Salesforce Starter Reviews

Salesforce Admin Review

Comments: Overall very good, there’s a reason it’s the top CRM in the world, but the backend is very difficult to manage, lots of nuances and takes a dedicated person to manage the platform

Pros:

Extremely customisable, has a wide range of features and functionality, extremely powerful In the amount of automations and how you display the system to the end users which can keep it easy for them to use

Cons:

The range of features does in turn make take away from the core capability of the system which is to be a good crm; it lacks basic features you would expect from a product so expensive sometimes

Just right for small business

Comments: 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.

Pros:

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.

Cons:

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.

Great product, hard to tailor to companies specifically due to the complex algorithms.

Comments: I have over 5 years of experience with Salesforce, we used it when I was a production designer for a print and graphics firm. We loved it, but yet we experienced some of these same hardships in this company I am with now, the transition and tailoring to what we do specifically is just not there. It is up to us as employees to make the software work the most productive for us, and that should not be expected from us when we have sales and other projects to handle ourselves.

Pros:

There are endless possibilities on what you can do, and what you can achieve with this product. The AI software is a great tool if you are able to use it.

Cons:

Too complex on tailoring the software, I feel like a simple request would take months to get accomplished. I noticed for someone with Salesforce experience myself, our transition from BNTouch to Salesforce was seamless, but many of my co-workers were left in the dark and felt like they had a lack of training provided from your team when we launched this new software.

Works Great! Increases our Closing Percentage by 20%

Comments: So far its been very good. We also use other modules from Salesforce. After demoing about 4 packages, we went with Salesforce. Knowing that they are the primary leader in CRM, helped in that decision, as most of our other applications have APIs to intergrate with.

Pros:

The integration with all of our other systems and software.

Cons:

The setup is a little tricky when using other software with Salesforce. It really helps to have good support from any other vendors products you want to integrate with Salesforce. Examples being Quickbooks, ShipRush, Verizon Connect, etc. We have many departments and different software in each. So being sure you have API support is critical.

Using Salesforce is incredibly easy for my team

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

Pros:

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.

Cons:

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

Comments: 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.

Pros:

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.

Cons:

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.

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

Comments: 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!

Pros:

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.

Cons:

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.

Great software to organize employee information

Pros:

I like that I'm able to log information about employees and manage their contact info, benefit information, and history easily. It's also very customizable.

Cons:

Sometimes I wish that the platform was able to be more on-brand, and that I was able to create documents with our font package.

Salesforce classic better than the new Lightning

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

Pros:

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

Cons:

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

Using Salesforce Essentials

Pros:

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.

Cons:

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!

Comments: 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.

Pros:

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.

Cons:

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

It will help you improve your customer experience

Comments: Salesforce Essentials is the best way to provide better service to our customers. I highly recommend it!

Pros:

I'm so glad that Salesforce Essentials makes it easy to collect customer feedback. This feedback has been invaluable in helping me improve our product quality and customer service.

Cons:

The learning curve for inexperienced users may be somewhat challenging.

Salesforce for starters

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

Pros:

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

Cons:

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

Salesforce Is Essential

Pros:

Salesforce Essentials is easy to use & user friendly. Our team has really enjoyed the ability to search/filter our leads.

Cons:

Salesforce customer service can be hard to reach & get direct answers from.

If my company could only use one software for Sales and Operations Management, this would be it.

Comments: It's been great so far. Extremely powerful tool that I haven't received much training on and yet it is easy and intuitive to use.

Pros:

The product is very powerful and intuitive.

Cons:

If you're not an admin, is difficult to know the rules behind the dashboard reports and automated emails.

a CRM must-have

Comments: Salesforce is great because you can work to keep track of real-time user and purchase analytics, customer support, customer complaints, and a variety of other CRM functions with the ease of storage and access in the cloud.

Pros:

Salesforce makes it easy for companies to maintain an ongoing relationship with customers, prospects, or partners and to collect and monitor their data.

Cons:

Quality of the price list is not for everyone.it's expensive

Salesforce IQ is a great add on to Salesforce

Pros:

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.

Cons:

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

Pros:

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!

Cons:

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.

Pros:

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

Cons:

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.

salesforce software is very good to record the details and to check the activities as well

Pros:

salesforce software is very good to record the details and to check the activities as well

Cons:

sometimes in between it gets slow while using ,but sometimes

Integrations Galore

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

Pros:

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.

Cons:

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.

Reviewing salesforce essentials

Comments: Good, but again only used helpdesk part of it.

Pros:

Very easy to use the help desk ticket system.

Cons:

Not sure about rest of the software but only used help desk ticketing.

Not always the easiest to use, but there's a reason why it's the leader

Comments: When supporting customers, Salesforce was essential to finding out about their account and how to best support them or escalating issues when necessary.

Pros:

If you can think of it, Salesforce probably has it. From keeping track of your customers, to integrations with other softwares, Salesforce has it all!

Cons:

There is definitely a big learning curve when it comes to using Salesforce. It's obviously a massive piece of software that can be used for a huge array of purposes, so knowing how to navigate and find what you're looking for isn't always the easiest.

Salesforce for Non-Profit

Comments: ability to track inventory and outstanding work orders

Pros:

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

Cons:

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

Amazingly robust product. However, need to have significant technological knowhow to implement fully

Pros:

Amazingly robust product. Can do almost anything we could imagine. The best program I have found for managing sales.

Cons:

However, not the most intuitive system. Need professional technological know-how to implement properly.