Salesforce Platform – Bewertungsseite 4

Vorteile

High level of flexibility, reports, and dashboards are pretty great.

I like the Pathfinder program, but it is hard to get into for new people (when they have zero experience with SF), there should be more newbie-friendly content.

Nachteile

High learning curve, takes a while for new people to become proficient. Also having the classic / lightning both available is a bit annoying to troubleshoot.

Vorteile

This program is very good to make attention of the costumer easy to check all information about the system example client support and enterprice product

Nachteile

In this case sometime the system go to slow performance or have loop in the chat area I. This case need more attention in the area of phone support because have more volume of client

Vorteile

It's faster and more powerful than the classic version. We are now able to associate more data with more accounts plus the added types of views in Lightning (i.e. tabs) really make viewing multiple cases/accounts/opportunities at once much easier.

Nachteile

Like Classic, Salesforce, in general,​ takes some getting used to. It's only as good as the data you put into it so you must still be vigilant in how you're using it, no matter if it's​ faster and more capable.

Vorteile

The process customizations and the pre-defined integrations on the platform are phenomenal making it perform to our needs.

User and workflow management is easier than ever giving us all the required data. We pull up reports to better suit our understanding & interpret data efficiently.

We use the Salesforce platform across several teams/geographies to help run all processes smoothly.

Nachteile

To be able to use the platform to the fullest, one has to be extensively trained enough which makes this time-consuming to adopt.

The pricing is also on the higher side compared to its competitors.

Vorteile

Se pueden automatizar muchos procesos y es ideal para manejar la información de los clientes. Se puede customizar y extender "fácilmente" haciendo desarrollos. Es una plataforma muy segura y robusta, lo que nos da muchísima tranquilidad.

Nachteile

Veníamos de utilizar otro CRM y la implementación fue un poco dura.
La interfaz es bastante mejorable; podría ser mucho más intuitiva y personalizable. Además, la herramienta es bastante lenta.

Vorteile

The most useful CRM i have used yet. I sure do not have a negative remark

Nachteile

I would say customer support could be more helpful.

Vorteile

I liked how it allowed me to manage my leads and organize my funnel

Nachteile

I did not like how complicated it was when I had to convert leads to opportunities.

Vorteile

Honestly? not much.

Nachteile

It's very complicated to use compared to other CRMs, and less cost-effective.

Vorteile

It's the best CRM out there. So long as you have a salesforce guru on your team, anything can be built or accomplished.

Nachteile

It can be glitchy and slow. I know it's processing a ton of information, but it is very frustrating writing a bunch of notes out, going to save, then it doesn't do so and having to start over.

Vorteile

Almost any type of application can be built using it. Organizations do not have to hire developers to build useful applications. The platform offers a large number of resources for building expertise.

Nachteile

It was very pricey for our organization. Getting started wasn't easy and it took a lot of time to configure

Vorteile

Salesforce is the go-to CRM and market leader for a reason: solid lead and pipeline management. I like the integration with outlook and the depth of reporting features.

Nachteile

It takes some time to learn how to use it. Also the settings around standard lead fields and different lead views are confusing to me.

Vorteile

We switched to lightning and never looked back. It looks better, has more capability, and is overall faster.

Nachteile

It was slower at first (which seems counterintuitive). There were some other aspects we ended up upgrading that were holding us back from the advertised lightning experience and once we took care of those things, it worked well for the organization.

Vorteile

the thing that i like the most is that you can edit almost ANYTHING! You can adjust the plataform for your particular needs.

You can track your customer the entire jorney and create different status.

It's a great sales plataform (duh! salesforce)

Nachteile

If you don't know a thing about code or interface or anything related with technology, it's going to be very hard for you at the moment of customize your Salesforce.

You will need the help of Salesforce to create all the things you will nedd for your business. If you don't customize, you will not be able to make the most of it.

It is not very helpful with marketing, so... you will have to make a pulgin with another plataform (for example mailchimp)

Vorteile

Very easy to create and build in. Great user interface and easy to re-format when working on different pieces of a report/ data set.

