Avis clients sur Salesforce Starter

Idéal PME

Avantages :

Fonctionne efficacement pour la gestion CRM, si structure adapté (petite entreprise / PME), il y a une bonne gestion des clients, ventes et autres activités.

Inconvénients :

La configuration est complexe et la plateforme en général demande un peu de temps et d'expérience pour s'y adapter.

Meilleur CRM

Avantages :

De mes expériences, Salesforce Essentials est la meilleure solution CRM que j’ai connu. En plus de sa qualité son usage ne cause pas de problème surtout le système de ticket du service d’assistance.

Inconvénients :

J’apprécie énormément ce logiciel mais, le prix n’est pas abordable pour tout le monde. Sa configuration est aussi un peu compliqué.

Great experience working with salesforce platforms

Commentaires : Basically, all my days at work depens on salesforce, very efficient at the moment, it also helps me out to improve my sales day by day.

Avantages :

All I need in one place, quick response from the platform and cloud.

Inconvénients :

Trouble shooting at weekends and slow verification process

Ridiculously Expensive

Commentaires : I stopped using because I could never understand how to fully set up the system. Salesforce referred a 3rd party developer to set up system, they wanted $28,000 to set up system. Kinda shady.

Avantages :

Nice interface, lots of features. I never understood the system enough to offer more Pros.

Inconvénients :

Only for Mid-Large - Large Business. Salesforce is not for small business, because it is cost prohibitive. Salesforce nickel and dimes for everything, including an unethical override for their CPQ billing. I am stuck in a contract and still paying for Essentials. However, it was much more economical to use another CRM/Subscription Management System and pay Salesforce until my contact is over.

Do Not Assume Anything

Commentaires : The best advice that I can give to a company considering purchasing Salesforce's Desk.com is to document every single expectation and need regarding a CRM tool. Do not assume any functionality exists, regardless of how simple and standard that functionality may seem. There are definitely features and functionalities that the average person might expect any modern system to offer which it does not. Examples:
List Views - Cannot sort by most fields, cannot add custom fields to list views, and cannot modify the number of records per page
Reporting - Cannot modify fields displayed in a report, cannot edit criteria for metrics, and cannot include custom fields in reports aside from picklists, and cannot export more than 2500 records at a time
Email - Does not include standard modern emailing functions such as underlining, highlighting, modifying font color, or pasting images/tables Also, while some more complex workflows and automation can be built in Salesforce to update fields which are then passed back to Desk via Desk Connect (native sync between Desk and Salesforce), I strongly recommend against relying on Desk Connect for any business processes. Desk Connect can and has been turned off by Desk.com for all customers without first ensuring this is okay with the customer, interrupting daily business on a large scale. It is also extremely easy to break or surpass its capabilities of Desk Connect to the point that any modification, regardless of size, made to your Salesforce org must be communicated to Desk to ensure that Desk Connect will continue to function as expected. If you are a small-scale organization/team with very basic case tracking and reporting requirements capable, Desk may very well be the answer for you. But you still better be prepared with extensive documentation of all requirements and expectations for a tool like Desk, no matter how small or obvious they may be.

Avantages :

Simple UI Simple workflow building and management

Inconvénients :

Extremely limited in its capabilities Desk Support reps are not thorough when reading emails ETA's on fixes/patches pushed back for months

This is a great tool for organizing your sales funnel.

Avantages :

Time management and organization are the top reasons to use this software. Being able to include information on new prospects and clients is very helpful and it's easy to add to do items. The sales funnel process is user friendly and easy for other employees to view.

Inconvénients :

It can be hard to create clear expectations between management and employees on what information or processes should be done. With so many options of where to save information it can look like information is missing if you don't look in the right place. Processes should be put in place by each organization to clarify how to use the software.

Great software to organize employee information

Avantages :

I like that I'm able to log information about employees and manage their contact info, benefit information, and history easily. It's also very customizable.

Inconvénients :

Sometimes I wish that the platform was able to be more on-brand, and that I was able to create documents with our font package.

No quick details or references without running reports

Commentaires : It is a lot of extra work for someone wanting details on a customer.

Avantages :

I like the contact database and the information stored.

Inconvénients :

I don't like the email functionality or the notes / tasks available. I don't like that you cannot view the activities tab and see what notes were taken without having to expand each note.

We love SalesforceIQ! Perfectly integrated and easy for my team to use.

Commentaires : So many. Ease of use, trackable for sales cycle, many more.

Avantages :

This software is awesome. It takes the stress out of constantly updating your CRM by making it seamless and integrated with our email. It captures a lot automatically, giving my team more time to close deals. We love the customizable pipeline features as well. Great software overall.

Inconvénients :

I have hard time thinking of cons for this software. It was so easy for my team to implement. It is expensive I guess, that'd be the only con.

Great helpdesk and customer communication option

Avantages :

Way better option for customer support than just a basic email account. Really nice options for setting up a support site

Inconvénients :

Really poor live chat option. No customer website traffic integration. This ultimately caused our move to Intercom

"Salesforce Essentials is good tool for buisnesses"

Avantages :

It has a capacity to fulfill customize requirements. Good tool for buisnesses that offers best CRM program. Good for connecting potential customers. Can be integrate with onother system and software.

Inconvénients :

Some limitations like good for large or mid size buisnesses not for small. Little pricey too.

Sales and Automation Software

Commentaires : Our experience using salesforce has been great. We primarily utilise it for invoicing and report generation of the overall view of the business. We also utilise it for our internal communications.

Avantages :

I like the interactive UI that makes access to varying tools and functionalities easy. I also like the mobile experience and the ability to integrate the software with third-party softwares. I also like the reporting tools that enhance prompt communication.

