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Awesome tool
What do you like best about the product?
If it weren't for salesforce, my company wouldn't be able to function so the fact that it's very easy to use and that everything can be done on one platform is great!
What do you dislike about the product?
The customization is a bit all over the place and takes more time than necessary
What problems is the product solving and how is that benefiting you?
Being able to connect with our clients
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Useful, numerous features, flexible reporting
What do you like best about the product?
I like the flexible reporting and dashboards - Easy to setup, and very user-friendly, We can create multiple reports for different purposes.
What do you dislike about the product?
It's expensive! Hard to customize if you are not familiar with Salesforce 101.
What problems is the product solving and how is that benefiting you?
Sales management, hotlist management, qualified leads. System has reduced administrative time with generating reports and managing activity.
Recommendations to others considering the product:
If you need flexible reporting and dashboards, this is the way to go. The expense is worth it.
Desk.com is a great platform
What do you like best about the product?
The layout of the desk.com platform is very user friendly and really allows for easy navigation.
What do you dislike about the product?
The lack of current integration to other software platforms like Shopify makes things dislikable.
What problems is the product solving and how is that benefiting you?
Emailing customers about their orders, answering sales questions, etc.
Great Organization for Sales and Customer Service
What do you like best about the product?
Ability to run multiple types of reports and see communications at all levels. I like that I can see the last activity of an account and the last communication to a contact.
Multiple reporting is great to be able to slice and dice the information as needed.
I also love that Salesforce has so many integrations internally and externally so it can all work together.
Multiple reporting is great to be able to slice and dice the information as needed.
I also love that Salesforce has so many integrations internally and externally so it can all work together.
What do you dislike about the product?
It takes some getting used to, to understand the capabilities (in order to capitalize on them) and create reports. I think the report building can get confusing since fields are grouped together.
I believe my company ended up having to hire someone to actually manipulate the fields/display for our specific use.
I believe my company ended up having to hire someone to actually manipulate the fields/display for our specific use.
What problems is the product solving and how is that benefiting you?
We used it to track support cases and allow customers to search solutions to hopefully fix their issue or answer their questions.
Recommendations to others considering the product:
Definitely need someone in house to be the 'expert' in order to manage, maintain and edit the portal as needed.
Salesforce
What do you like best about the product?
I love being able to quickly look things up while I have a customer on the line - I work in phone support so it is crucial that I can look up information in a timely manner to relay that to the customer.
I like the amount of information that can fit on a single page - with the new dashboard I don't have a bunch of browser tabs open, just one window with tabs within salesforce.
I like the amount of information that can fit on a single page - with the new dashboard I don't have a bunch of browser tabs open, just one window with tabs within salesforce.
What do you dislike about the product?
Sometimes the customer's phone number does not automatically populate and bring up their account so I have to hope I hear their name right.
Wildcard searches are a pain to deal with - I wish the search engine brought in related names without the * and just worked with the criteria I give it better.
There's so much customization that it's overwhelming. There are some simpler features I'd like to modify but they're so buried in the customization that I haven't been able to find them.
Wildcard searches are a pain to deal with - I wish the search engine brought in related names without the * and just worked with the criteria I give it better.
There's so much customization that it's overwhelming. There are some simpler features I'd like to modify but they're so buried in the customization that I haven't been able to find them.
What problems is the product solving and how is that benefiting you?
I am solving cases that customers are having while being able to reference old cases.
The benefit is huge - there is so much internal content on Salesforce that I can use to help my customers.
The benefit is huge - there is so much internal content on Salesforce that I can use to help my customers.
Recommendations to others considering the product:
The new dashboard system is nice for organizing tabs but at the same time it's confusing to get used to.
I'm sure it's great for sales - it 'works' for support purposes but it's probably not the best.
I'm sure it's great for sales - it 'works' for support purposes but it's probably not the best.
Great tool to help with sales over many departments
What do you like best about the product?
Sell, service, market, and build apps all on a single platform. It is very user friendly and even being the admin where you need to create reports and dashboards, the free online training Is great!
What do you dislike about the product?
some of the standard field sets cannot be customized. we ran into an issue, and although we created a work around, it would have just been easier to customize or turn off a standard feature.
What problems is the product solving and how is that benefiting you?
We are trying to track sales, as well as retention. we have 2 departments currently on the system and hoping for a 3rd maybe next year or so. We have been able to easily track accounts and who is reaching out to them so there is not duplication of customer contact etc. It has been really helpful and everyone seems to like the features.
Salesforce - Organization at it's Finest
What do you like best about the product?
The functionality within Salesforce can provide your company with whatever it needs - we utilize Salesforce to manage client accounts, email clients, chat with clients, store files and history and much, much more. You can change functions with just a few clicks depending on what you need out of a certain page.
What do you dislike about the product?
Because of how detailed our Salesforce Account pages are, there is sometimes difficulty navigating the page. This is probably just an issue on our end, nothing with Salesforce though.
What problems is the product solving and how is that benefiting you?
One of our most utilized features it the file storage - we are constantly creating guides for our clients, powerpoints for conferences we are presenting at, etc. and we can load those in to Salesforce and others can search for them. We do have a shared drive but you need to be connected to the VPN to access it - so if I'm at home Salesforce makes this so easy to do!
Salesforce Customer Portal Review
What do you like best about the product?
I like everything about it! It is super user-friendly, and I feel like I can update and review my accounts quickly and efficiently. There is a nice "flow."
What do you dislike about the product?
There isn't much to dislike, expect for the software to continue to become more user intuitive. I appreciate the thought and the user research that has obviously gone on for this.
What problems is the product solving and how is that benefiting you?
We are solving the lack of communication between sales teams, because everyone can access the updates and see it in real time. It also allows for accountability on those that need to update data in the system so we can report accurately.
Recommendations to others considering the product:
Check it out, test it, review it and see if it fits your needs - You will love it!
Powerful tool
What do you like best about the product?
Salesforce literally touches every aspect of our business. We can manage people, deals, buildings, revenue, and marketing.
What do you dislike about the product?
I find it clumsy to replace a lot of data at one time (example - if I wanted to change every "CFO" in my database to read "Chief Financial Officer," I need to export all of my contacts, replace the text in Excel, and then import all of the contacts. There should be functionality to do this within the program. Additionally, if I want to add an activity on every contact in a group (perhaps a note that a marketing piece was mailed), I need to go through the same export/excel/import hassle.
What problems is the product solving and how is that benefiting you?
I find it essential when working as part of a team that everyone have access to the same information. Rather than working independently and stepping on one another's toes, my group can work collectively to meet our business goals.
Recommendations to others considering the product:
Definitely install the Dupe Eliminator app.
Improved experience
What do you like best about the product?
I like the ability to customize. That is very helpful and makes my experience much easier.
What do you dislike about the product?
It's still a little clunky, but that's partly to do with the many tabs that I use.
What problems is the product solving and how is that benefiting you?
Efficiency
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