Sobre Salesforce Sales Cloud
Diga olá à plataforma de gestão do relacionamento com o cliente (CRM) número 1 do mundo. Gerencie todas as etapas do relacionamento com os clientes nos departamentos.
The dashboard is in every case exceptionally alluring and basic. The interface is delightful and generally has an excellent cost.
There are countless strides to having a total record, so this is definitely not a languid program. In case you will utilize it, focus on utilizing it, in any case, nonsense in, nonsense out.
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Ferrari dos CRMs
Agrega todas as vertentes da organização num só sitio permite análises complexas e cruzamento de várias variáveis
Dependência de developer para muitas customizações Layout de customização pouco apelativo
Alternativas consideradas: Dynamics 365
Razões para escolher o Salesforce Sales Cloud: Mais independência a nível de customizações e análises
Software anterior: Dynamics 365
Razões para mudar para o Salesforce Sales Cloud: Mais opções face ao que pretendia
Sales force é bom, porém...
Comentários: De forma geral, é muito bom porém o fatos dos relatórios serem escondidos dificultam bastante, porém é fato que é uma das melhores plataformas para gestão de leads, tanto para os administradores da plataforma, quanto para os usuarios que utilizam o front da plataforma e recepção dos leads.
Utilizamos a plataforma para fazer a gestão de leads de acordo com as normas da plataforma em conjunto com a montadora FIAT.
O fato dos relatórios serem meio escondidos e as vezes os filtros são dificeis de serem compreendidos e implementados.
Comentários: Está tranquilo, por enquanto!
Gosto pois toda solicitação feita por um cliente chega lá, tornando nosso contato/retorno mais rápido.
A integração não foi fácil, mas hoje em dia já nos acostumamos com o produto. O maior problema é a atualização, que é um pouco mais difícil.
Muito fácil e completo
Comentários: Uso todos os dias no trabalho. Há várias funcionalidades que me ajudam a otimizar minhas atividades
Usar todo dia é muito simples e atende todas as minhas necessidades
As vezes demora para abrir. Outra dificuldade são alguns campos que travam mm quando preenchidos corretamente.
Comentários: Com o Salesforce consigo acompanhar toda a ficha do cliente e evolução
Neste Software conseguimos reunir toda a informação necessária sobre os nossos clientes e fazer o acompanhamento
Não tenho nada acrescentar para a minha função tem toda a informação reunida. é uma otima ferramenta.
Salesforce Distante das Vendas , Distante da Força
Comentários: uso o mínimo necessário, não é muito prático e é muito desorganizado, outros programas como o pipedrive são mais simples de manusear
Gráficos, visual e filtros ajudam na apuração da performance
Performance, trava muito , toma tempo, prejudica a evolução dos trabalhos
Ricardo antonio D.
Comentários: Excelente ferramenta para quem procura agilidade e praticidade nas informações que procura do seu cliente
Excelente ferramenta para quem procura agilidade e praticidade nas informações que procura do seu cliente
A não autonomia de edição e atualização de alguns dados do cliente, como telefone e e-mail
É um otimo produto
Comentários: Gosto muito do produto
Vem me ajudando a organizar minhas tarefas.
Ele as vezes trava, e preciso reiniciar para voltar.
A grande variedade de recursos na plataforma a torna diferenciada. A automatização facilita nas análise e no CRM no dia a dia.
O preço ainda não é acessível a públicos variados.
Comentários: gostei muito
Gostei de tudo.Muito eficente, tudo aprovado
Não achei nada ruim,pois o software é muito bom, e tem um custo bom
2022 Salesforce Sales Cloud(My opinion)
Comentários: helped improve on sales performance.
Salesforce sales cloud is probably not the only best performing salesforce tool out there, however, it has high and effective features which in my close to 2 years of experience working with it has brought a lot of sales boosts to my team. It's unique for its great features although, we made a lot of losses in our first experience with the software( due to unfamiliarity); but as they say" practice makes perfect", we were able to surpass all and gain absolute management on our sales representatives. There was nothing more enthusiastic than we are able to have complete tracking of our sales performance, connecting with our clients securely.
It's sad to know that 2-factor authentification works by default(automatically) on my account whereas, with other software, it's an option. This isn't bad, however, it is sometimes frustrating going through all that if I have to jump to the tool speedily.
Great help to all our sales reps
Comentários: Our sales reps have been much more efficient using this software. It really helps them when they hit the road to make sales calls.
The CRM software is very easy to use for all our Sales reps not dependent on their tech skill level. We are able to use the software for customer management and that includes emails, tasks, mapping, and route generation. Geopointe is a very good solution to add that give the ability to create heat maps and generate routes for today and for future travel. The software has the ability to track all contacts with the customer, email, phone call, etc.
