Salesforce Platform Erfahrungen

The essential customer relationship management platform for your business

Vorteile:

Ease of use: Salesforce is easy to use and offers an intuitive interface that allows users to navigate the system easily.Customisation: Salesforce provides advanced customisation, allowing companies to create CRM solutions tailored to their specific needs.Mobility: Salesforce offers robust mobile capabilities, allowing users to access their CRM from anywhere.Collaboration: Salesforce enables users to collaborate effectively in real time, allowing teams to work together to solve problemsReporting and analytics: Salesforce offers powerful reporting and analytics capabilities that allow companies to track and analyse the performance of their businessIntegration: Salesforce can be integrated with many other enterprise systems, allowing companies to use Salesforce with other applications they already use

Nachteile:

Cost: Salesforce can be expensive for small businesses or startups, especially for advanced features such as supply chain management and production management.Complexity: The Salesforce platform can be complex to use and set up, requiring extensive training for users. This can also lead to additional costs for the business.

Saslesforce for small business???

Kommentare: Overall, our experience has been good. All levels of our company find the software useful, and believe it can more than meet any of our needs. It will require atleast one person who is not afraid to tinker, and having a go to partner to handle any advanced needs on an hourly basis is a must. As with all systems it takes time and effort, but we feel good about our purchase and havent considered moving to anything else since.

Vorteile:

Salesforce is the most custimizable CRM I have encountered thus far. It is built on "objects" that can be cusomized almost anyway you wish. These come "out of the box", can be professionally built (for a fee), or you can build items yourself. I was unsure if this CRM would fit a small company like ours (<10M in sales), but the basic licenses meet our needs both for operations and sales. The plus for us is knowing this platform can grow with us over time.

Nachteile:

Salesforce is not intuitive....at all. We had great frustration in our rollout as we felt we could manage any user challenges we encountered, but this was not the case in the beginning. While the company can grow with you, their is also no limit to what they can charge haha. You must choose your deployments carefully and consider the cost benefit analysis.

Lightening (JobScience Review)

Kommentare: It was average, I found it difficult to get buy in from the team to use it effectively. It just wasn't customized effectively and being honest I think we were mis-sold the product.

Vorteile:

The system is quite intelligent, it has lots of functions and apps, perhaps overly complex for a company our size. We used lightening as part of JobScience. It is a great piece of software for large companies, loads of apps that can be built in.

Nachteile:

It is more geared towards large companies (Enterprise) 300+ users to get the full use from it. In my opinion if you are looking at this product and your company is under 200-300 people is can be very dear for what you get.

CRM management for your daily business needs

Kommentare: We are satisfied and are not planning on change it any soon.

Vorteile:

You can track down your sales and services together. You can report, and collect data to track down results, forcast and more.

Nachteile:

It has been really efficient for us so far. There is nothing wrong with it.

An Expensive, but useful tool. The leatherman of software

Kommentare: Used at 3 companies across six years. Sales tools + Service cloud have been used along with platform itself. The fundamental tools it gives you to model your organizations data, integrate external data sources, and enable end users to interact with that data are very impressive. You are limited only by your budget + development staff/implementation.

Vorteile:

- Reporting is first in class.- Ability/speed to implement new views for a specific team or use case is excellent.- Extent to which other platforms we use can be integrated with Salesforce.- Ease of user/permissions management.- Their product documentation is industry leading. If you need to use a new feature, or just brush up on an old one, as either an admin or an end user, the documentation on trailhead will both tell, and show you how to use it.

Nachteile:

- High cost per license per user.- Implementation is key. It can be costly if you don't have an admin in house, or if you have a very complex business process you want to model in Salesforce. - Integrations with other data sources easily to enrich/link fundamental data + gain insights into data.

Perfect for Opportunity, Project, & Contact Tracking Across Departments

Kommentare: Salesforce Platform changed how we see and work between the Sales and Production teams. We are now on the same page in all aspects of projects.

Vorteile:

The key aspect of Salesforce that I like most is that it makes it easy for various departments to know and track the status of opportunities and projects through various stages of development. We can also keep track of every contact both on the client side and production side. We can monitor all of the projects they are connected to, rates, and ratings.

Nachteile:

The only negative aspect of the platform is the cost. It can be restrictive for smaller projects and when I need to add more users/managers. I need to double check if budgets can handle more ongoing costs with the addition of new clients and projects.

Very comfortable and flexible platform

Kommentare: its great, it provides a perfect solution to our business needs, it solves the problems we had with previous systems and it allows our business to grow as we plan it

Vorteile:

the endless possibilities it has, the business flexibility, the reporting abilities, the option to create different views with different fields for different types of users

Nachteile:

it is not a self catered platform, it very complex to manage it and you should hire a Salesforce admin for it, unlike our previous system where it was very simple

Salesforce as a User

Kommentare: Works well, but not as user friendly as I would like.

Vorteile:

There is a lot of data that you can get access to within the salesforce platform, and the customization works well for integration

Nachteile:

As a user who is not in there every day, the new lightening platform is awkward and difficult to find anything. We often have to change the view to the old view to find anything and that should not be the case.

