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Salesforce used org wide, add ons great and easy link in with Okta
What do you like best about the product?
Organisation wide Salesforce is used for customer data storage and communication all in one place.
Communication, Data Attachments, Email all stored in one easy to access place
We have since integrated with Okta and find it a much more beneficial addition to the company.
The ticketing system whilst at first was a dislike has now been updated and makes a great ticketing system for the entire organisation, internal and external.
Communication, Data Attachments, Email all stored in one easy to access place
We have since integrated with Okta and find it a much more beneficial addition to the company.
The ticketing system whilst at first was a dislike has now been updated and makes a great ticketing system for the entire organisation, internal and external.
What do you dislike about the product?
Not so much a dislike, but just a downside of Salesforce - build your own inhouse Salesforce team for supporting it as any salesforce programmers are fairly expensive so whilst we started out with hiring contractors, its cost effective to start building your own in house team.
What problems is the product solving and how is that benefiting you?
Ticketing System for both internal IT and customer facing IT.
Customer Management
Email Storage related to customer data - we have now moved all data over from company network drives and onedrive onto Salesforce.
Working from home during Covid has been made easier with Salesforce used org wide. Okta integration has meant its also much easier to use from home PCs during this time.
Customer Management
Email Storage related to customer data - we have now moved all data over from company network drives and onedrive onto Salesforce.
Working from home during Covid has been made easier with Salesforce used org wide. Okta integration has meant its also much easier to use from home PCs during this time.
Recommendations to others considering the product:
Hire an inhouse Salesforce Developer rather than looking elsewhere - the ongoing work and cost required for a developer is much better to hire a developer as an employee
Integrate with Okta to allow ease of use
Integrate with Okta to allow ease of use
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The Number One CRM tool
What do you like best about the product?
Dashboards for a visual representation of the data - Creating and sharing dashboards on the performance of a particular service area is easy, helping us monitor the pipeline of opportunities in real-time
Chatter Feature - It helps in assigning a task to another member instead of sending emails via outlook.
Integration with other tools is easy when compared to other CRM tools - linking and importing data on companies from D&B Hoovers
Creating reports on existing contacts for sales campaigns
News Feature: It helps to monitor developments and news related to a particular company for which we have an account created in Salesforce,
Industry News and General News is new and I have not seen in Dynamics CRM
App Navigation - Being able to modify the home page to include all required apps. I use this feature to view my accounts and contacts, tasks that are assigned to me, pending items that require my approval
Chatter Feature - It helps in assigning a task to another member instead of sending emails via outlook.
Integration with other tools is easy when compared to other CRM tools - linking and importing data on companies from D&B Hoovers
Creating reports on existing contacts for sales campaigns
News Feature: It helps to monitor developments and news related to a particular company for which we have an account created in Salesforce,
Industry News and General News is new and I have not seen in Dynamics CRM
App Navigation - Being able to modify the home page to include all required apps. I use this feature to view my accounts and contacts, tasks that are assigned to me, pending items that require my approval
What do you dislike about the product?
Reports: Creating reports is not easy but clunky when compared to Microsoft Dynamics. One needs to be proficient in creating various report types. Creating a report with information on accounts and engagements/opportunities of a specific service line has been a challenge.
The Search function is a mess - results show both active and inactive accounts together. It becomes challenging to understand which ones are active and which are inactive
When we search with a keyword to search for accounts, it shows accounts that have the keyword in the description
The Search function is a mess - results show both active and inactive accounts together. It becomes challenging to understand which ones are active and which are inactive
When we search with a keyword to search for accounts, it shows accounts that have the keyword in the description
What problems is the product solving and how is that benefiting you?
Creating accounts for companies, adding contacts, creating opportunities, creating activities, adding tasks, and preparing reports and dashboards for sales and marketing personnel across our firm.
Creating and sharing the list of contacts with name, designation, email id, company name for sales campaigns
Sharing reports with Business Development team members on prospects and clients.
