Salesforce Sales Cloudのレビュー

4.4 (17,498) レビューを書く

Salesforce Sales Cloudとは

Drive growth with Sales Cloud 360, the best-in-class sales solution that drives rep productivity on the world's #1 CRM platform.

Salesforce Sales Cloudの詳細

良いポイント:

The dashboard is in every case exceptionally alluring and basic. The interface is delightful and generally has an excellent cost.

改善してほしい点:

There are countless strides to having a total record, so this is definitely not a languid program. In case you will utilize it, focus on utilizing it, in any case, nonsense in, nonsense out.

Salesforce Sales Cloudの評価

評価ポイント

使いやすさ
4.0
カスタマーサービス
4.1
機能
4.4
価格の妥当性
4.0

おすすめ度

8.1/10

Salesforce Sales Cloudの総合評価は4.4/5星です。 (キャプテラに寄せられた17,498件のレビューより集計)。

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レビューを絞り込む (17,498件)

Cory
Cory
Agent
認証済みLinkedInユーザー
保険, 2-10の従業員数
ツール使用期間: 1年以上
投稿者のソース

Great CRM

4.0 2 年前
動画プレイヤーで日本語字幕を表示できます
Amber
Amber
アメリカのBCBA
認証済みLinkedInユーザー
健康、ウェルネス、フィットネス, 11-50の従業員数
ツール使用期間: 6~12か月
投稿者のソース

EASY as 123

5.0 3 週間前 新着

製品を使ってみた感想: Over all I really like this product it really works.

良いポイント:

This software is easy to use by everyone and easy to make changes. This is imperative to the field of ABA to manage client goals and progress.

改善してほしい点:

Sometimes things dont link back the way you want them to and you need to open a lot of windows.

Jamie
アメリカのChief Technical Officer
コンピュータ・ソフトウェア, 11-50の従業員数
ツール使用期間: 2年以上
投稿者のソース

検討した類似製品:

A Business Essential for Success

5.0 2 か月前 新着

良いポイント:

Salesforce Sales Cloud product is an essential part of our day-to-day operations. Not only is it incredibly intuitive, but it also has so many options for customization to our business. I find that if I think of it, I can build it with Sales Cloud. There is always support if we run into any technical issues and training materials to aid in our implementation and learning processes. Overall, it's a great value for the money, especially when one considers that you can pay per license and pay significantly less than other products.

改善してほしい点:

Sometimes, we could get so impressed with what Sales Cloud could accomplish that we would get carried away and over build what could have been a simple solution. It's important to understand your business thoroughly and get familiar with the tools so as not to overbuild.

Jacob
アメリカのMarketing Coordinator
健康、ウェルネス、フィットネス, 11-50の従業員数
ツール使用期間: 6~12か月
投稿者のソース

Much functionality, difficult to learn

1.0 2 か月前 新着

製品を使ってみた感想: Many functions that you could utilize, training was available but not as helpful, difficult to learn. In the end, it felt like a CRM system designed from the point of view of corporate management and not sales person friendly.

良いポイント:

The software had many capabilities for leads, sales, etc. The potential was there.

改善してほしい点:

It was difficult to learn. It had so many functions and capabilities to learn on the fly. We would get training courses online in groups and even doing those for 2 hours wouldn't even cover all the capabilities it had.

Sam
英国のSystems Architect
機械・産業工学, 51-200の従業員数
ツール使用期間: 2年以上
投稿者のソース

検討した類似製品:

The best CRM in the world but comes at a price

5.0 2 か月前

製品を使ってみた感想: Even though it's super expensive and you often need bolt-ons (paid or not) to do things that you think should be standard functionality, the fact it's so customisable and easy to use makes those additional headaches and annoyances go away.

良いポイント:

Sales Cloud is immensely customisable. Out of the box it has solid features but the ease at which someone can learn how to customise the system, all the way to building custom objects and flows is incredibly valuable. It's super easy to use as well

改善してほしい点:

It has some really daft issues, like sorting line items in a Quote needs a free appexchange program and even that's unreliable (with some users seeing different ordering). It also has very limited Quote template customisation, so you're pretty much forced to pay for a plugin like Conga Composer. It's very expensive and although there's lots of bolt-ons, it's all at increased cost.

