Avis clients sur Salesforce Essentials

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.

Salesforce as a Database

Commentaires : 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.

Avantages :

I like that the product has the ability to be completely customized to one's needs.

Inconvénients :

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.

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.

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.

Streamlining Small Business Operations with Salesforce Essentials

Commentaires : Salesforce Essentials has been a game-changer for our small business, offering a comprehensive and user-friendly CRM solution that truly caters to our needs. Its intuitive interface makes navigating features such as lead management, sales pipeline tracking, and customer support effortless, empowering our team to work more efficiently. With seamless integrations like Gmail and Outlook, as well as the convenience of a mobile app, Salesforce Essentials keeps us connected and informed, no matter where we are. Although there are some limitations in customization and support options, the platform's overall value, affordability, and impact on our customer relationships make Salesforce Essentials a powerful tool for small businesses looking to thrive and grow.

Avantages :

Salesforce Essentials has truly impressed me with its comprehensive yet easy-to-use CRM solution specifically tailored for small businesses. What I liked most about it was its user-friendly interface, which enabled our team to quickly get up to speed with the platform's features, such as lead management, customer support, and sales pipeline tracking. Additionally, the seamless integration with popular apps like Gmail and Outlook, as well as the mobile app, allowed our team to stay connected and access crucial customer information on-the-go. Salesforce Essentials has been instrumental in helping us streamline our operations, improve productivity, and ultimately enhance our customer relationships.

Inconvénients :

While Salesforce Essentials has been a valuable asset for our small business, there were certain aspects that fell short of our expectations. What I liked least about it was the limited customization options compared to higher-tier Salesforce plans, restricting our ability to tailor the platform to our specific needs. Additionally, the number of available integrations was somewhat limited, constraining our ability to connect with other tools we rely on. Lastly, the customer support options for Essentials were not as comprehensive as those provided for more advanced plans, which sometimes left us seeking answers through community forums and online resources. Despite these limitations, Salesforce Essentials has still been a helpful CRM solution, but there's certainly room for improvement in these areas.

Salesforce Essentials: The All-in-One Solution for Small Businesses

Commentaires : Salesforce Essentials is generally well-regarded as a powerful and comprehensive platform for managing customer relationships, sales, and marketing automation. It offers a range of tools and features, and can be highly customizable to fit the specific needs of businesses of various sizes. That being said, as with any software, there can be a learning curve and potential downsides to consider, such as cost and configuration complexity. Overall, Salesforce Essentials is a valuable tool for businesses looking to streamline their operations and grow their customer base.

Avantages :

All-in-one platform with CRM, sales and marketing automation, and customer service tools.Easy-to-use interface, even for non-technical users.Mobile app for on-the-go access.Highly customizable to fit specific business needs.Scalable to accommodate business growth.Integrates with other business tools.Offers strong customer support options.

Inconvénients :

Can be expensive, especially with additional features or users.Some users may experience a learning curve with the software.Advanced features may not be available in lower-priced plans.Configuration and customization can be complex.Requires a stable internet connection.Reporting functionality may be limited for some users.Additional fees may apply for advanced features beyond the base subscription cost.

Works Great! Increases our Closing Percentage by 20%

Commentaires : So far its been very good. We also use other modules from Salesforce. After demoing about 4 packages, we went with Salesforce. Knowing that they are the primary leader in CRM, helped in that decision, as most of our other applications have APIs to intergrate with.

Avantages :

The integration with all of our other systems and software.

Inconvénients :

The setup is a little tricky when using other software with Salesforce. It really helps to have good support from any other vendors products you want to integrate with Salesforce. Examples being Quickbooks, ShipRush, Verizon Connect, etc. We have many departments and different software in each. So being sure you have API support is critical.

If you are seriously committed to growing your business AND have the funds, it’s great!

Commentaires : Extremely helpful and a semi-done for you type app! Baby start up companies I would probably steer them away, just so they don’t get overwhelmed in debt and finances immediately; they might have a better chance of reaching that ‘Fortune 500’ status if they so desire!

Avantages :

It can do almost anything you need or want it to, very well at that. As many softwares, the restrictions on certain tools lessen with the more money spent.

Inconvénients :

The prices are outrageous. As a small business owner; it is a horribly large pill to swallow to pay that steep of pricing- especially as you are beginning your journey of entrepreneurship! Is it worth it though? Yes.

Good app for workflows

Commentaires : We integrate several process within the company into Salesforce, and it makes really easy to track info and complete process requirements for customers.

Avantages :

It's simplified screens and the way it delegates step-by-step specific procedures to the users involved in the worfkflow

Inconvénients :

Export data might require some experience using this app. If not used to work with SF you might find a little bit frustrated of so many options for reporting/exporting data

Salesforce the all-in-one program to manage our business

Commentaires : I would like the reports to be much more detailed, as when we ask for some sales update on any particular customer, the system omits important details. Their customer service could be better, as they do not respond satisfactorily to all the questions we ask.

