Salesforce Sales Cloudのレビュー

Complex, Integrated tool

製品を使ってみた感想： Overall, it is a great customer relationship management (CRM) platform that helps businesses manage their sales process, customer data, and interactions.

良いポイント:

It significantly enhances sales pipeline by optimizing lead management and conversion rates. Convert more prospects into customers by effectively nurturing leads, streamlining sales processes, and gaining valuable insights into customer behavior.

改善してほしい点:

Implementation is quite complex and resource-intensive, often presenting challenges for smaller businesses or those lacking dedicated IT support.

Salesforce Sales Cloud - User Friendly-ish

製品を使ってみた感想： Overall, Salesforce Sales Cloud has been very pleasant to use, but it could use a few updates to make reports, claims, and general population of month statistics more user-friendly.

良いポイント:

Salesforce Sales Cloud is a very organized platform that makes it easy to see what projects are being completed and prioritize things that need immediate action.

改善してほしい点:

When running reports and needing to see the total of monetary value items, there is a difficulty in determining if this can be done within the report itself or if in needs to be completed on the dashboard. This is confusing in itself but also leads to difficulty when going between a PC unit and a mobile phone or iPad app version.

Powerful but Pricey

製品を使ってみた感想： Overall, my experience has been positive. The learning curve can be a bit steep, but once you get the hang of it, it’s efficient

良いポイント:

I helps to keeps everything organized in one place. It’s super easy to use, and the automation features save a ton of time. Plus, the reports are awesome for making quick decisions. Overall, it’s a really handy tool for managing sales

改善してほしい点:

It can be a bit overwhelming at first. There are so many features and options that it takes some time to get used to everything. Also, it can get pricey, especially for smaller businesses

MY HONEST REVIEW

製品を使ってみた感想： My experience with Salesforce Sales Cloud has been largely positive, as it's a robust and versatile platform that offers a wide range of features to streamline sales processes and enhance customer relationship management.

良いポイント:

Salesforce Sales Cloud stands out for its robust CRM capabilities, advanced automation, powerful analytics, seamless integration, and user-friendly mobile access. Its scalability, customization options, collaboration tools, and AI-driven insights further enhance its value, making it a comprehensive solution for managing and optimizing sales processes. These features collectively contribute to improved sales performance, better customer relationships, and greater business success.

改善してほしい点:

Salesforce Sales Cloud is a comprehensive and powerful CRM platform, but its complexity, cost, and customization requirements can be challenging, especially for smaller businesses or those without dedicated technical resources. Improvements in user interface simplicity, pricing transparency, performance, and support quality could enhance the overall user experience and make it more accessible to a broader range of businesses.

The Ultimate Business Card Book

製品を使ってみた感想： I use it on a daily basis, in general it is a good solution to store everything customer-related, not only as a large business card holder but a project manager deals and agendas.

良いポイント:

It is a good CRM where everything can be organized by leads and opportunities. I like that it is easy to keep track of everything that is customer related and it allows you to integrate with another different tools for quoting.

改善してほしい点:

Since it is all in one, sometimes the interface it is not user-friendly and it can take a while to find what you are looking for.

The best CRM I came across

製品を使ってみた感想： It's a great system, and it helped us put some orders in our sales process. As we onboarded more sales representatives, it was easy to integrate them into our process.

良いポイント:

Everything is in one place - the ability to understand customer or prospect status without jumping between multiple systems. A great alignment tool between different stakeholders in the customer acquisition journey process

改善してほしい点:

In rare cases, you need to integrate with another complex system.

salesforce Cloud- A big YES for your daily operational needs

製品を使ってみた感想： Its great indeed just needed to be a bit more customer focused rather product offerings

良いポイント:

Sales force is one of the integral function I have witnessed in my decades of career. I used it in a capacity of report, DI and research level with the sales team. I found it very equipped and well functioned tool It comes with inbuild AI that learns your pattern of activities and keep you updated on the upcoming changes. This saves a lot of manual hour with perfect output.

改善してほしい点:

This is very expensive to have. It costs per seat and its non transferable. Another thing I would say is changes. They are not very pro to changes or customization

Highly customizable to meet specific business needs.

