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 Starterとは？
使いやすくセットアップやメンテナンスが簡単なSalesforce Essentialsは、より強力な顧客関係の構築を実現する中小企業向けの営業とサポートを組み合わせたCRMです。メール、電話、会議を追跡し、手間のかかるデータ入力なしに顧客の記録を自動で最新状態に保つことができるので、スプレッドシートを使用する時間を削減し、販売に多くの時間を割けるようになります。また、新規顧客をロイヤル・カスタマーにするためのカスタマー・サービスや生産性ツールが豊富に搭載されています。
Salesforce Starterの対象ユーザー
メール、電話、ソーシャル、Webでサポートを提供することができます。コーディングを行うことなく、クリック操作だけでブランド化されたセルフサービス型サポート・サイトをデプロイしてカスタマイズすることができます。自動化によってサポート・チームの負担を軽減します。今すぐ起動および実行することが可能です。
Salesforce Starterをご存知でしょうか？
別の人気製品との比較
Salesforce Starter
Salesforce Starterの他のおすすめ代替製品
Salesforce Starterの評判・レビュー
Using Salesforce is incredibly easy for my team
製品を使ってみた感想： This was an awesome experience and an essential for an organization hoping to more readily attract and hold clients on the web
良いポイント:
I truly like how Salesforce is the most incredible in its industry and offers extraordinary CRM programming. It is ideally suited for connecting with potential clients in view of their past interest in the organization as well as what they would require to remain drawn in and retained. I love the manner in which you can modify it and it mechanizes each thing so extraordinary from messages to calls its incredible.
改善してほしい点:
When first starting to use Salesforce, it can seem overwhelming. The pages feel extremely crowded when you don't know where to look for something because there is an abundance of information. Salesforce becomes easier to use with more experience, yet for new clients there may be a learning curve.
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.
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.
Just right for small business
製品を使ってみた感想：
Being a small business we need a CRM that won't break the bank. We need to keep every customer we have, so the customer experience is paramount. We need to get as much information out of every sale and customer interaction as we can, and we need to accelerate sales. Salesforce essentials has done all of this for us.
There are things that I would improve.
良いポイント:
Salesforce Essentials is more affordable than standard Salesforce and still has what I need in a CRM. I get work done faster, sell faster, and make our customer experience amazing. I set up a customized self service portal and set particular concerns or questions to be sent to a specific person. This means that if for example a customer asks if a garmet can be altered, they're directed to our seamstress instead of directed to me and then transfered to our seamstress. Salesforce essentials records and tracks my calls and emails meaning I no longer have to. I have gained more information about leads, where they come from and why they choose us.
改善してほしい点:
Sometimes it can be hard to find the data I'm looking for. It's not easy to find or get invoices. Customer care wasn't very helpful although I did try to make contact during a very busy time of day. I was still disappointed.. This is the essentials version of Salesforce so obviously the features aren't as robust.
Salesforce as a Database
製品を使ってみた感想： As it is a massive and comprehensive product, I don't need such an overwhelming software. Overall, it didn't meet my company's needs, but if a company has tech department, this could be a fantastic product.
良いポイント:
I like that the product has the ability to be completely customized to one's needs.
改善してほしい点:
As it can be an expensive and time consuming set-up, it was not necessary for me to have such a customizable software. There was very little customer service and it was overseas. It took too much of my time and the only way to get customer service is to hire a third party vendor to help with all aspects of the software.
