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Keeps all data at your fingertips
What do you like best about the product?
I love that all the data for my agents and also my clients are all in one. I love the fact I can pull report so easily.
What do you dislike about the product?
I dislike the chart conversion. When it shows a pie chart compared to line graph it feels as if calculations are off. Visually that is.
What problems is the product solving and how is that benefiting you?
Refunds, I am able to see financial trends and correct as we go. The details that are in salesforce are enough to carry and change and develop the way we conduct business.
Recommendations to others considering the product:
When needed to keep close track of vital financial information and clientele info. sales fores is much needed.
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Streamlining Sales Success: Salesforce Sales Cloud Review
What do you like best about the product?
What I like best about Salesforce Sales Cloud is its comprehensive nature and its ability to streamline the entire sales process. The platform's user-friendly interface allows for easy navigation and data management, making it accessible to users of all skill levels. I appreciate how Salesforce Sales Cloud centralizes customer data, providing a holistic view of interactions, purchase history, and preferences. This centralized approach empowers sales representatives to personalize their approach and deliver tailored experiences to customers.
The automation capabilities of Salesforce Sales Cloud are another standout feature. By automating routine tasks such as data entry and follow-ups, the platform frees up valuable time for sales professionals to focus on building relationships and closing deals. The workflow automation features ensure that leads are consistently nurtured and no opportunities are missed.
The advanced analytics and reporting capabilities of Salesforce Sales Cloud are incredibly valuable as well. The customizable dashboards and real-time insights enable sales managers to have a comprehensive view of team performance, pipeline health, and revenue projections. This data-driven approach allows for strategic decision-making, optimizing sales strategies and driving revenue growth.
Lastly, the seamless integration of Salesforce Sales Cloud with other Salesforce products and third-party applications is highly beneficial. The ability to integrate with marketing automation tools, customer support systems, and other essential applications promotes collaboration and a unified approach across the organization.
Overall, what I like best about Salesforce Sales Cloud is its ability to bring together various aspects of the sales ecosystem into one comprehensive platform. It simplifies processes, enhances efficiency, and empowers sales teams to deliver exceptional results.
The automation capabilities of Salesforce Sales Cloud are another standout feature. By automating routine tasks such as data entry and follow-ups, the platform frees up valuable time for sales professionals to focus on building relationships and closing deals. The workflow automation features ensure that leads are consistently nurtured and no opportunities are missed.
The advanced analytics and reporting capabilities of Salesforce Sales Cloud are incredibly valuable as well. The customizable dashboards and real-time insights enable sales managers to have a comprehensive view of team performance, pipeline health, and revenue projections. This data-driven approach allows for strategic decision-making, optimizing sales strategies and driving revenue growth.
Lastly, the seamless integration of Salesforce Sales Cloud with other Salesforce products and third-party applications is highly beneficial. The ability to integrate with marketing automation tools, customer support systems, and other essential applications promotes collaboration and a unified approach across the organization.
Overall, what I like best about Salesforce Sales Cloud is its ability to bring together various aspects of the sales ecosystem into one comprehensive platform. It simplifies processes, enhances efficiency, and empowers sales teams to deliver exceptional results.
What do you dislike about the product?
some users might find less desirable:
Complexity of Customization: The extensive customization options available in Salesforce Sales Cloud can be overwhelming for new users or those with limited technical expertise. Creating custom fields, workflows, and reports often requires a deeper understanding of the platform, and it may take some time to become proficient in utilizing these features effectively.
Cost: Salesforce Sales Cloud is a powerful and feature-rich solution that comes at a significant cost. The pricing structure can be complex, especially for smaller businesses or startups with limited budgets. While the platform's capabilities can justify the investment, it may not be financially feasible for all organizations, particularly those with limited resources.
Learning Curve: Due to its vast array of features and functionalities, Salesforce Sales Cloud can have a steep learning curve. Users who are new to the platform or unfamiliar with CRM systems may require substantial training and support to fully grasp its capabilities. This learning curve can impact initial productivity and may require additional time and resources for onboarding.
User Interface: While Salesforce Sales Cloud's user interface is generally user-friendly, some users have reported that the platform can feel cluttered or overwhelming, especially when dealing with a high volume of data or complex sales processes. The sheer amount of information and options presented on the screen can sometimes lead to a less intuitive user experience.
