---
description: Sales Force Assistantを実際に使用したユーザーのレビューから、製品の機能や価格、メリットデメリットをご覧いただけます。類似製品との比較も簡単、ぴったりのSaaSが見つかるはず！
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title: Sales Force Assistantとは？ | 機能や料金、導入事例をご紹介【キャプテラ】
---

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# Sales Force Assistant

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> 営業支援・情報共有ツールで、一日一覧の日報を見るだけで、顧客管理、商談管理、案件管理、クレーム管理、訪問計画管理などを行えます。
> 
> 評価：17人のユーザーによる評価は**4.4/5**。**おすすめ度**で最高の評価。

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## 概要

### Sales Force Assistantの対象ユーザー

Sales Force Assistantは、小売業、サービス業、飲食業、娯楽業、製造業など、様々な企業でご利用いただいています。

## 簡単な統計と評価

| 測定基準 | 評価 | 詳細 |
| **総合評価** | **4.4/5** | 17 レビュー |
| 使いやすさ | 4.2/5 | レビュー全体に基づく |
| カスタマー・サポート | 3.9/5 | レビュー全体に基づく |
| 価格の妥当性 | 3.9/5 | レビュー全体に基づく |
| 機能 | 4.5/5 | レビュー全体に基づく |
| おすすめ率 | 80% | (8/10 おすすめ度) |

## 企業情報

- **キャプテラについて**: NI Consulting

## ビジネスコンテキスト

- **価格プラン**: ￥3,500
- **価格プランの詳細**: クラウド版は月額3,500円〜でご利用いただけます。
- **対象となる企業**: 2～10, 11～50, 51～200, 201～500
- **デプロイとプラットフォーム**: クラウド、SaaS、ウェブベース
- **サポートされる言語**: 日本語
- **利用可能な国**: 日本

## 機能

- CRM
- 連絡先管理

## Category

- [見積ソフト](https://www.capterra.jp/directory/30201/quoting/software)

## 代替製品

1. [Xero](https://www.capterra.jp/software/169561/xero) — 4.4/5 (3273 reviews)
2. [DealHub](https://www.capterra.jp/software/172031/dealhub) — 4.7/5 (95 reviews)
3. [PandaDoc](https://www.capterra.jp/software/131735/pandadoc) — 4.5/5 (1243 reviews)

## レビュー

### "Sales Force Assistant" — 5.0/5

> **認証済みレビュアー** | *2022年12月25日* | 経理 | おすすめ評価：9.0/10
> 
> **良いポイント**: One of the things that I liked most about this software is to show the data and talk to the agents, and the best feature is the possibility of adding another software with it and merging the two programs with each other to benefit the most
> 
> **改善点**: Sometimes when giving more than one order it is a little slow but that rarely happens in general it is a great program

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### "Cost effective and very efficient CRM" — 4.0/5

> **Lynn** | *2024年7月3日* | 通信 | おすすめ評価：7.0/10
> 
> **良いポイント**: Salesforce offers clearly defined, fully connected, and integrated features. It is widely recognized across various industry sectors, standing out as a market leader and revolutionizing the CRM industry. Whether used as SaaS or PaaS, it has transformed the CRM ecosystem. Companies using Salesforce have saved considerable amounts of money and time, allowing them to focus on their core potential.
> 
> **改善点**: Excessive customizations can sometimes lead to duplicate efforts. The frequent release of new versions may result in unnecessary updates for clients
> 
> It is incredible how this program has the ability to offer a wide variety of options for the growth of a company and increase sales that contribute to the business. Salesforce is one of the best programs you can integrate into your company. From excellent data management and control to effective client interaction, this program will address any operational weaknesses and turn them into strengths. In my work, there is no other program as complete as Salesforce. The myriad possibilities offered by this amazing software make my job much easier and more effective from the start.

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### "Not got for solo agents and small teams" — 3.0/5

> **Jack** | *2023年3月31日* | 不動産 | おすすめ評価：3.0/10
> 
> **良いポイント**: I never got far enough into Sales Force to encounter a "pro".
> 
> **改善点**: Very difficult to integrate, the support basically just sends you to a ton of videos, and if you request anything they fight and penny-pinch you every step of the way.
> 
> There are better alternatives like Pipedrive and HubSpot. Heck,  even Google Sheets is better at this point. This is assuming you are a small team.

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### "El CRM más potente que he manejado y con grandes características" — 5.0/5

> **認証済みレビュアー** | *2023年1月14日* | 消費者サービス | おすすめ評価：9.0/10
> 
> **良いポイント**: Todas las funciones que incorpora son más completas y funcionales que las de otros CRM que he manejado.
> 
> **改善点**: El tiempo nos llevó integrarlo con nuestro ERP, que provocó un retraso de meses en el proyecto.
> 
> Muy contento con el resultado final, aunque los principios fueron duros.

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### "My Journey as a Sales Force Assistant" — 4.0/5

> **Duncan** | *2024年11月4日* | Eラーニング | おすすめ評価：9.0/10
> 
> **良いポイント**: I am a Virtual Assistant focusing on Social Media Management \&amp; Social Media Marketing. This tool is good in data management, communication, customer support, sales support and keeping my work organized. Over the years, it has made my work easy, especially managing client's projects.
> 
> **改善点**: However, there are some areas that kind of messed our relationship with the tool. I would like to highlight because I think the company can improve on these areas and allow many others who feel the same. &#10;In the area of data handling, I realized Neglect of backup procedures, delay updates, ignore emails, ignore deadlines, share internal information, and skip verification process. I have witnessed this time and again, and hopefully this can get fixed, as don't want to start courting another tool at this stage.
> 
> It is exciting having something that speeds up or enhances your success story. Sales Force Assistant has been a life savior for me and made my projects get fulfilled not only within the planned time frame, but with almost zero errors. &#10;My relationship with clients has improved as a result of outstanding delivery of the projects I use with the tool. The tool is beyond the spreadsheets, and now it's 2 years and counting.

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## リンク

- [Capterraで表示する](https://www.capterra.jp/software/1025690/sales-quote-assistant)

## このページは以下の言語で利用できます

| ロケール | URL |
| en | <https://www.capterra.com/p/247040/Sales-Quote-Assistant/> |
| en-AE | <https://www.capterra.ae/software/1025690/sales-quote-assistant> |
| en-AU | <https://www.capterra.com.au/software/1025690/sales-quote-assistant> |
| en-CA | <https://www.capterra.ca/software/1025690/sales-quote-assistant> |
| en-GB | <https://www.capterra.co.uk/software/1025690/sales-quote-assistant> |
| en-IE | <https://www.capterra.ie/software/1025690/sales-quote-assistant> |
| en-IL | <https://www.capterra.co.il/software/1025690/sales-quote-assistant> |
| en-IN | <https://www.capterra.in/software/1025690/sales-quote-assistant> |
| en-NZ | <https://www.capterra.co.nz/software/1025690/sales-quote-assistant> |
| en-SG | <https://www.capterra.com.sg/software/1025690/sales-quote-assistant> |
| en-ZA | <https://www.capterra.co.za/software/1025690/sales-quote-assistant> |
| ja | <https://www.capterra.jp/software/1025690/sales-quote-assistant> |

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