Opiniones de Salesforce Sales Cloud

Excelente Software y Costoso

Pros:

Salesforce al igual que otras grandes plataformas digitales o empresas multinacionales, tienes un software muy robusto y parametrizado según los lineamientos de ellos. Por esa razón es una plataforma digital lista para ser utilizada por cualquier empresa, el soporte técnico es genial y el nivel de postventa es rápido.

Cons:

Sin embargo es costoso, si una mediana empresa quisiera utilizar su API debe pagar miles de dólares por tener acceso al mismo. Existen otros software mucho más accesibles y flexibles.

Perfecta para todos los comerciales

Pros:

Es una herramienta que es necesaria para cualquier empresa que trabaje en el área comercial, la mejor de todas

Cons:

para nada no encuentro ningún problema la he usado en distintas empresas y siempre funciono a la perfección

Gestioón de Ventas

Comments: Excelente herramientas para la gestión de ventas, seguimiento de visitas al cliente, asi como tambien una facil plataforma para el uso de las funciones

Pros:

La plataforma permite una facil interacción para cargar la información de cliente, hacer seguimiento a las visitas, asi como tambien un historico de la cartera de clientes.

Cons:

Integrar la antigua herramienta con la nueva plataforma fue complicada y casi que se tuvo que realizar uno a uno de nuevo.

SalesForce Sales Cloud el mejor CRM

Comments: Es la herramienta principal de mi trabajo. Considero que es un Software de Alta Gama.

Pros:

Es un software integrado con facilidad de uso. Es configurable e integrable con otros software. Puedes tener gestión en línea a través de chats y correos electronicos.

Cons:

Es un software altamente confiable que no le veo negativas.

Un CRM completo pero muy complejo

Comments: Es un CRM que puede hacer casi cualquier cosa, pero que requiere de un equipo de desarrolladores para poder alcanzar su máximo nivel. Además, el soporte no es muy bueno, y en ocasiones, ofrece respuestas vanas y que no aplican a lo que se pregunta.

Pros:

El CRM por excelencia. Es innegable que como software para el seguimiento de ventas es el más potente. Además permite hacer casi cualquier cosa y es 100% customizable a la necesidad de cualquier empresa sea cual sea su modelo de negocio.

Cons:

Pero uno de los mayores inconvenientes de este software es su complejidad. Es necesario un buen equipo de desarrollo no solo para ponerlo en marcha, si no, para continuar sacándole partido a largo plazo.

Conformidad Con SalesForce

Comments: es una gran herramienta la cual a facilitado el trabajo dentro de la empresa, permite llevar un control y medicion sobre todos los procesos tanto administrativos como de ventas, es maravillosa.

Pros:

es fácil de usar y se integra con las herramientas de la empresa

Cons:

hasta la fecha no encuentro nada que no me guste

salesforce para dell

Comments: uso diario en la empresa desitel para soporte tecnico para dell

Pros:

debe ser mas estable recomiendo usar data base basado en no sql

Cons:

inestabilidad cuando el uso es extensivo

Excelente herramienta

Comments: Mi experiencia fue excelente en general, muy buena herramienta

Pros:

La facilidad en la gestion y seguimiento de las metricas y los indicadores de ventas

Cons:

que hay algunas cosas que son complejas

Medio complicado pero si la empresa acompaña brinda muchas soluciones

Comments: Es util para grandes estrucutras empresariales pero complicado para aprender a utilizar bien la plataforma

Pros:

Los resultados finales que se pueden generar y lograr mediante el uso de la plataforma son muy buenos

Cons:

Es bastante complejo de entenderlo, facil de complicarse dentro de la plataforma y perderse, podria ser bastante mas sencillo y simple su UI para una mejor UX

Observaciones

Comments: No tuve mucha ya que no pude avanzar del log in porque no la comprendía.

Pros:

No me siento identificada con la plataforma, no la comprendí.

Cons:

No me permitía un formulario de registro, no tenía una presentación de marca para entenderla y enamorarme de ella.

