Salesforce Essentialsのレビュー

We love SalesforceIQ! Perfectly integrated and easy for my team to use.

製品を使ってみた感想： So many. Ease of use, trackable for sales cycle, many more.

良いポイント:

This software is awesome. It takes the stress out of constantly updating your CRM by making it seamless and integrated with our email. It captures a lot automatically, giving my team more time to close deals. We love the customizable pipeline features as well. Great software overall.

改善してほしい点:

I have hard time thinking of cons for this software. It was so easy for my team to implement. It is expensive I guess, that'd be the only con.

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

製品を使ってみた感想： 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.

良いポイント:

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.

改善してほしい点:

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

良いポイント:

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.

改善してほしい点:

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

Easy to Use

製品を使ってみた感想： Overall this is a great product. As a grant manager I use this to record all of my interactions with funders and potential funders and it has been the easiest to use product that I have used over my decade of experience.

良いポイント:

I like that it works as a CRM even though it was created for a slightly different purpose. As a grant writer I can record every interaction with a funder and I can include the proposal and any other documentation we have received. It is easy to find the entire history with that organization and it really helps me track everything in one place.

改善してほしい点:

I do wish the task tracking was set up a little differently, or at least customizable if it isnt already and I'm just not aware of it. I use task tracking to record every interaction I have with a funder but it doesn't perfectly fit for that. For instance I want to record that I emailed them and I have to select a "due date" but there isn't a due date for that. I just put today's date but I wish I could customize it so that it just said date. It would also be nice if I could record comments on the same page as I record a task but I have to save the task then reopen it and then I can write the comments detailing it.

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

製品を使ってみた感想： 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!

良いポイント:

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.

改善してほしい点:

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.

Great product, hard to tailor to companies specifically due to the complex algorithms.

製品を使ってみた感想： I have over 5 years of experience with Salesforce, we used it when I was a production designer for a print and graphics firm. We loved it, but yet we experienced some of these same hardships in this company I am with now, the transition and tailoring to what we do specifically is just not there. It is up to us as employees to make the software work the most productive for us, and that should not be expected from us when we have sales and other projects to handle ourselves.

良いポイント:

There are endless possibilities on what you can do, and what you can achieve with this product. The AI software is a great tool if you are able to use it.

改善してほしい点:

Too complex on tailoring the software, I feel like a simple request would take months to get accomplished. I noticed for someone with Salesforce experience myself, our transition from BNTouch to Salesforce was seamless, but many of my co-workers were left in the dark and felt like they had a lack of training provided from your team when we launched this new software.

Great experience working with salesforce platforms

製品を使ってみた感想： Basically, all my days at work depens on salesforce, very efficient at the moment, it also helps me out to improve my sales day by day.

良いポイント:

All I need in one place, quick response from the platform and cloud.

改善してほしい点:

Trouble shooting at weekends and slow verification process

Great for keeping track of donors!

製品を使ってみた感想： It is critical for our organization.

良いポイント:

We have salesforce for NON profits and we love keeping track of all of our fellowship members

改善してほしい点:

Sometimes merging customers that were in the software twice mistakenly can be hard.

salesforce software is very good to record the details and to check the activities as well

良いポイント:

salesforce software is very good to record the details and to check the activities as well

改善してほしい点:

sometimes in between it gets slow while using ,but sometimes

A multi-faceted tool

製品を使ってみた感想： As I said, it made my work pretty easy, I think it is a great multi-faceted tool

良いポイント:

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

改善してほしい点:

Maybe the interface needs improvement, it looks very simple

Jim Salesforce Review

製品を使ってみた感想： Good for what I need it for, entering new leads, tracking sales pipeline, looking back and forward on data.

良いポイント:

Using for 4+ years once info is in its pretty easy, there are very many options how to track setup, would be nice if there was a option for auto-setup for certain types of use/business types.

改善してほしい点:

Too many unused fields that muddy up the screen and info can get lost in all the blank fields.

Great for Support

製品を使ってみた感想： I found this software very useful to our support team. It also integrated well with the regular Salesforce.

良いポイント:

We use desk.com for all support interactions. It was priceless for the support team to be able to route support requests to support members, and keep track of all interactions for each client to spot issues with our support team, or issues with the client being too much of a drain on our support resources. The statistics are neat too. We had some healthy competition with some of the support stats (how many emails, calls taken, etc.) Being able to see how many positive rated interactions was the ultimate statistic to have. Their API is essential to integrating notes and other issues into 3rd party solutions.

改善してほしい点:

This had a learning curve. They were also going through completely switching the UI at the time, so having a beta was nice, but some features were only available in the classic interface. The new one is much better and pleasing to the eyes.

Great for simple helpdesk cases but not intended to be feature rich or robust.

製品を使ってみた感想： It's allowed us to have a basic helpdesk tool that integrates with Salesforce.

良いポイント:

As a helpdesk case tool, it works. Great for simple troubleshooting and just general inquiry cases where by correspondences are kept to a minimum.

