Salesforce Essentials

CRM für kleine Unternehmen

Gesamtbewertung

4,4 /5
(185)
Preis-Leistungs-Verhältnis
3,9/5
Funktionen
4,1/5
Bedienkomfort
4,0/5
Kundenbetreuung
4/5

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185 Bewertungen

Gurvinder
Gesamtbewertung
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 501–1.000 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

"Salesforce Essentials is good tool for buisnesses"

Bewertet am 30.11.2022

Vorteile

It has a capacity to fulfill customize requirements. Good tool for buisnesses that offers best CRM program. Good for connecting potential customers. Can be integrate with onother system and software.

Nachteile

Some limitations like good for large or mid size buisnesses not for small. Little pricey too.

Pablo
Gesamtbewertung
  • Branche: Computer-Software
  • Unternehmensgröße: 201–500 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Weiterempfehlungsquote 10.0 /10

Undoubtedly the best CRM

Bewertet am 15.11.2022

My experience with SalesForce has been the best throughout several years. Best to deploy and to have better results

Vorteile

However it can be complex for beginners, it is definitely the best CRM in terms of analytics, reports, organization of data, migrations, etc

Nachteile

As mentioned before, the interphase for a beginner isn't the most friendly. However, it doesn't mean it is hard to use. It is just more robust

April
Gesamtbewertung
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Gesamtbewertung

  • Bedienkomfort
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Not great, unless you're super tight with Salesforce

Bewertet am 18.4.2016

We'd migrated from Zendesk, which is a system I will never ever have complaints about again after using Desk.

As for some of the things I couldn't deal with:

#1, and most egregious limitation: Only one agent can be working on a ticket at a time, and there's no way to kick out that other agent. Someone opens a ticket, then goes to lunch? Guess that customer isn't getting a response for the next hour. Just hope it doesn't happen over the weekend, which it totally did! This was a deal-breaker.

#2: Sessions were weird. You could be logged in to one session at a time, so if you went from home to work, you'd have to log in again. Not a huge problem given the browser can remember your password, but that "Remember Me" checkbox on their login page is a placebo at best.

#3: The "rules" system for routing tickets.
Tasks that should have been simple (like routing emails after hours) are left up to these weirdly complicated "Rules," including "Time Rules."

#4: Two agent interfaces. One old, one half-baked. We were sold on the "Next Gen Agent" interface since it looked and felt more like Zendesk, but it was messy. It felt contrived, like the product of deadlines and misapplied research. The Classic interface worked much better, though it was certainly showing its age.

But there were things I really liked:

#1: Chat! The chat system was really nice, everything came in as a ticket and it was very intuitive. The chat system in Desk was definitely better than Zendesk's weird implementation of Zopim.

#2: The ability to forward tickets out to an external address. This is probably because Desk operates a bit more like an inbox.

#3: The support and help articles. This product would have way fewer stars if not for its Support team. They were always patient and helpful, even when my frustration started showing about their product. They come off as the kind of people who enjoy what they do. Additionally, the documentation was generally well-maintained.

Overall, I wouldn't recommend Desk before any other platform I've used (including Zendesk, OTRS, and Tender...except, maybe Tender) unless you're starting totally fresh and also expect to have tight Salesforce integration. The people really make the product, which is good 'cause they have a lot to make up for...

Jeremy
Gesamtbewertung
  • Branche: Non-Profit-Organisation Management
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Great for keeping track of donors!

Bewertet am 17.2.2023

It is critical for our organization.

Vorteile

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

Nachteile

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

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Verbraucherdienste
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Wöchentlich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

Used to track employees, investors and potential investors

Bewertet am 15.7.2022

Fantastic but expensive.

Vorteile

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.

Nachteile

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

In Betracht gezogene Alternativen

Rippling

Warum Salesforce Essentials gewählt wurde

More features and more intuitive.

Zuvor genutzte Software

Microsoft Excel

Gründe für den Wechsel zu Salesforce Essentials

Brand.
Gerson Daniel
Gesamtbewertung
  • Unternehmensgröße: 1.001–5.000 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Desk.com makes our job a lot easier and it's CS team is really helpful when needed. Desk.com...

Bewertet am 12.12.2017

We got to have our email's interaction (with our customers) well organized. We can get through our data to send monthly reports with no problems.

Vorteile

It is very user friendly. My team mates and I can navigate through our system with no complications.

Nachteile

Not getting a pop-up message (notifications) w/o an additional feature is probably what I like least about Desk.com.

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Versicherung
  • Unternehmensgröße: 10.000+ Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Salesforce Is Essential

Bewertet am 11.8.2022

Vorteile

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

Nachteile

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

Nathan
Gesamtbewertung
  • Branche: Computer-Software
  • Unternehmensgröße: 201–500 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

Essential software for SDRs

Bewertet am 7.2.2023

Vorteile

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.

Nachteile

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

Anish
Gesamtbewertung
  • Branche: Bildungsmanagement
  • Unternehmensgröße: 5.001–10.000 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

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

Bewertet am 18.2.2023

Vorteile

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

Nachteile

sometimes in between it gets slow while using ,but sometimes

Jean
Gesamtbewertung
  • Branche: Verbraucherdienste
  • Unternehmensgröße: 501–1.000 Mitarbeiter
  • Täglich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Weiterempfehlungsquote 8.0 /10

Salesforce, a great CRM

Bewertet am 14.9.2022

Vorteile

The amount of features and options to manage the queue and handle the support tickets

Nachteile

It could be a bit more user friendly. Sometimes some features can be hidden within many layers of settings

Sheikh
Gesamtbewertung
  • Branche: Bau
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Truly Market Leading crm

Bewertet am 24.7.2021

Vorteile

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!