製品を使ってみた感想： Salesforce Sales Cloud is a powerful and versatile CRM solution that excels in managing and optimizing the sales process. Its comprehensive feature set, scalability, and customization options make it an excellent choice for businesses looking to enhance their sales operations. However, the cost and complexity of the platform should be carefully considered, especially for smaller organizations with limited resources. Overall, Salesforce Sales Cloud remains a leading choice for businesses seeking a robust and flexible CRM solution.

良いポイント:

Salesforce Sales Cloud is a comprehensive customer relationship management (CRM) platform designed to support the sales process from lead generation to closing deals. It is widely adopted across various industries due to its robust features, scalability, and the ability to customize to meet specific business needs.

改善してほしい点:

The platform's extensive features can be overwhelming and require significant time and resources to implement and manage effectively.

Best Sales Management Tool

製品を使ってみた感想： Overall, SFSC is the best-in-class tool for salespeople and sales managers to lead the sales process.

良いポイント:

SFSC is the easiest out-of-the-box sales workflow management tool out there. It is transformative when it comes to making a salesperson's life easier.

改善してほしい点:

The platform has few cons. In some cases, it requires a third-party integrator to customize and implement, which may add to the costs.

Salesforce review

製品を使ってみた感想： It was good experience as it is flexible

良いポイント:

It helps in lead nurturing in efficient way by keeping all information

改善してほしい点:

It is flexible and customisable suitable for all size of business

Saleforce is invaluable, if configured and used correctly

製品を使ってみた感想： It is an essential tool for medium to enterprise businesses, but it has to be designed well from the beginning. Implemented properly, the executive team, operations, sales leadership, inside sales, direct sales, marketing, and more will benefit.

良いポイント:

HIGHLY customizable. All data fields can be pulled into reporting/dashboards. To implement properly, you have to reverse-engineer what metrics are important to your business. Once you have a comprehensive understanding of the reporting that you want to see then you can build fields, pick-lists, radio buttons, etc so you capture all relevant data. The beauty is that you are not at all limited to the out-of-the-box configuration (which is good, but generic). In the past I have built in lead sources and ROI, appointment setting quality grading, commission reporting, stack ranking, and many other highly customized reports. Start with the end in mind and then find a good implementation partner who can execute on your plan.

改善してほしい点:

Cost and support at the lower levels. Unless you have (pay for) their premium support, their customer service is not quick to act.

Very functional product

良いポイント:

Industry leading software Massive community support network High volume of add-ins and extensions Intuitive natural user interface (lightning) Easy reporting Highly customizable

改善してほしい点:

Some administration/development is quite complicated for newer admins Product support, even on premier, is frustrating. Had to explain the same issue to each tier of support. Often I resolved our issue on my own. Mobile app has been inconsistently working for both iPhone and Android for the last year or so. Some browser based issues & Mac v. PC Java based issues.

Powerful, All in One CRM

製品を使ってみた感想： I am a Salesforce Admin and I work in Salesforce daily. I enjoy using the CRM, I find it very easy to use and reliable.

良いポイント:

I like the tons of features that Salesforce has built into it. Those features are easy to use, easy to implement, and adoption rates are relatively high, even for people without a technical background (very important for sales users).

改善してほしい点:

I found Salesforce difficult to navigate when I first started using it, so it can seem daunting to new users until they get a feel for navigation. I also feel that Salesforce is rather expensive per license. I know the cost is worth it for all of the features that are provided, but still rather expensive.

One shot solution for Business to maintain Sales and Leads

製品を使ってみた感想： 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 .

良いポイント:

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.

改善してほしい点:

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.

Essential and Powerfull syste - If you can afford it

製品を使ってみた感想： it has been positive. We started with nothing so it's a large change managment component. But i feel it will make a large positive impact on our sales and customer service teams. We are integrating it with other systems (workflow, ERP) to get as much information in one place for our sales teams to be more efficient. There is so much powerful functionality it's taking time to bed everything down but it's a positive step for my company.

