Avaliações do Salesforce Starter

Utilização para consulta

Vantagens:

O Salesforce tem um layout moderno e bonito, é de fácil entendimento e permite explorar/pesquisar tudo o que preciso, pois é uma plataforma que permite agregar muitos detalhes em relação a contratos por exemplo.

Desvantagens:

Exige atenção ao começar a usar a ferramenta, pois são muitos campos com muitas informações, caso não conheça, se vai um pouco de tempo.

Praticidade

Vantagens:

Usei por aproximadamente 2 anos, uma vez que as informações são muito fáceis, existem muitas opções de como rastrear a configuração, seria bom se houvesse uma opção de configuração automática para certos tipos de uso / tipos de negócios.

Desvantagens:

Muitos campos não utilizados que confundem a tela e as informações podem se perder em todos os campos em branco.

Using Salesforce is incredibly easy for my team

Comentários: This was an awesome experience and an essential for an organization hoping to more readily attract and hold clients on the web

Vantagens:

I truly like how Salesforce is the most incredible in its industry and offers extraordinary CRM programming. It is ideally suited for connecting with potential clients in view of their past interest in the organization as well as what they would require to remain drawn in and retained. I love the manner in which you can modify it and it mechanizes each thing so extraordinary from messages to calls its incredible.

Desvantagens:

When first starting to use Salesforce, it can seem overwhelming. The pages feel extremely crowded when you don't know where to look for something because there is an abundance of information. Salesforce becomes easier to use with more experience, yet for new clients there may be a learning curve.

Salesforce Essentials: The All-in-One Solution for Small Businesses

Comentários: Salesforce Essentials is generally well-regarded as a powerful and comprehensive platform for managing customer relationships, sales, and marketing automation. It offers a range of tools and features, and can be highly customizable to fit the specific needs of businesses of various sizes. That being said, as with any software, there can be a learning curve and potential downsides to consider, such as cost and configuration complexity. Overall, Salesforce Essentials is a valuable tool for businesses looking to streamline their operations and grow their customer base.

Vantagens:

All-in-one platform with CRM, sales and marketing automation, and customer service tools.Easy-to-use interface, even for non-technical users.Mobile app for on-the-go access.Highly customizable to fit specific business needs.Scalable to accommodate business growth.Integrates with other business tools.Offers strong customer support options.

Desvantagens:

Can be expensive, especially with additional features or users.Some users may experience a learning curve with the software.Advanced features may not be available in lower-priced plans.Configuration and customization can be complex.Requires a stable internet connection.Reporting functionality may be limited for some users.Additional fees may apply for advanced features beyond the base subscription cost.

Essential software for SDRs

Vantagens:

Salesforce is great for storing prospects emails and phone numbers. In my previous role I use Salesforce to track the stage of each deal, to import stored contacts into Salesloft for my outreach and to check ex-client or ex trials of the platform (using the reports function) which in turn made my calls a lot warmer.

Desvantagens:

The 'Import to salesloft' button disappeared at least once week which impacted my sales cycle.

Just right for small business

Comentários: Being a small business we need a CRM that won't break the bank. We need to keep every customer we have, so the customer experience is paramount. We need to get as much information out of every sale and customer interaction as we can, and we need to accelerate sales. Salesforce essentials has done all of this for us.
There are things that I would improve.

Vantagens:

Salesforce Essentials is more affordable than standard Salesforce and still has what I need in a CRM. I get work done faster, sell faster, and make our customer experience amazing. I set up a customized self service portal and set particular concerns or questions to be sent to a specific person. This means that if for example a customer asks if a garmet can be altered, they're directed to our seamstress instead of directed to me and then transfered to our seamstress. Salesforce essentials records and tracks my calls and emails meaning I no longer have to. I have gained more information about leads, where they come from and why they choose us.

Desvantagens:

Sometimes it can be hard to find the data I'm looking for. It's not easy to find or get invoices. Customer care wasn't very helpful although I did try to make contact during a very busy time of day. I was still disappointed.. This is the essentials version of Salesforce so obviously the features aren't as robust.

If you are seriously committed to growing your business AND have the funds, it’s great!

Comentários: Extremely helpful and a semi-done for you type app! Baby start up companies I would probably steer them away, just so they don’t get overwhelmed in debt and finances immediately; they might have a better chance of reaching that ‘Fortune 500’ status if they so desire!

Vantagens:

It can do almost anything you need or want it to, very well at that. As many softwares, the restrictions on certain tools lessen with the more money spent.

Desvantagens:

The prices are outrageous. As a small business owner; it is a horribly large pill to swallow to pay that steep of pricing- especially as you are beginning your journey of entrepreneurship! Is it worth it though? Yes.

Salesforce classic better than the new Lightning

Comentários: Classic is great and very easy to get to info.

Vantagens:

I really like the salesforce classic before they moved to lightning. It was much more intuitive and easier to locate information.

Desvantagens:

That they moved to lightning and it is not as good as classic

Great Functionality But A Bit Pricey

Comentários: It's been fairly easy to implement and use. We were able to get it fully functional with the entire sales team in a matter of a few months and it handles most if not all of the services we require.