Denver
カナダのAccount Executive
インターネット, 201-500の従業員数
ツール使用期間: 2年以上
投稿者のソース

Heavy but very useful

5.0 2 か月前 新着

良いポイント:

Having recently been forced to compare another CRM to Salesforce it became clear very quickly that while Salesforce is often lamented for its weight and complexity, it is very much the leader for a reason. It integrates into pretty much anything, can run configurable reports for days and is our system of truth here.

改善してほしい点:

Like I said, SFDC is a heavy platform. There are tons of features and capabilities that have only the most obscure use (especially to end users), that said this is what allows it to be all things to all people. There are easier-to-use CRMs, that are cheaper and faster but none as robust.

Geetika
インドのSales & marketing Coordinator
ホスピタリティ, 10,000+の従業員数
ツール使用期間: 2年以上
投稿者のソース

検討した類似製品:

SalesForce Sales Cloud

5.0 先月 新着

製品を使ってみた感想: It has lots of benefits, It has a track of all data that entered to the system. As I mentioned I choose it over Amadeus Delphi sales tool.

良いポイント:

The One of the most best CRM tool i have ever used. I have used SAP earlier but it is the best recommended sales & CRM tool. It made my life easier of managing my sales leads, opputunities.

改善してほしい点:

Nothing much, may be it can built a video calling, virtual meetings on it.

Abhisek
インドのAssociate Director
コンピュータ・ソフトウェア, 501-1,000の従業員数
ツール使用期間: 2年以上
投稿者のソース

検討した類似製品:

A must-have CRM if you are dealing with many inbound and outbound leads/contacts

5.0 先月 新着

製品を使ってみた感想: It has been a great tool to track and report on our sales leads and activities and pipeline

良いポイント:

Its brand value is immense and so is the support; There are excellent reporting and dashboard features for the product

改善してほしい点:

The lightning view (the most recent version) is not as intuitive and user friendly as the classic view was.

Rahul
Rahul
インドのManager
認証済みLinkedInユーザー
健康、ウェルネス、フィットネス, 51-200の従業員数
ツール使用期間: 無料トライアル
投稿者のソース

検討した類似製品:

CRM that need more development efforts

4.0 先月 新着

製品を使ってみた感想: Less likely to recommend the service as it is night mare for me to analyze and develop few things

良いポイント:

Cost and support is the case, I tried only by seeing their promotions

改善してほしい点:

Very difficult to develop and training employees is the bigger challenge

Ulises
メキシコのAbogado Corporativo
飲食店, 5,001-10,000の従業員数
ツール使用期間: 無料トライアル
投稿者のソース

La mejor opción de CRM incluso para áreas no comerciales

5.0 2 か月前

製品を使ってみた感想: Es una herramienta muy fácil de utilizar con muchas herramientas valiosas principalmente para áreas comerciales, pero también funciona para áreas funcionales que necesitan hacer tracking de sus clientes internos.

良いポイント:

Es un software que se le puede sacar provecho incluso por áreas funcionales, para el registro de indicadores, base de datos de clientes internos y la gestión de estos. También la gestión de servicio al cliente interno.

改善してほしい点:

El costo cuando se requiere módulos específicos, no se puede seleccionar desde la plataforma solo el módulo necesario.

Sara
Sara
ホンジュラスのScheduling Agent
認証済みLinkedInユーザー
環境サービス, 201-500の従業員数
ツール使用期間: 6~12か月
投稿者のソース

Expensive CRM platform to increase sales management

4.0 先月 新着

製品を使ってみた感想: It's really excellent when it works properly but when we have issues the tracking of the error is a really headache.

良いポイント:

That's very customizable and let you sent agreements and another docs to customers making really easy to track every detail of your sales and at the end you can generate a full report saving a lot of effort and work.

改善してほしい点:

Sometimes the automation has some issues and it's very difficult to track where the rror was and that put us behind schedule work and it has a complex setup so it's complicated to look for stuff to help you grow in your skills using the tool and it's really expensive, you cannot have a large team using the tool or the price will go really high.

Cha
Cha
日本のTechnical Support Engineer 1 (I5)
認証済みLinkedInユーザー
情報技術、情報サービス, 10,000+の従業員数
ツール使用期間: 2年以上
投稿者のソース

Salesforce is one of the best programs that you can integrate into your company.

