Recensioni su Salesforce Starter

Sicuramente utile nel rapporto coi potenziali donatori

Commenti: Complessivamente un'esperienza positiva visto il periodo di prova

Aspetti positivi:

Il vantaggio principale è la sua funzionalità molto utile nell'ambito delle Cooperative soxiali

Aspetti negativi:

Alcune funzioni vanno potenziate e non rese complicate

Fondamentale per la gestione del proprio parco clienti

Commenti: Negli investimenti e nel settore del Wealth Management la gestione efficace dei clienti è un key factor di successo nel lungo termine, Salesforce Essential mi ha permesso di migliorare la qualità dell'interazione con i miei clienti aumentando la loro fiducia nei miei confronti. All'interno del database contatti ho registrato, oltre che ai dati anagrafici di ogni cliente, anche i suoi obbiettivi di investimenti ed il suo livello livello propensione al rischio. Ciò mi permette sia di dividere i clienti in gruppi omogenei per proporre prodotti in linea con i loro obiettivi sia di fornire consulenze personalizzate di dettaglio.

Aspetti positivi:

Salesforce Essentials è un software utile alla gestione della relazioni con i proprio clienti basato sul cloud. Il software è altamente personalizzabile e ben si adatta a varie situazioni, personalmente lo uso per la gestione del mio portafoglio clienti in ambito wealth management. Apprezzo molto la possibilità di avere un database clienti dettagliato, sia a livello anagrafico sia a livello di preferenze di investimento, inoltre all'interno del database posso tenere traccia dello specifico portafoglio di ogni clienti. Il software, inoltre, mi ha permesso di migliorare la relazioni con i miei clienti, inviando comunicazioni automatiche per gli appuntamenti e segnalando a gruppi con interessi eterogenei eventuali opportunità di investimento interessanti. Utile anche la possibilità di strutturare campagne di marketing su potenziali clienti di cui si hanno le generalità.

Aspetti negativi:

Salesforce Essential, come detto in precedenza, è altamente flessibile e questo ne consente l'uso anche in ambito della gestione patrimoniale, tuttavia il software non nasce con questo specifico scopo e non si integra con piattaforme finanziare. Questo si traduce in un diver aggiornare, nel database, a mano ogni variazione del portafoglio dei clienti non potendo tenere, inoltre, traccia delle performance dello stesso. Una maggiore integrazione sotto questo punto di vista renderebbe il software molto più completo.

Uno dei migliori nel suo ambito

Aspetti positivi:

Grazie a Salesforce posso creare e gestire eventi da proporre nel mio bar, analizzare e capire quale è il più richiesto dalla clientela e migliorare anche sotto questo aspetto

Aspetti negativi:

Non molto intuitivo da utilizzare, ma validissimo comunque

Ottima esperienza

Aspetti positivi:

Essendo un addetto al box , trovo che sia un programma molto utile e molto semplice da usare. Utilizzo principalmente per effettuare i resi prodotto e e attivare alcuni servizi sulle tessere fedeltà. È un software ottimo e riesco a fare tutto senza alcun problema

Aspetti negativi:

A volte anche le funzionalità più semplici, come per esempio attivare il presto spesa oppure registrare una tessera non sono possibili poiché il programma si blocca, anzi a volte presenta dei bug

Potrebbe fare meglio

Commenti: Potrebbe essere migliore

Aspetti positivi:

Facilita di utilizzo del prodotti da utilizzare

Aspetti negativi:

Non mi piace il fatto che i clienti non si possano filtrare per località , trovo che sia veramente un grande limite

Using Salesforce is incredibly easy for my team

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

Aspetti positivi:

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.

Aspetti negativi:

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

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

Essential software for SDRs

Aspetti positivi:

Salesforce is great for storing prospects emails and phone numbers. In my previous role I use Salesforce to track the stage of each deal, to import stored contacts into Salesloft for my outreach and to check ex-client or ex trials of the platform (using the reports function) which in turn made my calls a lot warmer.

Aspetti negativi:

The 'Import to salesloft' button disappeared at least once week which impacted my sales cycle.

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

Commenti: 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!

Aspetti positivi:

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.

Aspetti negativi:

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.

Salesforce classic better than the new Lightning

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

Aspetti positivi:

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

Aspetti negativi:

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

Using Salesforce Essentials

Aspetti positivi:

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.

Aspetti negativi:

There is a small learning curve you have to overcome getting started, but once you are over that hump it becomes very user friendly

Salesforce

Commenti: We love it and every team the team wants more functionalities out of it

Aspetti positivi:

If you are a not-for-profit you can get an excellent discounted rate. It is very handy even though it needs some expertise to set it up but don't let this stop you, their resources library is supper useful, and you can figure out how to do many things yourself. Once you get all the team using it is a very very powerful tool and provides you with amazing data to inform your business.

Aspetti negativi:

Can be hard to set up. But invest in someone that knows how to do it, get it right from the beginning and ti will be very helpful.

A fantastic CRM system!

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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

Easy & Intuitive

Commenti: Overall we've had great customer support and feel that the product really fits our CRM needs.

Aspetti positivi:

Salesforce Essentials provides integration options with other popular marketing tools and applications, facilitating a seamless flow of data. This flexibility can be valuable for marketers who use multiple tools in their marketing stack.

Aspetti negativi:

Affordability - pricing is somewhat competitive, but wish there were discounts when using multiple Saleforce products. Essentials could also be doing more with automation.

