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Great CRM with endless Integration and customization options alongside super out-of-the-box features
What do you like best about the product?
Versataility, ability to integrate with multiple systems and the support they provide are great and with the introduction of lightning web components they opened doors for vast opportunities
What do you dislike about the product?
Lightning is still having some limitations to it's out of the box features which limits us in various use cases from completely implementing it
What problems is the product solving and how is that benefiting you?
It made us help our customers by leveraging various functionalities like email-to-case, case assignment rules and also salesforce 1 mobile platform
Recommendations to others considering the product:
Right now with Microsoft dynamics and Pega CRM are lagging way behind the salesforce which leaves with organizations very little to choose between
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Best ever CRM with lots of Reports and dashboarding options for sales people
What do you like best about the product?
It is easy to understand and has a very friendly UI. Most suitable for all your sales integrations, the formats of the reports are excellent and very detailed with graphical and numerical representations. much more interesting thing is it's easy to integrate options for different suitable tools like Skype etc. The amazing reporting formats give it an edge over the other CRMs available in the market. The filter and logic criteria to create the reports are exceptional. I like the most amazing feature which is integration with other tools like skype business, You don't need to copy and paste numbers, just click the number you want to dial, CRM will launch Skype for you without any hassle. This will also log the call information you made.
What do you dislike about the product?
Overall the CRM is as per our expectations but you may feel the price part is a bit higher as compared to other tools available in the market. There should be more reporting options with much more filters. There should be lesser steps to make and customize the new report format. There should be more versions of dashboards and report to try and implement for every user. More data security options should be considered. There should be options like themes for making it more interactive and lesser boring:-)
What problems is the product solving and how is that benefiting you?
We have integrated this tool with other sales tools like calendars and Skype helped us in making sales practices smoother and helped us to maintain clients and prospects records with team management features. Tracking the team's performance is easy through different dashboards options available for the managers and team. one can easily track the actual number and analyze it through charts and graphs to save time. Integration of different tools like skype helps a lot, you don't need to copy and paste the phone number and you can just make calls through a single click. The best part is, it will be logged and tracked for your results.
CRM is just not helping with its features but it will also help you secure and save your data which is the most crucial feature we all need. You can lock/unlock the download button to save your data from downloading and leaking.
CRM is just not helping with its features but it will also help you secure and save your data which is the most crucial feature we all need. You can lock/unlock the download button to save your data from downloading and leaking.
Recommendations to others considering the product:
A must-have tool for your client records, for useful dashboards, reports options for better analytics. If you are looking for a better funnel reporting system then just go for it. It gives you an edge to check your team's performance and areas of improvement as well. You can also create separate dashboards for you and your team for real-time tracking and optimization of leads. You can integrate your CRM with other sales enablement tools like Skype etc for making it convenient for your team to make calls and you can also track the calls data through dashboards of you analytics. This will give you an edge while making actual performance reports.
You need this to stay relevant
What do you like best about the product?
Only way to track the myriad of people your sales/CS team are interacting with daily. Once reports are built to your satisfaction, gaining insights is incredibly easy and efficient. I do love that it integrates out with so many tools that we're using already so that we can rely on SFDC as a single source of truth.
What do you dislike about the product?
Sometimes it can look a little messy. More info isn't always better info if you can't consume it all. It would be great if there was more apparent self serve resources for creating reports etc for reps to be more self sufficient in getting the data they need from the platform.
What problems is the product solving and how is that benefiting you?
Driving sales, managing pipeline, improving customer relationships/satisfaction. With a b2b software used by thousands of people per territory, having a way to keep everyone straight is vital to our success. Not only keeping the individuals straight, keeping opportunities top of mind with the relevant stakeholders is much easier through a platform like Salesforce as well. We've effectively been able to grow our company 50% YOY for the past 10 years using Salesforce as our CRM. Does what we need!
Recommendations to others considering the product:
Do it. Recognize it's an investment - garbage in, garbage out. If you're willing to put the work into keeping the data accurate, etc, it will prove itself time and again.
Excellent CRM for Sales and Service
What do you like best about the product?
Excellent User Interface
Customizable
Good storage of data
High speed
Negligible downtime
Customizable
Good storage of data
High speed
Negligible downtime
What do you dislike about the product?
