Salesforce Sales Cloud Erfahrungen

tolle Softwarelösung für den Vertrieb

Kommentare: Salesforce Sales Cloud hat mir geholfen, meine Produktivität um 29 % zu steigern und mehr Umsatz zu generieren. Ich bin sehr zufrieden mit diesem Produkt und würde es jedem empfehlen, der seinen Vertrieb effizienter machen möchte.

Vorteile:

Ich bin seit mehreren Jahren ein begeisterter Nutzer von Salesforce Sales Cloud. Es ist eine großartige Software für die Vertriebsautomatisierung, die mir hilft, meine Kundenkontakte zu verwalten, meine Verkaufschancen zu verfolgen und meine Umsatzprognosen zu erstellen. Ich möchte Ihnen gerne meine Erfahrungen und Eindrücke mit diesem Produkt teilen.Salesforce Sales Cloud ist eine cloud-basierte CRM-Anwendung, die viele nützliche Funktionen für den Vertrieb bietet1. Ich kann zum Beispiel alle Informationen über meine Kunden und Leads in einer zentralen Datenbank speichern und jederzeit darauf zugreifen. Ich kann auch automatisierte Workflows und Genehmigungsprozesse einrichten, um meine täglichen Routineaufgaben zu vereinfachen. Außerdem kann ich personalisierte Angebote und Aufträge erstellen und nachverfolgen.Eines der besten Features von Salesforce Sales Cloud ist die integrierte KI, die mir wertvolle Einblicke in meinen Vertrieb liefert. Ich kann zum Beispiel sehen, wie sich meine Pipeline entwickelt, welche Deals am wahrscheinlichsten abgeschlossen werden und welche Aktivitäten ich priorisieren sollte. Ich kann auch Echtzeit-Reports und Dashboards nutzen, um meine Performance zu messen und zu verbessern.Salesforce Sales Cloud hat mir geholfen, meine Produktivität um 29 % zu steigern und mehr Umsatz zu generieren. Ich bin sehr zufrieden mit diesem Produkt und würde es jedem empfehlen, der seinen Vertrieb effizienter machen möchte.

Nachteile:

Der Preis für diese Software ist recht hoch

Unverzichtbares Tool für den Vertrieb

Kommentare: Mächtiges Tool mit sehr vielen Möglichkeiten

Vorteile:

Durch SF habe ich den komplette Überblick an hereinkommenden Leads, Stages der Bearbeitung und Auswertung

Nachteile:

Kein möglicher Intergration von Bildern in den Mailverkehr

Salesforce Sales Cloud

Vorteile:

Die Suche nach Kunden und Adressen ist sehr einfach, auch dass man die Cloud im Browser in mehreren Tabs öffnen kann, ist sehr von Vorteil.

Nachteile:

Dass es vielleicht einfacher gemacht werden kann, E-Mails direkt an den Kunden aus der Cloud zu senden.

Dieses Programm ist eines der besten Programme zum Programmieren

Kommentare: Ich rate allen Programmierern, es zu verwenden

Vorteile:

Benutzerfreundlichkeit und Qualität der Leistung

Nachteile:

Ich finde an diesem Programm nichts Negatives

Salesforce als Marktführer

Kommentare: Mit gutem Gewissen weiterzuempfehlen

Vorteile:

Salesforce hat im Grunde genommen all das, was man im Sales braucht. Ein sehr wichtiger Punkt sind auch die Integrationen von anderen Produkten, die tadellos funktionieren. Leads und Daten erfassen, durch Reports Berichte erstellen und vieles weiteres ist super durchführbar.

Nachteile:

Manchmal ist es etwas langsam. Unterschiedliche Designmöglichkeiten wären interessant

Sehr flexibles CRM

Vorteile:

Super für folgende Punkte: Projektstatus wird angezeit Auslastung des Vertriebsteam mit einem Klick ersichtbar Marketingkampagnen können relativ einfach und schnell erstellt werden.

