Avaliações do Salesforce Starter

Utilização para consulta

Vantagens:

O Salesforce tem um layout moderno e bonito, é de fácil entendimento e permite explorar/pesquisar tudo o que preciso, pois é uma plataforma que permite agregar muitos detalhes em relação a contratos por exemplo.

Desvantagens:

Exige atenção ao começar a usar a ferramenta, pois são muitos campos com muitas informações, caso não conheça, se vai um pouco de tempo.

Praticidade

Vantagens:

Usei por aproximadamente 2 anos, uma vez que as informações são muito fáceis, existem muitas opções de como rastrear a configuração, seria bom se houvesse uma opção de configuração automática para certos tipos de uso / tipos de negócios.

Desvantagens:

Muitos campos não utilizados que confundem a tela e as informações podem se perder em todos os campos em branco.

Using Salesforce is incredibly easy for my team

Comentários: This was an awesome experience and an essential for an organization hoping to more readily attract and hold clients on the web

Vantagens:

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.

Desvantagens:

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.

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

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

Essential software for SDRs

Vantagens:

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.

Desvantagens:

The 'Import to salesloft' button disappeared at least once week which impacted my sales cycle.

Just right for small business

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

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

Comentários: 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!

Vantagens:

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.

Desvantagens:

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.

Salesforce classic better than the new Lightning

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

Vantagens:

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

Desvantagens:

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

Using Salesforce Essentials

Vantagens:

This was not a product I was very confident in when first being introduced to it, but it has made processing devices and tracking the work flow process very efficient.

Desvantagens:

There is a small learning curve you have to overcome getting started, but once you are over that hump it becomes very user friendly

A fantastic CRM system!

Comentários: Salesforce Essentials is a game-changer for businesses seeking a powerful yet easy-to-use CRM solution. Its intuitive design, responsiveness, and simplicity in implementation make it a standout choice in the market. Whether you're a small business owner or a busy professional, Salesforce Essentials empowers you to manage your contacts, leads, and sales with unparalleled ease. I highly recommend it to anyone looking to enhance their customer relationship management processes.

Vantagens:

I recently had the opportunity to use Salesforce Essentials, and I am thoroughly impressed with its user-friendly interface and seamless functionality. As someone who values efficiency and simplicity in a CRM tool, Salesforce Essentials exceeded my expectations in several ways.

Desvantagens:

I don't have much to say here really! It did everything we needed it to!

Salesforce

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

Vantagens:

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.

Desvantagens:

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.

Easy & Intuitive

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

Vantagens:

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.

Desvantagens:

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

Salesforce for starters

Comentários: It has been adequate. It's covered our needs well for what it is used.

Vantagens:

You get a ton of Salesforce features, Pro is better, but not everyone can justify the need for pro, or afford it.

Desvantagens:

It's not Salesforce, and it tells you in so many ways, and reminds you all the time.

Good CRM software with many features and benefits

Vantagens:

Affordable and easy to use with a user-friendly interface. The software also offers robust customer relationship management (CRM) capabilities to manage leads, deals, and customer data. It also has a mobile app to convenience

Desvantagens:

Lack of email marketing within the sales force of essentials plan

Salesforce a Powerful CRM Tool

Comentários: Salesforce allows our whole business to be connected. Salespeople out in the field are able to quickly access customer information, and that can be tied all the way to special design tasks in engineering meant to address a particular customer need.

Vantagens:

The best part of Salesforce is how you can easily organize and report on various metrics. The whole system was designed to keep track of every transaction.

Desvantagens:

My biggest issue with Salesforce is that it is so big. It feels like it can do so much more than we ask it to, and it sometimes seems like overkill for our application.

Salesforce for Non-Profit

Comentários: ability to track inventory and outstanding work orders

Vantagens:

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

Desvantagens:

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

Undoubtedly the best CRM

Comentários: My experience with SalesForce has been the best throughout several years. Best to deploy and to have better results

Vantagens:

However it can be complex for beginners, it is definitely the best CRM in terms of analytics, reports, organization of data, migrations, etc

Desvantagens:

As mentioned before, the interphase for a beginner isn't the most friendly. However, it doesn't mean it is hard to use. It is just more robust

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

Vantagens:

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.

Desvantagens:

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.

I use desk.com as the frontline customer service software to create and manage tickets.

Vantagens:

Desk is extremely customizable. We have a bunch of different inbound emails that automatically tag and assign tickets which saves us a lot of time. You can set up almost any combination of rules for inbound tickets to make sure your most important customers get prioritized and the right people get assigned to help. Desk also has an API that you can use to build a help center experience on top of their platform. We use it internally for bug reporting and feature requesting and our portal creates tickets right in desk.

Desvantagens:

Desk isn't very user friendly. Once it's set up it's works really well but it takes a lot of time to learn all the nuances of the configuration. The analytics have issues. Some of the metrics like last log in will show that I last logged in a month ago when I've logged in every day and am in fact logged in at the time. We don't use the metrics but if your customer service department relies on them that could be problematic.

Salesforce IQ is a great add on to Salesforce

Vantagens:

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.

Desvantagens:

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.

Truly Market Leading crm

Vantagens:

I have been using Salesforce for many years. I think the most amazing part of this tool is how customizable it Is as per clients needs. Moreover all these cusomized fields are available in reporting!

Desvantagens:

User based security is not available in essential. I wish it was so that we could enroll more users.

Gets the job done, feels 2nd rate.

Vantagens:

Desk has been getting things done for us. We've got teams, we can pass tickets easily, tags help to connect disparate tickets.

Desvantagens:

The search/filtering is broken (and has been for as long as I've used the software), it works at about 98% accuracy. You can't really rely on a search of 'all tickets assigned to X' to find every ticket, or "all resolved tickets in X department", and etc. Frustrating when reporting or setting up custom views and such. Similar in frustration created, is the limitations around what fields you can search/sort by. It's always a pet-peeve of mine to see software limit these things.

Integrations Galore

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

Vantagens:

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.

Desvantagens:

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

Vantagens:

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.

Desvantagens:

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.

Vantagens:

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

Desvantagens:

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