Salesforce is a customer relationship management solution that runs on the cloud, popular among medium-sized businesses and enterprises for its flexible features and tools. The platform offers seamless sales automation with a customer interaction database that can be entered automatically based on emails, calendars, and other marketing automation systems such as automated reminders that prompt users to respond to emails. Salesforce is also available on both Android and iOS devices.
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 |
The minimalistic UI is very easy to work with!
It can be "heavy" sometimes, depending on the amount of data.
Our team uses it daily to enter sourcing data, and any relevant data on prospects, also to follow up on leads!
Easy usage to navigate customer prospective Support with queries Features are excellent with respect to integration of different channels
Salesforce lags a lot in my computer sometimes but an excellent tools
Ease of integrating performances into our systems without outsourcing
My organisation likes how easy it is to integrate salesforce features with our existing applications.
We dont dislike, but we would request for making it less pricey
Reaching out to prospects has become better and we have become more equipped
I like Salesforce Sales Cloud for several reasons: 1) User Interface of this tool is really good. 2) Whenever I raised Salesforce ticket for support, I got the resolution within less time duration 3) The implementation and integration of Salesforce Sales Cloud is easy and smooth
I dislike the cost structure of number of features provided by Salesforce because, instead of simplifying the price structure to make it easy to understand, it is unnecessarily complicated.
We are using it as a CRM and making sales easy with Sales Cloud
Salesforce allows me to easily maintain customer information, connect with new clients, and invoice.
It is easy to have duplicate records. Also, there are so many processes involved in using Salesforce that sometimes I'm not sure if I'm up to speed and what's best.
How to maintain relationship with several thousand customers and allowing all data associated with the customer to be contained in one place.
Accesibility makes this platform best in market
Not having the same kind of user easement for Mobile Application
The stages in which we can sort our leads which gives us an advantage of not missing on any Follow ups
Ability to implement quickly and easily with out of the box functionality, and from there the sky is the limit - there is very little customization that can't be accomplished either declaratively or with a third-party app. The Lightning UX is clean and intuitive for both admins and end users.
Licensing for the platform is not cheap, and you are locked into your spend for the duration of your contract, so give careful consideration before purchasing additional licenses or add-on products.
Salesforce Sales Cloud has significantly streamlined and automated our Sales and Customer Service processes to offer a smoother, more consistent experience for prospects and customers. The robust reporting capabilities within Sales Cloud allow our leadership team to react proactively, instead of reactively, to what is happening in our business.
Boomi can help your company save money. Cloud intregration is easy and fast.
It is important to learn the best way to use Cloud for your company. It can be time consuming to put the energy into understanding what the program can do for you company. It is not the programs problem but a user isue. How much time do most of have to explore.
It is designed to look up a client and it is hard to work a list since it defers to the top of the list again.
Sales Cloud assists with keeping all sales opportunities and deals organized. You can easily customize it to fit your needs.
At times certain functionalities do not work as notated.
Keeps sales funnel clean and organized
Everything I need is in one place, from capturing data to organizing it to seeing what we are doing with it. Our leads are always organized, Marketing efforts are clear, and the team is on the same page. Training is always available, and the customer service is great. We have someone to help us implement this into to our current system. Our entire system is built on this, so we use it every day. Easy to integrate with the help of salesforce team members.
There is so much information you are not sure what you need to learn
Being able to see our health in a macro view is amazing. How many leads do we have? What is open and what is closed? As well as seeing my marketing efforts and the health of marketing is amazing!
They are quick and knowledge and quicker
Nothing at this moment . We are good for now
I was unable to differentiate leads that got converted into account
I love Salesforce because it is robust enough to enable to me to the things that I need to do to support my business processes. When things get too complex for me to handle on my own, the premier support plan is there to help. The guides are absolute super stars!
Because it is such a robust product things can be quite complex to set up at times.
having a single source of truth for our customer data
It provides businesses with robust lead management capabilities,versatile task management, along with account handling capabilities.It gives you the power to keep your clients at the heart of every action you take.
See no downsides / issues. Nothing to dislike.
Versatile Task Management Robust Lead Management Account handling capabilities Flexibility to customize workflows to suit our organizations unique needs.
Been working with sales cloud for the better part of six years. The platform is unmatched. Just like any tool, when given the proper amount of funding and dedicated attention, it will quickly become the most powerful resource at your company's disposal. Salesforce has such a robust library of documentation and an incredibly active community. The trailhead platform is unparalled. Getting up to speed on the platform is a breeze.
As the product changes, it feels like they've dedicated less time to creating documentation. I still find their documentation to be best in class, but it feels like it's beggingin to fall in many areas.
The platform is the Single-Source of Truth for all data across our tech-stack and product. It's the system of record. Our immediate issue is how to leverage the data we've collected to provide actionable insights. Because the salesforce ecosystem is so robust, adding a additional tools to enhance the capability (like drawing more complex analysis) is incredibly easy.
very customizable to our sales process needs. we are able to eliminate other non-salesforce products to make sure that our sales touchpoints are together in a single platform and our data coming together in salesforce.
Some basics needs still need custom implementations/workaround - Rollup fields only work for mostly master detail - Dashboard filter is not great
To have customers data easily represented in customizable dashboard and report and all the automation and integrations we can build help us become more connected with our customers
Having Salesforce has helped us have a better view into our clinet activitites and build better ccampaings. I know it will do so much more and I can't wait to keep growing with the tool.
Nothign yet, I just need to learn more. I am learning to be comfortable using all of the things I learned during implementation.
We were using several difernt tools to get insight to our client behaviors. We no longer have to do that!
Salesforce has allowed us to tailor our implementation to our current business processes while also enabling us to create more standardization by means of automating processes and enforcing critical business processes. Support from the Salesforce technical team has been timely and effective.
For an organization with long-standing processes you may find it more difficult to customize Salesforce to match your existing processes since it is built around a more modern approach to business technology. In most cases this has not been a major issue but we have built some customization to merge the two conceptual approaches.
Sales cloud is enabling us to have better visibility of our key metrics in a timely fashion so that we can better support, coach and enable our sales teams to provide the best possible service to our customers. Our primary focus is customer success and Sales Cloud is helping us to better measure and track key metrics in that area.
It has many out of box functionalities created keeping customer in mind which can be customized also.
Still it has not reached no code implementation
It store all the customer data which can be used in SF Marketing Cloud where we can reach customer with an ease.
Sales Cloud is so incredibly customizable! Right out of the box, it gets your sales team the information and resources they need all in one place with a straightforward implementation process. After that though, the sky is the limit in terms of what you can build out to fit your needs! Tons of training resources are available in the Trailblazer platform, and it can integrate with practically any API client.
The cost is a little prohibitive at first. Buildout, while pricy, needs to be done right from the start or you're constantly trying to chase and fix things.
Sales Cloud operates as our single point of truth for order entry, order status, even live inventory. It enables our sales team to have full visibility of the sales cycle from initial lead generation to product delivery and followup.
I love the flexibility, security and connectivity to other apps for visibility in one dashboard.
sometimes it can be slow. The login does not always cooperate.
Visiblity and tracking of prospects.