Version controls can be brought in within CRM
What problems is the product solving and how is that benefiting you?
Easy to interact with Customer
Build long lasting relationship with partners
Build long lasting relationship with partners
Recommendations to others considering the product:
Good tool for CRM and Sales purposes
7 years in
What do you like best about the product?
I've used Salesforce for the better part of 7 years and live and die by the follow up tasks. It keeps me on pace of my day to day activity and lets me know whats important for the upcoming days.
What do you dislike about the product?
The biggest downfall is the lack of (free) integration with Google Calendars. When I have meetings scheduled with clients I wish it would just push directly into my SF so I can see to take a step out of it for searching.
What problems is the product solving and how is that benefiting you?
We have a lot of leads and opportunity that are generated in our system and need to be followed up with. Without that we would not know status. As our team grows, it also gives others the piece of mind in knowing more about an account even though they may never have worked with them yet.
Recommendations to others considering the product:
Salesforce is very robust so before jumping into an investment in another platform. Keep in mind what SF is capable of and where your company may look to go in the future. It may pay off long term on not having to switch.
Customizable and very robust
What do you like best about the product?
The customization and the ability to tailor it to the company that needs it
What do you dislike about the product?
It can be challenging to learn, but once you do the possibilities are endless
What problems is the product solving and how is that benefiting you?
The outbound sales process is much easier now. I can talk to different partners and departments as well
Recommendations to others considering the product:
Make sure you have a team that is willing to learn the platform/ have at least a few users that are willing to go over the top for it
A bit clunky - possibly too much for us
What do you like best about the product?
Everyone uses it so you have a lot of bolt on integration options out there.
What do you dislike about the product?
Probably good for enterprise. We are SMB and we likely don't need this much power. Slow page loads...customizations are costly. Our SFDC admins are pricey...we brought them in house and it's still a lot for a 75 person company to have 3 SFDC admins.
What problems is the product solving and how is that benefiting you?
Any system is only as good as the people who use it. The sales team needs to put in detailed info. It's easy to see exactly what is going on with a contact/accound.
Recommendations to others considering the product:
Make sure your marketing automation platform REALLY integrates.
Flexible CRM platform with some issues
What do you like best about the product?
Powerful customization to support all different kinds of businesses. The 3rd party ecosystem is also very large so if by default the out of box cant do something, you will most likely find a partner or app that can.
What do you dislike about the product?
This primarily is a direct sell type CRM model. We run a channel model which requires a fair amount of customization. Too much customization breaks. If you can't stick to out of box look else where. I would say when you get past 35% customization, it starts to become difficult if the customization was done poorly
What problems is the product solving and how is that benefiting you?
We use it for visibility into our B2B forecast and pipeline as well as account management.
Recommendations to others considering the product:
Its all about finding the right implementation partner and making sure your requirements are correct and all inclusive
Best CRM for Sales guys
What do you like best about the product?
Salesforce not only allows you to track your Sales pipeline but also reminds you of your follow-ups at the right time. The one thing I like the best is the extensive reports you can pull out of Salesforce using different parameters that helps you evaluate your performance. Also it is highly customizable to your needs. Now with the SalesGPT, you have an assistant that will help you with follow-ups, writing emails, sending reports and even negotiations.
What do you dislike about the product?
Sometimes you have to fill-in too many fields of information.
What problems is the product solving and how is that benefiting you?
As a Salesperson it's important for me to track my activities, build my pipeline and analyse my performance. Salesforce is a perfect tool for a Salesperson.
Recommendations to others considering the product:
Salesforce is a wonderful CRM. If you're in Sales, I would say it's a must use. Very easy to understand, integrates with outlook and your other enterprise applications and you can customise the reports that you want to pull. I highly recommend Salesforce although the licence cost is high.
Completely Customisable
What do you like best about the product?
The one thing I love most about Salesforce is that you can customise it to suit your business needs.
What do you dislike about the product?
As an admin I dislike that some of the objects work differently to how you have previously learnt to do something.
What problems is the product solving and how is that benefiting you?
The main benefit I have noticed is saving time. This is due to being able to automate many of our manual processes.
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