Avantages :

We use Salesforce in the sales department to improve our sales and connect efficiently with our customers. It has tools such as quotation and order management, where we can perform quickly and are errors all the processes of quotations, prices and customer orders.

Inconvénients :

I like that we can keep track of the entire sales process and interaction with customers by all means such as email, social networks, phone, etc.. Your sales flow can be easily visualized to quickly know the whole sales process with each customer.

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.

Currently left in the Dust

Commentaires : our support center agents were able to respond to emails and log call notes.

Avantages :

multiple channels can be integrated, including social media posts. there's a live character counter for agents when writing responses.

Inconvénients :

SMS had to be integrated with an outside provider. slow, lacking features or any promise of a roadmap, reporting inaccurate. downtime and maintenance (both scheduled and responsive) very frequent - basically daily. since "next gen agent" was released 2+ years ago, this product has never improved. account manager never even bothered to elude to changing anything. as our contract was coming to an end, we asked, "why should we stay with desk?" and the response we got was verbatim, "great question...[30 seconds of silence]". salesforce stopped investing money into this product long ago, and subsequently, even the smallest crm companies these days are lightyears ahead in terms of functionality and reliability.

Great for simple helpdesk cases but not intended to be feature rich or robust.

Commentaires : It's allowed us to have a basic helpdesk tool that integrates with Salesforce.

Avantages :

As a helpdesk case tool, it works. Great for simple troubleshooting and just general inquiry cases where by correspondences are kept to a minimum.

Inconvénients :

Sold as having great integration with Salesforce, but the integration is extremely difficult to setup and not all fields are integrated. Everyone needs to have a Salesforce license to be able to use the desk tool properly and that gets very expensive. DO NOT try to use the tool as a task manger or PM supplement as it does not work well for these functions. There is also no place to store Client level notes in the tool itself so if someone was backing you up, there would be no place for them to reference client preferences or standard operating procedures for a specific client from Desk itself.

Used to track employees, investors and potential investors

Commentaires : Fantastic but expensive.

Avantages :

I loved the thoroughness of Salesforce. It's by far the best CRM tool I've used. Everything that I want to do on it, I can.

Inconvénients :

It is EXPENSIVE! I love this software so much, but I had to cancel my subscription since it was too expensive for my budget.

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

Salesforce for Non-Profit

Commentaires : ability to track inventory and outstanding work orders

Avantages :

modules are easily arranged and ability to open additional windows for modules is helpful

Inconvénients :

Prolocity customized the product for us so it is to my specifications.

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.

SALESFORCE TOPS ON REPORTING

Commentaires : Happy with what we use the product is used for. One of the Best

Avantages :

Sales reporting feature is the most I like. IT easy to use drag and drop feature to customize, the reports and filters features and setting the date range options are the feature that makes it the top feature.

Inconvénients :

help to solve any abnormality in the data. The feature shows only the problem and does not give any suggestive pointers to correct that.

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.

Keep your customers happy with Desk.com

Avantages :

Collect, track and manage all your support tickets in one spot. Our company uses Desk.com for our customer support tickets. It keeps us organized and on-top of our customers needs.

Inconvénients :

There is nothing that I do not like about desk.com. The software meets all of our customer support needs.

I have used DESK daily to submit support tickets to our support team as a Project Manager.

Avantages :

It is easy to use DESK and submit tickets and track and search for your submitted tickets to see the status of those tickets.

Inconvénients :

It is easy to search but I do believe there could be additional ways to search more easily and produce more accurate results.

Bad intelligence and hard to override

Avantages :

I do not give only 1 star because there were occasional situations where SalesforceIQ informed us accurately that a client had changed companies. It did not offer us zero valid sales intelligence.

Inconvénients :

This software drove me crazy. Regularly confused our clients with other individuals with the same name and filled in data about those unrelated people. Regularly overwrote our own, hard-researched data about our clients with their LinkedIn dreams of being a DJ or Freelance Graphic Designer. I could never find an option to turn it off or siphon their "intelligence" to separate column. Maybe if we'd had a bespoke Salesforce implementation this would have been possible but I HIGHLY ADVISE you avoid if you're using out-of-the-box Salesforce.

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.

Really useful

Commentaires : I would recommend it as it's very useful for daily use but I would say that it would take time to understand how to use all of the features

Avantages :

Very useful applications, it has an extensive variety of features

Inconvénients :

It takes time to learn how to use it, and in the beginning it wasn't easy to use until I've learned it fully

Great product, lots of features. Takes some time to learn, but its worth it!

Avantages :

I like that this software is comprehensive. It gives you everything you could need to source, manage, track, follow up with, communicate with, and hopefully close a sale.

Inconvénients :

It definitely takes some time to learn all the features and I didn't need some of them so it would be nice to be able to personalize a bit more but its worth the time to learn it all in the end.