Complete platform but not easy to navigate

Vorteile:

It offers multiple mechanisms to control sales and track issues also customer invoices due to its integrations

Nachteile:

Screens are very convoluted with lots of information that might not be useful. Navigation can also be very confusing for first time users

The Ultimate CRM and Business Solution

Vorteile:

I like most about Salesforce is its powerful CRM capabilities. I can effortlessly track and manage customer interactions in one place.

Nachteile:

It can be overwhelming with its numerous features. Navigating through all the options can be confusing for a new user.

Great Product, Questionable Updates and Prioritization of Features

Kommentare: Ohana. Get used to it.

Vorteile:

"Accidental Admin" is a concept that Salesforce uses to emphasize how anyone can pick up and learn to configure Salesforce as an admin. The configuration style (clicks, not code) leads to a low skill floor needed to start using Salesforce. Advanced users, developers, etc. have the flexibility to customize the system to a high degree as well.

Nachteile:

The neglect. Salesforce regularly neglects key pieces of core CRM functionality, some for more than 10 years, while either ignoring the cries for help by its userbase, or promising to fix it - only to let 10 years go by with no update. Just browse around on the success.salesforce.com Idea Exchange and you'll see what I mean. I get that Salesforce puts emphasis on the fact that the system is highly configurable by a dedicated developer, but when key features and functionality are either half-implemented or abandoned altogether in favor of more money-making initiatives (like their half-baked AI platform), it gets to be extremely concerning and offputting. Sometimes they combine the two and continue to sell a half-baked product, which has already been abandoned and they KNOW it. Want an example? Try to find any documentation on Salesforce Inbox. At my company, we have been fighting with Salesforce support for MONTHS trying to get any semblance of an answer about how we can use Inbox or where we can find documentation, or if we can even pay a professional services team to help us. Finally after months, they have made it clear that Salesforce Inbox is abandonware. Yet they are still promoting and selling it. That is shady and corrupt.

Still my favorite CRM for workflows, reporting, and task tracking

Vorteile:

Overall, the ease of use and intuitive UI makes Salesforce king. The reporting, dashboarding, and statistics options are robust and impressive (if you are willing to invest the time), and the new low-code or no-code tools they are building look promising (I've yet to test them out.)

Nachteile:

My experience has shown that a lot of custom dev work is needed to get certain automations or integrations between other softwares. I understand there are some no-code / low-code tools being built that may remedy some of these concerns, but my org hasn't been exposed to these tools yet.

Salesforce overview

Vorteile:

What I really like about Salesforce Platform is that it is very easy to customize. you can personalize it to suit your needs, add more modules, and customize the software to fit the business's needs. For example, our sales team can send out personalized emails to customers, which are more effective.

Nachteile:

what I don't like about Salesforce is the lack of adoption and the synchronization problem with the system

Lightning never strikes twice

Kommentare: The Lightning platform works for sales organizations that have a large number of employees, only because companies can afford to have missed opportunities strictly because of the excess number of sales reps. Transparency is limited, with many features locked or non-existent.

Vorteile:

While I was used to the traditional salesforce platform, and quite partial to it- Lightning was useful for being able to bring new leads/opportunities into your sales pipeline and a fast speed, without having to create and dig through reports, but the results were hit or miss. The platform is much more simple, and perfect for a large corporation who would perhaps need to limit access to certain reports and files.

Nachteile:

Using artificial intelligence to find the best opportunities to pursue may sound like a good idea, The results were hit or miss, with miss being the more likely of the two. This leaves little to no room to be strategic in finding the best leads to pursue at the right time. Certain common features seemed to be available but did not produce content- such as the “follow” option for opportunies/accounts to see when the stage or opportunity owner or anything else had changed, since there is no news feed to view this in.

It is an objective program in the data service.

Kommentare: I cannot deny that it helps to improve the creation of new tools in the programming field in my department, but as I mentioned before, the setup requires a long time to generate and this delays programming and software development a lot.

Vorteile:

The data that the application returns is unilaterally beneficial for the design and reform of new development products in the company.

Nachteile:

It is very difficult to implement it, you really have to measure and structure in advance all the processes and advantages that Salesforce has. It is a platform that can include CRM management but also data analysis and organization of these, as well as measurement of applications in their vital state, but it takes many weeks to assemble the installation.

Good But Could Be Better

Kommentare: This program is extremely helpful for storing information, keeping track of clients, and using these tools to assist another co-worker if you are not familiar with a client's needs. It is also a great central access point with remote/field reps that may not have access to specific reports, files, data, etc.

Vorteile:

The search feature is good, it pulls everything associated with what you are looking for.

Nachteile:

Sometimes there are serious delays. The program will need to reset and what ever you just did does not save. The email link does not carry over the information from the email. It will log the email with the title but will not transfer the body of the email into Lightening. Not sure if this is specific to my job's version or not. Certain aspects of the program convert back to the original Salesforce Classic look

Salesforce the best storage platform

Kommentare: Overall, as I mentioned this is one of the best pieces of software and I would suggest it to anyone in need of marketing, sales, or customer service. The price is questionable, but you can get over it!