良いポイント:

The customisation is incredible. You can change, add, update, reconfigure basically everything. There are so many standard objetcs to play witha nd then you can create brand new ones to fit your requirments. The possibilites are endless. It also has, hands down, the best online system training i have ever seen. Trailhead allows you to pick an area of interest, learn as you go, put your training into practical use in a dedicated salesforce org and then automated testing of what you have completed. Truly world class.

改善してほしい点:

The possibilities are endless, dauntingly so. The intial configuration is time consuming and there is a lot of knowledge required to get the setup right. Doing it without a trusted 3rd partner is very difficult. It is also expesnive of course but really it's in the "you get what you pay for" category.

A communication tool that can be useful in any location, depending on the operation

製品を使ってみた感想： Salesforce has many functions. My job is to gather information from the customer, what they want and other specific personal information about incoming inquiries and assign them to the person in charge within the company. In particular, it takes time to determine who is in charge of which department and who is in order. It is now possible to find and inform the other party in a short time. Ultimately, customer information obtained through marketing, etc., including queries, is managed collectively so that the person in charge can refer to it when necessary. Records of actions taken are also kept as a history, so it is easy to track the past, and I can change responsibilities without thinking about handing them over.

良いポイント:

Even in the enterprise, the publishing timeline of this product's "Chatter" feature has become a valuable place where project information can be shared across departmental boundaries. From seminar events to disability information, you can see the information you would otherwise have to research independently. Since it became available on smartphones, checking it on the go was possible, and I felt it was more convenient.

改善してほしい点:

The complexity of the user interface: The wealth of functions complicates the operation. It is also customary to explain how to use it to transfer members. In addition, from the administrator's point of view, I think the barriers to customization at the beginning of the introduction are relatively high.

For sales it is an excellent CRM tool

製品を使ってみた感想： I've found it to be quite useful for prospecting, and I imagine that eventually every salesperson will be seeking for a platform as user- and maintenance-friendly as this one. The biggest issue that salesforce has helped me with is keeping track of and documenting all of the potential clients that are interested in purchasing our goods.

良いポイント:

I enjoy how Salesforce Sales cloud shows me the status of every deal in progress. Potentially lucrative transactions can be monitored and sorted by me. I can enter work and then generate unique reports.

改善してほしい点:

It ended up costing our company a lot of money. that was the main cause for alarm. However, it had excellent functionality. Data entry can be a burden at times.

Disappointing solution offering poor value for money and disappointing customer experience

製品を使ってみた感想： Unfortunately our experience has felt like a bait and switch. The support was amazing and reassuring during the sales process. Once the contract was signed this changed to radio silence. This was especially true once we expressed that the solution did not meet our needs. We found an alternative solution offering substantially better value for money and better functionality and never implemented the salesforce solution. They will not allow us to get out of our contract and this will end up being a >$30,000 mistake. They are completely unresponsive and, as a small business, there’s nothing we can do.
They do not seem to care about us or our business. As a small business we are looking for a true partner that has empathy for our needs. Salesforce seem to care only for their own interests. Partnership and support has been lacking. Fortunately our new provider is highly customer focused and committed to our success.
Although Salesforce could have been an option for us in the future, their shortsighted approach and poor customer service means they’ve lost us for good.
All we can do is warn people to be very careful before signing a contract - you will not get out no matter what so be sure it’s what you want/need.

良いポイント:

Highly modular and customizable allowing potentially large breadth of application (in theory).

改善してほしい点:

Clunky and not a particularly modern or pleasing interface to use. Very much uses a “sales funnel” approach which is not particularly helpful/relevant when coupled with the health cloud functionality for managing patients which is what we had hoped to use it for. Although we rapidly realized the solution would not meet our needs and we never even went live with implementing the solution, we are tethered to a 3 year commitment they will not allow us out of.

CRM? Client Database? Candidate Tracking System? Well, Salesforce is the man!

製品を使ってみた感想： Salesforce is a great tool in managing clienteles and candidates. It is great in terms of managing client and candidate relationship and gives the ambiance that they are talking to a real person without sacrificing too much time. You can also open it everywhere - on app, laptop or computer because all you need to do is to download the mobile version and you can access it using any browser.

