Salesforce Platform – Bewertungsseite 5

Vorteile

It is very user friendly, offers great customization, and is great when it comes to keeping all tasks organized and on track.

Nachteile

When it comes to reporting, some of the fields can be a little difficult to understand but if you spend a moment learning your way it ends up not being a problem.

Vorteile

I have been a SFDC user for quite sometime. I really enjoyed the transition to lightning it's a much better UI and overall experience it keeps my deals organized and reporting is a plus as well.

Nachteile

sometimes if you don't know how to run certain reports it can be a learning curve but not too bad

Vorteile

Easy to customize according to organizational needs and sectoral requirements.

Nachteile

Price is a bit higher according to similar solutions.

Vorteile

Salesforce is enormously powerful and flexible, able to adapt to most any businesses type or stage.

Nachteile

You must have a Salesforce Certified developer to get the most out of the platform - that means code development, testing and documentation. This skill set comes at a price and up for enterprise level development resources. We built a customized version of Opportunities with a developer. Leadership was not well equipped to understand this approach (versus a subscription app).

Vorteile

It is clear that Salesforce is complete about features, useful and help to track a lot of KPI.
As the leader of the market, it is up to date, possible also to have a strong authentication with a security key.

Nachteile

Maybe the design if you compare with other CRM that are more attractive. It is little bit austere in my opinion.

Vorteile

Everything about it was faster and sleeker and better designed and easier to use than normal (classic?) Salesforce, and I have used both extensively at 2 different jobs. Absolutely worth the money

Nachteile

No flaws compared to normal Salesforce, but I assume the higher price is the reason that my current company isn't using it so maybe it is overpriced?

Vorteile

It's great how robust the system is. It really helped us implement better support and sales processes within the business

Nachteile

Setup is extremely difficult, which is why they recommend you use a third party partner which is extremely expensive.

Vorteile

Salesforce is a great CRM. You are able to track the full sales cycle, from leads to wins to dispatching of produce or service. You can customize the fields your company needs, and remove the ones you don't need.

Nachteile

If you are new to CRM, you can easily get overwhelmed with all the options. With saying that, if Salesforce is your first CRM and you try others, you will find most, if not all, fall short.

Vorteile

This application is being implemented in my company recently to record reports and orders of services. It is very easy to use and simple. It has very practical options that help optimize processes in a single click and in some cases automatically.
It has several areas of opportunity

Nachteile

It has several areas of opportunity. since for very large transnational companies the adaptation of this new aplicaicon is a little difficult, since improvements have to be made little by little. A company not of this magnitude will undoubtedly have an excellent application

Vorteile

Lots of features, easy to use once it is set up, plenty of options for add-ons and integrations with other systems

Nachteile

Additional features can be pricey, customer service is terrible, they'll charge you for everything additional

Vorteile

Its not bad for what you get. Allows for a decent amount of customization. You can get it fairly close to setup on how you want to use it. Can access your information from anywhere due to it being in the cloud. Does have a lot of modules that can further customize the interface, but some of them do get rather pricey.

Nachteile

Is it a subscription based model. so you'll have to look elsewhere if you want a one time up front payment. Interface can be slow to load at times depending on your internet speed. Support is generally ok, but sometimes responses can be 24-48 hours.

Vorteile

Dashboard and reporting were amazing for me to manage my team. I loved being able to see where projects were in relation to each step.

Nachteile

Hard to utilize at times. The back and forth conversations (we used the chatter feature once that was released) were terrible, notifications weren't working, and support couldn't do anything to help.

Vorteile

Very exciting new user experience and equally exciting new features from the Admin perspective.

Nachteile

Change is always tough... there are a few minor config/setup features that do not translate seamlessly from Classic. Though missed, there are usually suitable workarounds.

Vorteile

I love the fact that Salesforce can be whatever you need/want it to be. Without knowing any code you can build a system that will take the place of all your other business process software.

Nachteile

some of the UI look/feel is still a bit "old" looking, even since lightning was released. I also don't like that you have to switch back to the "classic" view to accomplish certain tasks but i'm sure that will change.

Vorteile

I liked the opening interface that was easy to understand with graphs and charts. The ease of adding information such as phone calls or meetings was very quick and easy to understand.

Nachteile

Not enough features to be considered a true cloud based sales management product. I believe there could be more tracking and helpful tips to use the product.

Vorteile

Salesforce needed a facelift for sometime and the lightning platform did just that. It makes it way easier to navigate and get information much quicker.