Nachteile:

Es ist nicht leicht Salesforce zu implementieren. Hierfür sollte man sich Salesforce Berater ins Haus holen.

Salesforce Sales Cloud im Fokus: Eine umfassende Bewertung

Kommentare: Alles in allem bietet die Salesforce Sales Cloud eine leistungsstarke Vertriebslösung mit umfangreichen Funktionen und Möglichkeiten zur Steigerung der Produktivität, allerdings sollte die finanzielle Belastung für Unternehmen berücksichtigt werden.

Vorteile:

Die Sales Cloud automatisiert Vertriebsprozesse wie Lead-Management, Opportunity-Verfolgung und Angebotserstellung, was die Produktivität enorm steigern kann

Nachteile:

Bei der Salesforce Sales Cloud sind die Kosten nicht zu unterschätzen

My best sidekick!

Kommentare: The design of the product that enables the team to gather all the customer's data in one place makes it one of a kind. Created and managed lots of marketing campaings with Salesforce as well.

Vorteile:

I cannot think of a day without Salesforce Sales attached next to me as it is my greatest helper! By Salesforce we managed to build such relationships and managed to grow revenue and cannot think of other product. The activity management is such a professional way to maximise productivity. Clients also use Salesforce and it makes effective communication and collaboration with stakeholders, suppliers and customers.

Nachteile:

Some customer interactions may fail if they are not using the same version of the product. It constantly asks for updates to the latest version otherwise some features may not work properly. Customer service needs to action as soon as possible with any queries.

In Betracht gezogene Alternativen: monday.com und Zendesk Suite

Gründe für den Wechsel zu Salesforce Sales Cloud: Tried several demos a couple of years, but decided to go with Salesforce.

Does everything, but doesn't do anything better than competitors

Kommentare: Overall, it's been a great experience. Salesforce is much more costly than some other options out there, but the issue is once you have it set up. It is difficult and pricey to go to another alternative. That's how they get you hooked, as soon as you're set up. Even if you have headaches with the system, you'll have more headaches trying to leave.

Vorteile:

Salesforce can do absolutely everything. If you can get an intelligent salesforce administrator, you can customize Salesforce in any way you like to work exactly how you need for your organization.

Nachteile:

Making organizational changes to the system is sometimes needlessly difficult. To have an efficiently run Salesforce database, you must employ or hire an administrator to make major changes for you. If you're looking to alter major things within the system, oftentimes, you must rely on Salesforce's help, and often that takes a long time and is sometimes difficult to understand their service reps.

In Betracht gezogene Alternativen: Pipedrive, SugarCRM und HubSpot CRM

Gründe für den Wechsel zu Salesforce Sales Cloud: At the time, we were able to negotiate an amazing deal with Salesforce. 2 years later that deal disappeared and the prices hiked astronomically

Robust Customization Meets Steep Learning Curve

Kommentare: Salesforce Sales Cloud has proven to be a robust and comprehensive platform, offering a wide array of customization options that cater to varying business needs. The ability to tailor the platform, coupled with a rich set of features, significantly enhances relationship management with clients, prospects, and partners. However, the steep learning curve and complexity of the platform can pose challenges, especially for smaller companies or those with limited technical resources. The pricing, being on the higher side, might deter smaller organizations, although the value delivered could justify the investment for larger enterprises. Despite minor technical issues, the platform's industry leadership and extensive learning resources like Trailhead provide a supportive environment for users to grow and maximize their utilization of the platform.

Vorteile:

Salesforce Sales Cloud is highly praised for its robust customization and configuration capabilities, allowing users to tailor the platform to meet their specific operational needs, which is invaluable for managing various relationships including those with prospects, clients, and partners. Another strong suit is the provision of learning resources through Trailhead, a free learning platform that facilitates user acceptance and empowers users to maximize the benefits of the platform. Users commend its comprehensive management features that serve as a robust backbone for organizations, enabling seamless management of marketing leads and other crucial business operations at scale. Being recognized as a leader in the CRM space, Salesforce Sales Cloud's reliability and extensive feature set are seen as essential for business success, reflecting a high level of satisfaction among its user base on Capterra.