Support Limitations: While Salesforce provides customer support, some users have expressed frustration with the response time or difficulty in obtaining timely assistance. Resolving technical issues or receiving prompt support can sometimes be challenging, particularly during peak periods or for users with specific or complex requirements.
Despite these limitations, Salesforce Sales Cloud remains a powerful sales management solution that has helped countless businesses streamline processes and drive sales growth.
Complexity of Customization: The extensive customization options available in Salesforce Sales Cloud can be overwhelming for new users or those with limited technical expertise. Creating custom fields, workflows, and reports often requires a deeper understanding of the platform, and it may take some time to become proficient in utilizing these features effectively.
Cost: Salesforce Sales Cloud is a powerful and feature-rich solution that comes at a significant cost. The pricing structure can be complex, especially for smaller businesses or startups with limited budgets. While the platform's capabilities can justify the investment, it may not be financially feasible for all organizations, particularly those with limited resources.
Learning Curve: Due to its vast array of features and functionalities, Salesforce Sales Cloud can have a steep learning curve. Users who are new to the platform or unfamiliar with CRM systems may require substantial training and support to fully grasp its capabilities. This learning curve can impact initial productivity and may require additional time and resources for onboarding.
User Interface: While Salesforce Sales Cloud's user interface is generally user-friendly, some users have reported that the platform can feel cluttered or overwhelming, especially when dealing with a high volume of data or complex sales processes. The sheer amount of information and options presented on the screen can sometimes lead to a less intuitive user experience.
Support Limitations: While Salesforce provides customer support, some users have expressed frustration with the response time or difficulty in obtaining timely assistance. Resolving technical issues or receiving prompt support can sometimes be challenging, particularly during peak periods or for users with specific or complex requirements.
Despite these limitations, Salesforce Sales Cloud remains a powerful sales management solution that has helped countless businesses streamline processes and drive sales growth.
What problems is the product solving and how is that benefiting you?
Salesforce Sales Cloud solves data management challenges, manual tasks, lack of insights, and fragmented systems. Addressing these issues benefits users by improving data accuracy, increasing productivity, enabling data-driven decision-making, and fostering collaboration across departments, ultimately leading to better sales performance and customer satisfaction.
Enterprise CRM Not A Fit For Smaller Businesses
What do you like best about the product?
Salesforce has many great advanced features. Just beware that the program is suited for medium to large businesses. If you want automation and the business has the budget for implementation and ongoing cost, Salesforce is a great option.
What do you dislike about the product?
For the non-enterprise version, there are a lot of add on costs. For a smaller business, it's not a good value to buy the basic version and too expensive to add on the needed features.
What problems is the product solving and how is that benefiting you?
We chose not to move forward with Salesforce due to cost and value. Now that our workflow program is moving to an open API, we might revisit this integration in the future.
Recommendations to others considering the product:
Weigh the benefits and cost of Salesforce against other program to make sure it's the right fit.
Easy to use Salesforce for CSM Review
What do you like best about the product?
Easy to organize all of my customers and provide updates in an efficient manner.
What do you dislike about the product?
I dislike that sometimes there is field limitations where you can't have a max number of characters. I also dislike that sometimes it can be a bit slow at times.
What problems is the product solving and how is that benefiting you?
The main problem is around customer on-boarding and adoption and being able to set up. Also, be able to easily search for accounts and see all of the recent activity is also helpful. We have an integration built out with Groove, so that we can easily see all of the history.
Self teaching Admin to over 100 users!
What do you like best about the product?
I like how easy it is to make your Salesforce truly yours. I also like how you learn as you go. Most things are fixable when needed.But most of all that I learn something new every day!
What do you dislike about the product?
Classic verse lightning. I implemented under Classic and keep trying to move to lightning but then are so things that I can do much quick in Classic. However, I love Lightning and hope one day to be all lightning.
What problems is the product solving and how is that benefiting you?
The lack of historical data. But thats more for my higher ups who keep asking and not accepting the answer. The benefit is the quicker work time and the ability to personalize to make the every day work easy and quick.
My experience with Salesforce
What do you like best about the product?
As a tech support agent in a call center, I feel like the tools that salesforce offers are the best ones for customer experience the way it it's easier to fill information, find public articles to solve issues and lot of positivity things that salesforce has, by far from all the tools that I used on other jobs the only one that I would use for my own company will be salesforce for its ability to make everything much easier while handling a difficult call with a customer and also documenting everything they say. i don't know if i would enjoy my job without this tool. mean while the attitude of our boss results better
What do you dislike about the product?
