Salesforce Essentials

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.

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.

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.

Easy & Intuitive

Commentaires : Overall we've had great customer support and feel that the product really fits our CRM needs.

Avantages :

Salesforce Essentials provides integration options with other popular marketing tools and applications, facilitating a seamless flow of data. This flexibility can be valuable for marketers who use multiple tools in their marketing stack.

Inconvénients :

Affordability - pricing is somewhat competitive, but wish there were discounts when using multiple Saleforce products. Essentials could also be doing more with automation.

Great product, hard to tailor to companies specifically due to the complex algorithms.

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.