Salesforce Essentials Erfahrungen

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.

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

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

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

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

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

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.

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

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

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

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

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

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.

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

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

sometimes in between it gets slow while using ,but sometimes

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

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

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!

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

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

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.

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.

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.

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!

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.

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.

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

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

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.

Cloud based and easy to share. Price was affordable.

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!

The product is very powerful and intuitive.

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

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

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

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

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

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

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.

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

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

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.

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

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

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.

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.