Salesforce Sales Cloud
Salesforce, Inc.External reviews
10,029 reviews
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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
Salesforce helps you WIN!!
What do you like best about the product?
The ability to see the details in a sales reps pipeline which allows for a better forecasting tool to help win. The ability to identify where reps are falling short on their sales process.
What do you dislike about the product?
There are some objects that you can't run reporting against.
What problems is the product solving and how is that benefiting you?
It gives us an detail insight how a rep is performing and allows us to forecast down the road allowing us to win. Being able to identify a sales rep sweet spot helps win more opportunities.
Non Profit in the Cloud
What do you like best about the product?
The ease of to use and how you can create without being a developer
What do you dislike about the product?
its a bit expensive even with the non profit rate
What problems is the product solving and how is that benefiting you?
Data collecting, customer portal
Recommendations to others considering the product:
Training
One stop shop for all your CRM needs
What do you like best about the product?
Salesforce CRM is the market leader because it truly does end-end CRM including contact databases, lead generation, customer management, customer profiles, targeting, email marketing,… the list goes on.
What do you dislike about the product?
While there are open APIs, as with large cloud providers like salesforce, you are dependent on their latest releases and release cycles in order to integrate certain features with your own proprietary systems and databases.
What problems is the product solving and how is that benefiting you?
Salesforce CRM helps us with lead generation, targeting, sales planning, submissions of new business to request for a quote. The benefits are primarily based on having a centralized system that is the single source of truth and data for a company our size.
Recommendations to others considering the product:
Make sure you customize the app to fit your local environment.
Salesforce Project Manager
What do you like best about the product?
Integrating data with other systems, automation
What do you dislike about the product?
Report/dashboard limitations (i.e. number of groupings)
What problems is the product solving and how is that benefiting you?
Automation, sales activity management, reporting
Salesforce just works
What do you like best about the product?
The best thing about Salesforce is it's adaptability and the fact that it's cloud based.
What do you dislike about the product?
I think that it requires too many people to maintain. The executive team expected it to be just plug and play forever.
What problems is the product solving and how is that benefiting you?
Database for all the accounts, opportunities and contacts.
Recommendations to others considering the product:
Probably the best out there.
Great product
What do you like best about the product?
Flexible and powerful product to support the sales process. You can easily build automation to support the sales Process
What do you dislike about the product?
Not all classic features are lightning enabled
What problems is the product solving and how is that benefiting you?
Support the process of scheduling meetings with lightning scheduler
SFDC is the WIN
What do you like best about the product?
The complete and utter customization of how you can make SFDC reports and views. No matter what it is, I can build the views in the way I want to see what I want. This is especially helpful when building call lists for not just myself, but my team members. I can assign them by name and say who they call, etc. And I can create reports to track their activity, see meetings set, etc.
What do you dislike about the product?
I dislike how slow it can get when you have multiple windows open. Often, the easiest way to run SFDC is to pull up each lead in a new tab, and then cycle through the machine. This can, and often does, cause Sales Force to bog down and become slow. It's happened everywhere I've ever worked and done the multiple tab thing. It seems that 15 is about the max number.
What problems is the product solving and how is that benefiting you?
Tracking calls, tracking activity, and tracking sales. All are easily solved with Sales Force. It makes it easier to see what my team is doing, how they are doing, and how they are progressing their sales pipeline at a quick glance, or I can get in depth and study the details, if needed.
Recommendations to others considering the product:
It's more powerful than Zoho or some of the others out there, and the automation of contract use is *outstanding* in it's effectiveness.
The #1 CRM
What do you like best about the product?
Salesforce is a great CRM for managing leads throughout the entire sales funnel. It makes it easy to track lead and contact activity, and generate reports for pipeline forecasting.
What do you dislike about the product?
Along with a great complexity. The backend of Salesforce can be a bit daunting if you aren't familiar with it or a certified administrator. My advice is to have your Salesforce CRM implemented and customized to meet your unique business needs, although the out-of-the-box functionality is a solid foundation for basic sales cycle management and reporting.
What problems is the product solving and how is that benefiting you?
Complete management of all things sales. Prospect and lead activity, opportunities, pipeline management and forecasting, etc. Salesforce is made to be fully customizable to your organization which makes it truly a unique CRM.
Recommendations to others considering the product:
Make sure you work with your rep on getting exactly what you need for your business. Some of the reps only seem to care about upselling you products/services you don't actually need. I would work with an independent consultant on customizing the Salesforce platform to your specific business goals. It can be a painful process to customize the platform if you are not familiar with Salesforce.
The most innovative CRM in the planet
What do you like best about the product?
SFDC is super flexible and so much more than just a CRM it allows me to scale up to ERP
What do you dislike about the product?
Reporting has come a long way - but I still find myself having to download to Excel in order to do some tasks that I feel should be built in.
What problems is the product solving and how is that benefiting you?
SFDC is currently our ERP system. It touches virtually every aspect of our business in some way. AS a SFDC Administrator have been lucky enough to build a career based on Salesforce.com expertise.
Recommendations to others considering the product:
Take the time upfront to document business processes and needs and put some business rules in place prior to implementation. Wherever possible customize with CLICKS not CODE. A declarative solution is almost always preferable to a programmatic solution.
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