Inconvénients :

Salesforce can be very heavy when handling multiple pages which often leads to lags. There are additional issues that occur in customisation and merging of pages.

Jim Salesforce Review

Commentaires : Good for what I need it for, entering new leads, tracking sales pipeline, looking back and forward on data.

Avantages :

Using for 4+ years once info is in its pretty easy, there are very many options how to track setup, would be nice if there was a option for auto-setup for certain types of use/business types.

Inconvénients :

Too many unused fields that muddy up the screen and info can get lost in all the blank fields.

Salesforce

Commentaires : We love it and every team the team wants more functionalities out of it

Avantages :

If you are a not-for-profit you can get an excellent discounted rate. It is very handy even though it needs some expertise to set it up but don't let this stop you, their resources library is supper useful, and you can figure out how to do many things yourself. Once you get all the team using it is a very very powerful tool and provides you with amazing data to inform your business.

Inconvénients :

Can be hard to set up. But invest in someone that knows how to do it, get it right from the beginning and ti will be very helpful.

Salesforce IQ is a great add on to Salesforce

Avantages :

Creating leads and contacts in Salesforce is a breeze with this tool. I love that I can instantly add a customer and log their email in Salesforce. I love the ability to add meeting invites or email templates to an email with a couple of clicks. Salesforce IQ has saved me hours of data entry into Salesforce. I don't know what I would do without this tool now that I have used it for close to two years.

Inconvénients :

In the last few months something changed in the way that it pulls the data when you go to add a contact. The previous version use to pull all of the information automatically and now I have to manually add a lot of the information. It is still quicker than adding new contacts into Salesforce but it does require a few more steps. I also wish there was more insight into who opened an email or web link when you include multiple people on an email.

Salesforce

Commentaires : Our hospital is better able to communicate . We are able to provide better care for all of out patients because everyone has access to same data base . So if a volunteer noticed a patient sneezing the doctor can easily see that and be flagged to check on a patient. Before a volunteer may not be able to notify staff and go through correct channels. It could mean that nobody medical ever new that yeh patient sneezed because it was just too difficult to get information across, but now all volunteers know they can put a message in Salesforce and it will be taken care of.

Avantages :

Salesforce allows my animals hospital to have better communication between staff and volunteers

Inconvénients :

Search engine key words is not always able to direct to correct patient

Not always the easiest to use, but there's a reason why it's the leader

Commentaires : When supporting customers, Salesforce was essential to finding out about their account and how to best support them or escalating issues when necessary.

Avantages :

If you can think of it, Salesforce probably has it. From keeping track of your customers, to integrations with other softwares, Salesforce has it all!

Inconvénients :

There is definitely a big learning curve when it comes to using Salesforce. It's obviously a massive piece of software that can be used for a huge array of purposes, so knowing how to navigate and find what you're looking for isn't always the easiest.

Salesforce classic better than the new Lightning

Commentaires : Classic is great and very easy to get to info.

Avantages :

I really like the salesforce classic before they moved to lightning. It was much more intuitive and easier to locate information.

Inconvénients :

That they moved to lightning and it is not as good as classic

Great Experience - just put took off one star for the work that needs to be done

Commentaires : I was able to save time in the company I work for. The software was easy to use and easy to implement into daily activities.

Avantages :

I loved the fact that they worked on the integrations and being able to make things to the mainstream. I was able to quickly show other workers how to use this product and quickly incorporate it into our business. This is a lot easier than our last software.

Inconvénients :

Running the reports is something we would all have a bit of trouble to do, there would be little things here and there that prevented our productivity. There are also some filters or basic features that should be fine-tuned a bit more but nothing too bad.

Terrible workflow, worse than buggy

Commentaires : Very disappointed.

Avantages :

Cloud based and easy to share. Price was affordable.

Inconvénients :

Workflow is TERRIBLE. I switched from ACT which didn't synch well with Outlook. Salesforce's workflow is POOR requiring going back and forth to different screens. It's glitchy - if you edit a calendar item, it creates a NEW one. It seems that this product wasn't well tested with actual users before released. NO control on what transfers from Outlook so records are cluttered. NO control on records - for example, I can't delete any history item!

Integrations Galore

Commentaires : Good starter tool, but lacking a user experience that makes you "want" to use it.

Avantages :

Open API that allows you to connect to other tools that you're using to run your business. We have our tool connected to SalesForce, Talkdesk, Google Docs, etc.

Inconvénients :

The platform has gone down a few times, leaving us to figure out how to communicate with our customers. The UI/UX isn't the best.

Great for keeping track of donors!

Commentaires : It is critical for our organization.

Avantages :

We have salesforce for NON profits and we love keeping track of all of our fellowship members

Inconvénients :

Sometimes merging customers that were in the software twice mistakenly can be hard.

Great for Sales Tracking

Commentaires : Salesforce was much better for tracking quotes and sales that it was in other industries I’ve seen it in.

Avantages :

I liked the ability to clearly see who was in charge of each customers sale and where they were in the sales process.

Inconvénients :

I feel like salesforce has so many features and functionalities that they should have perfected before offering custom products.

Desk was challenging to use on a number of fronts

Commentaires : It was a good CRM a few years ago, but never received the attention it needed from the Desk product team.

Avantages :

It was intuitive to use when working on tickets and responding to customers. The reporting interface was easy when to create and run reports.

Inconvénients :

The reporting was barely functional and often times would time out when loading. There were countless days that I needed to run a report and was unable to.

Reviewing salesforce essentials

Commentaires : Good, but again only used helpdesk part of it.

Avantages :

Very easy to use the help desk ticket system.

Inconvénients :

Not sure about rest of the software but only used help desk ticketing.