キャプテラ - 日本企業の最適な
ソフトウェア選びをサポートし17年
Salesforce Platformとは
AI搭載のアプリで顧客を中心に据えたビジネスを構築し、素晴らしい体験を作り出すことができます。
The Trailblazer Community provides forums, user groups, and events for networking and support. Additionally, Trailhead offers free, interactive learning modules for users of all skill levels.
Having a hard time finding some of the features I typically use and sometimes have to default back to classic but after a little more training I should have the hang of it.
レビューを絞り込む (337件)
Much Improved from Classic
Great platform that can be used by nonprofits too
良いポイント:
It leveled up our sophistication in donor data and tracking tasks, communications, analytics across donor experience and management.
改善してほしい点:
It sometimes feels clunky to find the data we need—but thankfully we have a staff member dedicated to this and great at pulling data we need.
Saslesforce for small business???
製品を使ってみた感想: Overall, our experience has been good. All levels of our company find the software useful, and believe it can more than meet any of our needs. It will require atleast one person who is not afraid to tinker, and having a go to partner to handle any advanced needs on an hourly basis is a must. As with all systems it takes time and effort, but we feel good about our purchase and havent considered moving to anything else since.
良いポイント:
Salesforce is the most custimizable CRM I have encountered thus far. It is built on "objects" that can be cusomized almost anyway you wish. These come "out of the box", can be professionally built (for a fee), or you can build items yourself. I was unsure if this CRM would fit a small company like ours (<10M in sales), but the basic licenses meet our needs both for operations and sales. The plus for us is knowing this platform can grow with us over time.
改善してほしい点:
Salesforce is not intuitive....at all. We had great frustration in our rollout as we felt we could manage any user challenges we encountered, but this was not the case in the beginning. While the company can grow with you, their is also no limit to what they can charge haha. You must choose your deployments carefully and consider the cost benefit analysis.
S*** Show - Run far and run fast if your company is looking to use Salesforce
製品を使ってみた感想: No support. More bugs then features. The system works decent for quoting but getting information or support is a laughable concept.
良いポイント:
It seems well done. Everything looks professionally made but this software is user-enemy number 1. No support. The worst part is they have links that say "help or support?" that are dead links. It's so bad it's almost feels like it should be a joke.
改善してほしい点:
Careful sending mass emails. It will create a task for every email sent that CAN NOT be mass deleted. So if you send out 300 emails you will flood your task section with 300 tasks that need to be individually deleted. This is system is a nightmare. This app is taking 1 step forward and 4 steps back. I feel really bad for the developers who had to put their name on this app.
Salesforce Review
製品を使ってみた感想: Overall, my experience has been super positive. Salesforce is the best in class for the problems it solves for business.
良いポイント:
How it has helped us with organising the delivery portion of the business.
改善してほしい点:
Backend set up an sometimes be somewhat clunky to use. There are some reporting limitations, nothing that is a deal breaker however.
Good platfor, but too expensive to customise
製品を使ってみた感想: Pretty user a pretty user-friendly platform for the Stansard sales cycle. Not adopted for Recruiting agencies.
良いポイント:
Administrating HR process control Sales activities Reports
改善してほしい点:
It was too expensive to make automation and further development of the platform. The support was not reachable always.
An Expensive, but useful tool. The leatherman of software
製品を使ってみた感想: Used at 3 companies across six years. Sales tools + Service cloud have been used along with platform itself. The fundamental tools it gives you to model your organizations data, integrate external data sources, and enable end users to interact with that data are very impressive. You are limited only by your budget + development staff/implementation.
良いポイント:
- Reporting is first in class.- Ability/speed to implement new views for a specific team or use case is excellent.- Extent to which other platforms we use can be integrated with Salesforce.- Ease of user/permissions management.- Their product documentation is industry leading. If you need to use a new feature, or just brush up on an old one, as either an admin or an end user, the documentation on trailhead will both tell, and show you how to use it.
改善してほしい点:
- High cost per license per user.- Implementation is key. It can be costly if you don't have an admin in house, or if you have a very complex business process you want to model in Salesforce. - Integrations with other data sources easily to enrich/link fundamental data + gain insights into data.
Perfect for Opportunity, Project, & Contact Tracking Across Departments
製品を使ってみた感想: Salesforce Platform changed how we see and work between the Sales and Production teams. We are now on the same page in all aspects of projects.
良いポイント:
The key aspect of Salesforce that I like most is that it makes it easy for various departments to know and track the status of opportunities and projects through various stages of development. We can also keep track of every contact both on the client side and production side. We can monitor all of the projects they are connected to, rates, and ratings.
改善してほしい点:
The only negative aspect of the platform is the cost. It can be restrictive for smaller projects and when I need to add more users/managers. I need to double check if budgets can handle more ongoing costs with the addition of new clients and projects.
Positive feedback
良いポイント:
In my project we used Salesforce for customer service, the most I like was the easy use and user friendly interface
改善してほしい点:
The least I like about SalesForce Platform is that sometimes there is a bug and can’t log in from the first time
Complete platform but not easy to navigate
良いポイント:
It offers multiple mechanisms to control sales and track issues also customer invoices due to its integrations
改善してほしい点:
Screens are very convoluted with lots of information that might not be useful. Navigation can also be very confusing for first time users
Salesforce review
良いポイント:
It is a system where you can find your accounts and any other data you are looking for.
改善してほしい点:
Not very easy to navigate, user interface is not very friendly
Excellent Enterprise Platform for nearly all industries with a Enterprise-sized Price Tag
良いポイント:
I love how they have turned a database program into an interactive place where companies can create a singular source of truth surrounding every aspect of business operations.