5.0 2 か月前

製品を使ってみた感想: It is incredible how this program has the ability to offer you a wide variety of options for the descent of a company and get many more sales that contribute to the business, Salesforce is one of the best programs that you can integrate into your company, from an excellent admiration and control of all your data until the management and correct interaction with all your clients, this program will reinforce the weaknesses that your work operation may have and will improve them to be your main virtues, in my work there is no other program more complete than Salesforce, Since there are so many possibilities that are achieved with the help of this amazing software, it makes my job much easier and more effective when starting.

良いポイント:

This program presents a totally simple interface to work with and that each of its users can concentrate on increasing the sales of their business and the entry of new clients to the company. This program is an administrative space where all the processes and procedures can be built. with the purpose of the constant growth of the company, one of the best things that this program has is the control and domain that each of its users acquires at the moment of implementing Salesforce in their workplace, as well as being a program that focuses on the management of advertising and marketing of the company with the same purpose of generating many more sales and new relationships for the business, it is by far the best CRM that has a host of options and benefits for the company and for my development .

改善してほしい点:

Without a doubt, the area and all the marketing functions can improve, we understand that it is not a program that focuses only on this area, but it can improve a lot in each of the new updates, this in order to reach more places and clients who are interested in our services and on the other hand it could be a bit complicated due to the amount of information to integrate certain contents multiple ways, in general I work very well and I like the performance of the program.

Marlyn
Marlyn
アメリカのMarketing Operations Manager
認証済みLinkedInユーザー
コンピュータ・ソフトウェア, 1,001-5,000の従業員数
ツール使用期間: 2年以上
投稿者のソース

Build relationships with your customers and increase sales

5.0 6 か月前

製品を使ってみた感想: This platform helps me a lot to have all the information in one place, because it allows the seller to enter the system and process all the required information, and this makes it easier to provide the necessary information about sales, emails, responses, meetings, etc. All this information is in one place, helping me to review the progress that is made with the clients, as well as I can set warning alerts, if they visited it, how many times a week they visited it, if I bought in the last month even If I buy in the same year.

良いポイント:

I like Salesforce Sales cloud because it helps us massively manage customers and manage the information of new prospects, it also helps us automate our sales process, because it helps us achieve business strategies, focused on customer relations. This platform helps us to have all the information of our clients in the company, since if a salesperson stops working for the company, they are prevented from having access to client information, since the system gives you the option to protect the information of your clients, this is done because each sales manager is obliged to file the information in the system, allowing the data to remain in the company and be used exclusively by the collaborators of said company, and in this way it can be resume customer relations and manage the customer again.

改善してほしい点:

I have nothing against this platform, as it is there to help small and large companies to retain customers.

認証済みレビュアー
インドのMarketing Manager
認証済みLinkedInユーザー
コンピュータ・ネットワーク, 1,001-5,000の従業員数
ツール使用期間: 2年以上
投稿者のソース

検討した類似製品:

All your sales and marketing needs under one umbrella

5.0 6 か月前

製品を使ってみた感想: Brought in a lot of clarity in forecasting sales and lead volumes
Made data storing organized. It is our one-stop-shop for all sales and marketing-related information

良いポイント:

Helps maintain account and lead level data connected (hyperlinked) Easy storage of every information at all stages of the sales funnel Intuitive reporting and dashboard

改善してほしい点:

High price Complicated implementation Customer support is not as great as HubSpot

認証済みレビュアー
アメリカのSenior Product Manager
認証済みLinkedInユーザー
金融サービス, 11-50の従業員数
ツール使用期間: 2年以上
投稿者のソース

検討した類似製品:

Salesforce: 800 pound CRM Gorilla

4.0 6 か月前

製品を使ってみた感想: With the popularity and pervasiveness of Salesforce, it probably deserves a spot on most people’s shortlists. Its longevity and interoperability with many other line-of-business systems make Salesforce a solid candidate. However, I can think of many instances where an organization would be better served by a niche product such as DealCloud or HubSpot.

良いポイント:

Salesforce is undoubtedly the 800-pound gorilla in the CRM realm. Investments into an ecosystem that is ubiquitous and ever expanding are usually calculated good bets. Salesforce itself offers many vertical and horizontal integrations, and there is no shortage of 3rd party products and service providers. Salesforce Trailhead, its online academy, offers extensive self-paced tutorials and courses at a very competitive price: FREE. So getting ramped up on Salesforce is relatively accessible.