Nachteile

I have had no issues with the platform thus far.

Vorteile

I love how much you can do with salesforce. It’s our main hub for account notes, account health, support cases, renewal opportunities and more. I love how easy it is to navigate! I use it daily to update my meeting notes so I have everything in one place. It also makes it easier to transition accounts along to other members in the Customer Success and Sales departments.

Nachteile

It can be a lot to learn because there is so much that goes into the platform, but long term it’s worth it.

Vorteile

This tool has really help our Salesforce to be more efficient. They collaborate and get approvals quickly from management. Reports and Dashboards gives handy data and insights.

Nachteile

Nothing much, but lightning interface is a bit slower comparative to classic.

Vorteile

Non tech people can use it easily.It can integrate with other platforms

Nachteile

Takes time to load and is slow. Other than that there are no cons.

Vorteile

Access around the world, integration with gmail (although that needs a few fixes).

Nachteile

We find Salesforce to be a great tool to manage our database and to store information about contact with our clients and prospects, but there are so many moving fields and different views, that it can be difficult to align across multiple sales people in multiple countries. We're also frustrated that we cannot assign multiple email addresses to a contact or lead, which has ramifications for our marketing team. We sometimes wish there was a simpler more pared down version of Salesforce, that streamlined the information exactly how we need or want it.

Vorteile

It's a great database for all current and potential members. Great for organizing new leads and upgrade leads with current members.

Nachteile

There can be a slight learning curve, but once you get past that SalesForce Lightning is pretty user friendly.

Vorteile

These products are used far and wide, I know, but I still did not have a good experience with any Salesforce products.

Nachteile

I am not one to complain much, but I literally never had a good day of using any Salesforce product. Every Salesforce product I have used has been a pain to deal with. As a marketer/communications person, I found each product to be cumbersome and not easy to use at all. I would have a headache every single day trying to figure out where and how the functionality worked. I spent many hours on the phone with customer service and felt like they definitely did not want to help me understand their product.

Vorteile

Lightning improves app development experience, so apps can be build with less effort and deployed easily.
It's not just a CRM software, it can be used on the end to end business workflow, from Sales to customer support.
It allows to create multiple activities under an account that are easy to follow and allows you to collaborate with other contacts on the same project.
It allows drag and drop and a customizable GUI where you have everything consolidated.

Nachteile

It could be confusing to use at first, requires some time to get used to it.

Vorteile

The ability to create and run custom reports that are sent to you at a regular cadence

Nachteile

The deployment process has been a bit difficult because of migrating files over from our previous application

Vorteile

The detailed reports I can run for my leads.

Nachteile

It's not easy to navigate and is very confusing at times. My company upgraded to the lightening but the classic version is much easier to navigate. This one is very difficult.

Vorteile

You have almost unlimited options with Salesforce. Seriously, if you can think it, Salesforce can probably make it happen. It also makes it easy to consolidate tools instead of having everyone using something different.

Nachteile

It is a beast to get started with Salesforce! There are so many moving pieces, that if it isn't implemented perfectly, you will have issues.

Vorteile

I really liked how this software can be tailored to the needs of different businesses, such as allowing users to view stats, email campaign response rates and allows users to create specific lists for their email and phone campaigns.

Nachteile

If not managed correctly the system can become filled with irrelevant data, meaning it requires strict auditing throughout the company which at times can be difficult to do.

Vorteile

Love the flexibility and customization. Can easily integrate with all of our other softwares.

Nachteile

Can get pricey for a small business. UI is not the best yet but you can customize to make it better.

Vorteile

Salesforce's platform is not very user-friendly. I found it tricky to navigate and would find myself wasting time just figuring out how to do what.

Nachteile

User experience is not great. It was not easy to navigate at all.

