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The best CRM tool I've ever used
What do you like best about the product?
- Sales force provides a number of elements that aid in the effective management of customer relationships. It is simple to keep track of a large number of items in one location in an efficient manner.
- Salesforce isn't all bad when it's properly integrated. The customizability and granularity of its UI are two features I admire. On a self-serve basis, the reporting functionality is likewise rather simple to use.
- Salesforce is a great tool for businesses that deal with a lot of data. Without such a robust CRM, we just wouldn't be able to execute our tasks. It's also good to be able to sync with outreach.
- The level of flexibility and customizability reminds me of prior generation tools that seemed like a million building blocks stacked and rearranged, but Salesforce modernises that experience.
-This tool is incredibly user-friendly after it has been set up, and it is a simple way to communicate customer/donor information. The ability to generate reports is quite useful. This CRM is considerably easier to use than previous CRMs I've tried.
- Salesforce isn't all bad when it's properly integrated. The customizability and granularity of its UI are two features I admire. On a self-serve basis, the reporting functionality is likewise rather simple to use.
- Salesforce is a great tool for businesses that deal with a lot of data. Without such a robust CRM, we just wouldn't be able to execute our tasks. It's also good to be able to sync with outreach.
- The level of flexibility and customizability reminds me of prior generation tools that seemed like a million building blocks stacked and rearranged, but Salesforce modernises that experience.
-This tool is incredibly user-friendly after it has been set up, and it is a simple way to communicate customer/donor information. The ability to generate reports is quite useful. This CRM is considerably easier to use than previous CRMs I've tried.
What do you dislike about the product?
-Salesforce CRM licence costs a lot of money, and that's the only thing I don't like about it. I must add, though, that this CRM has the most experience of all the CRMs, and it's worth spending money on.
What problems is the product solving and how is that benefiting you?
The biggest problem that this tool solved for us was saving all client data in one location, making it easy for us to maintain track of data fast. It is helpful in making decisions. It makes it simple to import existing data into the tool and generate reports.
Recommendations to others considering the product:
Salesforce CRM is the best customer relationship management tool, and if you don't believe me, try it out for yourself.
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Best CRM Platform
What do you like best about the product?
It helps customer's marketing, sales work from anywhere. It helps us to keep track of all the marketing and sales processes. It has lot of features like contact management, task management and analytics.
What do you dislike about the product?
I haven't seen any downside of the Salesforce CRM. Its realtime performance, digital dashboards are awesome.
What problems is the product solving and how is that benefiting you?
We work with an organization who have teaching services with lot of universities in UK so we mostly manage all the sales and university data over Salesforce only.
salesforce has been a tremendous upgrade to our workflow and has made life easier.
What do you like best about the product?
the ability to work faster and more efficiently and that it can be integrated with other apps like SalesLoft and many others makes it the best option for any organization.
What do you dislike about the product?
there's nothing much to dislike about salesforce as it has everything configured and receives timely updates too and there have been no bugs for as long as I'm using it.
What problems is the product solving and how is that benefiting you?
the ability to make outbound dials much faster and that I have all my leads in one place has made life easier. also, I have different filters available that I can use.
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.
Highly robust platform, worth the investment
What do you like best about the product?
There is basic functionality out of the box, but the ability to extend this functionality using point-and-click configuration, no code automation (Flows is a new AMAZING feature), and custom code (Apex, SQL, Visualforce, Lightning Components) really allows you to build a system that meets the exact specifications for your company's processes and even to simplify or automate previously manual or time-consuming tasks.
What do you dislike about the product?
Salesforce is an investment - it requires design, setup, on-going administration - but doing this properly has a **very high return**. So don't count this as a negative as others might. My actual complaints are:
1) Features that have been sitting on their idea board with thousands of votes have gone ignored for years. Many of these have work-arounds people have developed, but still, SF should listen to ALL of their users and not just develop niche features.
2) You can't remove licenses. You sign a contract for a certain amount - possibly add more mid year - but then if you restructure or have other downsizes, you're out of luck.
1) Features that have been sitting on their idea board with thousands of votes have gone ignored for years. Many of these have work-arounds people have developed, but still, SF should listen to ALL of their users and not just develop niche features.
2) You can't remove licenses. You sign a contract for a certain amount - possibly add more mid year - but then if you restructure or have other downsizes, you're out of luck.
What problems is the product solving and how is that benefiting you?
We use Salesforce not just as a CRM, but as an entire ERP platform. It tracks our sales and inventory. We've built a custom checkout page for our customers. We've integrated it with Slack, Gmail, Xero, and our lead forms and email marketing.
Recommendations to others considering the product:
Don't buy an inferior solution because Salesforce seems too daunting. Realize it is an investment that will pay off.
Sales Operations User, 4+ years hands on experience with Salesforce CRM
What do you like best about the product?
It easily allows our sales users to manage their day to day tasks, ensuring they do not have to rely on anything from memory. It provides us with key metrics and analytics which dictate the business strategy and allow us to take action in real time.
What do you dislike about the product?
Can sometimes be difficult to implement ideas we have. There's probably a good argument for not creating everything we think of as we don't want to stray too far from the intended use of functions. However, there are certainly some key features we would like to see and at present we are unable to achieve.
What problems is the product solving and how is that benefiting you?
Insights-wise, we are receiving the majority of our key commercial data from salesforce. We have also been able to roll out better workflows and business processes across all of our commercial teams
Best of the best
What do you like best about the product?
Configuration options are great, though there are occasional limitations. More impressive is the ability to link to other systems via API and the extensive App Exchange marketplace available and growing.
What do you dislike about the product?
There are some basic functionality changes that are widely desired that have not yet been addressed on the platform. These items seem simple, and Salesforce is constantly updating - I would hope these were a priority.
What problems is the product solving and how is that benefiting you?
We use it as a Sales tool primarily, as well as our data source of truth to allow other systems to make calls or receive triggers based on Salesforce field values.
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 is the Leader in CRMs
What do you like best about the product?
It can be intimidating to use Salesforce but where you can appreciate the software service is that you can easily find Salesforce Developers/Admins all around the world to help you configure or upload data.
What do you dislike about the product?
Downside is that some of the processes needs to be modernize (sending a pdf file as a .html rather than a pdf file). Many of the user suggestions on Salesforce trailhead are not implemented.
What problems is the product solving and how is that benefiting you?
Contact data management, targetted marketing and customized emailing with tracking are tremendous benefits to see how are our efforts are being rewarded. Coupled with reports and dashboards, it easily helps us market our firm to our industry.
Powerful and Customizable CRM
What do you like best about the product?
We can drill down via reports and dashboards to collaborate on stuff like Marketing spend ROI's, employee retention and general corporate indexes to maintain control on our business.
What do you dislike about the product?
It is tough to get set up. The more customizable the system is, the more decisions you need to make, so be very cautious of the decisions you make during setup.
What problems is the product solving and how is that benefiting you?
We are solving the gap between the Lead to the Appointment and which leads are of the highest value. We can tell which agents convert leads to appointments and which agents close the highest amount of those appointments. We can also see where the lead came from, the cost of the lead and which convert at the higher percents.
Recommendations to others considering the product:
This is not a plug and play CRM. If you are looking to log in and get going right away, this is not the right CRM for you. If you are looking for really high powered data at your fingertips, then this is the right platform. Our agents were not fond of the CRM, but out management team loves the valuable insights created.
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