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Salesforce - too expensive, too cumbersome and overly complicated for SMB's
What do you like best about the product?
One good thing about Salesforce is its' interface and automation. That being said, Hubspot's interface is way better and costs a lot less money.
What do you dislike about the product?
Lack of support and lack of integration with Shopify. If you need help with anything, you can forget to try to get help from support. This is where Salesforce has proven to only be good for Enterprise environments. If you have a SMB, you don't want to have hire a full-time Salesforce resource, but because they charge so much for the support, you may as well hire a full-time person.
What problems is the product solving and how is that benefiting you?
Lack of integration. Lack of support. The only benefits we got out of it were the macros, but you get that in every CRM. The menus are so complex, that there are way too many fields to navigate for a SMB.
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Salesforce Review
What do you like best about the product?
User friendly and integrates with just about anything. I love the dashboards so you can see the companies metrics and your personal metrics. I lovke how you can create the dashboards with different metrics of your choosing.
What do you dislike about the product?
Sometimes there are glitches, but that is with any program. I haven't experienced anything that didn't work, that wasn't a simple fix. Salesforce is quick to assist with any issues.
What problems is the product solving and how is that benefiting you?
Being able to update prospect's contact pages, phone numbers, emails, etc.. It makes it easy to update when it integrates with your dialer. I also love the dashboards, so you see where you're at with metrics.
Salesforce CRM Integration with Acumatica
What do you like best about the product?
Salesforce is very useful for quoting, and validating leads and % of closing. Eventhough we use Acumatica for invoicing and accounting Salesforce allows our company to track which customers have what probability of closing and becoming recurring. We use opportunities a lot for this.
What do you dislike about the product?
Salesforce lacks the cost and financial tracking that is why we use Project Accounting in Acumatica for this. From the accounting point of view Acumatica is better at tracking this.
What problems is the product solving and how is that benefiting you?
Lead tracking and versatile quoting. When quotes have been approved, we sync them as Sales Orders to continue the workflow in Acumatica. We benefit a lot from this real time integration because information is accurate in both systems are there is not need for double data entry.
Salesforce CRM is best and trusted CRM in the market.
What do you like best about the product?
The best thing about Salesforce CRM is customisation according to need. Though my company is a leading large company, therefore, customisation plays a vital role based on business needs. The way of managing data is too much efficient and effective to track the growth and sales of the company. All credit goes to generated report and cool dashboard. The visual representation of the dashboard gives a superb experience even I can quickly design my own dashboard just using drag & drop. Especially keeping track of sales activities is very helpful, no need to remember anything in memory. It contains complete information like the answer and resolves customer questions, sends/receive email history of the customer, data against the report, meeting information and more information which makes my life so cosy. Another most likeable feature of this solution is its super user-friendly nature which is why a dumb person can also easily use this platform without any technical knowledge.
What do you dislike about the product?
Technically speaking, I do not have any complaints as of now. But there is some instance I feel a slight lag while using the application, probably due to low internet bandwidth. I would request the team to look into this issue. No more problems I faced till now, so my overall experience fabulous, and I am enjoying it. Trust me, and this solution saves a lot of human effort, which is the very first expectation from any software.
What problems is the product solving and how is that benefiting you?
As the best customer management solution, Salesforce is full filling all my expectations with ease of use which is very important. The unique way to customise this solution according to customer need won my heart and at the same time, it integrates another third party application which is also very helpful for us. Everything is organised very nicely. Especially integration of DocuSign eSignature for a digital signature on the final report is really seamless. Integration with the meetings platform is also required too much these days, I integrated Skype without any issue. If I talk about technical service which is also very great during this pandemic because most of the industry are working on limited resources but Salesforces are responsive in odd hours as well. Most importantly, the help of automation tools helps us to complete milestones on time without writing any single line of code. In short, Salesforce eliminates all unnecessary effort and make life so easy while working.
Recommendations to others considering the product:
Salesforce CRM is the best customer management solution which is easy to adapt very fast.
SalesForce is the standard for CRMs
What do you like best about the product?
ease of use, I'm able to navigate the fields easily and find the information I need in multiple ways. the flexibility to integrate other software is also very valuable.
What do you dislike about the product?
sometimes it takes a while to load and refresh pages. there are other products we use to modify fields in salesforce outside of the CRM to avoid having to load all the different reports.
What problems is the product solving and how is that benefiting you?
I am a BDR/SDR, Salesforce makes my life so much easier by enabling me to track prospects and research leads, and organize deals.I am much more productive, and my team is able to share SF links in chatter or in slack.