Vantagens:

It has a very intuitive interface that's easy to useThe ability to grab/store email data for our contact management is nice!The mobile apps associated with Essentials are helpful.If you've used any of the Salesforce products, this is built along the same interface so "learning" it is easy!

Desvantagens:

The pricing on this product is a bit higher than competitive products with the same functionality.If you're moving over from a different product, some of the workflows can be a bit confusing.The standard reporting features are less than optimal.

Using Salesforce Essentials

Vantagens:

This was not a product I was very confident in when first being introduced to it, but it has made processing devices and tracking the work flow process very efficient.

Desvantagens:

There is a small learning curve you have to overcome getting started, but once you are over that hump it becomes very user friendly

A fantastic CRM system!

Comentários: Salesforce Essentials is a game-changer for businesses seeking a powerful yet easy-to-use CRM solution. Its intuitive design, responsiveness, and simplicity in implementation make it a standout choice in the market. Whether you're a small business owner or a busy professional, Salesforce Essentials empowers you to manage your contacts, leads, and sales with unparalleled ease. I highly recommend it to anyone looking to enhance their customer relationship management processes.

Vantagens:

I recently had the opportunity to use Salesforce Essentials, and I am thoroughly impressed with its user-friendly interface and seamless functionality. As someone who values efficiency and simplicity in a CRM tool, Salesforce Essentials exceeded my expectations in several ways.

Desvantagens:

I don't have much to say here really! It did everything we needed it to!

Salesforce

Comentários: We love it and every team the team wants more functionalities out of it

Vantagens:

If you are a not-for-profit you can get an excellent discounted rate. It is very handy even though it needs some expertise to set it up but don't let this stop you, their resources library is supper useful, and you can figure out how to do many things yourself. Once you get all the team using it is a very very powerful tool and provides you with amazing data to inform your business.

Desvantagens:

Can be hard to set up. But invest in someone that knows how to do it, get it right from the beginning and ti will be very helpful.

Good functionalities

Vantagens:

Easy to use with great functionalities. Project tasks are easy to view and track.

Desvantagens:

I liked the classic view better than the lightening experience.

Salesforce for starters

Comentários: It has been adequate. It's covered our needs well for what it is used.

Vantagens:

You get a ton of Salesforce features, Pro is better, but not everyone can justify the need for pro, or afford it.

Desvantagens:

It's not Salesforce, and it tells you in so many ways, and reminds you all the time.

Good CRM software with many features and benefits

Vantagens:

Affordable and easy to use with a user-friendly interface. The software also offers robust customer relationship management (CRM) capabilities to manage leads, deals, and customer data. It also has a mobile app to convenience

Desvantagens:

Lack of email marketing within the sales force of essentials plan

Salesforce the game changer

Comentários: Salesforce Essentials organizes my call list and my call rhythm. I can quickly search and find everything I need related to my contacts and easily link to other services I use.

Vantagens:

Salesforce is a remarkable tool program. It is extremely easy to use to give you the best results. Salesforce is a remarkable program because it is constantly changing and adapting to the times. It is extremely versatile as you can explain your file with ease. It is also an application that offers several of the best options, which is why I assume it is among the best programs. This program is fast and easy to use. Moreover, with this tool, I can complete all my tasks without any delay so that I am not disturbed while doing my work and my work is done quickly and smoothly. It increases the productivity of the employees and hence it is a tool that I would recommend. I suggest buying the application and start getting the results you want today.

Desvantagens:

Pricing. Just too expensive for doing lots of API calls for refreshing databases moreover when users double (CSM, account managers, AEs). For a limited business, over there is too much to sort through for everything we need. It would be noteworthy to have a \' lite\' version or something where the interface was simplified.

Sales force is user friendly... Not super cute though !

Comentários: Overall, its great ! I would be open to try other ticketing systems

Vantagens:

The employee facing is great - you wouldn't even know its SalesForce ! However, the adminitration view is old looking and not really cute. A part from that though, its a great ticketing system, i wouldn't say its the best (but i don't know that many more)

Desvantagens:

Again, the beauty of the administrative site. I also think that the knowledge articles are very hard to work with and its not really clear when they're published or in draft.

If my company could only use one software for Sales and Operations Management, this would be it.

Comentários: It's been great so far. Extremely powerful tool that I haven't received much training on and yet it is easy and intuitive to use.

Vantagens:

The product is very powerful and intuitive.

Desvantagens:

If you're not an admin, is difficult to know the rules behind the dashboard reports and automated emails.

