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very fast implementation and business oriented solution
What do you like best about the product?
No need to focus on core technical aspects, Especially when you are configuring the application. It is very easy and fast. A person who can visualize the solution and work on salesforce.
What do you dislike about the product?
HTML and webpage development still takes efforts. I am still looking for a solution where it is out of the box and developer is not giving energy to enable the html , java scripts .
What problems is the product solving and how is that benefiting you?
We are working to implement the Service cloud for our client. Salesforce's out-of-the-box solution fits to most of the business. and if an Organization don't want to spend money in the implementation team. They should see the Salesforce solution. I believe they have everything which a company looks for the Service implementation.
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Loaded with features, user friendly, fun to work with
What do you like best about the product?
Great data visualisation; configurations can be done with simple point and click.
Processes are straightforward, guidance via Trailhead covering all features.
Process Builder, Workflows, Apex Data loader and Reports helps minimizing code.
Processes are straightforward, guidance via Trailhead covering all features.
Process Builder, Workflows, Apex Data loader and Reports helps minimizing code.
What do you dislike about the product?
Having too many features is also a downfall, takes a lot of time for setting up the environment.
Generating reports is a very complicated task. It takes some time to get accustomed to the loaded interface and to navigate through the features.
Generating reports is a very complicated task. It takes some time to get accustomed to the loaded interface and to navigate through the features.
What problems is the product solving and how is that benefiting you?
We have been setting up CRM for a pharma client, and realize how friendly it is in terms of usability, helps understand customer needs and configuring and customizing based on their requirements
My go-to CRM everytime :)
What do you like best about the product?
Salesforce has such features that have helped me in categorizing & keeping a track of all my sales related work. Also, Salesforce gives me ample integrations for better results. It is also super easy to use.
What do you dislike about the product?
As compared to the rest of the CRM software, I have found that Salesforce is apex & there's no such thing that I didn't like. Also, the team can help with tutorials for the first time users.
What problems is the product solving and how is that benefiting you?
Reminders, follow-ups, scheduling calls & meets are a few of the things where salesforce has helped me a lot & I love when it efficiently categories & gives me data of all my leads & prospect (their condition too)
Recommendations to others considering the product:
If you are into sales & leads, go for this tool. It will eventually help you in better management & utilisation of your leads n prospects.
Best in class Salesforce CRM for all in Marketing Channel | Be the best
What do you like best about the product?
Salesforce CRM has the best integrations and reporting structure available in terms of CRM capability and Reporting. They have advanced reporting from Opportunities, contact accounts to activities. Salesforce CRM helps me best to identify and nurture and works on my prospects. It has many integrations which makes it easy to use.
What do you dislike about the product?
There should be an available feature to directly report Pardot prospects on Salesforce as it is one of the most important tools of marketing automation. Would also love if Salesforce can have a better refresh rate when we talk about dashboarding as it takes and loads a lot of time to refresh and make a dashboard where it currently is slow.
What problems is the product solving and how is that benefiting you?
We are solving CRM journey tracking and Prospect nurturing and lead generation through salesforce CRM. We have realized Salesforce has increased our productivity due to better tracking and reporting. It has helped us chalk out journey plans and automation using inbuilt tools.
Bassias crm to salesforce talkdesk review
What do you like best about the product?
how the notes automatically go across form the call to the sf profile, how easily the caller is linked into their sf profile when calling through calldesk/talkdesk and how easy it is to find old call history in SF from this integration.
What do you dislike about the product?
sometimes if a call ends and then you press continue/end without leaving notes or just as muscle memory, i think it should prompt to always ensure you are ready to end the window - i.e a msg that says that the notes box is blank.. something like that
What problems is the product solving and how is that benefiting you?
being able to help customers straight from calldesk entry, knowing who they are so they dont have to spend 5 or so minutes identifying themselves in circles. easy to ensure no msgs or calls are missed.
High level Management
What do you like best about the product?
Funnel management, complete view of all negotiations, deadlines to be met, processes in progress and all management of visions and generation of insights
Data Sources very well
Data Sources very well
What do you dislike about the product?
Better formatting of the panels, the graphics could have more options for generating information and structures for viewing complex insights aimed at negotiations
What problems is the product solving and how is that benefiting you?
Management of sales funnels, the complexity of commercial timing aimed at negotiations as well as the entire sales process of the company, general management and micromanagement, in addition to achieving high flexibility in creating fields
Recommendations to others considering the product:
I believe that today those who are looking for an automated, complex and complete CRM can keep in mind SalesForce.
With it today I can have a managerial view of all processes, negotiations, stages of the funnels, present graphs and processes happening in real time and also understand the negotiation cycles aiming at commercial efficiency at all points.
I see a high ease in managing, automating and creating triggers within SalesForce for ongoing negotiations, bringing optimization to the executives who handle sales. I also see a clarity in the funnels, all with a lot of information relevant to the business as well as the whole process well tied and complete for everyone's managerial and operational vision.
I find it easy to go through all the databases that SalesForce can absorb, peace of mind and flexibility in the generation, management and presentation of the reports that SalesForce makes available, as well as the reports that can be created from scratch with fields that the user defines and concatenates with other bases within SalesForce.
