Salesforce is a customer relationship management solution that runs on the cloud, popular among medium-sized businesses and enterprises for its flexible features and tools. The platform offers seamless sales automation with a customer interaction database that can be entered automatically based on emails, calendars, and other marketing automation systems such as automated reminders that prompt users to respond to emails. Salesforce is also available on both Android and iOS devices.
Capabilities |
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Segment |
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Deployment | Cloud / SaaS / Web-Based, Mobile Android, Mobile iPad, Mobile iPhone |
Support | 24/7 (Live rep), Chat, Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support |
Training | Documentation |
Languages | English |
Opportunity management; interface (friendly)
Nothing. But if I have to mention Something, the territory organization and data sharing
Pipeline management and tracking Data Dashboard gneeation for manahenent
Savior for our users and leadership team. We can't sustain without it.
Nothing I can think of. Salesforce offers the best for the way we are operating
Collaboration, transaction management, statistics, analytics
The possibilities for configuring the product to meet your business needs are endless.
Granting users access to specific actions so that a flow can run correctly in the background. System-context access should be available for record-triggered flow.
Handling large amounts of sales data and utilizing it in a meaningfun way.
Employee empowerment. Ease to use. Happy to use it.
Salesforce Sales Cloud is fantastic.excellent application
Having a Guided Sales journey is the better for agents.
Industry standard CRM software with very intuitive UI and support for business processes. Flexibility to customize and adapt to company specific needs. Adding to that power of AI is going to make the tool much better.
Reporting has come a long way, can do more with reporting capabilities.
Run complete sales operations from leads to orders. Quoting, activity tracking, sales campaigns, order history, pipeline management, forecasting for both sales and manufacturing.
Automated Processes and Sales console in Sales cloud
Loading of records takes more time in lightning
We are able to ease the Sales process for sales users
It's a great product that helps transform our sales organization
Sometimes confusing to find a path to unlock revenue
Customer engagement
The ability to collaborate easily between sales reaps and work lead all in a single pain view of the customer.
Nothing. It's ans awesome tool and we will continue to use it to improve our sales pipeline.
It's helped us get out of spreadsheets and email.
Salesforce Sales Cloud can be expensive, especially for small businesses. Licensing, implementation, and ongoing customization costs can add up quickly
Overwhelming Features: Some users may find the platform's extensive feature
Its extensive features and options can make it complex to set up and use, requiring dedicated training for users.
Tracking opptys and insights to increase revenue.
Cost of licenses for casual users who don't need access.
Tracking opptys and knowledge of accounts.
The solution has helped us streamline our sales process in a way that is very intuitive and easy to adopt from an onboarding perspective. We have been using the solution for almost 9 years.
I wish there was an easier way to help navigate our sellers through process change. The enablement ont hat front has also been a hurdle, I know with the launch of co pilot, this will drastically help but is an extra cost which is unfortunate.
Keeping our team aligned on our process in a way that is easy to adopt. I am looking forward to see how the AI enhancement will help us be more productive and efficient.
Being able to have a single view of your prospects and customize, your list and views is invaluable. The key is to make sure that all the users are using it.
Nothing really. Probably the biggest issue is making sure that you have someone who can be in charge of customizing views and being the admin in charge. you need to be able to have someone who is constantly in charge of looking at the system and making sure that it's working right.
Salesforce is the premier provider for organizing your data. Making sure that the sales team has a great view of the system is a must. They need to be able to see everything and clear view formats in order to be as efficient as possible.
Forecast capability Sales Cycle Salesforce quotas
Nothing as such everything seems to be good.
The complete sales cycle has been implemented
Easy to track sales performance, view customers and purchasing histories, forecast.
Some limitation with off line capabilities
My clients mainly use it to track sales, forecasting, opportunity management, etc
This helps keep our org clean and leads cases reports all in one dashboard
There's nothing I dislike about the sales cloud
Keeping everything together and organizes and all in one place for easy viewing
It's streamlined our work and made our cross functional teams 20% more efficient and we continue to add and build onto it. It's Ana amazing product.
Better mobile capability and access to apps like tableau and fast load times and off line capabilities Other than that I love it.
Our sales teams can see their inventory account and contacts and sales and get 360 views of their data and work
It provides a good customer experience overall by keeping track of every interaction the sales reps and teams have with the customers.
Some operations can be performed only for standard objects and not for custom ones.
It has many standard and out-of-the-box features useful in developing and monitoring a sales process.
The ability to track and manage pipeline and forecast effectively
Need an easier way to log calls and tasks
Tracking and managing opptys
I like that it's tre one source of truth for my team. We are able to collaborate and find the most up to date information quickly and accurately.
There's nothing I dislike about it, it does what I need.
It's the one source of truth for everything I need to know about my job. No more floating spreadsheets that are outdated.
Account and Contact Management in the sales force in extremely powerful
Sales account validation is missing from the firms which makes user experience little unpleasant
Master data management and making seamless integration to quoting