Creating and sharing the list of contacts with name, designation, email id, company name for sales campaigns
Sharing reports with Business Development team members on prospects and clients.
Sales Cloud Salesforce Review
What do you like best about the product?
The tool is flexible and can be configured to every business's needs. There is not a huge learning curve and can be picked up fairly quickly.
What do you dislike about the product?
Over-engineering the tool can hurt the end users and make the platform unusable.
What problems is the product solving and how is that benefiting you?
GTM processes and the customer journey. The tool allows tracking and forecasting easier than any other tool.
Great CRM Tool but a little clunky
What do you like best about the product?
I like all my accounts in one place and a way to see other coworkers' accounts as well. It's great having everything in one place—emails, calls, meeting notes, etc. It's nice to have any risk and opportunities all in one place as well.
What do you dislike about the product?
It is clunky and looks very outdated. I feel like the design could be much better and user-friendly. Nowadays, we are used to polished-looking websites, and looking at salesforce makes my eyes hurt often. Trying to find things or be able to update them is not always the easiest. If I could redesign the website I would look to make more bubble style text boxes, a modern approach, easier on the eyes and something that felt smooth and easy to use. Salesforce isn't hard to learn but it takes so long due to the overload of information on the main page and every page that follows. If they could clean up the tables and not blast so much information right away I would like it a lot more.
What problems is the product solving and how is that benefiting you?
Having to transition accounts often between our pillars, it is helpful to have a tool that houses all historical info. If someone quits and we lose access to any emails, at least we have what is logged in Salesforce to fall back on. It's great having access to all communications within the orginization too.
Recommendations to others considering the product:
I think it is worth it in the long run. In my new role, I have started to use it much more often. We have also integrated other tools in SF that have made it more robust like Icertis and Quip. I feel that these integrations have changed my outlook on Salesforce. I also now work in onboarding so having the ability to go back and see emails between the prospect and account executive has proved very helpful.
Salesforce- One stop solution for managing all your leads
What do you like best about the product?
-Amazing UI
- Very easy to use.
- Continuous upgrades by the sales force teams make it seamless.
- Inbuilt Chatter tool
- Given the amount SFDC spends on marketing and building a brand image, being a user of the same - gives a professional edge.
- Not a complex tool to learn technically.
- Very easy to use.
- Continuous upgrades by the sales force teams make it seamless.
- Inbuilt Chatter tool
- Given the amount SFDC spends on marketing and building a brand image, being a user of the same - gives a professional edge.
- Not a complex tool to learn technically.
What do you dislike about the product?
- The platform is very costly. Not every company or user can buy it.
- To fully utilize the software and all its features, users have to pay extra for add-on features to get the best results.
- When it comes to addressing the complaints, the customer support is not very helpful.
- For some people, it may look a bit complicated and technical.
- To fully utilize the software and all its features, users have to pay extra for add-on features to get the best results.
- When it comes to addressing the complaints, the customer support is not very helpful.
- For some people, it may look a bit complicated and technical.
What problems is the product solving and how is that benefiting you?
For any salesperson, Salesforce is a great platform to manage all their leads. Every feature that is required is available on the platform. I have been using it on day to day basis, and I have realized one thing, that a lot of manual effort is required; even if I want to update one thing, I have to go through 4-5 steps, which makes it a bit frustrating.
SalesForce is integrated, secure, and easy to use.
What do you like best about the product?
It's an integrated software where you interact with live chats, emails and has integration with other functional applications.
What do you dislike about the product?
I like everything about this software. It's very good.
What problems is the product solving and how is that benefiting you?
It is the main tool in my work, where I can generate tickets and serve customers live.
Recommendations to others considering the product:
Salesforce CRM is an excellent tool, capable of adapting to any business. I recommend it 100%.
LevelJump has been monumental to my professional development within sales
What do you like best about the product?