In Betracht gezogene Alternativen

Vorteile

I like that it has the capability to be super customized to the user. However this customization isn’t the easiest to put in place

Nachteile

Again, I was switched from Salesforce classic to Salesforce lightning, and for some reason lightning isn’t as fast as it’s name would lead you to believe. Longer load times and save time. Maybe I was just used to / happy to the old way I was using Salesforce so the change was the harder part.
Truly I don’t like having to scroll - call me old fashion but I like everything to appear in almost one screen. I feel the same way about website and other apps. Basically lightning tries to give you a overview of data on different levels to help you get to what you need faster.

Vorteile

I love that Salesforce can seem to handle all of communication needs. It generates an endless amounts of reports and has enabled us to take our small non profit to the next level with donations, donor communication, and membership.

Nachteile

Salesforce is difficult to learn without a personal coach. I read a lot and watched youtube videos but I am pretty sure I am still not accessing all that it has to offer.

Vorteile

It's hard to think of what Salesforce can't do. I honestly can do, or can be made to do, virtually anything you can think of to enable a sales department. I see a future where there is only Salesforce in its vertical.

Nachteile

Because of its robust functionality, there can be quite a learning curve for inexperienced admins. The average user, though, won't have a problem. But even as an admin, learning its bells and whistles just takes a little time and is completely worth it.

Vorteile

Salesforce is the most robust CRM in the market, a point that isn't debatable in my view. For an enterprise organization with complex needs, Salesforce is hard to beat. The sheer number of native integrations is a huge advantage over any other solution. The reporting you get with Salesforce is remarkable.

Nachteile

It's so robust, it can be overwhelming for those without Salesforce expertise, or a dedicated CRM manager in-house. The permissions are flat out hard. This is more of a con for a small business than a mid-sized to enterprise business with more internal resources. Expect to pay huge hourly rates for a consultant if you don't hire in-house.

Vorteile

- Option to create a superQ to support online or voice customers.
- different searchable items and reports/graphics for a quick understanding of the Business KPIs.
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Nachteile

After every update, the platform gets slower and it shows random issues regularly.

Vorteile

Lightning view took Salesforce to a whole other Level. It is cleaner and sharper and over all a better easier way to navigate through the platform.

Nachteile

At first it was really hard to use because I was not used to it. I had been using the classic view for so long that this just didn't fit the way I worked. Once I was forced to use lighting and got used to it. I don't know why I was punishing myself using the other view

Vorteile

Salesforce is packed with rich features. It's got powerful customization capabilities and relatively easy for the techies to play around to implement complex workflows. It has everything (and may be more) that you'd expect from a CRM solution. A large global user community makes it easier to seek help/collaborate and certifications add further value.

Nachteile

It's less easier for people without decent technical skills or experience, will take time to figure things out.
Depending on the budgets, this may be an expensive proposition for some.

Vorteile

I love the ability to store a bunch of data in cases. I primarily only use cases and reports in my line of work, but the ability to work between queues is fantastic. It works well for our company.

Nachteile

It's a little clunky. Sometimes fields don't function, and the ability to merge cases isn't helpful. If someone emails in several times, then cases just pile up. This might not be a Salesforce thing, but it is a thing I noticed.

Vorteile

Customization and a broad feature set make Salesforce a real asset for our business. We have been able to integrate many other essential products, write custom code, build workflows, customize fields and objects and do pretty much everything that we have wanted to do.

Nachteile

The main con of Salesforce is that, for a company with "sales" in the name, they do very little to help you with actual sales practices out of the box. They don't have great sales funnel, marketing or other templates. Of course, all of this is definitely possible, but it requires previous experience and iteration upon iteration to get it right.

Vorteile

Salesforce has a vast array of tools to use. Some of what my team uses is the e-mail to ticket functionality (very nice, a user can just send an e-mail and a ticket gets created), workflows, and we have a lot of custom Apex code for the workflows.

Nachteile

As with any large software, there's a learning curve there, and some organizations use Salesforce for only a few things, while others use most of its features. The main issues are ones that you'll encounter on any Web Application, it's just the give and take of having it be a web application versus a desktop application (less maintenance as a web app, but at times slower or more restrictions).