Nachteile

There are something things that I dislike about creating quotes. I find it a little more difficult than should be to create some easy quotes.

Vorteile

We liked the ease of use and ability to track all customer data including lead generation, calls, management and financials.

Nachteile

The licensing became an obstacle as we continued to grow.

Vorteile

Ease of use. Totally comprehensive in all aspects of our CRM needs. Captures all the info we need, plus houses our quote software.

Nachteile

A little slow at times, other than that I don't really have any complaints. Pretty simple, really and covers everything.

Vorteile

being able to setup custom reports and which fields that you want to check so you can report it easily to your management team, it also help u track the progress of each deal and which stage are they at.

Nachteile

sometimes, it allows you to open too many tabs on salesforce without knowing and it would lag the system. it would be better if a limit was placed on the number of tabs you can open.

Vorteile

We use the chat option to give technical support to ur customer's we can do everything we need to help the people who contacted me

Nachteile

Some times lag's and we need to constantly refresh the page and is not easy to set up with all internet browser

Vorteile

The solution is very complete in the management and control tools. Delivering detailed information for decision making

Nachteile

147/5000
the solution for the selling user is very complex in its use and does not motivate the sales force to use it as a facilitator for their activities

Vorteile

I love the new layout of Lightening vs. Salesforce Classic! The homepage really helps me focus on my tasks at hand, and I find Sales Path to be extremely useful.

Nachteile

I'm very happy with salesforce lightening and feel it has helped me grow my business.

Vorteile

It has been an amazing experience using the lightning Platform. A crystal clear UI has ultimately resulted into a very satisfied user experience. It even provides end users the option to edit page layout as per their preference and needs.

Nachteile

Certain features are still not available in the lightning version of salesforce. History tracking for transactions is still not an easy feature.

Vorteile

My team uses Salesforce on a daily basis to help keep track of communications with our customers.

Nachteile

Some admin details are hard to figure out, but I am thankful for the Trailhead tutorials.

Vorteile

There’s a lot to be desired by this CRM. I used a hubspot Prior and there is wonky data analytic reports, super cluttered, and the new Einstein feature sucks.

Nachteile

Everything about this platform sucks. I only have to use it it because it’s the enablement tool given by my client.

Vorteile

Marketing includes simple campaign management capabilities such as account segmentation, target list generation, lead source tracking and packaged reports. This was my first introduction to campaigns and it was a comfortable transition from our old software. Again, I used it in a past position not currently.

Nachteile

The software comes with a high price tag that is not suitable to a company our size but I would definitely try it again once we grow.

Vorteile

I like the ability to be able to track our volunteer hours from the day they started. Its awesome because volunteers can reach out to us and retrieve that information. The most amazing thing I like about sales force is the ability to run reports through specific filters to allow me to extract the information that I need. I like the fact that I am able to reach out to a customer service rep who is able to walk me step by step of what I need and how to work through salesforce

Vorteile

There is no software to buy. You get the Salesforce platform and all of their continual updates. You can also extensively customize your site to meet your specific business needs. Since the platform is in the cloud everything stays in sync. There are many 3rd party solutions you can tie into.

Nachteile

The monthly subscription fees need to be considered for the amount of users you have. You will likely need to have a developer in your business or hire out a contractor to build your site. Depending on complexity this can get expensive.

Vorteile

The platform is capable of a lot. It's also very customizable - you can really configure it to work for your organizations unique needs.

Nachteile

It sacrifices user-friendliness in favor of customizability. Which is mostly a good thing, but it is really cumbersome. And it just looks bad.

Vorteile

It's a really great tool for mobile users. Salesforce Classic isn't as user friendly. I work on a sales team and we depend on Salesforce Lightning.

Nachteile

Not all fields are always functional on my mobile but this may be a problem within our company and how we have SF configured.

Vorteile

There's a ton of information available...it's everywhere. Your company can integrate its system with Salesforce pretty well. It's easy to do and the breadth of information available is excellent.

Nachteile

It's slow. Difficult to navigate. The user interface definitely needs an upgrade. The same set of information can be found multiple times and you have no idea what's right.

Vorteile

The features with Salesforce Lightning are second to none. Best CRM on the market.

Nachteile

The lightning interface is an adjustment for someone who has used Salesforce classic for years.

Vorteile

Emailing POC query was easy, tracking was also good

Nachteile

Connectivity to ERP was limited, i lost this due to contract cancellation

Vorteile

Salesforce is very stable, we rarely encounter any bugs in day to day use.