What sometimes what I dislike the most about salesforce is that is very slow, sometimes and on most of the cases it slows down like 500% of its normal usage when I use many tabs open at the same time, but this is the major issue that I find for this platform, for my boss, for my colleagues and also me we all agree that this salesforce platform is one of the best tools that we've ever used for customer experience in a call center specialized in support of electronic products as well. then if we use this app we will be able to develop more things
What problems is the product solving and how is that benefiting you?
The issues that we solve in salesforce are easy to understand, answering calls and helping customers with issues that they might have in regards to the product, but if we talk about salesforce itself it makes everything 1000% much easier for everything. Then we will be affortunare to play
Recommendations to others considering the product:
Make it faster because sometimes when all need it it becomes so slow that it is even unusual.
Salesforce for Non Profits
What do you like best about the product?
Transitioning from Raisers Edge to Salesforce has been seamless! Using the non profit success starter pack, we are able to pull all kinds of reports on donor relationships and how often we engage them. In an ideal world, you can revive donor information in minutes and are able to thank them properly due to salesforce.
Update: We have been using this for 6 yrs now, and it is amazing!! We use the eventbrite integration. Customer support has been fantastic!
Update: We have been using this for 6 yrs now, and it is amazing!! We use the eventbrite integration. Customer support has been fantastic!
What do you dislike about the product?
Like any CRM, being consistent with labeling and entering helps keep less frequent errors when pulling reports. I would like more information and tutorials to keep up to speed with changes that can be made.
What problems is the product solving and how is that benefiting you?
It is so easy to pull reports on constituents and giving. It has made my life easier when being reminded to contact donors when their gift will lapse. These reports have only gotten better
Recommendations to others considering the product:
Look up how Integrations that might make your life easier. Classy and crowdrise integrates seamlessly with salesforce and helps track third Party fundraising.
The Golden Standard
What do you like best about the product?
I liked how SFDC has incorporated Marketing Cloud so we are able to track marketing activities better in relation to the overall lifecycle of the prospect in the funnel. SFDC is still the golden standard for CRM everywhere.
What do you dislike about the product?
In situations where extreme customization has happened like in our organization, then standards and best practices don't apply anymore. SFDC allowed us to highly customize our instance which makes lives miserable and tracking a pain. Not to mention trying to compare our use cases to the industry's.
What problems is the product solving and how is that benefiting you?
We have used SFDC to track the lifecycle for our prospects and it has worked to a certain degree. However, we really need the sales people to be on the same page around the world so the records are accurate and everyone is updating the same things according to protocol. This is harder than it seems.
Recommendations to others considering the product:
Really need the executive buy-in and sales training. Without these two crucial factors, you will not be successful in implementing SFDC. Organizations need the top down direction on using SFDC exclusively, and all sales people need to be properly trained so they know how to use the functionalities.
Absolutely ESSENTIAL for a successful sales department!
What do you like best about the product?
Salesforce is the easiest tool for tracking & updating data, collaboration, access to essential prospecting methods, and reporting! Our team would be lost without it.
What do you dislike about the product?
My only suggestion is to improve adoption techniques. Without the right Admin in place who is willing and able to interact with the teams, you're missing out. Our organization actually employs a few individuals with the right knowledge set to maximize our ability to harness the true power of what Salesforce has to offer.
What problems is the product solving and how is that benefiting you?
Lead, Account, Contact & Marketing Campaign management all in one. The collaboration and outreach tools have cut our sales cycle by at least half, if not more. We now have full visibility throughout the entire process with automation tools to help along the way!
Recommendations to others considering the product:
Implement Salesforce before you fall behind ALL of your competition. I guarantee they know the value, and will use it to exploit your weaknesses in whichever TAM you operate.
Extremely user-friendly
What do you like best about the product?
Salesforce is very straightforward. It only takes 1-2 days max to get the hang of.
What do you dislike about the product?
It can sometimes be a bit slow. I often wonder if a new format with larger fonts would increase productivity.
What problems is the product solving and how is that benefiting you?
It helps me compute and keep track of my prospects in the sales process and also how I am doing on my quota
Recommendations to others considering the product:
Very easy to use. Advice almost seems condescending. Different companies use it in different ways, however.
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