Salesforce Platform

Vorteile

1. Efficient tool to automate IT activities.
2. Reliable and good in performance for all operations.
3. A centralized platform to interact and give users access , permissions.

Nachteile

1. Too costly to handle and manage for small businesses.
2. UI can be improved with the modern templates.
3. Due to multiple features the product is complex and learning curve is huge.

Vorteile

Our approach means that we have all key business processes (and subsequent data) in one location. This also provided consistency in approach and allows us to transform our processes as we adopt onto Salesforce.
The tool itself is incredibly flexible and powerful, and has never failed to meet our needs.

Nachteile

Development / developers need to be expert in Salesforce code, a non-technical user is not able to configure the system, even with 'easy' requirements. It's not a massive issue BUT one that small/medium size organisations need to plan for.

Vorteile

Very robust in its integrations and community

Nachteile

Too complex for small business or in our case, non-profit

Vorteile

It’s easy to not only process payments but see the entire account payment history. It helps reduce the time I spend on looking into customer accounts by having to use only one software . It gives in-depth customer insights enabling me to customize offers effectively.

Nachteile

Salesforce can be challenging to navigate due to its layout and the lack of a visually appealing interface. This can make it difficult to quickly access information as it’s hard to see with the current format.

Vorteile

Administrating
HR process control
Sales activities
Reports

Nachteile

It was too expensive to make automation and further development of the platform. The support was not reachable always.

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Gründe für den Wechsel zu Salesforce Platform

Vorteile

What I like most about this platform is that with little to no coding, we can easily integrate.

Nachteile

It's very easy to use and takes all the company's needs into account. Plus, the updates are great!

Vorteile

Salesforce is great! it is very beneficial and provides different services.

Nachteile

Nothing. It is easy to navigate and has a lot of features.

Vorteile

Ease of use, UI/UX, ease of pulling information

Nachteile

The only thing I do not like is the integration with Google where you can only pull data every 4 hours, not continuously

Vorteile

The biggest pro about the Salesforce Platform is its centralized data management system. All of the features are easy to utilize and accessible for the client.

Nachteile

I would say the cost for the Salesforce Platform can be a barrier, particularly for smaller companies and startups.

Vorteile

I love all the many features available for use.

Nachteile

I do not like the way it looks, it could be more complex more beautiful. L

Vorteile

Salesforce App Cloud is a comprehensive platform that offers a suite of tools designed for building, managing, and deploying business applications. It integrates various services including Heroku, Force.com, and AppExchange, making it versatile for different types of app development.

Key strengths include its strong integration capabilities, allowing seamless connection with Salesforce's CRM and other third-party systems. This feature is particularly beneficial for businesses looking to maintain a unified ecosystem. The platform also offers robust security features, ensuring data protection and compliance with industry standards.

The user interface is intuitive and user-friendly, facilitating rapid app development and deployment, even for those with limited coding experience. This is enhanced by a rich set of pre-built components and templates available through AppExchange.

Overall, Salesforce App Cloud is an effective solution for enterprises looking to streamline their application development process, particularly those already invested in the Salesforce ecosystem. Its robust features and integrations make it a powerful tool for creating a wide range of business applications.

Nachteile

The platform may present a steep learning curve for beginners, and the cost can be a consideration for small businesses or individual developers.

Vorteile

The flexibility, adaptability, scalability that Salesforce have, I have seen how different business uses it and this allows for any business to have a consolidated software for all their business need.

Nachteile

The price range in comparison to other products.

Vorteile

I like Salesforce Platform as it allows us to track down each aspect of our organization be it in project execution, sales performance and employees engagement. It is also easy to integrated with other relevant applications.

Nachteile

It is a little comprehensive on the tools and features thus it can be a challenge at the beginning but once you get used to, it becomes easy to use.

Vorteile

I am impressed by the ease of deployment of Salesforce Platform.
Salesforce Platform works so well for us.

Nachteile

I like the effectiveness of Salesforce Platform.
Salesforce Platform is amazing.

Vorteile

- Easy to navigate huge volumes of contract data
- Custom downloadable reports that feed straight into our invoicing process
- Fully customisable to accommodate our ongoing business changes

Nachteile

- Off the shelf it is a bit clunky and so a Salesforce Admin is key to getting it how you want, which is obviously an additional cost (but worth it!)