Good app for workflows

Commenti: We integrate several process within the company into Salesforce, and it makes really easy to track info and complete process requirements for customers.

Aspetti positivi:

It's simplified screens and the way it delegates step-by-step specific procedures to the users involved in the worfkflow

Aspetti negativi:

Export data might require some experience using this app. If not used to work with SF you might find a little bit frustrated of so many options for reporting/exporting data

Great for keeping track of donors!

Commenti: It is critical for our organization.

Aspetti positivi:

We have salesforce for NON profits and we love keeping track of all of our fellowship members

Aspetti negativi:

Sometimes merging customers that were in the software twice mistakenly can be hard.

Salesforce Feedback

Commenti: Salesforce is one of the leading software tool that is easy to use

Aspetti positivi:

Everything needed for taking calls are here

Aspetti negativi:

Salesforce has no flaw for me as it is easy to navigate

Salesforce the game changer

Commenti: Salesforce Essentials organizes my call list and my call rhythm. I can quickly search and find everything I need related to my contacts and easily link to other services I use.

Aspetti positivi:

Salesforce is a remarkable tool program. It is extremely easy to use to give you the best results. Salesforce is a remarkable program because it is constantly changing and adapting to the times. It is extremely versatile as you can explain your file with ease. It is also an application that offers several of the best options, which is why I assume it is among the best programs. This program is fast and easy to use. Moreover, with this tool, I can complete all my tasks without any delay so that I am not disturbed while doing my work and my work is done quickly and smoothly. It increases the productivity of the employees and hence it is a tool that I would recommend. I suggest buying the application and start getting the results you want today.

Aspetti negativi:

Pricing. Just too expensive for doing lots of API calls for refreshing databases moreover when users double (CSM, account managers, AEs). For a limited business, over there is too much to sort through for everything we need. It would be noteworthy to have a \' lite\' version or something where the interface was simplified.

Not the easiest to navigate

Commenti: Able to capture all contact and sales activity information.

Aspetti positivi:

Lots of features and ability to store information!

Aspetti negativi:

Too many places to look, not super easy to navigate.

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

Commenti: 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.

Aspetti positivi:

The product is very powerful and intuitive.

Aspetti negativi:

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

Great for simple helpdesk cases but not intended to be feature rich or robust.

Commenti: It's allowed us to have a basic helpdesk tool that integrates with Salesforce.

Aspetti positivi:

As a helpdesk case tool, it works. Great for simple troubleshooting and just general inquiry cases where by correspondences are kept to a minimum.

Aspetti negativi:

Sold as having great integration with Salesforce, but the integration is extremely difficult to setup and not all fields are integrated. Everyone needs to have a Salesforce license to be able to use the desk tool properly and that gets very expensive. DO NOT try to use the tool as a task manger or PM supplement as it does not work well for these functions. There is also no place to store Client level notes in the tool itself so if someone was backing you up, there would be no place for them to reference client preferences or standard operating procedures for a specific client from Desk itself.

Great for Support

Commenti: I found this software very useful to our support team. It also integrated well with the regular Salesforce.

Aspetti positivi:

We use desk.com for all support interactions. It was priceless for the support team to be able to route support requests to support members, and keep track of all interactions for each client to spot issues with our support team, or issues with the client being too much of a drain on our support resources. The statistics are neat too. We had some healthy competition with some of the support stats (how many emails, calls taken, etc.) Being able to see how many positive rated interactions was the ultimate statistic to have. Their API is essential to integrating notes and other issues into 3rd party solutions.

Aspetti negativi:

This had a learning curve. They were also going through completely switching the UI at the time, so having a beta was nice, but some features were only available in the classic interface. The new one is much better and pleasing to the eyes.

Used to track employees, investors and potential investors

Commenti: Fantastic but expensive.

Aspetti positivi:

I loved the thoroughness of Salesforce. It's by far the best CRM tool I've used. Everything that I want to do on it, I can.

Aspetti negativi:

It is EXPENSIVE! I love this software so much, but I had to cancel my subscription since it was too expensive for my budget.

Jim Salesforce Review

Commenti: Good for what I need it for, entering new leads, tracking sales pipeline, looking back and forward on data.

Aspetti positivi:

Using for 4+ years once info is in its pretty easy, there are very many options how to track setup, would be nice if there was a option for auto-setup for certain types of use/business types.

Aspetti negativi:

Too many unused fields that muddy up the screen and info can get lost in all the blank fields.

Best Database for Sales Funnel Management

Commenti: We use Salesforce in order to keep track of all leads, opportunites, converted clients at all steps of the sales funnel and store all contact information. If you want to reconnect with a lead that dried up 6 months ago, you have all the information and can do that as well as see where things were last left off with them. It is the ultimate sales database.

Aspetti positivi:

Salesforce is great for keeping track of leads, opportunities, tasks, contacts, and more. It is the best way to keep track of info, documents, phone calls, etc for these people/businesses at any stage of the sales funnel. Due to its detailed nature, it makes it easy to categorize these things and also create weekly reports for updates. I am looking forward to taking some of the free Salesforce courses just so I can take advantage of some of the functions that I still don't even know how to use for their full benefits.

Aspetti negativi:

Salesforce can be overwhelming when first starting to use it. There is a lot of information everywhere and the pages feel very "busy" when you aren't sure where to find something. The more you use Salesforce, the easier this gets, but for new users there can be a learning period.