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Salesforce good
What do you like best about the product?
It is easy to use and to customize, it is a smart tool
What do you dislike about the product?
At the moment nothing to dislike, I’m working so well with this tool
What problems is the product solving and how is that benefiting you?
Save time working better
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Good Tool for Client Analysis
What do you like best about the product?
I like the clean and clear data mapping when analyzing data. It helps to see and predict trends as well as certain inconsistencies that could be occurring.This will give a much better oversight of the entire business operation and help to forecast future casts.
What do you dislike about the product?
The sheer amount of data that can be presented in a report/displayed can be overwhelming and trying to find out exactly what fields and values you are needing can quickly turn into a cumbersome process. Having some functionality that only works in lightning compared to classic makes it difficult to track down the root cause of certain issues.
What problems is the product solving and how is that benefiting you?
Some business problems that have been solved using Salesforce Financial Services Cloud were finding out certain required data fields our client wanted were not being populated or being received from out hub feeds. This would have had an impact on our SLA's but they were caught early enough using Salesforce to not have a significant impact. There are a copious amount of benefits such as but not limited to the ease of view-ability for all of the financial services.
Recommendations to others considering the product:
It is a very easy platform for your team to implement and use especially if the operational side of the business is already using a Salesforce platform. However even if you have not implemented Salesforce there can be data feeds sent to this platform easily from what I hear working with our developers and are able to convert those data maps into our in house fields.
Great tool to keep up on things
What do you like best about the product?
The connectivity to current things going on with the company
What do you dislike about the product?
Salesfores needs to be more customizable. I want to be able to change default response times
What problems is the product solving and how is that benefiting you?
Having access to many functions and objects we created for our work reports and data tracking that are essential to reporting for my work
Great tool to help bridge the gap.
What do you like best about the product?
This software assists in bridging gap between sales and back office ops.
What do you dislike about the product?
Building reports and dashboards can be daunting.
What problems is the product solving and how is that benefiting you?
Keeps our sales partners informed of back office processing
Salesforce review
What do you like best about the product?
Great tracking and forecasting features.
What do you dislike about the product?
Sometimes not always user friendly to the novice.
What problems is the product solving and how is that benefiting you?
Forecasting and tracking down lost data to make accurate projections.
Recommendations to others considering the product:
N/a
Probably great, just hard to get started.
What do you like best about the product?
Connectivity. There are a lot of options to connect people in the office to one another.
What do you dislike about the product?
The complexity of building a client database/importing an existing database. The format required to upload information is ridiculous and persnickety.
What problems is the product solving and how is that benefiting you?
We can use it to import information directly from a client file into a product format, which is great.
Perfect tool for data
What do you like best about the product?
data protection
easy accessible
easy manageable
easy accessible
easy manageable
What do you dislike about the product?
The data handling and security.
Data protection at the admin level not at user level
Data protection at the admin level not at user level
What problems is the product solving and how is that benefiting you?
Data can be accessible from diff locations, easy accessible
Salesforce
What do you like best about the product?
I like it because it is in the 'cloud" and allows me to sign in from anywhere
What do you dislike about the product?
Reports could be better - seems to be cumbersome getting reports on some things.
What problems is the product solving and how is that benefiting you?
Better system for bigger company
Salesforce is amazing
What do you like best about the product?
The organization and ease of use. It helps tracking opportunities and makes helping customers a lot easier
What do you dislike about the product?
It could have better user work flow paths
What problems is the product solving and how is that benefiting you?
Managing internet leads. It is great for tracking opportunities
Recommendations to others considering the product:
Make sure that you take the appropriate amount of time to learn the tips and tricks with the system
Amazing App
What do you like best about the product?
What works best for my company is how fast the updates are, when one person edits the other can see within seconds. Also if there are additional tabs we would like to add and use instantly, salesforce will allow it. Love how it specifys who made changes, the documentation is brillient. The drop down options work well, the drag and drop also makes things easier. Love how it connects well with 'dropbox'. You can also chat with your employees/managers via the chat, which does save us from walking to there desk for a simple question regaurding an assignment. I've found this to be a usefull app ! Five Stars!
What do you dislike about the product?
The one thing I have disliked is how it fails to notify you when someone is conducting a new edit, while you are on editing mode already. It happened too many times where I am in the middle of editing, and once "I" am finished and ready to "save" it tells me that "so and so" was making edits while I was and therefore I had to cancel all my fields and spend another 20mins re-entering all my data, there should be an alert that comes on that will allow the person to get a chance to save before making futher changes by someone else.
What problems is the product solving and how is that benefiting you?
It has benefited our company by getting organized, and staying detailed orientated.
Recommendations to others considering the product:
It can be used in many ways. I recommmend giving it a shot before considering its not usable.
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