Salesforce

"Veramente il miglior CRM"

Vantaggi: Le possibilità di integrazione e di programmazione tramite API sono senza dubbio illimitate. Proponendo questo CRM ai nostri clienti ci si apre un mondo di opportunità.

Inconvenienti: Pardot è un software terribile dal punto di vista della funzionalità e dal costo spropositato in rapporto ad altri software analoghi

"Salesforce CRM Review - Daily user"

Commenti: My overall experience using Salesforce has been good. I've used the application for 19 months and I'd say it took at least 3 months to get familiar with the tool. I work for an organisation of +180k and the tool is used widely across the business, which is a testament to its reliability and scalability. For smaller organisations, there is likely to be less complexity involved, as there will be less integration required with other applications - which Salesforce does incredibly well. To summarise, I'd say to prospective adopters of Salesforce, expect to invest some time in training new users of the tool but its remarkable functionality and capabilities far outweigh this ramp-up period.

Vantaggi: -Highly customisable with deep and wide integration with my organisations SaaS or natively developed applications.
-Allows you to produce very detailed reports to track my own activity and history. Which can also be used by management to track team progress and activity.
-A customisable dashboard that allows frequently uses tabs to be populated to a "bookmarks bar" which allows for faster navigation.
-Great search feature that allows for search across the entire CRM database.

Inconvenienti: -Due to its high functionality and range of options it can be overbearing to use at times.
-Requires internet connection which means there is occasional latency and is not accessible at all times.
-Visually, it's not the most appealing tool that I've ever used.
-Steep learning curve for those that have not used it before, but then that goes for most CRM tools.

"The number 1 CRM solution for very good reasons"

Commenti: I have been working with and enjoying Salesforce for 7 years now, Salesforce is constantly evolving and introducing new functionalities, and what is not available out of the box (so to speak) can be achieved either by custom development, or using the dedicated app store which allows vendors to tailor solutions to problems and offer them as bolt on solutions inside the salesforce system.

Vantaggi: Salesforce is hugely customisable, as a consultant, I am always asked to customise the system to fit the needs of the client, and I have not yet found a requirement that cannot be met, it may take knowledge and expertise from multiple different types of people (admins, developers, specialists etc.) but with enough understanding the sky is the limit.

Inconvenienti: There are certain limitations which may need to be overcome when setting up a new CRM system, if you are coming from a complex CRM previously, then achieving the same functionality is not always easy, but that is the reason you are switching systems, to gain benefits, not just to put a new interface on to the same solution.

"Best CRM System Hands Down"

Commenti: Salesforce has replaced my to do list and has become my sole task manager. Salesforce keeps me organized by truncating deadlines, clients and client interactions. Also, it allows us to make a schedule to determine our tasks for the quarter.

Vantaggi: Salesforce has immensely improved the way we service our clients and maintain client records. In recent years, we were able to upgrade to a version of Salesforce that directly integrated with our custodian which sent direct data feeds daily to our system. This integration has been a big improvement and we have yet to scratch the surface with some of the benefits it provides.

Inconvenienti: The upgrade to Lightning, while great has its shortcomings. Not all of the features from Classic have been migrated over to Lightning. The feature we are requesting the most is the ability to assign a calendar event to more than one person. This seems like a simple ask and should be implemented as soon as possible.

"Salesforce: Helps Improve Internal Communications/External Customer X"

Vantaggi: I have been using, recommending and adopting salesforce.com for my sales teams for ten years in several different digital technology, media and advertising organizations. I can say unequivocally that the CRM software has evolved from being a supplement and "nice to have" to a must buy and necessary and vital tool for doing business. The key to any business solutions and software product is getting the team to adopt and use it. Training and practice is essential. Its like your golf game, the more you practice the better your score or working out, no pain, no gain. I like the social media and conversational abilities you can have with sales team; the app is excellent for quick reviews and checking on status of pending, pitches and prospects; the flexibility and customization options based o salesperson, account, deal size, industry vertical. In one organization we adopted it for internal sales data use and tracking and also incorporated product data about our partners, customers, audience metrics and analytics and distribution platform.

Inconvenienti: Depending on the level of subscription, will also vary with the amount of personalized training you receive. I would also say there needs to be more attention and customization devoted to industry verticals that contain many nuances regarding customer segments and rev streams. This includes the advertising and digital sales industries where there are multiple customer touchpoints and rev streams including agencies, direct to client, programmatic, 3rd party vendors, ad tech partners etc. I also think saleforce.com needs to develop more compatible software and training that integrates salesforce,com into other software linked to finance, accounting etc.