Reviews from AWS Marketplace
0 AWS reviews
-
5 star0
-
4 star0
-
3 star0
-
2 star0
-
1 star0
External reviews
External reviews are not included in the AWS star rating for the product.
Salesforce Financial has helped me increase my monthly sales.
What do you like best about the product?
I like how Salesforce Financial helps me organize and maintain all of my current leads/opportunities in an accessible and easy to use layout.
What do you dislike about the product?
I have used Salesforce Financial for over a year and cannot think of any real problems. The updates usually do a good job of correcting issues.
What problems is the product solving and how is that benefiting you?
My organization and follow up abilities have increased tenfold because of Salesforce. It is not an exaggeration to say that I have almost doubled my monthly sales total because of my ability to stay in front of my sales reps. I often work on several deals with one rep, and this software allows me to separate conversations with the appropriate project.
- Leave a Comment |
- Mark review as helpful
Implementation Consultant
What do you like best about the product?
I like how much there was to do in the system. When you got an organization down it made it easier to navigate and separate out campagains.
What do you dislike about the product?
Depending on the way you organized everything it can be a little overwhelming.
What problems is the product solving and how is that benefiting you?
Nothing currently. I used this in the past
Amazing amount of features... big learning curve
What do you like best about the product?
There's so much you can do within the system. It seems like as you continue to learn the system, more capabilities open up.
What do you dislike about the product?
Because of all the feature sets, it can be overwhelming to get started. There's a massive learning curve which is daunting when you're trying to run a business at the same time.
What problems is the product solving and how is that benefiting you?
Keeping track of client data, follow ups, and correspondence.
Recommendations to others considering the product:
If you're tech savvy or work at a large firm where they can customize to your needs, then it's great. However, if your a 1 person shop, and tight on cash, might be better to go with someone else.
Clean, Organized, Efficient
What do you like best about the product?
I like how organized it keeps me with client information no matter how detailed I'd like to be. The reminders I set for myself to reach out to prospective clients every so often is a life/career saver. Use this tool early and often and will resolve many organizational shortfalls you have.
What do you dislike about the product?
Depending on how detail oriented a user is, it can be seen as overwhelming at first. However, once a User becomes well versed and comfortable with software they will enjoy how simple it makes their life by having all their information in one place.
What problems is the product solving and how is that benefiting you?
Salesforce has helped me organize prospective clients data, current clients data, and opportunities within the data I've inputted to help keep me feeling organized and efficient with who and when I should be getting back into contact with them.
Recommendations to others considering the product:
Input data early as you meet with people because it is easier to maintain data versus input it all later and try to remember information from meetings.
The future of knowing business
What do you like best about the product?
the best part about the software is that it gives you ease of insights and questions you may have in real time.
What do you dislike about the product?
I dislike the support I get when I have questions on developing what I need to show.
What problems is the product solving and how is that benefiting you?
Problems we are solving are insights into our customers needs, and how we can mutually benefit by providing a better service to them.
Recommendations to others considering the product:
It is a great application but takes time to learn.
User friendly
What do you like best about the product?
Very easy to navigate the website. Learned the system in a couple hours.
What do you dislike about the product?
I have needed some extra help with running the reports.
What problems is the product solving and how is that benefiting you?
Keeping every clients information, paperwork, statements etc... stored in one place!
great tool for organization
What do you like best about the product?
everything is well integrated and allows for syncs
What do you dislike about the product?
could be alittle more user friendly and additional phone app support would be great
What problems is the product solving and how is that benefiting you?
the ability as an administer to drop/add files to different users is priceless and saves a ton of time
20+ years of b2b sales experience
What do you like best about the product?
Ease of use. Intuitive. The apps it supports which enables my team and I to incorporate multiple sources of data points
What do you dislike about the product?
Would be great if it could create an alert when an email to a client or prospect has been read.
What problems is the product solving and how is that benefiting you?
Helps me measure my teams Activities, forecast upcoming revenue, and measure gaps.
Good to organize leads
What do you like best about the product?
Easy to search for clients and leads. Any client that you have information on you could easily search and it will pop up under the search tab which is pretty convenient and time-saving.
What do you dislike about the product?
So many different function buttons that you can get lost in them when you first start.
What problems is the product solving and how is that benefiting you?
Client organization
Recommendations to others considering the product:
The setup is a little rocky at first but once you get used to it it's a pretty easy to use application
Great CRM geared toward Financial Services firms
What do you like best about the product?
Includes objects modeling financial accounts, assets and liabilities, along all the standard fields and capabilities of standard Salesforce. Excellent UI, very intuitive.
What do you dislike about the product?
could use clearer instruction on migrating existing data into the portal
What problems is the product solving and how is that benefiting you?
Visibility across multiple lines, with rules consideration
showing 81 - 90