Salesforce Platform Erfahrungen

Great platform that can be used by nonprofits too

Vorteile:

It leveled up our sophistication in donor data and tracking tasks, communications, analytics across donor experience and management.

Nachteile:

It sometimes feels clunky to find the data we need—but thankfully we have a staff member dedicated to this and great at pulling data we need.

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.

S*** Show - Run far and run fast if your company is looking to use Salesforce

Kommentare: No support. More bugs then features. The system works decent for quoting but getting information or support is a laughable concept.

Vorteile:

It seems well done. Everything looks professionally made but this software is user-enemy number 1. No support. The worst part is they have links that say "help or support?" that are dead links. It's so bad it's almost feels like it should be a joke.

Nachteile:

Careful sending mass emails. It will create a task for every email sent that CAN NOT be mass deleted. So if you send out 300 emails you will flood your task section with 300 tasks that need to be individually deleted. This is system is a nightmare. This app is taking 1 step forward and 4 steps back. I feel really bad for the developers who had to put their name on this app.

Salesforce is a complete CRM!

Kommentare: With Salesforce, we have a robust platform on which we can efficiently track the data and processes we need for any department. It is customizable.

Vorteile:

Salesforce is the complete CRM system that all companies need; its wide catalog of products works for any company's industry. Salesforce has helped us to centralize, organize, and structure our data efficiently.

Nachteile:

Sometimes, working with integrations is difficult, but we have managed to get them worked as needed.

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.

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.

The absolute best - and you pay for it

Kommentare: We were able to utilize SF to manage our CRM, setup drip funnel campaigns, ebb and flow of lead from start to close (and track every person that touched the lead for evaluation purposes).

Vorteile:

Completely customizable to the company/business needs. Incredibly powerful tech to automate nearly every marketing channel in a large scale business. Once its built out, you'll never need another marketing tech product.

Nachteile:

Very robust and is priced as such. Not a great solution for small-to-medium sized businesses.

Salesforce can do it all

Kommentare: Overall I am very happy with what can be achieved with Salesforce. The analytics it gives me as a sales leader allows me to forecast accurately and monitor my team's pipeline.

Vorteile:

Salesforce can do it all. I have used it at every company I have worked for in Sales and Sales Leadership.

Nachteile:

The UI is a bit dated. I also wish that Dashboards would refresh in real time.

Salesforce Review

Kommentare: My overall experience with Salesforce was positive, it may have had a hard learning curve but it was worth while for my company to switch over.

Vorteile:

What I liked most about Salesforce was how easy it was to integrate with other applications that my company uses. This gave us something our previous CRM didn't.

Nachteile:

The cons about Salesforce was how difficult it was to navigate the UI. I've heard good things about the UI, but my own experience with it was overwhelming, as there was so much going on at all times.

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

Salesforce Is Our Hub for Data Integrity

Kommentare: We are deeply thankful to Salesforce generosity in providing a free platform to nonprofits in shaping the organization of data collection integral to our mission. Overall we are very pleased with the platform.

Vorteile:

The Salesforce Platform is a flexible structure that allows for data collection, organization, reporting, and analysis to be configured to our organizations changing needs.

Nachteile:

Sometimes it is difficult to get good reporting and dashboards set up and we need the assistance of SF trained specialists to surveil the account.

Sales management made easy with Salesforce Platform

Kommentare: I like the way the software allows one to customize it to your own specification and also the ability to integrate it with a variety of software for better performance.

Vorteile:

I like Salesforce Platform as it allows us to track down each aspect of our organization be it in project execution, sales performance and employees engagement. It is also easy to integrated with other relevant applications.

Nachteile:

It is a little comprehensive on the tools and features thus it can be a challenge at the beginning but once you get used to, it becomes easy to use.

I consider Salesforce a Ferrari!

Vorteile:

It has tons of features and an enormous capacity to create processes management, automations, integrations and

Nachteile:

A lot of things are not intuitive and we always relied on third parties tech to fix issues, make adjustment and customizations.

