Salesforce

Kommentare: We were looking to update our CRM and wanted something cloud based and easy to reach for all users. It has been an excellent choice as we can make fast updates to our system without a lot of work or programming. People find it easy to use and onboarding new employees has been faster than before.

Vorteile: Very easy to use and setup customizations. There are a lot of options to customize the system to your needs without having to write code. Going from test to live in super fast and easy. It is updated three times a year that bring a lot of new features that improve what we can do in the system, Salesforce becomes more powerful each time. The ad hoc reporting is incredible to have.

Nachteile: The price is pretty high for some who are not going to use it all. There are a lot of extras that would need to get bought for you to get everything you want from the system. It might not be clear what is an extra. It lacks some functions that you might expect from a system like conditional fields cannot be highlighted.

Kommentare: I have tried other tools, including Hubspot to use as a CRM and nothing compares to the functionality and reporting you receive from SFDC.

Vorteile: It is a great tool to track and analyze all sales and marketing data. It has plenty of customization and integrations available.

Nachteile: SFDC has a mind of its own, you need to know what you are doing if you are an administrator, however that doesn't mean you can't learn. Currently, not all functionality is available in Lightnighting (we use lightning and I keep being sent back to classic to fix some stuff).

Kommentare: My overall experience using Salesforce has been good. I've used the application for 19 months and I'd say it took at least 3 months to get familiar with the tool. I work for an organisation of +180k and the tool is used widely across the business, which is a testament to its reliability and scalability. For smaller organisations, there is likely to be less complexity involved, as there will be less integration required with other applications - which Salesforce does incredibly well. To summarise, I'd say to prospective adopters of Salesforce, expect to invest some time in training new users of the tool but its remarkable functionality and capabilities far outweigh this ramp-up period.

Vorteile: -Highly customisable with deep and wide integration with my organisations SaaS or natively developed applications.
-Allows you to produce very detailed reports to track my own activity and history. Which can also be used by management to track team progress and activity.
-A customisable dashboard that allows frequently uses tabs to be populated to a "bookmarks bar" which allows for faster navigation.
-Great search feature that allows for search across the entire CRM database.

Nachteile: -Due to its high functionality and range of options it can be overbearing to use at times.
-Requires internet connection which means there is occasional latency and is not accessible at all times.
-Visually, it's not the most appealing tool that I've ever used.
-Steep learning curve for those that have not used it before, but then that goes for most CRM tools.

Kommentare: Overall, as I said this is one of the greatest software and I would recommend to everyone who needs marketing, sales, and service. It connects the customer and the client. The one thing that they should probably consider changing is the price because most people find it too expensive and for software like this that shouldn’t be the case.

Vorteile: Salesforce is one of the greatest software nowadays. It has a lot of data stored plus it’s very secure to use so you don’t have to worry about anything happening to your data. Also, it has a cross-platform which means you can use it for iOS, Android, phones, tablets, etc. This software also provides you with information about the client/candidate, is he hired by someone, what he should do next and so on. It creates a general relationship between you and the client. What you have done and what the client has done. Also, Salesforce offers you the first ten licenses for free if you are a non-profit person or company.

Nachteile: The main thing that I dislike about Salesforce is the price. It’s quite expensive and every other license that you buy just gets more expensive, so because of that, you should probably ask someone more informed before purchasing. Another thing that I dislike is that they often change their managers. Imagine having one manager and making a good relationship with him and they suddenly change him. You need to start building a new relationship which in some cases can be frustrating. And last but not least, their customer service sometimes can be irritating because most of the people that are hired are not friendly and helpful.

Kommentare: Very positive!

Vorteile: Let me, first of all, start off being admitting that I do not currently use Salesforce in my business but used it quite extensively during my time in Corporate America as an account manager and program manager. As an account manager, we were required to enter all activities and customer interactions in SF. It was a very user-friendly and intuitive interface. I am certain that it has changed quite a bit since then but was still a great platform back then. Some of the features I enjoyed most were emailers and scheduling call backs (served as an assistant). Even though I forecasted during my role as an account manager, I did not appreciate the value of being able to track revenue forecasted by account and service managers until I transitioned into a role as a national program manager. I even worked with engineers to develop a special promotional code that allowed me to track revenue for my program forecasted by my co-workers deals. Although it was a lot of work, this was a huge milestone for me and the company. For the first time, we we able to track revenue for a particular funding source. As an entrepreneur, I have an even greater degree of appreciation for forecasting revenue. SalesForce gets thumbs up from me.

Nachteile: I have no "least" liked features. Perhaps, the only semi-negative I have to share is that we had to develop a special backend program to track revenue for my program. But even that is a compliment to SF. The fact that their software is so flexible speaks volumes.