Nachteile:

Salesforce Sales Cloud, despite its extensive capabilities, presents a steep learning curve, particularly for new users, necessitating time and training for proficient usage​​. The platform's complexity, while beneficial for customization, can be overwhelming especially for small companies, posing a challenge for those with limited technical expertise​​. Additionally, the cost factor is a notable concern among users, as the pricing might be substantial, potentially forming a barrier for smaller organizations or those with tighter budgets​​​​. Moreover, some users have pointed out minor technical issues, like the challenge of sorting line items in a quote, indicating room for improvement in certain functional aspects​​.

Salesforce is one of the best and most reliable CRM system

Kommentare: Using triggers, workflow rules, and approval processes, this software streamlines otherwise time-consuming activities for its users. It's also a fantastic hub for efficient data administration.

Vorteile:

Customers' inquiries and purchases can be monitored in real time. Users may efficiently manage their own or their company's unique perspectives by creating custom fields, processes, validation rules, etc. I doubt that I could be as productive as I am now without Salesforce. If you want to target the right people at the right time, you need a system that lets you stay on top of things and see things from your prospects' points of view.

Nachteile:

However, its complex price structure and the fact that businesses need modification and integerations make it too expensive for start-ups and smaller enterprises.

Lead brand in CRM and growing rapidly..

Kommentare: The system is great and the out of the box features of the Campaign object is great.

Vorteile:

Easy to configurate without the need to learn code or hire consultancy.

Nachteile:

Focussed on the use of leads while a non-profit mainly uses contacts.

In Betracht gezogene Alternativen: Dynamics 365

Warum Salesforce Sales Cloud gewählt wurde: Less dependent on expensive consultancy.

Gründe für den Wechsel zu Salesforce Sales Cloud: Trailhead is a great free learning platform available for users/admins which makes it easy for user acceptance.

Very powerful software but with a steep learning curve

Vorteile:

The platform is really customizable, you can adapt the tool as much as you want to your company process

Nachteile:

If you don't have anyone in your team with experience in Salesforce is really difficult to get started and understand how to customize all the features it has. It's also expensive so I would only recommend for big companies (200+ employees)

In Betracht gezogene Alternativen: Pipedrive, Freshsales und HubSpot CRM

Warum Salesforce Sales Cloud gewählt wurde: Zendesk is good for customer service but it doesn't have enough features to use it as a B2C CRM

Zuvor genutzte Software: Zendesk Suite

Great platform but only good if you use it

Kommentare: it was good, as long as its used its worth it.

Vorteile:

Very easy to use and nicely laid out.

Nachteile:

not real estate centred rather all sales.

In Betracht gezogene Alternativen: Microsoft Outlook

Warum Salesforce Sales Cloud gewählt wurde: it was garbage so I changed to a new service and its ok

Zuvor genutzte Software: Lead Gen & CRM (formerly SharpSpring)

Gründe für den Wechsel zu Salesforce Sales Cloud: reputation is what made me choose it. We were happy

Salesforce is the dedicated CRM for Sales

Kommentare: We've been able to log more information about calls, which has helped us make sure different personnel aren't calling the same clients. We fixed a problem where different salesmen were calling the same new leads, and we made it possible to assign specific goals to individual workers.

Vorteile:

For our company, Salesforce has been a godsend. It helped tremendously with planning ahead and scheduling calls and follow-ups. Connecting Salesforce and Outlook has been really helpful for me because it streamlines my tracking and allows me to go back and add any missing details from my day.

Nachteile:

It's usually more expensive than competing CRMs, but you may offset that by buying extra licenses for users, whether they're on the platform or not.