Salesforce transformed our contracting and invoicing

Kommentare: Salesforce has completely transformed our contracting and invoicing processes. As a fast growing start up we needed a solution to our contract management. Previously, all contract information used to sit in a huge g-sheet, which made monthly invoicing quite the task and not completely free from error. However, with Salesforce we're more able to audit contract information and download custom reports that slot straight into our invoicing process. This saved our FinOps team days in month end.

Vorteile:

- Easy to navigate huge volumes of contract data - Custom downloadable reports that feed straight into our invoicing process - Fully customisable to accommodate our ongoing business changes

Nachteile:

- Off the shelf it is a bit clunky and so a Salesforce Admin is key to getting it how you want, which is obviously an additional cost (but worth it!)

Salesforce review

Vorteile:

It is a system where you can find your accounts and any other data you are looking for.

Nachteile:

Not very easy to navigate, user interface is not very friendly

Data at your fingertips

Kommentare: I've used SF for over 10 years at multiple companies. I have found it to be a valuable tool when properly configured and a great way to keep customer data at everyone's fingertips across the organization.

Vorteile:

SF gives the ability to keep all of your data at your fingertips to track and manage the customer lifecycle easily.

Nachteile:

SF is complicated to configure - it could be easier and more user friendly to quickly and easily configure features and establish an easy to use account page with a depth of features for sales and account management.

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.

Rich platform

Kommentare: Overall, as long as you consider it as a real project with budget and resources, the experience is good

Vorteile:

The platform has extended capabilities to build any use case

Nachteile:

The platform is becoming more and more complex and maintenance costs can be high

Data entry and output is the best

Kommentare: It is a critical component of our sub-grant. Information is secure and off our local server. Easy to input data but difficult to build reports

Vorteile:

fillable forms with drop down boxes allow easy and quick data input

Nachteile:

Not easy to filter or search, or build reports

Best CRM platform available in the market!

Vorteile:

Salesforce presents an incredibly adaptable platform that can be personalized to address the unique requirements of businesses, regardless of their industry or scale.SF delivers an all-inclusive collection of CRM tools and functionalities that encompass a wide range of customer management aspects. These include lead management, opportunity tracking, contact management, analytics, reporting, and much more.

Nachteile:

The platform comes with a significant learning curve, which means that users, especially those who are new to CRM systems, may need time and training to fully grasp and utilize its capabilities.

Sales force in Solar world

Kommentare: I love SF- easy to use / dashboards make so everything has its own place

Vorteile:

Easy to use / updates quickly - room for several dashboards - everything under one system . Easy to edit

Nachteile:

It takes a lot of steps to change or update dashboard . Limited amount of dashboards . So we have to rearrange dashboard when implementing new procedures

Salesforce Platform - provider of efficiency and reliability

Kommentare: We will definitely continue to use the Salesforce Platform as it has enhanced our lead management and provided us with more efficient ways of data tracking etc.

Vorteile:

Salesfroce Platform has made our administration tasks more efficient and reliable.

Nachteile:

Sometimes we struggle to find data/notes from our customers

Using Salesforce as an NGO worker on a daily basis.

Vorteile:

It works well, is structured, has a lot of functions, good system of protection and control of the process, big date base where you can keep all your project related documents. Thank you for developing this tool and for continuing to work on improving it.

Nachteile:

Maybe a better system of notification (or maybe I do not use it well), a way to visualize your history in the platform per total (not by having to enter in a concrete project or document etc, but what you did in the platform during a day etc. Better syncronization between different levels, for example: when we have a big PROGRAM, that includes in itself for eg 5-10 smaller projects, to be able to connect the MEAL part between them, activity reports, budget etc. It exists now (partically, but for eg for budget it puts all information together and it is not clear which line is from which project, especially when we have the same name of the budget line everywhere.

Good

Vorteile:

Salesforce was the first CRM platform that I used as a professional. I have used many since but I have to say that Salesforce is one of the best in terms of features and reliability. I have recommended it to colleagues as a safe option as it seems to 'just work' and is easy to pick up

Nachteile:

I found merging contacts and tickets a bit tricky on salesforce

Great platform for business management

Vorteile:

I work at a company built on Salesforce. Great with integrations and also managing workflow, business, etc.

Nachteile:

It's a low-code/no-code platform, but sometimes I troubleshoot with simple tasks and reporting.