改善してほしい点:
Some limitations are common sense additions that have been neglected in favor of flashy, new features. Reporting is limited and has many issues, one of which is they barely support it currently with little/no improvements while pushing users towards their Analytics Add-On - which has many improvements that were requested on Reports.
I consider Salesforce a Ferrari!
良いポイント:
It has tons of features and an enormous capacity to create processes management, automations, integrations and
改善してほしい点:
A lot of things are not intuitive and we always relied on third parties tech to fix issues, make adjustment and customizations.
Salesforce transformed our contracting and invoicing
製品を使ってみた感想: Salesforce has completely transformed our contracting and invoicing processes. As a fast growing start up we needed a solution to our contract management. Previously, all contract information used to sit in a huge g-sheet, which made monthly invoicing quite the task and not completely free from error. However, with Salesforce we're more able to audit contract information and download custom reports that slot straight into our invoicing process. This saved our FinOps team days in month end.
良いポイント:
- Easy to navigate huge volumes of contract data - Custom downloadable reports that feed straight into our invoicing process - Fully customisable to accommodate our ongoing business changes
改善してほしい点:
- Off the shelf it is a bit clunky and so a Salesforce Admin is key to getting it how you want, which is obviously an additional cost (but worth it!)
Actionable way to smart work.Salesforce Platform is the secret behind all these smiles.
製品を使ってみた感想: Scalability is a key factor in this software.No unnecessary tools which may affect someone's work.I am now at a peak performance and all thanks goes to this software.you should try it too.
良いポイント:
It is easy to use this software no complicated settings or procedures.Has the most impressive features which makes it more efficient and interesting to use.If money value is your thing then this software caters for everything.we all need a software like this it superchanges your work to the best.
改善してほしい点:
It was a nice experience using this software.Am glad it was created on the first place because it has jumpstarted my work and now I am a proud user.
Easy to use platform
製品を使ってみた感想: Love the easy-to-use platform.
良いポイント:
Easy to use, great reporting and trackability.
改善してほしい点:
The drag and drop feature is touchy when it comes to building reports and editing the field order in the filter section.
#1 for a reason
製品を使ってみた感想: I've used sfdc in many roles from enterprise orgs to start ups. If set up properly the sky is the limit
良いポイント:
I love the reporting helps to realign resources rapidly to really grow.
改善してほしい点:
I don't like the set up it's difficult to if you never set one up before
Great CRM Tool
製品を使ってみた感想: Great experience as a user of the platform
良いポイント:
The Vendors response to our customized request.
改善してほしい点:
How things are prioritized when changes are requested.
Salesforce For Daily Work
製品を使ってみた感想: Overall, there is a reason Salesforce is the standard when it comes to CRM and without it, my job would be much more difficult
良いポイント:
What I like most about Salesforce Platform is the ability to track and manage all of my work and accounts in one place. Salesforce makes it easy to customize your org and provide the necessary resources
改善してほしい点:
My least favorite feature of Salesforce is the limited features for document storage
Using Salesforce as an NGO worker on a daily basis.
良いポイント:
It works well, is structured, has a lot of functions, good system of protection and control of the process, big date base where you can keep all your project related documents. Thank you for developing this tool and for continuing to work on improving it.
改善してほしい点:
Maybe a better system of notification (or maybe I do not use it well), a way to visualize your history in the platform per total (not by having to enter in a concrete project or document etc, but what you did in the platform during a day etc. Better syncronization between different levels, for example: when we have a big PROGRAM, that includes in itself for eg 5-10 smaller projects, to be able to connect the MEAL part between them, activity reports, budget etc. It exists now (partically, but for eg for budget it puts all information together and it is not clear which line is from which project, especially when we have the same name of the budget line everywhere.
Love the tool, keeps getting better
製品を使ってみた感想: It's easy to manage users
良いポイント:
Simpplr is my favorite part of the platform. I love the sandboxes so we can test before deploying.
改善してほしい点:
It can become a complicated admin mess.
Sending leads into SalesForce
良いポイント:
It clearly services the needs of the sales team and I am able to adapt our marketing campaigns to fit into our complex system.
改善してほしい点:
We have multiple products and use our salesforce in a complex way so the downside is there really isn't a great way to integrate leads generated from marketing campaigns into our complex salesforce ecosystem.
Salesforce Platform - provider of efficiency and reliability
製品を使ってみた感想: We will definitely continue to use the Salesforce Platform as it has enhanced our lead management and provided us with more efficient ways of data tracking etc.
良いポイント:
Salesfroce Platform has made our administration tasks more efficient and reliable.
改善してほしい点:
Sometimes we struggle to find data/notes from our customers
A great Platform to Integrate
製品を使ってみた感想: It is a highly recommended tool to stay competitive.
良いポイント:
It is based in the cloud and allows the team to use a lot of different tools and features that enable us to be more efficient.
改善してほしい点:
There are times when it doesn't perform as fast as other times of the da.
Salesforce Does What It Is Intended For
良いポイント:
Very robust system that is highly configurable.
改善してほしい点:
While highly configurable, the system complexity is very high and it can take more than a year to configure as needed.
Endless functionality, but for a large amount of money
製品を使ってみた感想: I like the platform in general, there are endless possibilities for customisation, but the price is a big factor at the end of the day,
良いポイント:
For the short period I worked with Salesforce in this company I saw what I have seen in the other two companies where I used Salesforce as a CRM software. Very good functionality and versatility.
改善してほしい点:
The only con I can mention is that the product it's very expensive. In two of the companies where I used it it was replaced with way cheaper solutions.