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Customer Organization
What do you like best about the product?
The Salesforce Financial Services Cloud allows me to keep my clients and pipeline organized, clear, and actionable.
What do you dislike about the product?
The user interface could be a little easier to navigate and have a sleeker look.
What problems is the product solving and how is that benefiting you?
The ability to bill and track my customers through the invoicing process.
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Such seamless insights to succeed
What do you like best about the product?
I can manage my pipeline and forecast my month.
What do you dislike about the product?
Currently it doesn't integrate everything I use in my day to day
What problems is the product solving and how is that benefiting you?
Predicting my financial health for the month I'm in and the next one
Effective and Easy
What do you like best about the product?
I like how simple and effective salesforce makes their interface/dashboard.
What do you dislike about the product?
There is nothing as of right now that I dislike about salesforce.
What problems is the product solving and how is that benefiting you?
Salesforce helps me use my time more effectively when handling my leads and making all the contacts I need to make.
Recommendations to others considering the product:
Keep your employees happy because support is always the best when an issue arises with Salesforce.
Good function, limited granularity
What do you like best about the product?
user interface and collaraborative workflow internally allows for easy use when remote
What do you dislike about the product?
cumbersome feature sets that aren't utilized
What problems is the product solving and how is that benefiting you?
quarterly and annual reviews; accruals and budgeting forecasts
Recommendations to others considering the product:
make sure you have a level of adoption and utilization that is going to be given by the team before throwing it into implementation. Also, AP needs to be tested proactively with integrated payment files first.
Very good software to track everything on my customers accounts
What do you like best about the product?
data analysis really easy to pull into reports
What do you dislike about the product?
None so far that I have disliked except for lightning I much prefer classic view
What problems is the product solving and how is that benefiting you?
I'm not sure as everything is handled through our IT department
Integration is perfect, reporting is lacking.
What do you like best about the product?
The integration with Salesforce was seamless and incredibly easy for even a junior level admin to complete-it was very convenient having everything in one database for finance and sales information and reporting.
What do you dislike about the product?
The reporting and customization was lacking- it was difficult to combine some objects to get the right insight the finance team wanted.
What problems is the product solving and how is that benefiting you?
Giving sales reps insight into financial payments and invoices for their clients was beneficial- the usability was good as everyone was already familiar with salesforce and how it works.
Best products for sales and financial services
What do you like best about the product?
It's user interface is very easy to understand and user friendly as well
What do you dislike about the product?
Omni channel functionality is little fussy
What problems is the product solving and how is that benefiting you?
Api integration, customer profiling
APEX by Salesforce
What do you like best about the product?
The leader in technology for customer management. Training is outstanding, and I'm learning new things every day about this system.
What do you dislike about the product?
I wish it could sync to all my emailed leads and be a little easier to navigate when looking for customer policies.
What problems is the product solving and how is that benefiting you?
Being able to keep track of prospect transitiong.
Recommendations to others considering the product:
TAKE THE TRAINING! You cannot learn everything on your own when using this system.
Easy way to store all the data of a customer 360°
What do you like best about the product?
cloud base services gives access at the faster speed to data of customers and many more details
What do you dislike about the product?
Dislike in the sense we cannot say thay but still some tabs need to improve.
What problems is the product solving and how is that benefiting you?
one click quick access of customer data , history of reqeusts raised by customer ... meeting mapping n also data interaction.
Robust and well-structured tool for high quality financial work.
What do you like best about the product?
Salesforcé Financial is a software that I consider to be designed with a very complete structure, since it allows us to work in a fast way, focused on the important objectives and totally modern. The software is very adaptable to the different work needs that are required to complete any kind of financial project, allowing us to provide very personalized advice to our customers, have a vision of everything that happens through its bright and broad graphics. Sales forcé is a totally cloud-based software, it has a great support team capable of providing answers to any question and providing support quickly if necessary, it has a fairly wide, modern interface and very fast operation to work with complete peace of mind. Personally I am quite confident about this platform, as the experience I have gained has been impressive.
What do you dislike about the product?
One of the few disadvantages of using salesforce financial is that it's difficult to operate when you're a beginner, since the service doesn't have any documentation and the platform is very broad. Its cost can become a problem when you have budget restrictions, since this service compared to other alternatives is quite expensive, however its high quality and great performance is why it's worth acquiring this service.
What problems is the product solving and how is that benefiting you?
Sales forcé financial is considered a valuable tool for our team, as a platform that allows us to provide complete accessories to our clients, create solutions according to their needs and evaluate their progress through extensive graphics that provide us with valuable information. The tool has allowed us to work with high performance from the beginning, saving time and keeping us completely updated.
Recommendations to others considering the product:
It really is a platform with a great reputation, the service has a brilliant support team and high availability at the time you need it most. Salesforcé Financial is a totally innovative platform, it's very productive, and its customization capabilities are very high. For beginners it can be a bit complex software to use but in a very short time it is easy to adapt to your system. From my point of view this service has no comparison with any of its competitors because of how favorable it is for financial work.
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