Salesforce CRM Review - Daily user

Comments: My overall experience using Salesforce has been good. I've used the application for 19 months and I'd say it took at least 3 months to get familiar with the tool. I work for an organisation of +180k and the tool is used widely across the business, which is a testament to its reliability and scalability. For smaller organisations, there is likely to be less complexity involved, as there will be less integration required with other applications - which Salesforce does incredibly well. To summarise, I'd say to prospective adopters of Salesforce, expect to invest some time in training new users of the tool but its remarkable functionality and capabilities far outweigh this ramp-up period.

Pros:

-Highly customisable with deep and wide integration with my organisations SaaS or natively developed applications. -Allows you to produce very detailed reports to track my own activity and history. Which can also be used by management to track team progress and activity. -A customisable dashboard that allows frequently uses tabs to be populated to a "bookmarks bar" which allows for faster navigation. -Great search feature that allows for search across the entire CRM database.

Cons:

-Due to its high functionality and range of options it can be overbearing to use at times. -Requires internet connection which means there is occasional latency and is not accessible at all times. -Visually, it's not the most appealing tool that I've ever used. -Steep learning curve for those that have not used it before, but then that goes for most CRM tools.

Salesforce is the best CRM if money is no issue and you customize it to your needs

Comments: SFS was a great solution for a company I worked for because I was able to spend the time to configure for optimal use. By understand the needs of the sales team, support team, and even our engineers who had minimal interaction with SFS, I was able to achieve a lot. I never got us into internal messaging, but I did improve our lead capture and qualification process with SFS.

Pros:

SFS is a very powerful piece of software that is a dream if you take the the time to configure it and a nightmare if you don't. Those who fail with SFS are the people who think it's a turnkey solution that you can just buy and start using. Nope. You need to configure the heck out of it to suit your needs. If you take it seriously, capture workflows and goals for your team well, and take the time to set it up, you will be very happy with this solution. It doesn't need to take years, but it does take dedicated time.

Cons:

The pricing is high. Social media tools for the application are pretty weak. Plus, out of the box, it's overwhelming and just not usable.

One shot solution for Business to maintain Sales and Leads

Comments: 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 .

Pros:

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.

Cons:

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.

Salesforce: Helps Improve Internal Communications/External Customer X

Pros:

I have been using, recommending and adopting salesforce.com for my sales teams for ten years in several different digital technology, media and advertising organizations. I can say unequivocally that the CRM software has evolved from being a supplement and "nice to have" to a must buy and necessary and vital tool for doing business. The key to any business solutions and software product is getting the team to adopt and use it. Training and practice is essential. Its like your golf game, the more you practice the better your score or working out, no pain, no gain. I like the social media and conversational abilities you can have with sales team; the app is excellent for quick reviews and checking on status of pending, pitches and prospects; the flexibility and customization options based o salesperson, account, deal size, industry vertical. In one organization we adopted it for internal sales data use and tracking and also incorporated product data about our partners, customers, audience metrics and analytics and distribution platform.

Cons:

Depending on the level of subscription, will also vary with the amount of personalized training you receive. I would also say there needs to be more attention and customization devoted to industry verticals that contain many nuances regarding customer segments and rev streams. This includes the advertising and digital sales industries where there are multiple customer touchpoints and rev streams including agencies, direct to client, programmatic, 3rd party vendors, ad tech partners etc. I also think saleforce.com needs to develop more compatible software and training that integrates salesforce,com into other software linked to finance, accounting etc.

Near Flawless Software

Comments: I love this product and what it offers to your sales team and your venue for tracking (current and future) business. I love the salesforce team I worked with to set this product up; from start to finish, they were by my side (and my teams side) to ensure it rolled out as seamless as possible. I love how inclusive the product is of the sales, services and inventory process; everything lives in the database. Moreover, because it is cloud based, you can utilize the software from an ipad while conducting a site visit or working from home and you dont have to worry about backing up the data. Gone are the days of paper files because you can store literally everything (past, present and future) for a particular group/ client/ program within their account. Outside of a few spin off components that need updating, I absolutely love this product!