良いポイント:

Salesforce powers both our business development, sales, and recruiting efforts in our company. Salesforce makes it easy for us to know what is the last stage of a candidate, what are the next steps he needs to take in his candidacy for a single position, and also if he has already been talking to someone else in our company. Salesforce also makes it possible for us to know what was the last message we sent out to a single candidate or client. It is also great in terms of establishing relationship because we can customize HTML emails as if we are sending a tailor-fitted email to a single person even-though it is just an email blast. It is great as well in terms of driving sales and business development effort. We can keep track of the cadence of each possible client, and we can also indicate if they are set for a phone meeting or in-person meeting with our higher ops. The chatter is also great, and from time to time Salesforce gives us a snapshot of what we have done and what we are doing.

改善してほしい点:

I really don't have a lot of bad experience with regards to us using Salesforce. Maybe one thing they can improve on is how their technical support works. Sometimes they are not that helpful, and they are not that trained enough in resolving each person's concern.

Loved it!

製品を使ってみた感想： Very positive!

良いポイント:

Let me, first of all, start off being admitting that I do not currently use Salesforce in my business but used it quite extensively during my time in Corporate America as an account manager and program manager. As an account manager, we were required to enter all activities and customer interactions in SF. It was a very user-friendly and intuitive interface. I am certain that it has changed quite a bit since then but was still a great platform back then. Some of the features I enjoyed most were emailers and scheduling call backs (served as an assistant). Even though I forecasted during my role as an account manager, I did not appreciate the value of being able to track revenue forecasted by account and service managers until I transitioned into a role as a national program manager. I even worked with engineers to develop a special promotional code that allowed me to track revenue for my program forecasted by my co-workers deals. Although it was a lot of work, this was a huge milestone for me and the company. For the first time, we we able to track revenue for a particular funding source. As an entrepreneur, I have an even greater degree of appreciation for forecasting revenue. SalesForce gets thumbs up from me.

改善してほしい点:

I have no "least" liked features. Perhaps, the only semi-negative I have to share is that we had to develop a special backend program to track revenue for my program. But even that is a compliment to SF. The fact that their software is so flexible speaks volumes.

Rapid Configuration and Updates

製品を使ってみた感想： We were looking to update our CRM and wanted something cloud based and easy to reach for all users. It has been an excellent choice as we can make fast updates to our system without a lot of work or programming. People find it easy to use and onboarding new employees has been faster than before.

良いポイント:

Very easy to use and setup customizations. There are a lot of options to customize the system to your needs without having to write code. Going from test to live in super fast and easy. It is updated three times a year that bring a lot of new features that improve what we can do in the system, Salesforce becomes more powerful each time. The ad hoc reporting is incredible to have.

改善してほしい点:

The price is pretty high for some who are not going to use it all. There are a lot of extras that would need to get bought for you to get everything you want from the system. It might not be clear what is an extra. It lacks some functions that you might expect from a system like conditional fields cannot be highlighted.

The No.1 CRM tool for your successful business

製品を使ってみた感想： 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.

良いポイント:

> 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.

改善してほしい点:

> 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.

Pricey, but worth it! Helps manage project and client progress and deadlines so you move forward.

製品を使ってみた感想： Salesforce really helps make sure that nothing slips between the cracks. It provides a single, organized location for everything from personal notes about potential clients, to the ability to track potential profit.

良いポイント:

Very customizable! With a good admin, you can set up Salesforce to collect, display, and track exactly what your team needs to know, with customized levels of visibility and access. I've used Salesforce for healthcare clients all the way to public school clients - Salesforce helps make sure that any client or contract can go from a "potential" to a reality by helping keep track of communication, notes, deadlines, and where projects are stagnating. For teams and execs who don't have time to drill down into the details, the ability to customize and create reports with graphics is fantastic. You can create a snapshot of where members of your sales teams are at (profit, conversions, potential money on the line, number of stalled projects, etc.) - a great tool for motivating your team and helping decide where to invest your energy. If you don't have time to run reports every day, you can customize your home screen to automatically see the follow-up reminders, graphs, and data that's applicable to your position and your priorities.