Vorteile

The platform is hugely scalable and adaptable for the majority of business needs.
Our requirement for business process automation and data integration is complex and not met by the majority of providers. The Salesforce platform is integral to our strategy and meets both our current and near future needs.

Nachteile

The scale of the platforn does require the correct knowledge to get the most out of it.
Whilst its plug & play for basic reuqirements, for anyone with a good level of systems ecperience, to get a complex use case designed and built and maintained requires significant investment.

Vorteile

It is a system where you can find your accounts and any other data you are looking for.

Nachteile

Not very easy to navigate, user interface is not very friendly

Vorteile

The variety and customization available for a complete CRM experience.

Nachteile

The integration with other apps can get boggy.

Vorteile

Easy to use, great reporting and trackability.

Nachteile

The drag and drop feature is touchy when it comes to building reports and editing the field order in the filter section.

Vorteile

The platform has extended capabilities to build any use case

Nachteile

The platform is becoming more and more complex and maintenance costs can be high

Vorteile

fillable forms with drop down boxes allow easy and quick data input

Nachteile

Not easy to filter or search, or build reports

Vorteile

the workflow and the customization available

Nachteile

the platform is slow and clunky but once you get past that its a good platform

Vorteile

Great potential for automation, lots of features, customizable

Nachteile

Very difficult to customize and complicated to set up, no chat support

Vorteile

I like that my company has been able to set up pages for each client we have, so when I need to reference something about my own client or a client of someone else, the information is readily available and provides any detailed history of what has happened on the account.

Nachteile

I'm new to using it, and have a very specific purpose that I use it for, so thus far I have no cons.

Vorteile

I love the reporting helps to realign resources rapidly to really grow.

Nachteile

I don't like the set up it's difficult to if you never set one up before

Vorteile

Completely customizable to the company/business needs. Incredibly powerful tech to automate nearly every marketing channel in a large scale business. Once its built out, you'll never need another marketing tech product.

Nachteile

Very robust and is priced as such. Not a great solution for small-to-medium sized businesses.

Vorteile

Salesforce has a large, active community and extensive documentation. The Trailblazer Community provides forums, user groups, and events for networking and support. Additionally, Trailhead offers free, interactive learning modules for users of all skill levels.

Nachteile

Although Salesforce is highly customizable, certain limitations within its framework can make it difficult to implement very specific or unique requirements without resorting to workarounds or third-party solutions.

Vorteile

Salesforce is the complete CRM system that all companies need; its wide catalog of products works for any company's industry. Salesforce has helped us to centralize, organize, and structure our data efficiently.

Nachteile

Sometimes, working with integrations is difficult, but we have managed to get them worked as needed.

Vorteile

Salesforce can do it all. I have used it at every company I have worked for in Sales and Sales Leadership.

Nachteile

The UI is a bit dated. I also wish that Dashboards would refresh in real time.

Vorteile

The Salesforce Platform is a flexible structure that allows for data collection, organization, reporting, and analysis to be configured to our organizations changing needs.

Nachteile

Sometimes it is difficult to get good reporting and dashboards set up and we need the assistance of SF trained specialists to surveil the account.

Vorteile

The capabilities of Salesforce are unmatched in terms of the infinite number of tools that can be integrated, the customization flexibility, and the ability to create a variety of reports.

Nachteile

It's a bit clunky and reports can take a while to load, especially if it includes a great amount of data.

Vorteile

Easy to view, filter cases and update accordingly. Automatically sends email when changes are made. Can track inventory, issues, cases, business opportunities all in one place.

Nachteile

Heavy platform for some simple tasks. Also would be better if layout is simplified.

Vorteile

Easy to navigate and use. A program we use daily to help us process orders, pipeline cleaning etc.

Nachteile

Some data hard to find, external programs needed.

Vorteile

An all inclusive suite where we can manage data and create workflows all in one platform instead of using separate tools or platforms.

Nachteile

It is not as flexible as an inbuilt workflow system and takes time to learn.

Vorteile

What I liked most about Salesforce was how easy it was to integrate with other applications that my company uses. This gave us something our previous CRM didn't.