I especially enjoy the accessibility and ease of use that LevelJump provides, along with its interface, and content. Being able to share content in a social manner creates a community and brings my peers closer. I feel this is where LevelJump's true value is: The community it creates while fostering a learning atmosphere. It's an interface that makes it easy to absorb and share knowledge.
What do you dislike about the product?
I don't have anything negative to say at the moment, and am looking forward to learning more through LevelJump.
What problems is the product solving and how is that benefiting you?
LevelJump has allowed me to solidify my knowledge of PSO, and solutions. It has also allowed me to learn from my peers on the social platform, which is a huge advantage. Being able to do things like share 2 minute stories and learn from others, see others' wins and challenges, and how they've overcome obstacles in their sales journey is inspiring.
As I've used LevelJump more, it's become a staple to my day-to-day sales processes: Funnel management, strategizing, conversation planning, and overall solution knowledge.
As I've used LevelJump more, it's become a staple to my day-to-day sales processes: Funnel management, strategizing, conversation planning, and overall solution knowledge.
Recommendations to others considering the product:
I would recommend letting the platform do its job: Unlock your ability to learn. It's a fantastic platform built to help you succeed and grow in your sales career.
I find that in addition to holding all of the resources we need to succeed, it creates a community that you can connect with: Sales professionals across the company who are sharing the journey with you. You can see how they've applied what they've learned, what has challenged them, and what they have overcome to succeed.
In today's digital workplace, LevelJump fits so well in our sales journeys and along with our ecosystem of systems and support.
I find that in addition to holding all of the resources we need to succeed, it creates a community that you can connect with: Sales professionals across the company who are sharing the journey with you. You can see how they've applied what they've learned, what has challenged them, and what they have overcome to succeed.
In today's digital workplace, LevelJump fits so well in our sales journeys and along with our ecosystem of systems and support.
CLOUD CRM
What do you like best about the product?
I am using Salesforce from last 7 years.
Every thing work in cloud base no software needed
Development options are good and easy to understand
all features are good and easy to work. security option are awesome
different ways to provide securities
OWD
Sharing rules
Profiles
Lighting features are awesome.
and Salesforce provide the update in every( 3 months ) quarter
Every time they provide the new features in every release
this is very good for smal/medium industries.
Best for Automations Flow no code deffinaty we will like it.
Easy to use.
Every thing work in cloud base no software needed
Development options are good and easy to understand
all features are good and easy to work. security option are awesome
different ways to provide securities
OWD
Sharing rules
Profiles
Lighting features are awesome.
and Salesforce provide the update in every( 3 months ) quarter
Every time they provide the new features in every release
this is very good for smal/medium industries.
Best for Automations Flow no code deffinaty we will like it.
Easy to use.
What do you dislike about the product?
not found much issue in salesforce
it will takes lot of time to load pages
classic UI is rocks
it will takes lot of time to load pages
classic UI is rocks
What problems is the product solving and how is that benefiting you?
Every thing is possible in salesforce
Every thing work in cloud base no software needed
Every thing work in cloud base no software needed
Recommendations to others considering the product:
UI IS VERY SLOW
Salesforce CRM review
What do you like best about the product?
Able to keep track of everything, starting from accounts, email logs to phone call logs, easier to look for old cases, a great way to take care of new cases. Overall a great service for any company requires CRM.
What do you dislike about the product?
It could be a little easier for users but that mostly depends on the users.
What problems is the product solving and how is that benefiting you?
I personally have to communicate with a lot of people so the most important benefit for me would be keeping a log of everything that's happening.
salesforce is best technology in the world of CRM.it has great user experience for customer.
What do you like best about the product?
easily accessible from outside the organization. we can configurr any requirements via point and click. we can complete sales journey easily.After lighting component we can reuse the same same component on number of functionality
What do you dislike about the product?
maintenance of certifation of is too hard after completion of certificate
What problems is the product solving and how is that benefiting you?
we can customized our UX screen as per our choice. With the help oh LWC we can make small small parts of page or UI and reuse that some other UX page
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