Salesforce Sales Cloud
Salesforce, Inc.External reviews
10,026 reviews
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A good way to categorize and group clients
What do you like best about the product?
It was useful to have a method of categorization we could use for all our clients. We had a lot of clients, so it was nice to have a clear, easy way of adding them to our database and display the information to people in our company
What do you dislike about the product?
Sometimes there were a lot of blank slots for clients, so it cluttered up the page. You had to go through a lot of information sometimes to get to the spot you wanted to look at
What problems is the product solving and how is that benefiting you?
It was nice to have all the pertinent information for a client on one page. You could also group clients by different categorizations. That was often useful
Recommendations to others considering the product:
Make sure you use what you need for classifications of people and not a bunch of extra stuff. It clutters the page and makes it harder for new people working with Salesforce to figure out what they are looking at and how to use it.
Non Profit in the Cloud
What do you like best about the product?
The ease of to use and how you can create without being a developer
What do you dislike about the product?
its a bit expensive even with the non profit rate
What problems is the product solving and how is that benefiting you?
Data collecting, customer portal
Recommendations to others considering the product:
Training
One stop shop for all your CRM needs
What do you like best about the product?
Salesforce CRM is the market leader because it truly does end-end CRM including contact databases, lead generation, customer management, customer profiles, targeting, email marketing,… the list goes on.
What do you dislike about the product?
While there are open APIs, as with large cloud providers like salesforce, you are dependent on their latest releases and release cycles in order to integrate certain features with your own proprietary systems and databases.
What problems is the product solving and how is that benefiting you?
Salesforce CRM helps us with lead generation, targeting, sales planning, submissions of new business to request for a quote. The benefits are primarily based on having a centralized system that is the single source of truth and data for a company our size.
Recommendations to others considering the product:
Make sure you customize the app to fit your local environment.
Salesforce Project Manager
What do you like best about the product?
Integrating data with other systems, automation
What do you dislike about the product?
Report/dashboard limitations (i.e. number of groupings)
What problems is the product solving and how is that benefiting you?
Automation, sales activity management, reporting
Salesforce just works
What do you like best about the product?
The best thing about Salesforce is it's adaptability and the fact that it's cloud based.
What do you dislike about the product?
I think that it requires too many people to maintain. The executive team expected it to be just plug and play forever.
What problems is the product solving and how is that benefiting you?
Database for all the accounts, opportunities and contacts.
Recommendations to others considering the product:
Probably the best out there.
Great product
What do you like best about the product?
Flexible and powerful product to support the sales process. You can easily build automation to support the sales Process
What do you dislike about the product?
Not all classic features are lightning enabled
What problems is the product solving and how is that benefiting you?
Support the process of scheduling meetings with lightning scheduler
Best relationship with business to improve the sales
What do you like best about the product?
It will be easy to use all the application to provide the business
What do you dislike about the product?
Needs to improve for the ui addons to support for third part application
What problems is the product solving and how is that benefiting you?
While integration with third party tool
Recommendations to others considering the product:
It will best way to provide the solution to the business to provide good results
Salesforce CRM Experience
What do you like best about the product?
It is fast, powerful, can hold a lot of information, and is easy to use and gain knowledge and information within the platform. There are a ton of integrations that you can use within Salesforce, and the charting/noting that is included is very useful to setting up new tasks and finishing old ones
What do you dislike about the product?
Sometimes the functions don't make sense, and you have to find work-arounds to get to what you are looking for; It is kind of old looking; however, that is mostly an aesthetic thing and doesn't impact the performance. The system is very big and complicated, so sometimes getting issues fixed and changing things within the platform can take longer than you want
What problems is the product solving and how is that benefiting you?
We are maintaining a database of personal so that we can have cross-communication and prevent over-exposure to calling people too much. We use it to create meetings and jobs/assignments within our platform to be able to follow multiple steps of the sales process closely
Recommendations to others considering the product:
Trainings/Classes
SFDC is the WIN
What do you like best about the product?
The complete and utter customization of how you can make SFDC reports and views. No matter what it is, I can build the views in the way I want to see what I want. This is especially helpful when building call lists for not just myself, but my team members. I can assign them by name and say who they call, etc. And I can create reports to track their activity, see meetings set, etc.
What do you dislike about the product?
I dislike how slow it can get when you have multiple windows open. Often, the easiest way to run SFDC is to pull up each lead in a new tab, and then cycle through the machine. This can, and often does, cause Sales Force to bog down and become slow. It's happened everywhere I've ever worked and done the multiple tab thing. It seems that 15 is about the max number.
What problems is the product solving and how is that benefiting you?
Tracking calls, tracking activity, and tracking sales. All are easily solved with Sales Force. It makes it easier to see what my team is doing, how they are doing, and how they are progressing their sales pipeline at a quick glance, or I can get in depth and study the details, if needed.
Recommendations to others considering the product:
It's more powerful than Zoho or some of the others out there, and the automation of contract use is *outstanding* in it's effectiveness.
The #1 CRM
What do you like best about the product?
Salesforce is a great CRM for managing leads throughout the entire sales funnel. It makes it easy to track lead and contact activity, and generate reports for pipeline forecasting.
What do you dislike about the product?
Along with a great complexity. The backend of Salesforce can be a bit daunting if you aren't familiar with it or a certified administrator. My advice is to have your Salesforce CRM implemented and customized to meet your unique business needs, although the out-of-the-box functionality is a solid foundation for basic sales cycle management and reporting.
What problems is the product solving and how is that benefiting you?
Complete management of all things sales. Prospect and lead activity, opportunities, pipeline management and forecasting, etc. Salesforce is made to be fully customizable to your organization which makes it truly a unique CRM.
Recommendations to others considering the product:
Make sure you work with your rep on getting exactly what you need for your business. Some of the reps only seem to care about upselling you products/services you don't actually need. I would work with an independent consultant on customizing the Salesforce platform to your specific business goals. It can be a painful process to customize the platform if you are not familiar with Salesforce.
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