Recommendations to others considering the product:
If at all possible, the load times could be quicker.
Complete Business Solutions Tool
What do you like best about the product?
Salesforce has transformed how we do business by providing a unified solution to all our departments. We can relate the donor dollar, to the program, to the number of beneficiaries served.
What do you dislike about the product?
It took me 6 to 8 months to fully understand the capabilities and the relationship between objects in SF. One of the things I dislike is if you customize SF, then you must be aware of any future installed apps that might interfere with those customizations.
What problems is the product solving and how is that benefiting you?
We are solving several problems, such as data management and accessibility. It was difficult for management to get an understanding of all the data stored but SF dynamic reports and dashboards has aided in displaying those metrics. It is easier to make decisions when you have a good sense of your data.
Excellent CRM... with some kinks
What do you like best about the product?
I love salesforce CRM. It is incredibly helpful in fostering client relationships and is customizable to fit your business needs. I have been able to tailor 90% of my business needs using salesforce and have been able to collaborate with multiple people on the same project. The input data is immediately available after refreshing my page without reaching out to teammates or going back and forth.
What do you dislike about the product?
My only feedback is I wish there were an option for real-time inputs. Sometimes, it would be helpful to know a colleague is on the same property entering data or what they are inputting. Sometimes, two people are inputting data simultaneously on the same property unknowingly. This hasn't created any issues but wastes time doing double work. I also wish there was an autosave function. On some grids I work on, the data doesn't autosave, and if I forget or leave my computer quickly, the work I did was in vain.
What problems is the product solving and how is that benefiting you?
Salesforce CRM has helped me communicate quickly and fluidly across multiple departments the same information. It has created for us a "source of truth" that everyone can go to get the same data.
With proper setup and maintenance, it can't be beaten
What do you like best about the product?
What can I say that hasn't been said before? Salesforce is the de-facto CRM and covers all of our internal sales processes, from lead to contract. We've set up custom triggers, workflows, buttons and reports, all of which are crucial to our business.
What do you dislike about the product?
For the average non-admin user, setting up views (for example, leads and accounts) can be a little limited. To unlock Salesforce's full potential, you really need either a full-time Salesforce expert, or an external company whose entire business is setting up and maintaining the tool's many features. It's like an OS: its usefulness and usability will depend on what apps, widgets and preferences are installed.
What problems is the product solving and how is that benefiting you?
We are solving the problem of having a centralised source of truth, which enables all of our teams from sales to support to make informed decisions on what actions to take.
Integration Friendly
What do you like best about the product?
I appreciate the ability to document the current status of an Account, to see the team working on it easily, and to integrate with software like Gong to keep a record of the communications taking place with the point of contact for a client. Salesforce also makes it easy to keep things like troubleshooting cases and growth opportunities in one location with all the other account info, which keeps things organized.
What do you dislike about the product?
Getting in the swing of using Salesforce can be a bit daunting and there are far too many articles/resources to try and get a brief overview from. It would be great if there was a short, quick video to just get you set up and then the additional resources could be used from that point on.
What problems is the product solving and how is that benefiting you?
We are tracking account/asset status along with opportunities and troubleshooting cases all in one place. This makes response time much quicker and lets anyone who needs to be able to easily see what is going on with an account.
Recommendations to others considering the product:
Create some training of your own to assist new users with getting set up in a way that works best for your organization. This can be the most confusing part, but is easy to get passed once people have the basics down.
Salesforce CRM
What do you like best about the product?
Best part Salesforce CRM is Email campaign process and their response status tracking system along with the dashboard which will help as to track each and every task using,And suitable for all your sales integration.
What do you dislike about the product?
UI design look so boring and old and also need update to the current trend even the new user can understand and use all of its features in the short span of time. More focus required on data security,Can also focus on bringing options like themes (Dark mode because theme seems to be in current trend in other applications)
What problems is the product solving and how is that benefiting you?
Large email campaign which will make the campaign process simple and faster,And also helps out with analytics and dashboard
In Database management we can easily keep track of the opportunities
This platform will help with proper follow up process with customer and prospects.
Report section is useful for campaign process tracking and analytics
In Database management we can easily keep track of the opportunities
This platform will help with proper follow up process with customer and prospects.
Report section is useful for campaign process tracking and analytics
Recommendations to others considering the product:
Fast email campaign process which will save time and easy tracking system
Lead/prospect database management and tracking system
Lead/prospect database management and tracking system
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