about the product?
The ability to easily customize to your business needs is most beneficial.
What do you dislike about the product?
The ability to query and generate reports has some limitations.
What problems is the product solving and how is that benefiting you?
We are finding valuable prospects and capturing vital work to acquire new donors. As well as staying informed about existing donors' experiences with our organization. It allows us to connect several disparate systems to gain a more comprehensive picture at macro and micro levels. It is more than a CRM, and we can capture workflows and business processes within its ecosystem.
Recommendations to others considering the product:
If you are considering Salesforce, there is usually a solution to your issues. The dilemma is that it may cost more, or a third party may need to be involved.
Sales Cloud Salesforce Review
What do you like best about the product?
The tool is flexible and can be configured to every business's needs. There is not a huge learning curve and can be picked up fairly quickly.
What do you dislike about the product?
Over-engineering the tool can hurt the end users and make the platform unusable.
What problems is the product solving and how is that benefiting you?
GTM processes and the customer journey. The tool allows tracking and forecasting easier than any other tool.
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