We sync this software with our ERP software, NetSuite. The sync process with Celigo works well but the time for the sync could be faster. The dashboards are great but sometimes getting the exact data is difficult if that data is synced with another ERP like we do with NetSuite.
Big Name Big Deal
Comentários: I once was a raving salesforce fan. That ship sailed. I am no longer much of a fan. The product has gotten too complicated for smaller business units. They don't need all the features. They don't need the price. The monthly cost is one thing. The set up and integration costs are huge. Can't bring myself to spend the money for that when other options are more than viable and more than competitively priced.
I've been a salesforce administrator 3 times. At one of the companies we integrated nearly everything into salesforce. The joke was the janitor couldn't take out the trash without a salesforce entry. It does some things well. But, over the years it has become too bloated. Small companies just don't need all the functionality and costs.
The cost has gotten too high. There are competitors on the market that do it very well for a lot less. Programming used to be pretty easy. That has gotten more difficult over the years. To the point where I am no longer a fan. I am a firm believer in CRM. I built my first CRM from scratch in 1988. There was no shrink wrap back then. But the program has gotten bloated and suffers from mission creep.
Alternativas consideradas: Microsoft Dynamics SL
Razões para escolher o Salesforce Sales Cloud: Trying to get the sales team to better embrace CRM.
Razões para mudar para o Salesforce Sales Cloud: sales reps were more familiar with the name.
One shot solution for Business to maintain Sales and Leads
Experience with salesforce is amazing as it is a place where you get to implement all the out of box functionalities and provide a great solution to the business. The automation tool have made most of the task very easy and in a organized way.
Lightning Components are developed which can display and capture the data from the user which is great .
Most of the things can be done using standard functionalities and if not then we can use apex classes to implement business logic and using that there is no limits in salesforce you can do whatever implementation you can think of .
Salesforce service cloud a complete package of solution to the business or industry which has there product and sales , Leads , Campaigns etc are included . There are out of the box functionality which helps the business with multiple automation tools etc. There are standard object such as Campaigns , Trade Shows , Leads, Pricebook etc which can directly be used to store the data . There are tools of salesforce such as workflowes , process builder , flows which are used to automate things such as record update or sending a email to the client automatically. We can build lightning components which can be used as a User Interface by the client to add the details and interested area. Leads can be generated through multiple campaigns where a client login and shows interest in some products . Those leads are assigned to a queue or a particular team using Lead assignment rules so that they can work on it and convert the Lead . Salesforce is a cloud based technology so it is available with you wherever you go . The data will be stored in Salesforce itself and there is no chance to lose data of clients . Overall its a great package provided by Salesforce to large business to make things easy for them.
The lightning experience is really slow as compared to Classic . it usually takes time to reload the website as it is totally cloud based technology . They cn much better work on the user interface to make it real quick as loading the Lightning Components and web components takes time to load . The mobile experience on Tabs is not that great and can be improved.
Razões para mudar para o Salesforce Sales Cloud: Because specific to sales this tool provides a complete package . And increasing use of salesforce new features are daily getting added . Overall it is much advanced than any other tool.
Top CRM for Sales for a reason
Comentários: I really enjoy working in Salesforce, and helping others to get the best from the system, sometimes the amount of choice can seem overwhelming, but I have yet to come across a problem that couldn't be resolved
The Salesforce platform is highly customisable, so while you get some features out of the box that you can implement, you are only limited by the imagination (and technical knowhow) in where you want to take the system, and the platform can grow with your needs should you wish to move outside of Sales only, there are add ons that can be purchased/enabled which will allow you to manage multiple areas of your business should you wish.
There is a possibility to over engineer the system, or to create too many customisations, which could lead to boxing yourself in, luckily there are plenty of resources available to be able to steer you in the right direction
Alternativas consideradas: Dynamics 365
Razões para mudar para o Salesforce Sales Cloud: Salesforce is the world's number 1 CRM, and previous experience with Salesforce in other companies lead me to where we are today
Salesforce CRM review
Comentários: Salesforce a dedicated tools for Business Development and Account team. Its a great platform for bigger companies, with a huge number of features. With added customization features it can be used by every company with a vision of leading the organization to greater heights. Best part of salesforce is there support team. who are always ready to resolve the difficulties within stipulated time. Will definitely recommend companies with higher growth target.
A powerful CRM software tool for any organization for easy handling of multiple projects. It gives the clear understanding of the project progress using analytics graph and helps for better business strategies. The best part is integration of this with other software, which makes it more powerful. It not only helps us in managing project also helps in managing the resources working on it.
