Salesforce is a cloud-based software designed to help businesses find more prospects, close more deals, and provide customer satisfaction. It is a complete suite of products, that unites sales, service, marketing, commerce, and IT teams with a single, shared view of customer information, helping the business grow relationships with customers and employees alike.
Capabilities |
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Segment |
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Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
Training | Documentation |
Languages | English |
I personally leverage Salesforce for Support, Customer Success and account management. If configured and set up the way you want, you can have so much information at your fingertips about accounts, activity, status of relationship, health of an account, and the revenue.
It can be intimidating to learn more in depth configurations, flows, etc., but the Trailheads do their best at being easy to understand. I do wish reporting was more robust.
Visibility into accounts, product, associated contacts, ownership, and process alignment
Its easy to use and clear cut. It isn't clunky or hard to find data. Everything is laid out in a concise manner.
There really isn't much that I don't like but its plain is the only thing that I can come up with.
It allows me to keep my contacts, opportunities, and outreach efforts organized for everyone to see. I'm able to keep track of what I've done, what I need to do and where I'm at in my sales deal with ease. It allows management to review my opps with ease, as well.
Salesforce has so many amazing features that are easy to use. They allow for organizations to have seemless sales processes and visibility among the organization. This platform also connects to many other useful tools we use at our organization which allows them to integrate without issue.
Salesforce is a massive platform. This can be daunting for new users due to the many features it provides. However, once a user has been immersed in the platform, they will learn quickly and be able to take advantage of the tool.
We use this tool as the database for all things sales and marketing. This will help the sales team prospect, track deal progress, and organize the workflow. This is also where a lot of our marketing materials are located for the sales team to quickly access them and prospect/sell accordingly. It is also a great way to separate territories and ensure each sales team member can easily track their leads/customers.
Salesforce helps us in terms of locating a customer's record. The features of this platform are well organized. Organized enough for us to check the type of information we are looking for immediately.
There are times that we experience latency, but it is tolerable. A glitch may occur that leads us to close and open the platform again; sometimes, we must restart our device.
Solved our problem in storing every customer's information, including their products ordered from us.
Good platform to manage leads and create a sales pipeline
The views can be managed in a better way
It is helping me to manage my tasks efficiently
creating oppurtunities is easier and saving customer and ease of integration.
creating contacts on same account is very time consuming.
crm helps in keeping customer data intactand acces is vey easy.
I like the user friendly interface and customizations we can do with the reports and data.
There is nothing to dislike this platform as of now!
It helps to maintain and record data and tasks we do in real time.
I like the best about salesforce is it can help it in our daily work and locate the record or information of the customer
As of now i dont have any dislike about salesforce platform
The problems is salesforce platform solving is to locate the information of the customer to discuss as well their concerns
I've been using Salesforce for quite some time now and I can say that it is the easiest CRM that I've used so far. There were few that I've used in the past but Salesforce has been the most user-friendly of all.
Currently, I am only using Salesforce for Data Entry and does not navigate all the available features. So I cannot say anything I dislike about it for the feature that I am using.
Keeping all of our clients records and contact information including it they have been engaged by our Vendor Analysts.
Automation & time saving Concept & easily integrate
mobile app need to be smooth for every divce
In COVID it's helps alot to run their Bussiness online
Salesforce helped me and my yteam in day to day tasks in sales, like sales planning, tracking, recording and maintaing data.
The cost is a bit rough on pocket rest everything looks smooth and fine.
Salesforce is solving problems for us like pipeline building, maintaining data records and day to day tasks.
We have the Front End, Back End, and all integrations in one place which is Salesforce. Customer Suppor and Ease of Use
Nothing to mention because we have all the features
We built our ATS solution on the Salesforce Platform
I use this platform to log all of my opportunities I am working on.
Nothing to complain about. This is a very user friendly platform.
This platform allows me to log what I am working on and keeping track of my number of dials or meetings.
The integration between Salesforce and tools like Outreach helps us to optimize our work efficiency.
I dislike that it is so capable and I feel limited and overwhelmed by all that it can do.
We use Salesforce Platform to consolidate many services in one concise customer database. This includes marketing, sales, and customer support.
SF has helped me tremendously managing sales and account management teams - stay on top of activity, pipleine, and opporutntities. I cannto imagine not having Salesforce.
There is no real marketing platform. Used Pardot in the past and was not happy.
Salesforce allows me to have either a birds-eye view or a detailed view of the sales team and progress.