改善してほしい点:

Salesforce's customization options simultaneously can be its best and worst feature. If your admin doesn't set up required fields, report parameters, and access settings, Salesforce can be an absolute nightmare for everyone on the team. If something feels "clunky" or "broken," it's probably in your settings, and not in the software.

Salesforce is the premier CRM in the market, and this platform offers the most ROI.

製品を使ってみた感想： This helps my and my team realize more ROI by helping automate and report on what is necessary for us to keep recorded in CRM. The laborious tasks that team members hate dealing with can be taken care of by the Salesforce platform itself, causing less friction with management and 100% accurate reporting in CRM. Salesforce helps me keep track of my progress as an employee and offers transparency as to what I can do to improve my processes and learn to succeed to higher degrees and frequencies.

良いポイント:

I like all of the automation and customization available with Salesforce. It is great having access to a tool that is capable of taking so much of the human decision out of the equation so that the team members can focus on their responsibilities and allow Salesforce to do the heavy lifting. If can be tiresome to try to always remember what needs to be logged/updated when and where, and Salesforce makes reporting compliance easy for any team of any size. Customizing it offers great value as well, as there are numerous departments in every company, and we all would like to use Salesforce differently. I get to have layouts and processes that match my team, while not being bothered with those of other departments.

改善してほしい点:

What I like least is that Salesforce has sub-par support. There is a lot of complexity to their platform, and because of that, a lot of questions arise. The team at Salesforce, even if you pay for premier support, is not all that responsive or helpful. There is a lot that they themselves don't necessarily know and maybe have to track down the appropriate internal resources to get the answers. Another thing is that Salesforce seems to neglect very important features requests from Salesforce Ideas posts. Clients are offering their feedback and suggestions firsthand, but certain requests that would benefit every company (such as being able to sort reports by more than just a single field) get left in the dust for UI updates to try to wow or entice new clients. Salesforce definitely has a direction of its own, and although they do build new and helpful aspects to the tech, you are on their wagon wherever they choose to pull it.

A robust CRM that helps you manage your customers, track your performance and grow your business.

製品を使ってみた感想： A hub for organizing our customers and tracking our performance.

良いポイント:

I really enjoy how customizable Salesforce is, you can completely tailor each section, such as your page layouts for leads, contacts and accounts to display the data that matters to your business. The software allows you to create new fields, organize them how you'd like and even create automation tools to trigger workflows and email alerts based off of your entries. Outside of the native Salesforce capabilities is a massive app store called the appexchange that allows you to connect your environment with services such as MailChimp for marketing emails, DocuSign for executing contracts and more. Salesforce is not always simple but once it is understood it can be manipulated to fit any businesses needs. We love the report feature because we can pull information on all fields that matter to us in each section (tab) of Salesforce to measure our performance. If your reports often have a defined criteria and date range you can easily schedule email alerts to receive without having to pull manually.

改善してほしい点:

The customer service is bad. Unless you are looking to upgrade your account somehow or purchase a new product you wont be able to contact anyone. You can purchase the customer service package but it is an additional amount. The package allows you to contact customer support via phone - without it you will need to submit a ticket which sometimes takes over a week to resolve. In my opinion no one should have to pay extra to receive quality service for a product they own. Additionally, Salesforce offers customers the opportunity to request fixes/updates to the service and vote on top priority items. I've seen these items often times sit in the queue for 3-5 years. When it's a change that the majority of your customers are demanding there needs to be some priority to that! I think some advice I'd give to Salesforce is to do a better job at not only pushing out new products but ensuring that after they are pushed out they are continuously being monitored and improved , not abandoned. We purchased Pardot three years ago and found that to be a huge mistake because it seemed to be abandoned by Salesforce as the moved onto Marketing Cloud and other ventures. There have been no improvements to Pardot (a Salesforce product) in the last 3 years - it has remained exactly the same even with all of the suggestions provided by customers. We also tried Quip (a Salesforce product) and found it to be similarly undone so decided not to go down that road again.