改善してほしい点:

Out of the box, Salesforce is more of a framework than a complete solution. Some level of configuration is necessary for all but the simplest implementations. While a well-planned implementation may fit like gloves, a mediocre one will hinder usability and user adoption. On top of its above-average licensing costs, the total of ownership tends to be the higher end.

Ed
アメリカのCVO
マーケティング、広告, 2-10の従業員数
ツール使用期間: 2年以上
投稿者のソース

検討した類似製品:

Best Sales CRM

5.0 6 か月前

製品を使ってみた感想: My experience has been super amazing using their Concierge support rather than hiring a developer to assist us with the development of our org

良いポイント:

The ability to integrate with such a large number of 3rd party apps and build the ultimate tech stack

改善してほしい点:

The platform is so powerful and has so many features and functionality, the more complex your use case the odds are you'll need to hire an expert to build out your org

Avash
Avash
ネパールのIT Director
認証済みLinkedInユーザー
情報技術、情報サービス, 2-10の従業員数
ツール使用期間: 2年以上
投稿者のソース

Full Fledged CRM for Every Business

5.0 7 か月前

製品を使ってみた感想: My overall experience with Salesforce Sales Cloud has been exceptional. It's easy to implement, maintain and teach others to use it. The functions and flows are intuitive and easy to navigate once we get some experience. I highly recommend Salesforce Sales Cloud to every business as it can be used by businesses of any size.

良いポイント:

While there is a bit of a learning curve - Salesforce has exceptionally good and intuitive flows we get used to it. Another thing I like very much about Salesforce Sales Cloud is its scalability. Any business size can use it and scale it as the business grows which is rare in other CRMs as most are dedicated to certain business sizes. It is also flexible and customizable. I have set it up for a few clients of mine with little deviation in usage requirements and it worked perfectly with all of them. There is also a lot of automation that we can directly use - also we can take benefits of easy integrations available with other service providers. Also, it generally has more functions than we need so we don't need to worry much if the software is enough for a company. Maintaining it is also easy as every cloud service. Also, as with every cloud service - we can access it from different kinds of devices which is a added bonus.

改善してほしい点:

I don't think there is much to dislike about Salesforce Sales Cloud - I think the pricing for small businesses can be better. Also, there is a bit of a learning curve but that's okay as of all CRM I have used to date - Salesforce was relatively easier to learn.

Robert
Robert
オーストラリアのHead of It
認証済みLinkedInユーザー
化学, 51-200の従業員数
ツール使用期間: 1年以上
投稿者のソース

検討した類似製品:

Essential and Powerfull syste - If you can afford it

5.0 7 か月前

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.

santosh
アメリカのSoftware Engineer
自動車, 10,000+の従業員数
ツール使用期間: 2年以上
投稿者のソース

検討した類似製品:

Excellent SAAS Platform - Salesforce

5.0 7 か月前

製品を使ってみた感想: The overall experience with Salesforce Sales cloud was excellent. We are using Sales cloud to capture Lead generations using Web-to-Lead models, etc. A lot of features can be implemented using available out of box functions. There is less customization needed using the developers help to reinvent the wheel again and avoid more issues and downtime to release.

良いポイント:

Salesforce has a lot of features which we can use right away and has the benefit to build many automations and integrate other systems on the Salesforce platform with less hassle and more reliable way. Salesforce provides more ways to implement new things in the system using best practices.

改善してほしい点:

Salesforce support can be more quicker than current turn-arounds. The pricing could be less with purchasing more bundles in the Salesforce platform. The UI can be more better with changing color palettes and make the UI changes more quicker avoiding cache issues on the browser.

Brett
アメリカのSales Associate
自動車, 11-50の従業員数
ツール使用期間: 1年以上
投稿者のソース

The Only Sales CRM You Will Ever Need

5.0 8 か月前

製品を使ってみた感想: I would 100% recommend Salesforce to any sized company seeking growth based around goal-setting and team collaboration. Whether your employer has a team of 2 sales people or even 200, salesforce is the only sales tracking, data management CRM you will ever need as the accessibility and individual components that are offered to each individual user are an incredible value for what the true cost is to use Salesforce. Our overall sales have boosted an additional 20-30% as a result of switching over to Salesforce!

良いポイント:

Salesforce is not only extremely user friendly but very beneficial to all sales associates within a set group as the reminders, sales tracking database, task manager, and calendar features have become integral components of each salesman's daily routine here at our dealership. Where we work in such a fast paced environment that's constantly changing and evolving, it's crucial to keep everyone on our Sales team on the same page regarding where vehicles stand within the sales/finance/service process to ensure we maximize every potential deal and are able to turn units as quickly and efficiently as possible with cost effectiveness in mind.

