Salesforce Essentials
Description de Salesforce Essentials
Salesforce Essentials permet de renforcer les relations clients grâce à un CRM (Customer Relationship Management) de vente et d'assistance combiné pour les petites entreprises ; il est facile à utiliser, à configurer et à entretenir. Essentials vous permet de passer moins de temps sur les feuilles de calcul et plus de temps à vendre en suivant vos e-mails, vos appels et vos réunions pour maintenir automatiquement les dossiers des clients à jour, sans la saisie fastidieuse des données. Essentials comprend également une tonne d'outils de productivité du service client pour aider à fidéliser chaque nouveau client.
Qui utilise Salesforce Essentials ?
SalesforceIQ CRM est adapté aux équipes de toute taille qui souhaitent gagner du temps, établir de meilleures relations et prendre des décisions plus pertinentes dans le domaine des ventes, des affaires, du développement, de la finance ou des services professionnels.
Salesforce Essentials ne vous convainc pas tout à fait ? Comparer avec une alternative populaire
Salesforce Essentials
Alternatives à Salesforce Essentials
Avis sur Salesforce Essentials
Alex
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.
Utilisateur vérifié
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.
Nathan
Essential software for SDRs
Avantages :
Salesforce is great for storing prospects emails and phone numbers. In my previous role I use Salesforce to track the stage of each deal, to import stored contacts into Salesloft for my outreach and to check ex-client or ex trials of the platform (using the reports function) which in turn made my calls a lot warmer.
Inconvénients :
The 'Import to salesloft' button disappeared at least once week which impacted my sales cycle.
Katelynn
Alternatives envisagées :
Easy to Use
Commentaires : 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.
Avantages :
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.
Inconvénients :
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.
Naomi
Alternatives envisagées :
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.
