Salesforce Platform Reviews & Product Details

It is beneficial to keep my pipeline clean and stay on task. Everything is in one place, and the reminders keep track of tasks. Scheduling, calling, demos etc

I don't have much experience in other CRMs, so there's nothing I can say that's no helpful with Salesforce.

Salesforce essentially works as a planner but in an automated fashion. Instead of constantly looking through files and checking things, it keeps them together.

I like that the products allow me to seamlessly see the data split across the products. I really enjoy the c360 platform and what it can offer. As a business salesforce is the best

I am not a fan of the fact that the platform has grey areas in the space where the accounts executives aren't across. For example a salesforce ae does not know about tableau

Salesforce solves all the issues our clients face. As a implementation partner we enable our clients to get on the platform and trailer it for their advantage

Customization of the required fields Easy access to reports and dashboard Good update on forecasting and visibility to the pipeline

Management dadhboards Easy setup & integration with all the sales & marketing tools such as Automation, Intent, ABM tools

CRM & Automation of forecasting & Pipeline visibility by the reps and marketing leaders

I enjoy being able to customize the platform to suit your department & company needs best. In addition, it is easy to navigate

There have been instances when utilizing the text feature within Salesforce that I don't receive my client's text messages until days later. In addition, many times, I don't receive a notification that the client sent me a text message.

Salesforce helps me efficiently manage customers once they've started onboarding with our company. I can leave notes for the sales team, adjust customizations that pertain to the customer, send out texts & emails, and have a full view of the customer's journey with our company.

One of the best features that I like about Salesforce platform is its ability to be customized to suit individual needs. It provides a comprehensive view of customer data, leading to better messaging and outreach

The disadvantages of Salesforce include complexity, which can make it difficult to customize for small businesses and over-customization can lead to a clunky system. Additionally, Salesforce can be expensive and require a steep learning curve.

The benefits of Salesforce include keeping all customer data in one place, making it easier to manage customer relationships,utilizing data analytics tools to understand customer problems and helping to resolve customer issues faster and improve support agent response time

Salesforce CRM is an all-inclusive solution that is best for larger or scaling businesses that have lots of customization or integration needs

The platform can be a little glitchy and take a long time to load.

It helps my entire sales team keep all of our sales data in one place. It has lots of customization and helps us with our integration needs as well.

I love how organized and detailed each patient account is. I have everything I need displaying easily on one page!

Nothing I can think of! Everything works smoothly.

Salesforce is helping each staff member have access to all the key details needed to complete our job accurately and efficiently.

Organized in making reports and showing the data according to our requirements

Sometimes it does not get refreshed with the data we need, need to re-filter the data and get desired results

Salesforce is user friendly to manage the data of the organization. could be more feasible to fetch the any reports we want. organically best to track anything related to business requirement

I have excellent experience with salesforce. It helps manage customer relationships, sales processes, and sales progress. It helps me to track my previous as well as present month records and progress.

Nothing as of now. Everything is good so far. It is helping me track all my records. Customer support is top-notch when I need help. I would really like to suggest salesforce to everyone.

It is helping me to measure my present and past months' records making my work simple.. user interface is intuitive and very easy to use. Getting quick results.

The best part of sales force is user friendly and lead management is very easy, number of filters to apply is easy and data analytics is very useful using salesforce

Creating a report in order to manage a real time data is bit lengthy, Not all the steps are visible and sometimes data integration takes time that can be make better

Lead management became soo easy after using salesforce, every lead count can be easily visible and how to utilise can be seen, reports generation and the productivity is a best part

The customization of Salesforce has been great for us. From CPQ to territory management, I feel like Salesforce has been a great product.

There isn't much that I haven't enjoyed using, but I think it'd be interesting to have better forecasting and revenue management capabilities.

Managing our sales processes

To followup learners effectively, to plan accordingly by cerating opportunity

nothing much, as it helps lot in using this tool to enhance our sales performance

Daily updates of learner/customer activity Reminder for their Followup schedule of learner/customer

Salesforce makes it easy to manage customer relationships and sales activities. The user interface is intuitive and easy to navigate, giving me access to all of the features I need to effectively manage my Sales and Account Management activities. The reporting and analytics capabilities are also impressive, giving me a good overview of my sales performance. Overall, Salesforce CRM is an excellent platform for managing customer relationships and sales activities. Highly recommend!

There is nothing that I dislike about the Salesforce Platform

The Salesforce CRM platform allows us to create, manage and track customer relationships through an user-friendly interface. This ensures that all customer interactions are organized and recorded, helping businesses to better understand their customers and enhance customer engagement. Also, it allows businesses to track and manage leads more effectively

It is user-friendly, no specific size to use the application. We can grow accounts sooner, faster.

Maybe customer response is a little less. Calls and emails remain unanswered sometimes.

Salesforce helps in saving many accounts, and details and can help in sharing and linking emails to the persons' accounts.

The best thing is that in Salesforce, we can track our monthly target and track our daily follow-up, easy us to access

As per the new update, I don't see any negative so no dislike

mostly i face the problem the task creation now as the new update the task update is very handy easy to controll

It is the easiest platform to drive adoption amongst your user base. Respond quickly to leads & existing customers. Zero implemetation support, you have to go through mediocre third party services

As such Nothing. Over years, Salesforce.com has expanded from sales into areas like marketing and support and those areas are less mature.

It's help to track complete customer journey from starto end It also help us to add all customization to check all details like date wise, lead status, and we can track our daily activities and also mark upcoming task to remember meetings

Detail record can be stored and live stats help to maintain a effective sales pipeline indeed boosts maximum productivity.

Nothing as such, If I find anything will share my review.

Maintain lead data for business. Detail breakdown of lead stages, conversation, order records and few other information helps to bring maximum profit for business.

I think thats great CRM tool for leads opportunities to keep track of

Sometimes it can be a bit perplexing but still fine.

It is helping us to keep track of the leads and opportunities with ease.

Easy to Use and well-designed. The customized sheets are a lifesaver and the segregations are very helpful

The interface could be a bit more appealing to the eye but honestly, this would be just a nitpick.

We use SalesForce as our CRM.

The best which i like is the mapping flof CRM tool which gives a correct inputs on our sales cycle & performance

Nothing as such, we would be expecting more features in coming time.

Easy way to integrate data from CRM tool