改善してほしい点:

There are no cons to using Salesforce that I have encountered yet as the software has been incredibly useful so far in keeping my Sales team updated, punctual, converting more leads, and more invested in their work output but having daily reminder's set to to held each Salesman accountable for their daily tasks and follow ups.

認証済みレビュアー
アメリカのMarketing Strategist
認証済みLinkedInユーザー
金融サービス, 1,001-5,000の従業員数
ツール使用期間: 2年以上
投稿者のソース

Salesforce is your one-stop shop for all your sales and marketing needs

4.0 9 か月前

製品を使ってみた感想: It is a cloud-based CRM solution One of the greatest CRM systems available today is Salesforce CRM, and it truly is the best. An application designed to help with service management, marketing, or sales. Everything we do revolves around that. Previously, we've used various applications to provide our customers and accounts with a complete picture. Because of this, the manner we conduct business with our customers has changed. We can easily track and send out orders to our consumers because it's so simple! My favorite feature is how simple it is to use and how many devices it can connect to at once. It is used by many people to obtain training and education from several sources. It records everything that happens around it.

良いポイント:

Salesforce CRM is one of the top customer management systems in the world right now. Because it reduces the amount of labor our employees must complete, this platform ultimately benefits our company's efficiency. This platform appeals to me due to its ease of use and appealing user interface. To make it even easier to use, personalizing this platform is a crucial part of the process. The slick dashboard displays the data in the most effective way possible for each section. With a few mouse clicks, even I can rapidly create my dashboard. We can maintain track of the company's growth and sales with the help of attractive and eye-catching reports. Changes may be made quickly and easily, and integration and deployment can be completed in a flash as well. I had no issues incorporating "DocuSign eSignature" and "Skype for Business" into my job. This platform is comfortable for me at work, and I use it every day.

改善してほしい点:

- If Salesforce isn't used effectively, it can hurt a company's growth and development. This isn't a usability issue, but I believe that Salesforce should consult with all its customers about the unique units they require and make the system more extensible as the company expands. - More thought and planning are needed to make announcing more natural, as well as to value the equipment. If the dashboards were simpler to read, the interface would be more intuitive. Additional features, such as the ability to alter reports, would be welcome. The customer who made the record may no longer be with us. You can't make modifications to a record if the record owner is changed by an administrator.

Zanna
英国のMD
健康、ウェルネス、フィットネス, 2-10の従業員数
ツール使用期間: 2年以上
投稿者のソース

Game changer when dealing with larger businesses

5.0 9 か月前

製品を使ってみた感想: Very good, staff were very easy to speak to and actually they really helped me find other software or even referred me to another company for something else that I needed. Staff were perfect and very knowledgeable and attentive

良いポイント:

Integrating, once we set up our system and what we were going to use it for, this did a world of good keeping us organised. We were only a business of 4 when we started and knew fairly early on relationships with local businesses were key to us staying open, after an incredibly helpful and informative call with sales force it made things so easy to set up. I didn’t know how much CRM in a software at the time would help but after taking the chance and settling into it with the team it because a great tool to use, especially after we hired staff that were more knowledgeable about the software themselves. Managing our business accounts with sales force is the best thing we did.

改善してほしい点:

It’s expensive and getting started we worried about whether we would be able to afford it long term but it pays for itself.

Robert
フィリピンのCUSTOMS CLEARANCE REPRESENTATIVE
物流、サプライチェーン, 自営業
ツール使用期間: 1年以上
投稿者のソース

"Salesforce.com is as of now the most famous CRM stage in presence."