Nachteile

Lots of dead space in some of our screens, lots of white, poor accessibility options.

Vorteile

I mostly like new look. There are a few new ways to organize they way components sit on the page that bring the more important things to the eye of the user in a more efficient way.

Nachteile

I least like that there are features that seem pretty usable still are not brought over before launch. It felt, although explained that there would be waves of new functionality, like it was rushed and launched before really ready.

Vorteile

I like that this is the easiest CRM solution that I have worked with in my career. The pipeline is easy to follow, you can create your own tabs for organization, and it helps us all stay on the same page.

Nachteile

Training and support is a bit lax and could use a better forum/chat/phone line to be able to access when questions do arise.

Vorteile

The platform allows our systems to talk to each other and integrate information. This creates more meaning metrics and allows us to run reports with combined data from different systems.

Nachteile

We would like the ability to change the color of the graphs, so that we can have consistency across our reports, but there is a limitation and the colors often change and we can't alter the colors. There is also a file size limitation, so we are not able to upload certain files for sharing.

Vorteile

Once you are used to the Salesforce platform it is easy to navigate around and switch between screens.
Easy to set up custom objects and fields where required to enhance standard functionality.

Nachteile

Reporting is terrible. Data can be accessed but the output formats when manually running and scheduling reports is non-workable.
Restrictions in the ability to add products form multiple pricebooks to one order.

Vorteile

I did not really like anything about this software. Perhaps, if we were a billion dollar business we could make it work towards our needs, but they were unwilling to do that.

Nachteile

The flow of how the CRM work is not user friendly.

Vorteile

I use every aspect of Salesforce but I love the custom reporting.

Nachteile

I've had to get help from someone more experienced to help me with the custom reporting.

Vorteile

User-friendly, fast, can easily find history of notes/activities all together, no need to open and close various entrees. Good reporting options. Believe has decent area/piece for Finance too but not 100% sure on that.

Nachteile

Expensive but if you're serious about a stable, strong CRM program, it's worth it! I've used 3 others (MS-Dynamics, SAP, NetSuite), Salesforce, handsdown the best!

Vorteile

Fast, user friendly, easy to navigate and train others to use.

Nachteile

liked the old layout better, i often switch to it.

Vorteile

Salesforce does pretty much anything you need it to do and is very robust. There is a lot of room for customization and integrating many different areas of your business.

Nachteile

Salesforce is almost too busy. There are so many options and so much going on it’s almost too difficult to pare it down to the basics. Sometimes users want fewer options and more standardization with an easy GUI.

Vorteile

AE - Easy funnel management updates in bulk, ability to add notes, tasks, and events and sync to Outlook,

Manager - Granular & pre-built reports to manage KPI's of team and funnel health. Ease of sending out team updates & sharing files

Nachteile

Report building can be difficult due to all the fields and options
Tasks were not synced to Outlook tasks - want more integration with Outlook

Vorteile

We recently switched to the lightning platform and the transition has been a bit bumpy. Overall, Lightning is more aesthetically pleasing and well organized. I like that you can generally see everything on one screen without scrolling down so much.

Nachteile

It's taken a lot of time to figure out where things are now. There's more clicking and going through pages and tabs to get to the information that was once on the main screen in the classic version.

Vorteile

The concept of the product is awesome. Centralized place to store all records. The app platform is great as many newer softwares are able to integrate seamlessly into Salesforce to provide additional functionality. There definitely is a network effect from working on this platform.

Nachteile

Each company is very different and needs to track specific fields. Salesforce is extremely hard to customize and it is very expensive as well. The reporting features aren't great and you'll probably need to pay for a BI tool to feed the Salesforce data to in order to better understand the things you are tracking.

Vorteile

User interface is far superior to SF classic

Nachteile

Reporting is a little bit more confusing than classic

Vorteile

SalesForce is still an important asset and CRM tool that also allows for highly customizable reporting and workflow tracking.

Nachteile

SalesForce interface can be rather obtuse, and UI is not that friendly.

Vorteile

This software's user interface is extremely user friendly. It provides numerous features to increase your productivity. You are free to add and develop as many features as you want.

Nachteile

When it comes to cons Because there are so many features, training is required to utilize this tool effectively. This tool is quite expensive.

Vorteile

It takes a while to get used to lightning, but it's much easier to use once you do!

Nachteile

Quite a learning curve from the old version to this one.