Versatility of software brings little complication to it in the beginning. But once we are acquainted using it on daily basics, we can feel the real power of it. The dashboard could have more user friendly for ease of handling. Duplication of multiple entry is lagging in the present version. hope this will be resolved with coming developments.
Salesforce - absolutely necessary for customer tracking
Comentários: Learning curve was higher than it needed to be. We need a secondary add-on to manage some of our products.
Customer tracking and sales person tracking
Not always easy to get the right reports out of it for management purposes.
Alternativas consideradas: Adobe Commerce
Razões para escolher o Salesforce Sales Cloud: Unifying the company after acquiring other businesses.
Software anterior: Maximizer CRM
Does the job but overpriced
Comentários: I'm not satisfied with the price & don't utilize it enough for it to be a worthwhile cost. So if you're just maintaining a database for financial service clients and not prospects or something in that regard, I'd look for a cheaper solution.
The CRM has many features, however I don't utilize enough of those features for it to be worthwhile for my business.
I feel there are less expensive alternatives as well as some free alternatives that will get the job done as well. I'm forced to use it due to the business I'm also connected to & it is the system that they use, however, I don't utilize anything for sales & just use it basically for a database of all of my current clients. So the price I pay per month is outrageous, especially since I only access it when adding new clients and don't really ever spend much time utilizing it at all.
Salesforce for Deciem
Comentários: Better customer experience, Good sales portal, Integration of our ERP and POS systems.
Integration is tough and never ending. Tool is helpful for sure to advance your business as we have more customer interaction and visibility.
Difficult to use and since its a very on demand tool hard to find the dedicated resources.
Alternativas consideradas: Dynamics 365
Razões para escolher o Salesforce Sales Cloud: For better customer experience, better management of orders, sales, finance.
Razões para mudar para o Salesforce Sales Cloud: Market Trend, More options to integrate with.
Great bit of kit, but SLOOWW!!
I used Salesforce in to manage customer tickets, had everything we needed and customisable.
However Salesforce was one of the slowest pieces of software I have ever used.
"Salesforce.com is as of now the most famous CRM stage in presence."
Salesforce.com is appropriate for setting up associations with a strong customer base program and a committed Business Development and Account Team. I would not prescribe Salesforce.com to little new businesses as these associations can get essential CRM usefulness from free or a lot less expensive CRM stages. However, assuming that an organization is estimated to develop, Salesforce.com is an extraordinary CRM to develop with. It is truly adjustable, yet modifying the backend of the Salesforce.com CRM will require a Salesforce Administrator, somebody with the experience to make the custom articles, and so forth, or an outsider consultancy to construct the CRM to meet the extraordinary business necessities.
Here are a few situations where Salesforce.com is appropriate in Finastra. As a Financial Services organization, we are managing huge to medium IT, bank, as well as monetary establishments or organizations, and a lot of deals and showcasing endeavors are set up and we do require Salesforce.com to really keep up with our leads, contacts, or prospects whether new or old, the client. It is broadly utilized in our showcasing exercises through Marketo adjusted in Salesforce.com. It additionally fills in as a coherence device between the promoting and outreach groups to support our leads until we create an ROI or have a nearby won/bargain status.
While for situations where it is less proper I think assuming it's for non-request gen crusade or non-conditional exercises.
Salesforce is an amazing CRM apparatus that is not difficult to set up and use for our association. It is easy-to-use programming that provides me with a reasonable image of my business processes in diagrams and assists me with amending my business procedures. Salesforce.com is amazingly adjustable. I would not think about it as an out-of-the-container arrangement, despite the fact that its standard fields take into consideration major CRM exercises and revealing. Salesforce.com can incorporate 100s of outsider programming—as rulemaking efficiency in processes.
The announcing could be more instinctive, and the apparatus' worth requires insightful plan and design. The dashboards could be more clear, and chipping away at various tabs dials the interface back. Customization of reports and a huge number of different elements would be welcome augmentations. Assuming a client makes a record and that client is as of now not dynamic, you can't make changes to that record except if an administrator changes the record proprietor. Copy and Matching principles ought to be naturally enacted while carrying out the CRM to guarantee information honesty. Salesforce.com is an incredibly perplexing stage, and if not executed as expected, can make issues not too far off when organizations develop and change. This isn't a usefulness issue, yet I accept that Salesforce.com ought to talk with all customers on what specialty units they require and streamline the framework for scaling as the association develops.