改善してほしい点:

Sold as having great integration with Salesforce, but the integration is extremely difficult to setup and not all fields are integrated. Everyone needs to have a Salesforce license to be able to use the desk tool properly and that gets very expensive. DO NOT try to use the tool as a task manger or PM supplement as it does not work well for these functions. There is also no place to store Client level notes in the tool itself so if someone was backing you up, there would be no place for them to reference client preferences or standard operating procedures for a specific client from Desk itself.

Salesforce

製品を使ってみた感想： Our hospital is better able to communicate . We are able to provide better care for all of out patients because everyone has access to same data base . So if a volunteer noticed a patient sneezing the doctor can easily see that and be flagged to check on a patient. Before a volunteer may not be able to notify staff and go through correct channels. It could mean that nobody medical ever new that yeh patient sneezed because it was just too difficult to get information across, but now all volunteers know they can put a message in Salesforce and it will be taken care of.

良いポイント:

Salesforce allows my animals hospital to have better communication between staff and volunteers

改善してほしい点:

Search engine key words is not always able to direct to correct patient

Not always the easiest to use, but there's a reason why it's the leader

製品を使ってみた感想： When supporting customers, Salesforce was essential to finding out about their account and how to best support them or escalating issues when necessary.

良いポイント:

If you can think of it, Salesforce probably has it. From keeping track of your customers, to integrations with other softwares, Salesforce has it all!

改善してほしい点:

There is definitely a big learning curve when it comes to using Salesforce. It's obviously a massive piece of software that can be used for a huge array of purposes, so knowing how to navigate and find what you're looking for isn't always the easiest.

Ready to rock in minutes!!!

良いポイント:

Extremely easy to use and I was able to set ip up in minutes. I was pleasantly surprised by the accuracy of data SalesForceIQ automatically pulled from my address book. It automatically updates so that my team and I can collaborate easier. We mostly use the mobile version as it is great for on the go and when we are at conferences and shows.

改善してほしい点:

One huge setback is that SalesForceIQ does not support GDPR which is pivotal to our business.

I have been using desk.com for over 5 years now, it has been simply flawless and very easy to setup

製品を使ってみた感想： Easy to use/setup CRM tool for the team, we have customised the tool as per our product requirements, the ability to use mass action & less pricing as well.

良いポイント:

Few features stand out - like the advance search option, mass actions, easy export, their helpful & courteous support team, lesser pricing than Zendesk, doesn't have bloat like zendesk.

改善してほしい点:

Reports are still a step behind, lack of integration of certain apps(limited apps) that helps in workflow

Excellent tool for day to day account management

製品を使ってみた感想： Great tool for any account manager to have success

良いポイント:

I really love the way the CRM is set up to keep you organized as you are doing account management/reporting. I would probably say my favorite feature is the reporting.

改善してほしい点:

Honestly, i would say none. What I will say I do like the lighting experience as opposed to the classic set up.

Latest innovation in CRM

良いポイント:

Everything is contained in one spot. I have the ability to manage my pipeline, create my calendar and add new contacts.

改善してほしい点:

Not all the same functions exist on the ap that exist on the desk top feature. Also, you cannot run excel reports out of Salesforce

salesforce in health sciences

良いポイント:

most comprehensive crm out there pretty much has solution for any business problem easy to scale and develop

改善してほしい点:

learning curve expensive licensing need some sophostication in customization license per user and has some limits of what u csn do overall

Bad intelligence and hard to override

良いポイント:

I do not give only 1 star because there were occasional situations where SalesforceIQ informed us accurately that a client had changed companies. It did not offer us zero valid sales intelligence.

改善してほしい点:

This software drove me crazy. Regularly confused our clients with other individuals with the same name and filled in data about those unrelated people. Regularly overwrote our own, hard-researched data about our clients with their LinkedIn dreams of being a DJ or Freelance Graphic Designer. I could never find an option to turn it off or siphon their "intelligence" to separate column. Maybe if we'd had a bespoke Salesforce implementation this would have been possible but I HIGHLY ADVISE you avoid if you're using out-of-the-box Salesforce.

Desk was challenging to use on a number of fronts

製品を使ってみた感想： It was a good CRM a few years ago, but never received the attention it needed from the Desk product team.

良いポイント:

It was intuitive to use when working on tickets and responding to customers. The reporting interface was easy when to create and run reports.

改善してほしい点:

The reporting was barely functional and often times would time out when loading. There were countless days that I needed to run a report and was unable to.

Great product, lots of features. Takes some time to learn, but its worth it!

良いポイント:

I like that this software is comprehensive. It gives you everything you could need to source, manage, track, follow up with, communicate with, and hopefully close a sale.

改善してほしい点:

It definitely takes some time to learn all the features and I didn't need some of them so it would be nice to be able to personalize a bit more but its worth the time to learn it all in the end.

Organization

良いポイント:

I appreciate how I am able to connect contacts with other affiliation

改善してほしい点:

I dislike the learning curve it takes to understand the software

Best CRM

製品を使ってみた感想： It is the best tool to have a clear vision of Leads, prospects, contacts and opportunities. It is my daily-basis right-hand

良いポイント:

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

改善してほしい点:

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