Automated Nofications

Kommentare: once I used it every day, I was able to move through updating records and inputting information easily.

Vorteile:

ease of use once trained to use the product.

Nachteile:

it times out often and it should be fixed in an update.

BEST VALUE CORPORATE CRM

Kommentare: I liked it a lot and it was easy to learn to manage it according to my needs, to take advantage of them and save me time.

Vorteile:

It is a CRM, quite complete and professional, easy to understand for anyone and what I liked the most is the tools with which you can help yourself so that you do not forget a task and remind you of them.

Nachteile:

Disadvantages, definitely not customizing or adjusting it according to the tasks that each person performs.

This CRM Can Do Anything

Kommentare: I wish I had known about it's capabilities a long time ago because we would've switched to it for onboarding much sooner. I didn't realize you could create custom objects that could tie to an account record and setup virtually as many fields as you needed.

Vorteile:

Our onboarding team uses Salesforce for onboarding new customers. It allows us to track communications, activities, mark task that have been completed and create reports and dashboards to show how accounts are progressing through the onboarding process. Salesforce is the best in class tool when it comes to customization and trackability. We can setup whatever fields we need and collect whatever data we need based on various workflows. You can also create automated tasks.

Nachteile:

Salesforce is a bit clunky and slow at times. We had to have training by a Salesforce expert to implement the systems we needed, so I wouldn't say it's very user-friendly (but that's expected when you have such a robust system).

In Betracht gezogene Alternativen: monday.com

Warum Salesforce Sales Cloud gewählt wurde: We looked at Trello for project management for awhile, but it didn't have the reporting and automated tasks we needed. Wasn't very customizable.

Zuvor genutzte Software: Trello

Gründe für den Wechsel zu Salesforce Sales Cloud: We looked at Monday.com for project management, but due to the fields, workflows, automated tasks and overall functionality we were looking for, Salesforce was much more customizable for our needs.

Best CRM ever made!

Kommentare: Since transitioning to Salesforce Sales Cloud, we have been able to build and automate complex processes to reduce redundant tasks, mitigate error, and provide an exceptional customer experience for our constituents.

Vorteile:

Before using Salesforce's Sales Cloud, we used another CRM that was as deficient as it was clunky. Salescloud has literally revolutionized how we do business and manage our constituents. And the fact that you can customize and configure the system to work exactly as you need/want it for your specific use case is by far its greatest strength and the thing I love most about this software.

Nachteile:

I wish the app-exchange was more vastly populated with solutions like Apple or Android. It can be somewhat challenging at times to find the right solution or app provider OTB, this forcing you to take the route of custom development or third party integrations.

In Betracht gezogene Alternativen: Blackbaud Raiser's Edge NXT

Warum Salesforce Sales Cloud gewählt wurde: Stakeholders felt that we needed a new solution that would adequately meet our needs and limit the frustration and discontent among staff.

Gründe für den Wechsel zu Salesforce Sales Cloud: UX, UI, Functionality, and Configurability were far superior in Salesforce.

My experience is positive regarding this software because it is very practical and offers security

Kommentare: I must say that this software has given me several benefits starting with the price-product ratio. The cost is low if we consider how powerful the software is. In turn, the savings in time and money that means being able to work from anywhere is something very positive. Sometimes I travel outside the state and the fact of having this work tool prevents me from having to buy a ticket, take a plane and return to a meeting. Simply from any platform (in my case a laptop) I can sit down in the lobby of the hotel where I am staying and share documents, modify them, work online with my project colleagues in the company and the other companies that make up the institution for which I work. This product has simplified my work and my life. I owe him 3 promotions since I usually excel in the assigned projects. My experience has been very positive in that sense and I have a lot to thank for this product.