A multi-faceted tool

Comentários: As I said, it made my work pretty easy, I think it is a great multi-faceted tool

Vantagens:

I used to use this tool when I had an office work, and, it really made my entire work easy as can be

Desvantagens:

Maybe the interface needs improvement, it looks very simple

Do Not Assume Anything

Comentários: The best advice that I can give to a company considering purchasing Salesforce's Desk.com is to document every single expectation and need regarding a CRM tool. Do not assume any functionality exists, regardless of how simple and standard that functionality may seem. There are definitely features and functionalities that the average person might expect any modern system to offer which it does not. Examples:
List Views - Cannot sort by most fields, cannot add custom fields to list views, and cannot modify the number of records per page
Reporting - Cannot modify fields displayed in a report, cannot edit criteria for metrics, and cannot include custom fields in reports aside from picklists, and cannot export more than 2500 records at a time
Email - Does not include standard modern emailing functions such as underlining, highlighting, modifying font color, or pasting images/tables Also, while some more complex workflows and automation can be built in Salesforce to update fields which are then passed back to Desk via Desk Connect (native sync between Desk and Salesforce), I strongly recommend against relying on Desk Connect for any business processes. Desk Connect can and has been turned off by Desk.com for all customers without first ensuring this is okay with the customer, interrupting daily business on a large scale. It is also extremely easy to break or surpass its capabilities of Desk Connect to the point that any modification, regardless of size, made to your Salesforce org must be communicated to Desk to ensure that Desk Connect will continue to function as expected. If you are a small-scale organization/team with very basic case tracking and reporting requirements capable, Desk may very well be the answer for you. But you still better be prepared with extensive documentation of all requirements and expectations for a tool like Desk, no matter how small or obvious they may be.

Vantagens:

Simple UI Simple workflow building and management

Desvantagens:

Extremely limited in its capabilities Desk Support reps are not thorough when reading emails ETA's on fixes/patches pushed back for months

Best CRM

Comentários: It is the best tool to have a clear vision of Leads, prospects, contacts and opportunities. It is my daily-basis right-hand

Vantagens:

Salesforce is the most complete CRM, easy to use and very practical.

Desvantagens:

Reports are very complete and efficient, however, they could be quite more user-friendly

Currently left in the Dust

Comentários: our support center agents were able to respond to emails and log call notes.

Vantagens:

multiple channels can be integrated, including social media posts. there's a live character counter for agents when writing responses.

Desvantagens:

SMS had to be integrated with an outside provider. slow, lacking features or any promise of a roadmap, reporting inaccurate. downtime and maintenance (both scheduled and responsive) very frequent - basically daily. since "next gen agent" was released 2+ years ago, this product has never improved. account manager never even bothered to elude to changing anything. as our contract was coming to an end, we asked, "why should we stay with desk?" and the response we got was verbatim, "great question...[30 seconds of silence]". salesforce stopped investing money into this product long ago, and subsequently, even the smallest crm companies these days are lightyears ahead in terms of functionality and reliability.

Great Experience - just put took off one star for the work that needs to be done

Comentários: I was able to save time in the company I work for. The software was easy to use and easy to implement into daily activities.

Vantagens:

I loved the fact that they worked on the integrations and being able to make things to the mainstream. I was able to quickly show other workers how to use this product and quickly incorporate it into our business. This is a lot easier than our last software.

Desvantagens:

Running the reports is something we would all have a bit of trouble to do, there would be little things here and there that prevented our productivity. There are also some filters or basic features that should be fine-tuned a bit more but nothing too bad.

Not great, unless you're super tight with Salesforce

Comentários: We'd migrated from Zendesk, which is a system I will never ever have complaints about again after using Desk. As for some of the things I couldn't deal with: #1, and most egregious limitation: Only one agent can be working on a ticket at a time, and there's no way to kick out that other agent. Someone opens a ticket, then goes to lunch? Guess that customer isn't getting a response for the next hour. Just hope it doesn't happen over the weekend, which it totally did! This was a deal-breaker. #2: Sessions were weird. You could be logged in to one session at a time, so if you went from home to work, you'd have to log in again. Not a huge problem given the browser can remember your password, but that "Remember Me" checkbox on their login page is a placebo at best. #3: The "rules" system for routing tickets.
Tasks that should have been simple (like routing emails after hours) are left up to these weirdly complicated "Rules," including "Time Rules." #4: Two agent interfaces. One old, one half-baked. We were sold on the "Next Gen Agent" interface since it looked and felt more like Zendesk, but it was messy. It felt contrived, like the product of deadlines and misapplied research. The Classic interface worked much better, though it was certainly showing its age. But there were things I really liked: #1: Chat! The chat system was really nice, everything came in as a ticket and it was very intuitive. The chat system in Desk was definitely better than Zendesk's weird implementation of Zopim. #2: The ability to forward tickets out to an external address. This is probably because Desk operates a bit more like an inbox. #3: The support and help articles. This product would have way fewer stars if not for its Support team. They were always patient and helpful, even when my frustration started showing about their product. They come off as the kind of people who enjoy what they do. Additionally, the documentation was generally well-maintained. Overall, I wouldn't recommend Desk before any other platform I've used (including Zendesk, OTRS, and Tender...except, maybe Tender) unless you're starting totally fresh and also expect to have tight Salesforce integration. The people really make the product, which is good 'cause they have a lot to make up for...

Reviewing salesforce essentials

Comentários: Good, but again only used helpdesk part of it.

Vantagens:

Very easy to use the help desk ticket system.

Desvantagens:

Not sure about rest of the software but only used help desk ticketing.