5.0 11 か月前

製品を使ってみた感想: Salesforce.com is appropriate for setting up associations with a strong customer base program and a committed Business Development and Account Team. I would not prescribe Salesforce.com to little new businesses as these associations can get essential CRM usefulness from free or a lot less expensive CRM stages. However, assuming that an organization is estimated to develop, Salesforce.com is an extraordinary CRM to develop with. It is truly adjustable, yet modifying the backend of the Salesforce.com CRM will require a Salesforce Administrator, somebody with the experience to make the custom articles, and so forth, or an outsider consultancy to construct the CRM to meet the extraordinary business necessities.
Here are a few situations where Salesforce.com is appropriate in Finastra. As a Financial Services organization, we are managing huge to medium IT, bank, as well as monetary establishments or organizations, and a lot of deals and showcasing endeavors are set up and we do require Salesforce.com to really keep up with our leads, contacts, or prospects whether new or old, the client. It is broadly utilized in our showcasing exercises through Marketo adjusted in Salesforce.com. It additionally fills in as a coherence device between the promoting and outreach groups to support our leads until we create an ROI or have a nearby won/bargain status.
While for situations where it is less proper I think assuming it's for non-request gen crusade or non-conditional exercises.

良いポイント:

Salesforce is an amazing CRM apparatus that is not difficult to set up and use for our association. It is easy-to-use programming that provides me with a reasonable image of my business processes in diagrams and assists me with amending my business procedures. Salesforce.com is amazingly adjustable. I would not think about it as an out-of-the-container arrangement, despite the fact that its standard fields take into consideration major CRM exercises and revealing. Salesforce.com can incorporate 100s of outsider programming—as rulemaking efficiency in processes.

改善してほしい点:

The announcing could be more instinctive, and the apparatus' worth requires insightful plan and design. The dashboards could be more clear, and chipping away at various tabs dials the interface back. Customization of reports and a huge number of different elements would be welcome augmentations. Assuming a client makes a record and that client is as of now not dynamic, you can't make changes to that record except if an administrator changes the record proprietor. Copy and Matching principles ought to be naturally enacted while carrying out the CRM to guarantee information honesty. Salesforce.com is an incredibly perplexing stage, and if not executed as expected, can make issues not too far off when organizations develop and change. This isn't a usefulness issue, yet I accept that Salesforce.com ought to talk with all customers on what specialty units they require and streamline the framework for scaling as the association develops.

認証済みレビュアー
アメリカのManager Customer Success
認証済みLinkedInユーザー
コンピュータ・ソフトウェア, 51-200の従業員数
ツール使用期間: 2年以上
投稿者のソース

Be sure you set it up for growth

4.0 昨年

製品を使ってみた感想: It's hard to compete with the features available with SF Sales cloud, there is a lot available. Overall it's a bit overwhelming but there is a free educational site you can take advantage of. I don't have enough extensive experience in other similar programs to provide an adequate contrast for you, I can simply recommend you learn all you can do you know how you want things to work and what the features are, the obtain implementation assistance so that you're set up for success. Also please enable your staff as it can be overwhelming with all the features and permissions, etc.

良いポイント:

Easy integration with DocuSign and Outlook. Easy to log interactions. You can pull so many custom reports, and control permissions of who may see and edit them. Permission structure is pretty granular, which I know many orgs prefer. The dashboard is nice we should have used it more. You can control stages and what is triggered/required at each level of the sales process. Lightening is better than the old version, trust. There's a ton of features I could cover but those are the ones that stand out most. The chatter is handy and you can tag other users to see/attend what is needed nearly anywhere in the process.

改善してほしい点:

Most likely due to our initial implementation, pulling reports is sooooo tedious. Salesforce sales cloud doesn't seem to work well for dual product verticals with shared customers. I wish they would have just set up a separate implementation for the second vertical because sharing contacts, division of account ownership, etc got very messy not to mention trying to pull reports. I recommend you have SF Architect help who knows the system inside out! The plugin for Outlook was a bit glitchy sometimes.

Gaurav
インドのProject Manager
食品、飲料, 10,000+の従業員数
ツール使用期間: 2年以上
投稿者のソース

検討した類似製品:

Great product but bad execution and implementation from implementation partner

5.0 昨年

製品を使ってみた感想: Overall we had an average experience, though It helped in managing our sales and account well but did dent our budget a little with lengthy implementation and sheer incapability of implementation partner

良いポイント:

Sales management features are good good tracing and notifications account management geolocation integration Integration with SAP User Community Easy to Use APIs

改善してほしい点:

Customer Service third party vendor implementation Overall Cost Switching cost Salesforce ecosystem has to be there to get better insights Customer reports , except Einstein

Kiodashio
アメリカのDesigner
デザイン, 自営業
ツール使用期間: 1年以上
投稿者のソース

Outstanding tool for managing Sales

5.0 昨年

製品を使ってみた感想: 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.

良いポイント:

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.

改善してほしい点:

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.