Vorteile:

One of the aspects that I value most about this software is the possibility it offers me to work from anywhere. My work demands to travel continuously and the fact of being able to access the cloud from any laptop, tablet, smart phone or table computer and sharing information and tasks with my co-workers is very positive. And the best thing is that this software gives me total security that others do not guarantee me. Knowing that my data, my projects and my documents are well protected, generate me a lot of confidence, so I totally recommend it

Nachteile:

Although it is a very powerful software, its use is sometimes complex with respect to the tools to segment and automate my marketing campaigns since working with well-defined social strata in the communication area would be a great collaboration to do it from the same software and not manually Simpler steps that allow processing all the information and then classify it. It would be very helpful because of the complexity that sometimes is made for those who are beginning to use this software.

Salesforce is a Dream!

Kommentare: I use it daily. I live in salesforce and I'm in marketing. I use it to keep up with my team and to try to use chatter to highlight what is working and showcase certain accounts. I also like to follow the wins and losses to try to get a feel for where we can improve.

Vorteile:

Everything. I love salesforce. I love its ease of use, navigation, walk-me, training, integration, features, functionality, you name it. Chatter is my favorite feature and once adopted by organizations you see the whole organization migrate to making salesforce their homepage. I love the adaptation the teams have to it and that you can customize your dashboard so sales, marketing, integration, and other teams can all use it as they need to.

Nachteile:

The cost, and sometimes Salesforce does not do a good job of showing the interoperability it has. There are so many features that make it a one-stop-shop for companies large and small, but it seems if the product is sold as a sales tool, it remains that way instead of showing the integration options for marketing and other teams.

In Betracht gezogene Alternativen: HubSpot Marketing Hub und Zoho CRM

Warum Salesforce Sales Cloud gewählt wurde: features and functionality

Zuvor genutzte Software: HubSpot CRM

Gründe für den Wechsel zu Salesforce Sales Cloud: I went to dreamforce and was sold!

SalesForce is astounding for the most part at what it does, however can be hard to adjust to specifi

Kommentare: It monitors our hopefuls and customers discourses over some stretch of time which causes us return from where the last discussion had finished. A decent record data also with 360-perspective on data. Devices work quite a bit of some acclaimed person to person communication destinations and could be considered as a simple exploring stage.

Vorteile:

A stage that offers deals the board, client administration, showcasing robotization and accomplice relationship the executives. It is a c cloud-based CRM arrangement, Salesforce gives you anyplace, whenever, access to your business information, even from cell phones. This stage helped us streamline our procedure and logged our discussion with every one of our customers/applicants monitoring the discourse history and knowing where we left at. It has a decent contact the board framework that enables the clients to store significantly more data like record/customer subtleties, addresses, other accessible data which permits a decent record information review. The Dashboard is adaptable and can fit to what their customer needs and requires for the particular procedure. It's a simple to explore programming particularly for the individuals who had been into cloud-based stage previously.

Nachteile:

The multifaceted nature of its highlights here and there are not being depleted/augmented by little scale organizations and could get overpowering now and again. Evaluating might be somewhat high for a little organization particularly on the off chance that they need something that is progressively adaptable. For our group, it took us some time to explore the stage completely and consider was on the most proficient method to tweak the stage dependent on our necessities. Recognizing what is as of now accessible for us and what can be considered for what's to come is something that we get to profound plunge through the span of months and a great deal of cooperation and discussion with the group. Announcing issues may be somewhat hard as far as realizing who is responsible for certain specialized glitch if its Salesforce people themselves or some application that connects to it.

Salesforce is Most Capable Platform

Kommentare: Overall experience has been great. We have grown as a company at 30% percent since adopting. We launched on the Lighting UI and I highly recommend the same for anyone that is looking to launch the product. There are a ton of resources that will help with implementation which is great!