Be sure you set it up for growth
Comentários: It's hard to compete with the features available with SF Sales cloud, there is a lot available. Overall it's a bit overwhelming but there is a free educational site you can take advantage of. I don't have enough extensive experience in other similar programs to provide an adequate contrast for you, I can simply recommend you learn all you can do you know how you want things to work and what the features are, the obtain implementation assistance so that you're set up for success. Also please enable your staff as it can be overwhelming with all the features and permissions, etc.
Easy integration with DocuSign and Outlook. Easy to log interactions. You can pull so many custom reports, and control permissions of who may see and edit them. Permission structure is pretty granular, which I know many orgs prefer. The dashboard is nice we should have used it more. You can control stages and what is triggered/required at each level of the sales process. Lightening is better than the old version, trust. There's a ton of features I could cover but those are the ones that stand out most. The chatter is handy and you can tag other users to see/attend what is needed nearly anywhere in the process.
Most likely due to our initial implementation, pulling reports is sooooo tedious. Salesforce sales cloud doesn't seem to work well for dual product verticals with shared customers. I wish they would have just set up a separate implementation for the second vertical because sharing contacts, division of account ownership, etc got very messy not to mention trying to pull reports. I recommend you have SF Architect help who knows the system inside out! The plugin for Outlook was a bit glitchy sometimes.
Great product but bad execution and implementation from implementation partner
Comentários: Overall we had an average experience, though It helped in managing our sales and account well but did dent our budget a little with lengthy implementation and sheer incapability of implementation partner
Sales management features are good good tracing and notifications account management geolocation integration Integration with SAP User Community Easy to Use APIs
Customer Service third party vendor implementation Overall Cost Switching cost Salesforce ecosystem has to be there to get better insights Customer reports , except Einstein
Razões para escolher o Salesforce Sales Cloud: product capability and future road map, scalability and user community
Software anterior: GreatVines
Razões para mudar para o Salesforce Sales Cloud: better product capability
Outstanding tool for managing Sales
Comentários: My experience has been great with Salesforce but then again I love managing & having access to details. I will definitely recommend this if you have a business with a sizable sales team opposed to a small startup business with a very small team. However it depends on your desire for complex data management. If you're seeking to manage details; this is for you and it's actually great doing so too.
absolutely love Salesforce, visually it has a clean look. I would have to say that its one of the top CRM’s out there. It's extremely integratable, customizable, and great for tracking sales and managing your leads. This is great for your business giving all users easy access to key information while at the same time you can easily see all of your client’s activity.
It can be difficult to make changes down the road as your business evolves and changes. Unfortunately the changes can be rather time consuming. Unfortunately sometimes the load times could lag.
Forever a Love Hate Relationship as an SFDC Admin
If you are a brand new Salesforce customer, regardless of your company size, MAKE SURE YOU RESEARCH AND HIRE A SOLID AND TRUSTWORTHY TEAM TO SETUP YOUR INSTANCE out-of-the-box and that THEY DOCUMENT DOCUMENT DOCUMENT everything they've done within SFDC. Also, PICK YOUR ADMINS, POWER-USERS, AND DEVELOPERS CAREFULLY AND MINDFULLY! Do NOT let inexperienced/basic users have admin rights.
SFDC is SOOOOOOOO easy to mess all the way up if you're not careful and will end up costing your company way more money and time to fix and typically, as I have seen personally too many times, [SENSITIVE CONTENT]'s will just blame the tool itself and fire their SFDC resources assuming it's their fault the platform doesn't meet needs and even just cancel the contract. Then they're left scrambling to meet even basic business needs while putting their large goals in an unattainable/unachievable position. Never trust a [SENSITIVE CONTENT] to know anything about or be reliable sources for what is done in and with SFDC.
I LOVE Lightning as a whole, and I personally believe it was Salesforce's best huge update/release since I first started using the platform in 2011. My favorite Lightning feature is Lightning App Builder for its non-code-based UI and its simplified yet vast customization capabilities. I also f*ing love AppExchange, Trailhead, and the seemingly endless list of available integrations.
I'm sorry (but not sorry) to say, I HATE how very very little SFDC has improved their incumbent reporting and dashboard functionalities and UI. It's been one of the primary areas of SFDC, as an admin, I use the absolute most yet I always find myself having to resort to external reporting/data analysis tools (shout out to my Ride-or-Die, Excel!) to accomplish all of the data analysis and reporting needed in my role. Einstein Analytics (formerly Wave Analytics) is a godsend but costs a little too much ON TOP OF the already exorbitant price we pay just for base licenses.
Razões para mudar para o Salesforce Sales Cloud: Salesforce leads the CRM industry, of course, so it's usually a companies first choice when acquiring a CRM. It integrates with almost everything, has a nebulous laundry list of functionalities and customizations, there's super valuable free resources available from AppExchange to Trailhead and more, and so on.