Pros:

I recently transitioned out of venues and over to the vendor side of things. However, while in venues (90% of my career) I participated in the implementation of salesforces' product delphi.fdc (latest version) in my last two positions (Director of Events at a country club 2016-2018 and Sales Manager at a Boutique Hotel 2018-2020). While at the Country Club, I completed extensive research reviewing SalesForce against several other standard industry event softwares. SalesForce is the most streamlined and inclusive option available. As a vendor, there are numerous tools that would not apply to my current position however if I was still working in venues, I would be pushing for the delphi.fdc as the best option to prepare teams for their current workload and any curve balls the future may throw their way.

Cons:

However, there are some spin off components to the software that may still need some work such as meeting matrix. The set up process is lengthy and requires a lot of back log work to ensure old data that is moved over is clean and new habits are in place for your team to ensure the new system remains clean.

Forever a Love Hate Relationship as an SFDC Admin

Comments: 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.

Pros:

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.

Cons:

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.

Salesforce is expensive, powerful, confusing, but awesome

Pros:

What I like about Salesforce is how flexible it is. You can customize/create just about anything you can imagine in Salesforce.

Cons:

There is a very steep learning curve as a new administrator. If you don't understand relational databases and object-based programming you're in trouble.

Salesforce Sales Cloud: Top CRM Available on the Market

Comments: Im having organized my customer base together with its contextual information, deals, opportunities, and more.

Pros:

What I like is the most is all the extensive information you can have in the same software. For each client on a centralized software you could have hundreds of contacts, locations, opportunities, quotes, assets, related accounts, and more.

Cons:

What I like least is the mobile app, I think it shouuld be improved to have further functionality than just viewing the information of the accounts. Also there are some manual processes in filling forms that could be automated (or could be improved by using templates).

SalesForce : Gives power to boost Sales

Comments: I liked using SalesForce in the workplace, where it helped alot bringing together the end customers and the companies (Clients and merchants/providers), playing a key role in streamlining the value chain and making technology add a tremendous value to businesses, and to clients.

Pros:

What attracted me and improved our experience with SalesForce is that this tool engages sales marketing and technical teams in a very smart and intuitive way. SalesForce not only eases up the process, but it also helps every team member or stakeholder to grow their sales and tech skills through using SalesForce over time.

Cons:

What we did like least in SalesForce is that configuration and implementation require advanced knowledge of the software, other than that, the fact of paying for add-ons on the top of the license makes it quite expensive.

Evaluate other Sales platform before using Salesforce

Pros:

It had a lot of learning content and the community is huge so you are not alone in trying to figure things out around Sakesforce.

Cons:

So many times, we had to do trial and error. Many things did not work for our use case and it is very expensive to have. It hasn't been the best for Sales at my current firm. They've had a range of issues with it coupled with permission issues which we've tried to make it work, eventually the sales team moved on.

Outstanding tool for managing Sales

Comments: 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.

Pros:

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.

Cons:

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.

The Best Tool for Converting Leads to Long Term Clients

Comments: In terms of lead, contact, and opportunity management, Salesforce is the benchmark. It's fun to play and works with pretty about everything. Their mobile app still has some flaws, but the call-to-logged-activity feature is rather useful. Of course, you get out of something like this what you put into it, so it's only as good as your team's willingness to use it correctly and successfully. It's highly configurable - to the point of becoming unusable - so you can tweak it to your liking. It's difficult at first, especially for newcomers to handling this type of programme, but with daily management and training, you'll find Salesforce to be really beneficial not only for the business, but also for the personal skill set that I've developed through the years of using it.

