Salesforce Starter

Bester Kundensupport

Kommentare: Insgesamt kann ich Salesforce Essentials jedem kleinen Unternehmen empfehlen, das nach einem benutzerfreundlichen und leistungsstarken Werkzeug sucht, um sein Wachstum zu fördern.

Vorteile:

Besonders beeindruckt hat mich der Kundensupport. Bei Fragen oder Problemen stand das Team immer zur Verfügung, um sofortige Unterstützung zu bieten. Diese Zuverlässigkeit und Reaktionsfähigkeit haben meine Erfahrung mit Salesforce Essentials noch verbessert.

Nachteile:

Jedoch habe ich festgestellt, dass die anfängliche Lernkurve steil sein kann. Die Vielzahl an Funktionen und Optionen erforderte Zeit, um sie vollständig zu verstehen und effektiv zu nutzen. Dies könnte für kleinere Teams oder weniger technikaffine Benutzer eine Herausforderung darstellen.

Great experience working with salesforce platforms

Kommentare: Basically, all my days at work depens on salesforce, very efficient at the moment, it also helps me out to improve my sales day by day.

Vorteile:

All I need in one place, quick response from the platform and cloud.

Nachteile:

Trouble shooting at weekends and slow verification process

Ridiculously Expensive

Kommentare: I stopped using because I could never understand how to fully set up the system. Salesforce referred a 3rd party developer to set up system, they wanted $28,000 to set up system. Kinda shady.

Vorteile:

Nice interface, lots of features. I never understood the system enough to offer more Pros.

Nachteile:

Only for Mid-Large - Large Business. Salesforce is not for small business, because it is cost prohibitive. Salesforce nickel and dimes for everything, including an unethical override for their CPQ billing. I am stuck in a contract and still paying for Essentials. However, it was much more economical to use another CRM/Subscription Management System and pay Salesforce until my contact is over.

Do Not Assume Anything

Kommentare: The best advice that I can give to a company considering purchasing Salesforce's Desk.com is to document every single expectation and need regarding a CRM tool. Do not assume any functionality exists, regardless of how simple and standard that functionality may seem. There are definitely features and functionalities that the average person might expect any modern system to offer which it does not. Examples:
List Views - Cannot sort by most fields, cannot add custom fields to list views, and cannot modify the number of records per page
Reporting - Cannot modify fields displayed in a report, cannot edit criteria for metrics, and cannot include custom fields in reports aside from picklists, and cannot export more than 2500 records at a time
Email - Does not include standard modern emailing functions such as underlining, highlighting, modifying font color, or pasting images/tables Also, while some more complex workflows and automation can be built in Salesforce to update fields which are then passed back to Desk via Desk Connect (native sync between Desk and Salesforce), I strongly recommend against relying on Desk Connect for any business processes. Desk Connect can and has been turned off by Desk.com for all customers without first ensuring this is okay with the customer, interrupting daily business on a large scale. It is also extremely easy to break or surpass its capabilities of Desk Connect to the point that any modification, regardless of size, made to your Salesforce org must be communicated to Desk to ensure that Desk Connect will continue to function as expected. If you are a small-scale organization/team with very basic case tracking and reporting requirements capable, Desk may very well be the answer for you. But you still better be prepared with extensive documentation of all requirements and expectations for a tool like Desk, no matter how small or obvious they may be.

Vorteile:

Simple UI Simple workflow building and management

Nachteile:

Extremely limited in its capabilities Desk Support reps are not thorough when reading emails ETA's on fixes/patches pushed back for months

This is a great tool for organizing your sales funnel.

Vorteile:

Time management and organization are the top reasons to use this software. Being able to include information on new prospects and clients is very helpful and it's easy to add to do items. The sales funnel process is user friendly and easy for other employees to view.

Nachteile:

It can be hard to create clear expectations between management and employees on what information or processes should be done. With so many options of where to save information it can look like information is missing if you don't look in the right place. Processes should be put in place by each organization to clarify how to use the software.