Vorteile:

Salesforce is one of the best software available today. It stores a lot of data and it's very safe to use so you don't have to worry about anything happening to your data! Also, it is cross-platform which means you can use it on your mobile, tablets, etc. Another thing I like about this software is that if you are a non-profit organization, Salesforce gives you the first ten licenses for free!

Nachteile:

The price is the main aspect of Salesforce that I find objectionable. Because it is fairly expensive and every additional license that you get only drives up the price, you should probably consult a more knowledgeable person before making a purchase. Another thing that I dislike is that they often replace their management. Imagine getting to know your manager well and then having him unexpectedly replaced. It's awful.

Salesforce is Excellent for us however small businesses may struggle

Vorteile:

Salesforce is one of the best known cloud based CRM that can be tailor-made to hasten sales, computerize the jobs and tasks, fetch real-time customer data, extract insights , manage leads and prospects, tracking commissions, estimate sales and enhance business efficiency by creating robust workflows.

Nachteile:

It is quite expensive. We have a large sales team, diversified product and prospect base and had a fairly complex need so we spent out the money but it can be extremely unaffordable for small business and start ups. Moreover the customer care at Salesforce needs to be a little more polite and knowledgeable rather than rude and uninformed.

One of the best CRM software

Vorteile:

There are many things that I like about this platform:1)It helps us to automate our business process like, so we have to least bother about how to manage things manually.2)It can also schedule our business processes with the help of various automation rules.3)It has point-and-click functionality so that a non-coder can also implement the use case into this platform.

Nachteile:

Personally, I like everything about this platform.

Excellent system for a wide range of functions, but pricey

Kommentare: Ability to handle the sales process, marketing, and support of complex products. We also created a knowledge base which allows agents access to the most up to date details on the products.

Vorteile:

Ability to generate custom objects, processes, and communication across a wide range of departments makes SalesForce the ideal tool for any size company. The plus is the cloud location allowing customers and employees access around the globe.

Nachteile:

The pricing and add on fees for certain functionality can quickly explode the budget set by your company for this solution. Be sure to think about all functions you might need and negotiate with your SalesForce contact to obtain the best pricing possible. Bundling can be powerful!

Salesforce For Daily Work

Kommentare: Overall, there is a reason Salesforce is the standard when it comes to CRM and without it, my job would be much more difficult

Vorteile:

What I like most about Salesforce Platform is the ability to track and manage all of my work and accounts in one place. Salesforce makes it easy to customize your org and provide the necessary resources

Nachteile:

My least favorite feature of Salesforce is the limited features for document storage

For nonprofits - powerful, but complicated

Kommentare: Even though it is free for nonprofits, you should expect in start-up costs, realistically. Take advantage of the free apps and extensions, as well as the robust support network, but be aware that you will have to learn the language and back end of salesforce to truly customize it. For that, it might be best to use a developer to start.

Vorteile:

Salesforce is a very powerful CRM system that can handle almost anything and with hundreds of apps to add functionality, you can find pre-built solutions to most business processes. For nonprofits, the nonprofit success pack is a great starter kit and you can't beat the price - free for up to 10 users.

Nachteile:

Because of the plethora of features, it can be hard to navigate and figure things out without help. I wouldn't recommend someone not comfortable with technology and CRMs to think they can set it up themselves with no assistance.

Never had a good day using this product

Vorteile:

These products are used far and wide, I know, but I still did not have a good experience with any Salesforce products.

Nachteile:

I am not one to complain much, but I literally never had a good day of using any Salesforce product. Every Salesforce product I have used has been a pain to deal with. As a marketer/communications person, I found each product to be cumbersome and not easy to use at all. I would have a headache every single day trying to figure out where and how the functionality worked. I spent many hours on the phone with customer service and felt like they definitely did not want to help me understand their product.

Powerful product if you know how to use it.

Kommentare: Overall the system is great, and helps us a lot with productivity and sales. But you'll need to know their language and structure for setting up anything customized to your organization, and you should hope you don't need help from their support team, as the team is generally useless. We've had billing issues last 6+ months, dealt with customer service reps who knew less than we did, and had our account manager change every 2 months or so because the turnover is so high.

Vorteile:

Lots of features, easy to use once it is set up, plenty of options for add-ons and integrations with other systems

Nachteile:

Additional features can be pricey, customer service is terrible, they'll charge you for everything additional

Probably the World's Most Powerful Sales CRM

Kommentare: Probably best as a long-term solutions for already-big companies or companies that plan on growing.

Vorteile:

It's hard to think of what Salesforce can't do. I honestly can do, or can be made to do, virtually anything you can think of to enable a sales department. I see a future where there is only Salesforce in its vertical.

Nachteile:

Because of its robust functionality, there can be quite a learning curve for inexperienced admins. The average user, though, won't have a problem. But even as an admin, learning its bells and whistles just takes a little time and is completely worth it.