Vorteile

I like that it is broken down more simply in terms of the steps you need to complete to make sure its progressing.

Nachteile

It gets stuck in the lightning path allll the time. Then i have to reach out to a supervisor to manually move it out of a certain sequence. It takes time and is very frustrating.

Vorteile

Ability to generate custom objects, processes, and communication across a wide range of departments makes SalesForce the ideal tool for any size company. The plus is the cloud location allowing customers and employees access around the globe.

Nachteile

The pricing and add on fees for certain functionality can quickly explode the budget set by your company for this solution. Be sure to think about all functions you might need and negotiate with your SalesForce contact to obtain the best pricing possible. Bundling can be powerful!

Vorteile

Initially I thought that using Salesforce was the logical choice, however that is not the case.

Nachteile

the primary reason for not using it any more is the cost for the service

Vorteile

Salesforce is the best CRM, can adapt to any business need, and all softwares can integrate with it. The best documentation, community, learn programs with trailhead and certifications... #1

Nachteile

Some technical limitations could be improved

Vorteile

I love how easy it is to use. It feel like the interface is way friendly. I love how clean it looks.

Nachteile

I wish I had better training on how to use effectively.

Vorteile

Relation Edge, a partner of Saleforce, helped me greatly at a Saleforce Base Camp back in April, 2017. The girl there was helpful and really knew her stuff. But that's just it, you have to know your stuff or else you are in trouble.

Nachteile

Waste of time setting anything and everything up-- especially for one user.
No email from campaign. This is a huge issue in the SF community.

Vorteile

- Free
- iOS and Android

Nachteile

- Worst mobile adaption of a web interface ever created
- Non-intuitive interface even if you are used to the Salesforce core platform
- Takes an excessive amount of time to create views for, even when you hire experienced consultants

Vorteile

CRM, Case Documentation, Automated reports.

Nachteile

It's difficult to navigate and it's sometimes visually overwhelming

Vorteile

it’s a good way to keep track of your prospects and make sure no leads are falling through the cracks because you’re able to set tasks/follow ups for each lead.

Nachteile

I feel like there’s a lot of additional features that I don’t know how to utilize and think it can be more user friendly. I’ve never gotten the hang out generating reports. I usually end of ending an error message or I end up generating a list that is lacking specific content that I wanted.

Vorteile

I love the multiple app integrations that can be implemented within the software. It is very complex but they make it up with the online training classes to learn how to operated and fully implement your business process to your own personal salesforce org. Makes bookkeeping and data entry simpler.

Nachteile

There are always new updates and internal integrations that you will have to stay on top of because Salesforce isn't a software that stays the same.

Vorteile

Extremely robust. Reporting is pretty easy to learn. The trailhead site is fantastic for learning at your own pace.

Nachteile

Adoption is hard in an organization. If you are considering getting Salesforce later, rather than now don't wait. If you get it later, it will be multiple times harder to get your team to use it correctly. Get it now and set the bar high for your team(s).

Vorteile

Salesforce is a very powerful CRM system that can handle almost anything and with hundreds of apps to add functionality, you can find pre-built solutions to most business processes. For nonprofits, the nonprofit success pack is a great starter kit and you can't beat the price - free for up to 10 users.

Nachteile

Because of the plethora of features, it can be hard to navigate and figure things out without help. I wouldn't recommend someone not comfortable with technology and CRMs to think they can set it up themselves with no assistance.

Vorteile

No hardware purchase cost and no hardware maintenance cost, big plus
Very easy to use and learn for business user and developers
Pre-packaged components and widgets speedup the development effort and timelines.
Minimal coding for application development
Effective cloud platform for small and large enterprise
End to end life-cycle management from website(site.com) to data management
Very good documentation for user and developers.
Awesome effort from Salesforce team by conducting webinar on new features and components

Nachteile

Nothing to complain as Salesforce improved lot with the new releases, however search results are still clumsy.