Salesforce Essentials Erfahrungen

Besonders beeindruckt hat mich der Kundensupport. Bei Fragen oder Problemen stand das Team immer zur Verfügung, um sofortige Unterstützung zu bieten. Diese Zuverlässigkeit und Reaktionsfähigkeit haben meine Erfahrung mit Salesforce Essentials noch verbessert.

Jedoch habe ich festgestellt, dass die anfängliche Lernkurve steil sein kann. Die Vielzahl an Funktionen und Optionen erforderte Zeit, um sie vollständig zu verstehen und effektiv zu nutzen. Dies könnte für kleinere Teams oder weniger technikaffine Benutzer eine Herausforderung darstellen.

This software is awesome. It takes the stress out of constantly updating your CRM by making it seamless and integrated with our email. It captures a lot automatically, giving my team more time to close deals. We love the customizable pipeline features as well. Great software overall.

I have hard time thinking of cons for this software. It was so easy for my team to implement. It is expensive I guess, that'd be the only con.

It has a very intuitive interface that's easy to useThe ability to grab/store email data for our contact management is nice!The mobile apps associated with Essentials are helpful.If you've used any of the Salesforce products, this is built along the same interface so "learning" it is easy!

The pricing on this product is a bit higher than competitive products with the same functionality.If you're moving over from a different product, some of the workflows can be a bit confusing.The standard reporting features are less than optimal.

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.

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.

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

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

Time management and organization are the top reasons to use this software. Being able to include information on new prospects and clients is very helpful and it's easy to add to do items. The sales funnel process is user friendly and easy for other employees to view.

It can be hard to create clear expectations between management and employees on what information or processes should be done. With so many options of where to save information it can look like information is missing if you don't look in the right place. Processes should be put in place by each organization to clarify how to use the software.

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.

Way better option for customer support than just a basic email account. Really nice options for setting up a support site

Really poor live chat option. No customer website traffic integration. This ultimately caused our move to Intercom

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

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

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.

Creating leads and contacts in Salesforce is a breeze with this tool. I love that I can instantly add a customer and log their email in Salesforce. I love the ability to add meeting invites or email templates to an email with a couple of clicks. Salesforce IQ has saved me hours of data entry into Salesforce. I don't know what I would do without this tool now that I have used it for close to two years.

In the last few months something changed in the way that it pulls the data when you go to add a contact. The previous version use to pull all of the information automatically and now I have to manually add a lot of the information. It is still quicker than adding new contacts into Salesforce but it does require a few more steps. I also wish there was more insight into who opened an email or web link when you include multiple people on an email.

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.

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!

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.

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

most comprehensive crm out there
pretty much has solution for any business problem easy to scale and develop

learning curve
expensive licensing
need some sophostication in customization
license per user and has some limits of what u csn do overall

I do not give only 1 star because there were occasional situations where SalesforceIQ informed us accurately that a client had changed companies. It did not offer us zero valid sales intelligence.

This software drove me crazy. Regularly confused our clients with other individuals with the same name and filled in data about those unrelated people. Regularly overwrote our own, hard-researched data about our clients with their LinkedIn dreams of being a DJ or Freelance Graphic Designer. I could never find an option to turn it off or siphon their "intelligence" to separate column. Maybe if we'd had a bespoke Salesforce implementation this would have been possible but I HIGHLY ADVISE you avoid if you're using out-of-the-box Salesforce.

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.