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Integrate your data to build a unified view of the customer
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When it comes to Salesforce, there are many things that I like - but I will point out the possibility of designing the system per user requirements and needs, and the fact that we can easily unite the whole data gathered from B2B2C and analyze it.
The platform is easy to use, regardless if you need it for creating reports and analyzing the data, or as an Omni Supervisor. It integrates with other applications seamlessly and is a great tool you use daily.
The mobile app was hard to implement and personalize - so I skipped using it.
Helps create a complete overview of Customers' life circle, allowing teams to easily access needed data and also provide exemplary service.
I've been using Salesforce for quite some time now and I can say that it is the easiest CRM that I've used so far. There were few that I've used in the past but Salesforce has been the most user-friendly of all.
Currently, I am only using Salesforce for Data Entry and does not navigate all the available features. So I cannot say anything I dislike about it for the feature that I am using.
Keeping all of our clients records and contact information including it they have been engaged by our Vendor Analysts.
I like the ease of use and the intuitiveness of the platform. I also like the integration with ZoomInfo, SalesLoft and LinkedIn Sales Navigator
I dislike the font because the i's look like 'l' and it's confusing when researching an unfamiliar company - which is most accounts.
The Salesforce Platform solves the problem of tracking contacts' up-to-date information which saves me time and effort by allowing me to reach out to correct info. It also allows me to bulk-update information or missing information such as an email address, which also saves me time and effort. It allows me to export my contacts to SalesLoft so I can add to cadences for outreach. This saves me time and effort because I don't have to do it manually.
SFDC has been in the business for quite a while and I have been using it since 2015 even during the classic days. This product is very helpful in managing client records, creating reports and doing a lot of stuff for me in sales.
If you're pretty new with SFDC the tool might be a little complex. There is a lot of things you can do and sometimes you need your organization's salesforce admin or sales operations to help you navigate some of the tasks and reports inside the system.
Salesforce Platform has been a very efficient tool for me in sales, helping me achieve a more cohesive reports especially in working with my pool of clients. Also it helps in managing my day to day operations ensuring that every records is there to help me in my sales task.
Salesforce CRM is a one stop solution for the sales, marketing and customer teams. You can easily access the data at ease with the customized features of adding the desired tabs to enrich the accounts. Additionally, it allow to get integrated with 3rd party sales tools. Creating reports and analysis are really easy in Salesforce.
There isn't anything particular to dislike about Salesforce.
Salesforce CRM is one stop solution for the sales, marketing, customer support teams. It allows to add customized fields which really helps to enrich the accounts with personalized details for the prospects.
We can create different dashboards and reports in the salesforce platform. It's easy to maintain and fetch the data through salesforce. We can also integrate salesforce to different channels directly to fetch the data in. Data mining is also easy, you just need to select your filters and fetch the reports and do whatever you want.
Data duplicasy is one of the major issue in the salesforce. It captured same customer data multiple times if the customer's come through either different source or different channels. As per my openion, salesforce is quite a bit slow than other competitive CRMs.
As per my point of view, The main benefit of salesforce is to fetch the data to create data segments, analyze the day to day marketing campaign performance and to run the campaigns on different channels usging the segmented data.
Salesforce offers a comprehensive and user-friendly CRM platform. The customizable features and robust analytics have significantly improved our sales processes, providing a centralized hub for managing customer relationships. The cloud-based system enhances accessibility, making it a valuable asset for our team
While Salesforce is powerful, the initial learning curve can be steep. Navigating through its various features and customization options can be overwhelming for new users. Additionally, the pricing structure, especially for smaller businesses, may pose a challenge and require careful consideration of budget constraints
Salesforce Platform solves various business challenges by centralizing data, streamlining sales processes, fostering collaboration, and providing scalability. It enhances CRM, offers real-time analytics, ensures mobile accessibility, allows customization, automates marketing, and improves customer service. These features collectively boost operational efficiency, customer satisfaction, and overall business success.
User-Friendly & Customizable:
Salesforce's intuitive interface and high customization make it a breeze to adapt to our unique needs.
Efficient Automation:
Powerful automation tools have streamlined our processes, saving time and reducing errors.
Real-Time Collaboration:
Cloud-based collaboration ensures our team stays connected and aligned, enhancing overall efficiency.
Insightful Analytics:
Robust reporting and analytics provide deep insights, empowering data-driven decision-making.
Scalable & Integrative:
Salesforce effortlessly scales with our business growth, and its wide range of integrations adds versatility.
Responsive Customer Support:
The support team's quick responses and expertise have been invaluable, ensuring minimal disruptions.
Learning Curve:
For new users, the initial learning curve can be a bit steep. However, once mastered, the benefits are substantial.
Costs for Advanced Features:
Some advanced features come with additional costs, which might be a consideration for smaller businesses on a tight budget.
Data Centralization and Accessibility:
Salesforce's robust database has centralized our data, providing easy access for all team members. This has streamlined processes and eliminated data silos.
Enhanced Customer Relationship Management (CRM):
Our CRM has become more efficient and effective, allowing us to better understand and serve our clients. The 360-degree view of customer interactions is invaluable.
Automation and Time Savings:
Automated workflows and processes have saved us considerable time, allowing our team to focus on high-impact tasks rather than manual, repetitive activities.
Data-Driven Decision-Making:
The analytics and reporting features empower us to make data-driven decisions, driving business growth and strategy.
Field technicians can access FSL via mobile, allowing them to receive work orders, access customer information and update jobs while in the field.FSL enables organizations to manage their inventory and products more effectively. Technicians can track product availability and order replacements when necessary.
While FSL provides mobile applications for technicians , some users report the issue of usability and functionality of these applications. In remote locations, problems may occur in the connection between the mobile phone and the application.
We have created an application for the client using the FSL which is based on the Ambulance booking.In this application a user can pre book the ambulance according to their need.When the user booked an ambulance the a work order is created and when the driver takes the request and accept it then a Service Appointment is created for them.
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Salesforce has become the backbone of business operations in a lot of companies, offering a comprehensive CRM solution that stands out for its versatility and effectiveness. The platform's robust features, coupled with its user-friendly interface, make it a game-changer for managing customer relationships and driving sales. The customizable dashboards, automation capabilities, and seamless integration with various apps streamline my workflow, allowing us to focus on what matters most – building meaningful connections with clients and boosting sales.
I'm using sales force on a daily basis to generate reports and check customer feedbacks.
While Salesforce offers a plethora of features, navigating its extensive capabilities can pose a challenge for newcomers and implementing salesforce needs skills and Salesforce knowledge and it's not easy. The learning curve might be a bit steep, especially for those unfamiliar with CRM systems. However, the investment in time and effort pays off, as the platform's depth of functionality becomes a powerful asset once mastered.
Sales force doesn't have the best UI/UX specially when it comes to storefront and customer facing features
Salesforce addresses the core challenge of managing customer relationships and sales processes efficiently. Its CRM solutions enable us to organize, automate, and synchronize business processes, leading to improved customer satisfaction and increased revenue. The platform's real-time analytics and reporting empower me to make informed decisions, turning potential obstacles into strategic opportunities. In a competitive business landscape, Salesforce proves invaluable in staying ahead of the curve and fostering sustainable growth.