Nachteile

The cons about Salesforce was how difficult it was to navigate the UI. I've heard good things about the UI, but my own experience with it was overwhelming, as there was so much going on at all times.

Vorteile

It leveled up our sophistication in donor data and tracking tasks, communications, analytics across donor experience and management.

Nachteile

It sometimes feels clunky to find the data we need—but thankfully we have a staff member dedicated to this and great at pulling data we need.

Vorteile

How it has helped us with organising the delivery portion of the business.

Nachteile

Backend set up an sometimes be somewhat clunky to use. There are some reporting limitations, nothing that is a deal breaker however.

Vorteile

It seems well done. Everything looks professionally made but this software is user-enemy number 1. No support. The worst part is they have links that say "help or support?" that are dead links. It's so bad it's almost feels like it should be a joke.

Nachteile

Careful sending mass emails. It will create a task for every email sent that CAN NOT be mass deleted. So if you send out 300 emails you will flood your task section with 300 tasks that need to be individually deleted. This is system is a nightmare. This app is taking 1 step forward and 4 steps back. I feel really bad for the developers who had to put their name on this app.

Vorteile

Salesforce is the most custimizable CRM I have encountered thus far. It is built on "objects" that can be cusomized almost anyway you wish. These come "out of the box", can be professionally built (for a fee), or you can build items yourself. I was unsure if this CRM would fit a small company like ours (<10M in sales), but the basic licenses meet our needs both for operations and sales. The plus for us is knowing this platform can grow with us over time.

Nachteile

Salesforce is not intuitive....at all. We had great frustration in our rollout as we felt we could manage any user challenges we encountered, but this was not the case in the beginning. While the company can grow with you, their is also no limit to what they can charge haha. You must choose your deployments carefully and consider the cost benefit analysis.

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Warum Salesforce Platform gewählt wurde

Zuvor genutzte Software

Gründe für den Wechsel zu Salesforce Platform

Vorteile

You can track down your sales and services together. You can report, and collect data to track down results, forcast and more.

Nachteile

It has been really efficient for us so far. There is nothing wrong with it.

Vorteile

In my project we used Salesforce for customer service, the most I like was the easy use and user friendly interface

Nachteile

The least I like about SalesForce Platform is that sometimes there is a bug and can’t log in from the first time

Vorteile

We use Salesforce platform to realize the large data flow and communication across different departments.

Nachteile

The limitation exists for the big data management. For example, the duplicate data exists in the system and we need to do the manual merging.

Vorteile

It is easy to keep track of tasks, leads, opps etc I love how we can open multiple pages on one page and we do not have to open a different tab.

Nachteile

How it signs out after a while, but this is okay it is one click to sign back in.

Vorteile

I love how they have turned a database program into an interactive place where companies can create a singular source of truth surrounding every aspect of business operations.

Nachteile

Some limitations are common sense additions that have been neglected in favor of flashy, new features. Reporting is limited and has many issues, one of which is they barely support it currently with little/no improvements while pushing users towards their Analytics Add-On - which has many improvements that were requested on Reports.

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Vorteile

I love the efficiency of Salesforce Platform.
Salesforce Platform works so well for us because it has been so effective.

Nachteile

I do not dislike Salesforce Platform.
Salesforce Platform is efficient.

Vorteile

It offers multiple mechanisms to control sales and track issues also customer invoices due to its integrations

Nachteile

Screens are very convoluted with lots of information that might not be useful. Navigation can also be very confusing for first time users

Vorteile

And the most I like about Salesforce platformers is easy to track notes for the customers

Nachteile

the least I like about Salesforce platformers it's not well organized

Vorteile

I like most about Salesforce is its powerful CRM capabilities. I can effortlessly track and manage customer interactions in one place.

Nachteile

It can be overwhelming with its numerous features. Navigating through all the options can be confusing for a new user.

Vorteile

I am impressed by the features of Salesforce Platform.
Salesforce Platform has our marketing and makes our work easier.

Nachteile

Salesforce Platform has been so exceptional.
No dislikes for Salesforce Platform.

Vorteile

It has tons of features and an enormous capacity to create processes management, automations, integrations and

Nachteile

A lot of things are not intuitive and we always relied on third parties tech to fix issues, make adjustment and customizations.