I see reliability and veracity in the data generated, I can introduce formulas for generating insights, we have the plasticity of the tool for creating fields, phases, processes and automated flows. We managed to bring productivity to the commercial teams with all these points as well as a whole autonomous structure for the leaders of the areas.
With it today I can have a managerial view of all processes, negotiations, stages of the funnels, present graphs and processes happening in real time and also understand the negotiation cycles aiming at commercial efficiency at all points.
I see a high ease in managing, automating and creating triggers within SalesForce for ongoing negotiations, bringing optimization to the executives who handle sales. I also see a clarity in the funnels, all with a lot of information relevant to the business as well as the whole process well tied and complete for everyone's managerial and operational vision.
I find it easy to go through all the databases that SalesForce can absorb, peace of mind and flexibility in the generation, management and presentation of the reports that SalesForce makes available, as well as the reports that can be created from scratch with fields that the user defines and concatenates with other bases within SalesForce.
I see reliability and veracity in the data generated, I can introduce formulas for generating insights, we have the plasticity of the tool for creating fields, phases, processes and automated flows. We managed to bring productivity to the commercial teams with all these points as well as a whole autonomous structure for the leaders of the areas.
Integration with Salesforce is great!
What do you like best about the product?
It's been great being able to track activities, tasks and calendar insights through Salesforce and have them connected to individual records, reports and dashboards. Whenever we need to run a report with activities, we are able to use groove fields that are integrated into our SF in order to gain better insights. We're currently running a pilot with the inbound email response time for Groove (its a field within SF) and it will help improve our KPIs and metrics for the individual contributors in our department.
What do you dislike about the product?
The only thing I dislike is the difference between email templates. There are email templates in the standard groove within Gmail accounts, and then through Salesforce we also have email templates, so some folks use either or. If people use the SF templates, sometimes it doesn't log with Groove directly unless someone responds to the thread.
What problems is the product solving and how is that benefiting you?
We are solving a lot of issues with tracking performance metrics. By enabling Groove within Salesforce, we can track exact activity on lead, application and student records to improve outreach and communication with them. It's helpful for our student engagement teams to know and be able to make improvements autonomously to monitor their performance.
Best Customer relationship management tool
What do you like best about the product?
Salesforce CRM is the best marketing, sales, commerce, and IT service tool to manage customer data.
- It has software integration to all the network devices.
- The UI is very clean and easy to understand.
- All customer related data can be managed in one place.
- Reporting has lot of options and Automation can be done in reporting field.
- It has software integration to all the network devices.
- The UI is very clean and easy to understand.
- All customer related data can be managed in one place.
- Reporting has lot of options and Automation can be done in reporting field.
What do you dislike about the product?
- The implementation needs to be improved.
- Need to extend the support of external applications such as integrated outbound call and network monitoring tools.
- Need to extend the support of external applications such as integrated outbound call and network monitoring tools.
What problems is the product solving and how is that benefiting you?
In our current organization, we use the SFDC CRM to manage the tickets and assets of customers.
SFDC CRM has been implemented with our servers to push the configuration to new assets, making it convenient and easy to manage the details of customers.
SFDC CRM has been implemented with our servers to push the configuration to new assets, making it convenient and easy to manage the details of customers.
Has excellent capabilities. Technology is great and the platform is easy to navigate and understand
What do you like best about the product?
I like all the different filters you can apply to lists and reports. It makes it very easy to organize and see your accounts and potential prospects. It also never crashes or goes down.
What do you dislike about the product?
There isn't much that I don't like about Salesforce. I suppose it would be nice if it was easier to email and call prospects from Salesforce, but it links with Outreach so not necessary.
What problems is the product solving and how is that benefiting you?
It is easier to organize your book of business and see what accounts are promising and which aren't. It allows you to use many filters to see what kind of company it is without having to do a lot of research.
All-time favorite CRM
What do you like best about the product?
It makes your work effortless with so many features to handle the workflow. The chat support works amazingly, and it is straightforward to take multiple chats at a time. We also do a detailed analysis of the conversations through this software. The best thing about this software is it is compatible with most of the browsers in the market and works very well.
What do you dislike about the product?
Sometimes, it works too slow that it affects the performance of other running apps on the system. Apart from that, they should improve the chat support system as we have to open the chat window in 1 particular browser and to perform the other tasks on Salesforce, we have to open them on another browser. They should also implement a technique to remove the duplicate cases, which creates a burden sometimes.
What problems is the product solving and how is that benefiting you?
It's been our primary software at our workplace for many years now, and we are absolutely delighted with the performance of this software. Case management is super-easy for any campaign. There are multiple filters to check the new, in-progress, and escalated cases. It gives you an option to create pie-chats to review the current open cases, which is a highlighting feature.
Recommendations to others considering the product:
I will recommend this excellent software to companies looking for the best CRM. It increases the productivity and also it is super-convenient to use. You can also integrate any other software with this one. You can also manage the heavy workflow with ease. It is going to be a value-for-money software.
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