The most valuable features for us are
- Visualforce and Apex
- Process Builder
- Knowledge Base
The most valuable features for us are
Our productivity and capability to solve and anticipate problems in the Call Centre team increased at least 50%.
Although the implementation was straightforward with our in-house team, it did take 12 weeks to complete the process.
I've been using it for five years.
There were no issues with the deployment.
Through their site, they expose their stability KPIs for their customers.
Considering they are 100% cloud, if the customer needs scalability you just have to contract more users.
10/10
Technical Support:10/10
We had a different solution, and switched because they have a 100% integrated platform where my team can develop our business processes almost without code.
It was straightforward, and it took 12 weeks to do the first implementation.
We did it in-house. I strongly recommend good project management and some Salesforce certified people to help with the system integrations.
Start with a small group of users, and take care with user adoption.
Salesforce has a great Customer Community where the users can add their suggestions and ideas.
Ability to add custom objects (tables) into the database means Salesforce can be tailored to any business. The workflow capability makes it possible to automate labour intensive tasks such as sending standard emails at pre-defined points within business processes.
Automation of routine emails, centralisation of data, standardisation of company processes, on demand access to reports and dashboards, 360 degree view of customer records and history.
Some areas of functionality from early versions of Salesforce getting a little dated and in need of overhaul. Examples include activity management.
4 years
Installing Salesforce for Outlook needs careful preparation and confirmation of users' version of Windows and Outlook.
Salesforce is very stable. I have not experienced any major outages since using the system.
No
Salesforce customer service is efficient.
Technical Support:Salesforce technical support is efficient.
As a Salesforce implementation consultant, I have seen Salesforce setup in many organisations. Whilst it is easy to configure Salesforce, it is not always done in the most appropriate way. For example, creating custom fields when it would be better to create a custom object related to a master object, A specific example would adding fields to an Account to record customer satisfaction on a monthly basis. Better to create a custom object rather than adding a new set of fields each month.
Think about the Reports you want to run before you begin configuring Salesforce. Otherwise you may find you configure the system in a way that is incompatible with the Reports and Dashboards you need
This is very flexible product. I can tune many of its features for our company. Also, it integrates almost all needed tools for a small company, like ours. I like its powerful dashboard and third-party integration tools. In different tabs, you can track accounts, leads, and opportunities with one click. Also, I love their PRM system for communicating with indirect channels. I worked with Salesforce for one-and-a-half years and I completed many projects with it.
Salesforce is more expensive than other CRM services. It also has fewer features than many others competitors. Each of these reasons is not a big deal, but they forced us to eventually find another solution.
I used it for one and a half years.
There were no deployment issues.
There were no more than a dozen cases of instability a year.
It scaled well for us.
Customer service is nice.
Technical Support:They sometimes have problems with finding the root cause of an issue.
We didn't use a previous solution.
This is an expensive solution.
It is for normal CRM usage. We are using it to manage our contacts and customer-related information.
It is a very good tool. There are a lot of interesting features. It is one of the best solutions.
It could have a more user-friendly interface.
I have been using this solution for around one year.
It is very stable.
It is very scalable, and it is very easy to add new users.
We have 200 to 300 users of this solution. We will expand its usage depending on our needs. If needed, we'll extend the number of users.
Our administration team handles that. I never needed support from them.
It was a company decision. We are a part of a bigger group, and in that group, we had Salesforce. It was also easy to deploy because we had a Salesforce specialist.
I'm not an admin of this tool, so I don't know about its setup. In terms of its maintenance, it is provided as a SaaS service. Its maintenance is not our business. It is provided by Salesforce.
I would definitely recommend this solution. Salesforce is very good. I would rate it a nine out of 10.
It is a one-stop shop for running anything related to sales. You can do a lot of things.
It is very clunky. Its interface can be more user-friendly. There is always way too much information going on in Salesforce. It puts too much on your screen. It gives you every piece of information in the world, whereas I need less. It would be nice for it to be cleaned up a bit.
I have been using this solution for about four or five years.
It is highly scalable. We have at least 500 users. About 70% to 80% of the company is using this solution.
I haven't interacted with them. It is usually handled internally.
I haven't used any other solution.
I wasn't involved with its implementation, but it is complex, and it has to be. I can't fault it.
Salesforce is often recommended in order to scale, but it makes more sense to use Salesforce once you have scaled. There are smaller and simpler solutions, and if you don't need the complexity of Salesforce, it doesn't make sense to use it.
I would rate it a seven out of 10. I am generally satisfied with it.
My primary use case is for business opportunities, following sales and pre-sales actions, and contacting customers.
In the next release, I would like to see more integration.
I have been using this solution for two years.
This is a stable product.
I have previously used Sugar Enterprise and Hubspot CRM.
This product isn't the cheapest.
I would recommend comparing this product with others before implementing it, as it's not the cheapest, and you may not use all of its functions. I would rate this solution as eight out of ten.
It has custom fields and custom reports which can align to our business objectives and marketing focus.
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