Pros:

This will keep track of anything you put into it with precision. Do you require a new field? Make it, track it, include it into reports, whatever you want to do with it. Whatever you require, such as logged calls, activities, contracts, and documents, is readily constructed in and can interface with nearly everything in a plain form, including custom fields. Its widespread use aids not only integration but also sales team and senior leadership comprehension. Nearly everyone is familiar with Salesforce, including what it is and what it does, as well as how to interpret many of its reports. It's simple to obtain buy-in, put together a team to manage it, and get sales and operations teams to understand and implement it. -Integration is comprehensive and deep. - Enables you to make incredibly detailed reports in order to keep track of activity and history. It can be used by management to keep track of team progress and activities. - A custom dashboard that enables for the loading of frequently used tabs into a "bookmarks bar" for faster navigation. - A superb search feature that allows you to search the entire CRM database. -It can be integrated with mail domains to provide real-time updates to emails. -Customer service is aided by ticketing approach.

Cons:

Except for the initial setup time required to effectively manage the system in place and set up the right job management for each corresponding area, there may be little to hate about this software.

The No.1 CRM tool for your successful business

Comments: Salesforce is appropriate for bigger associations that have a huge outreach group, or enormous client confronting unit. In the event that you require a lot of client touchpoints, your association can profit from the intricacies of programming like Salesforce. It deals with the multifaceted subtleties of clients to construct enduring connections and close arrangements. You can undoubtedly see the entirety of the action with customers if your group is working effectively contributing the information. It is less suitable for new businesses or solopreneurs since it tends to be tedious to deal with the entirety of the information input needed to give you great yield and make the instrument helpful and significant. Having a group and dealing with the information together is the thing that will have the effect of this apparatus helping or upsetting your prosperity. Support Rating: 8 A significant chunk of time must pass to get into contact with help if genuinely required and I frequently end up attempting to sort it out all alone rather than with online assets. On the off chance that they would knock up the degree of recordings and FAQs online to be more thorough, easy to use, or give nearby preparation whenever mentioned, it would be more valuable for my association.

Pros:

> Salesforce is so easy to use. The plan is so natural, next to no preparation is required before you're off running and receiving esteem in return. It's anything but an advanced Rolodex with all the data you should be fruitful. > The thorough detailing capacities make it simple to oversee groups and see where improvement can be carried out. Effectively perceive how every delegate is getting along creating drives, following up, and meeting objectives contrasted with the past. > Customization permits you to perceive what's essential to you, not what Salesforce believes is significant. Effectively oversee objectives, track progress, and oversee specialty units to see how your association is performing.

Cons:

> With more prominent adaptability to alter, Salesforce can get overpowering. Setting aside the effort to set it up to really meet your particular necessities can get baffling, yet whenever it's done you'll be happy you invested the energy.

Best CRM ever made!

Comments: Since transitioning to Salesforce Sales Cloud, we have been able to build and automate complex processes to reduce redundant tasks, mitigate error, and provide an exceptional customer experience for our constituents.

Pros:

Before using Salesforce's Sales Cloud, we used another CRM that was as deficient as it was clunky. Salescloud has literally revolutionized how we do business and manage our constituents. And the fact that you can customize and configure the system to work exactly as you need/want it for your specific use case is by far its greatest strength and the thing I love most about this software.

Cons:

I wish the app-exchange was more vastly populated with solutions like Apple or Android. It can be somewhat challenging at times to find the right solution or app provider OTB, this forcing you to take the route of custom development or third party integrations.

Salesforce on an administrators review.

Comments: I can say I had a lot of fun using it as an Administrator. At first, it's very challenging specially for the newbies like handling this kind of application but with daily management and training you'll find Salesforce very helpful not just for the business but also on the personal skill set that I gained with years of using it.

Pros:

What I like the most with Salesforce its automation and analytics. It makes our job easier as an admin to maintain the application and and also to manage different end users that rely on its function to deliver the needs of the business.

Cons:

The complexity. Sometimes its very hard to do some task since the application it self is designed with such complexity. Sometimes I found it hard to follow some procedure in salesforce specially when handling it for the first time.