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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.
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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.
Tried and True
What do you like best about the product?
Salesforce is king. Simply put. Basically for my entire sales career I've used Salesforce, and any time I've seen or tried to use an alternative CRM, I've been unimpressed. It has endless functionality, endless customization, endless plugins, and at this point it's so established as a category king that people take courses in Salesforce and dedicate their entire careers to their Salesforce expertise.
What do you dislike about the product?
There's not much I dislike. Small formatting things that arose with the Lightning update maybe. For example, in an opportunity view, when you have shortcuts on the right panel, it cuts everything off unnecessarily. On mine, the very top right box on the opportunity view is contacts. Even if the name is Dave, it'll say "Da..." as if there wasn't room for his full name, but there will be a few inches of white space to the right where there was absolutely room for not only his first name but his last name too.
Mildly annoying, but it isn't the end of the world
Mildly annoying, but it isn't the end of the world
What problems is the product solving and how is that benefiting you?
We manage our sales funnel and track all interactions with clients. We refer to Salesforce as the source of truth, because we keep everything in there - billing, emails, phone calls, lead activity, form submissions, quotas, everything.
Recommendations to others considering the product:
I know it's not the cheapest option, but it's the best option. As you scale your team, it'll become more and more difficult to switch over to Salesforce, so you might as well do it now. The truth is that if I'm considering a position at a company and I learn that they don't have Salesforce, I (and lots of other AEs) view it as a point deducted when comparing job offers.
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
Salesforce is a CRM tank
What do you like best about the product?
Salesforce has so many capabilities and is able to process so much information. It is a great single source of truth for our entire customer facing organization. There is so much information that you can store in Salesforce, making it a very powerful tool to the business. It also integrates very well with other tools.
What do you dislike about the product?
The search function within the tool is sub par. Also, it can be overwhelming at times with all the fields and tabs within Salesforce.
What problems is the product solving and how is that benefiting you?
We are solving the problem of information being stored in people's notebooks or heads. With Salesforce, there is a place for every bit of information about a prospect, company, or opportunity.
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.
Best innovative and trusted customer management plaftom.
What do you like best about the product?
Salesforce CRM is best world's best leading platform for customer management. This platform reduces human efforts and helps with forecasting, and ultimately makes us more efficient as an organization. I love the simplicity of this platform because the user interface is immaculate. That is why it is effortless to use, and customization is essential in making this platform navigation flawless. The super cool dashboard has the best representation of data used by specific division-wise. Even I can quickly design my customized dashboard just using drag & drop. 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.
Along with customization, integration and deployment are also very easy and seamless. I integrated "DocuSign eSignature" without any hiccup for digital signature needs and "Skype for Business" for collaboration across the team. My overall experience with this platform is cozy, and I am enjoying daily using this platform during work.
Along with customization, integration and deployment are also very easy and seamless. I integrated "DocuSign eSignature" without any hiccup for digital signature needs and "Skype for Business" for collaboration across the team. My overall experience with this platform is cozy, and I am enjoying daily using this platform during work.
What do you dislike about the product?
Rather than dislike, I would you say a minor issue which the Salesforce team should address. If we do customization a lot, then it takes time to refresh. Rest all good for me.
What problems is the product solving and how is that benefiting you?
Of course, this tool reduces our hectic effort. This tool simplifies keeping track of the sales lifecycle, follow-up process, CRM, marketing strategies, and much more which is not easily possible by human effort nowadays. Easy to work on the sales opportunities and keep a track of them through alerts. I can fetch the customised reports as well. The technical support and service have also been great when desiring a tutorial or need help with some of the more advanced features. The most likeable feature for me is the availability of this platform on almost all platforms without any limitations all platforms have the same set of features. Most of the time I use the iPad application and trust me, the UI of the iPad application is very neat and clean and of course handy as well because of the moderate screen size. The overall cost of this platform is also under budget because other CRM platforms in the market are too costly.
Recommendations to others considering the product:
Salesforce CRM is the best customer relationship management platform, and try it first, then you will realize.
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