Nachteile

User based security is not available in essential. I wish it was so that we could enroll more users.

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Telekommunikation
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 5.0 /10

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

Bewertet am 27.2.2018

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

Vorteile

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

Nachteile

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.

Nomava
Gesamtbewertung
  • Branche: Computer-Software
  • Unternehmensgröße: Selbstständig
  • Wöchentlich für 6-12 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Salesforce the game changer

Bewertet am 19.11.2021

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.

Vorteile

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.

Nachteile

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.

Tyler
Gesamtbewertung
  • Branche: Computer-Software
  • Unternehmensgröße: 5.001–10.000 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Weiterempfehlungsquote 10.0 /10

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

Bewertet am 24.8.2021

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

Vorteile

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!

Nachteile

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.

Mayank
Gesamtbewertung
  • Branche: Immobilien
  • Unternehmensgröße: 1.001–5.000 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Reduce your dependency on spreadsheets

Bewertet am 31.3.2021

We require a CRM solution to track our customer data and enable sales intelligence. This tool does that perfectly. Pipeline management is a key task in Real Estate and this tool helps to achieve that in a great way.

Vorteile

There is a reason why this is the number 1 CRM solution in the world. It provides a unified view of your sales details and is mapped with the CRM for quick updates and reports.

Nachteile

Role Hierarchy & Permission sets are difficult to understand and multiple roles assigning can be difficult.

Verifizierter Rezensent
Gesamtbewertung
  • Unternehmensgröße: 501–1.000 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
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Gets the job done, feels 2nd rate.

Bewertet am 10.1.2018

Vorteile

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

Nachteile

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.

DAVID
Gesamtbewertung
  • Branche: Non-Profit-Organisation Management
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 1.0 /10

Terrible workflow, worse than buggy

Bewertet am 29.8.2019

Very disappointed.

Vorteile

Cloud based and easy to share. Price was affordable.

Nachteile

Workflow is TERRIBLE. I switched from ACT which didn't synch well with Outlook. Salesforce's workflow is POOR requiring going back and forth to different screens. It's glitchy - if you edit a calendar item, it creates a NEW one. It seems that this product wasn't well tested with actual users before released. NO control on what transfers from Outlook so records are cluttered. NO control on records - for example, I can't delete any history item!

Roberto
Gesamtbewertung
  • Branche: Informationstechnologie & -dienste
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Weiterempfehlungsquote 9.0 /10

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

Bewertet am 30.5.2022

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.

Vorteile

The product is very powerful and intuitive.

Nachteile

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

Verifizierter Rezensent
Gesamtbewertung
  • Branche: Outsourcing/Offshoring
  • Unternehmensgröße: 201–500 Mitarbeiter
  • Täglich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

It is easy to use and quick to understand

Bewertet am 26.5.2018

It has helped me find users and assist customers

Vorteile

I like how it makes finding information around different users and files easy, also it has helped me organize my work better

Nachteile

it has too much updates and it changes how it looks, this way, once it updates it is hard to understand how to use it

Michelle
Gesamtbewertung
  • Branche: Versicherung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Bedienkomfort
  • Weiterempfehlungsquote 7.0 /10

Great for Sales Tracking

Bewertet am 26.12.2022

Salesforce was much better for tracking quotes and sales that it was in other industries I’ve seen it in.

Vorteile

I liked the ability to clearly see who was in charge of each customers sale and where they were in the sales process.

Nachteile

I feel like salesforce has so many features and functionalities that they should have perfected before offering custom products.

Ryan
Gesamtbewertung
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 3.0 /10

Desk was challenging to use on a number of fronts

Bewertet am 30.8.2017

It was a good CRM a few years ago, but never received the attention it needed from the Desk product team.

Vorteile

It was intuitive to use when working on tickets and responding to customers. The reporting interface was easy when to create and run reports.

Nachteile

The reporting was barely functional and often times would time out when loading. There were countless days that I needed to run a report and was unable to.

Sharilee
Gesamtbewertung
  • Branche: Bildungsmanagement
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 9.0 /10

Task List

Bewertet am 18.5.2022

We have enjoyed SalesForce for the task list. Everything else we are still working on being able to use.

Vorteile

We mostly use it for the task list. We still have a LOT to figure out.

Nachteile

Learning curve is wild. I also wish it would integrate with my business email instead of requiring a gmail account

Lester
Gesamtbewertung
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung

Very helpful and friendly software, the interaction between customer and the company is great.

Bewertet am 20.12.2017

When you have an interaction with the Client you receive an email, that help you a lot because your answer to the client at the same time they sent you the message

Vorteile

The way it use the the replies to the customers it's amazing, it is clear and the actions are correct. You have your inbox when you have the interaction with the client.

Philip
Gesamtbewertung
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
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  • Kundenbetreuung

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

Bewertet am 14.3.2018

Vorteile

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

Nachteile

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

Bailey
Gesamtbewertung
  • Branche: Sport
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Wöchentlich für Mehr als 2 Jahre genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Weiterempfehlungsquote 8.0 /10

It's fine, no bells and whistles

Bewertet am 24.4.2018

Vorteile

I like that it's a way for the whole office to stay on the same page. I appreciate the fact that it can integrate all of the email addresses that we use. Especially helpful when working remote.

Nachteile

After using other software systems from SalesForce this one was a let down. The price didn't seem that much more appealing for the awesome features it leaves out.