Vorteile:

The best part and worst part of being on the Salesforce platform is the ability to customize the tool to your needs. If you have a specific process, permission, security that you need to be able to accommodate, you will always have the ability on the platform. The mobile app is great and is used most of our users. There are some areas for improvement, but overall great. Salesforce also does a great job of implementing new features and changes based on their community feedback. The Ideaexchange is an amazing tool and SF does a great job basing their changes on wheat the people want. Finally, TrailHead is the best in the business. The ability to self teach is amazing and SF does a wonderful job keeping all the moduels up to date.

Nachteile:

The same thing why Salesforce is great with flexibility and customization also make things very difficult. The best way to describe this is Salesforce is a like a beautiful house on the outside. They give you the roof/doors/walls, BUT what you put in the house and how you arrange is all your own doing. This makes it difficult if you need a specific issue taken care of, you will need to reach out to a developer to accomplish unless you have one in-house. Also the App exchange although very great, can get very expensive. A lot of companies make a living taking a Salesforce idea and perfecting, then selling on the app exchange. This can come in handy, but also at a cost.

Salesforce is one of the best programs that you can integrate into your company.

Kommentare: It is incredible how this program has the ability to offer you a wide variety of options for the descent of a company and get many more sales that contribute to the business, Salesforce is one of the best programs that you can integrate into your company, from an excellent admiration and control of all your data until the management and correct interaction with all your clients, this program will reinforce the weaknesses that your work operation may have and will improve them to be your main virtues, in my work there is no other program more complete than Salesforce, Since there are so many possibilities that are achieved with the help of this amazing software, it makes my job much easier and more effective when starting.

Vorteile:

This program presents a totally simple interface to work with and that each of its users can concentrate on increasing the sales of their business and the entry of new clients to the company. This program is an administrative space where all the processes and procedures can be built. with the purpose of the constant growth of the company, one of the best things that this program has is the control and domain that each of its users acquires at the moment of implementing Salesforce in their workplace, as well as being a program that focuses on the management of advertising and marketing of the company with the same purpose of generating many more sales and new relationships for the business, it is by far the best CRM that has a host of options and benefits for the company and for my development .

Nachteile:

Without a doubt, the area and all the marketing functions can improve, we understand that it is not a program that focuses only on this area, but it can improve a lot in each of the new updates, this in order to reach more places and clients who are interested in our services and on the other hand it could be a bit complicated due to the amount of information to integrate certain contents multiple ways, in general I work very well and I like the performance of the program.

Great for reporting, but not an easy platform to learn.

Kommentare: If you or your team does not have the time to fully invest in training and learning the platform to a deep extent, than this software would be a waste for you. I would recommend speaking with a SalesForce consultant about the different reporting, campaigning, sales, etc. capabilities before making the investment. Though the Customer Support side of SalesForce, in terms of issue resolution, have not been helpful, the SalesForce sales team is very knowledgeable and give honest opinions on what different functions, plans, etc. they would recommend to fit your specific needs. The sales team has actually saved us money by showing us how to more efficiently manage our plan with them.

Vorteile:

The reporting capabilities of SalesForce, especially now that they have switched over to the new Lightning experience, are a great asset for companies looking to track business development activities. Sales funnel reporting, gain-loss reports, call/meeting/email recaps, project lists, budgeting and customer contacts - SalesForce is your "one stop shop" for all of these reporting functions! My team has also loved having the ability to sign up for monthly emails that are based off of reports they have set up within SalesForce. This allows them to track any progress, trends or issues that need to be addressed upfront. My team has also enjoyed the email campaign tracking, which works in conjunction with the Pardot platform.

Nachteile:

SalesForce is not an intuitive software to use and is not easily learned by all members of my team. This is what I like least about the software. Beyond that, customer support has been less than helpful. My team and I have often had to do our own research on Google and YouTube for solutions to problems the SalesForce Customer Service could not help us with. This platform takes a considerable amount of training to really be able to grasp its reporting and data entry capabilities. Beyond that, this product is not cheap! It is worth the investment for larger organizations, but I am not sure it is worth the cost for smaller companies.