
Gesamtbewertung
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199 Bewertungen
- Branche: Marketing & Werbung
- Unternehmensgröße: 11–50 Mitarbeiter
- Monatlich für Kostenlose Testversion genutzt
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Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Weiterempfehlungsquote 8.0 /10
Bester Kundensupport
Bewertet am 3.12.2023
Insgesamt kann ich Salesforce Essentials jedem kleinen Unternehmen empfehlen, das nach einem...
Insgesamt kann ich Salesforce Essentials jedem kleinen Unternehmen empfehlen, das nach einem benutzerfreundlichen und leistungsstarken Werkzeug sucht, um sein Wachstum zu fördern.
Vorteile
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.
Nachteile
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.

- Branche: Eventservice
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
We love SalesforceIQ! Perfectly integrated and easy for my team to use.
Bewertet am 10.4.2018
So many. Ease of use, trackable for sales cycle, many more.
So many. Ease of use, trackable for sales cycle, many more.
Vorteile
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.
Nachteile
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.
- Branche: Großhandel
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 8.0 /10
Works Great! Increases our Closing Percentage by 20%
Bewertet am 14.8.2021
So far its been very good. We also use other modules from Salesforce. After demoing about 4...
So far its been very good. We also use other modules from Salesforce. After demoing about 4 packages, we went with Salesforce. Knowing that they are the primary leader in CRM, helped in that decision, as most of our other applications have APIs to intergrate with.
Vorteile
The integration with all of our other systems and software.
Nachteile
The setup is a little tricky when using other software with Salesforce. It really helps to have good support from any other vendors products you want to integrate with Salesforce. Examples being Quickbooks, ShipRush, Verizon Connect, etc. We have many departments and different software in each. So being sure you have API support is critical.
In Betracht gezogene Alternativen
NetSuiteGründe für den Wechsel zu Salesforce Essentials
The ability to integrate with our current applications and phone system.-
Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Kundenbetreuung
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...
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...
- Branche: Unterhaltung
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
Great Functionality But A Bit Pricey
Bewertet am 8.6.2023
It's been fairly easy to implement and use. We were able to get it fully functional with the...
It's been fairly easy to implement and use. We were able to get it fully functional with the entire sales team in a matter of a few months and it handles most if not all of the services we require.
Vorteile
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!
Nachteile
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.
- Branche: Non-Profit-Organisation Management
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Salesforce
Bewertet am 18.4.2023
We love it and every team the team wants more functionalities out of it
We love it and every team the team wants more functionalities out of it
Vorteile
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.
Nachteile
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.
- Branche: Telekommunikation
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 8.0 /10
Good app for workflows
Bewertet am 28.4.2023
We integrate several process within the company into Salesforce, and it makes really easy to track...
We integrate several process within the company into Salesforce, and it makes really easy to track info and complete process requirements for customers.
Vorteile
It's simplified screens and the way it delegates step-by-step specific procedures to the users involved in the worfkflow
Nachteile
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

- Branche: Verbraucherdienste
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 7.0 /10
This is a great tool for organizing your sales funnel.
Bewertet am 20.3.2018
Vorteile
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.
Nachteile
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.
- Branche: Non-Profit-Organisation Management
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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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.
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.

- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
Great helpdesk and customer communication option
Bewertet am 13.3.2018
Vorteile
Way better option for customer support than just a basic email account. Really nice options for setting up a support site
Nachteile
Really poor live chat option. No customer website traffic integration. This ultimately caused our move to Intercom
- Branche: Bildungsmanagement
- Unternehmensgröße: 5.001–10.000 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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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
- Branche: Computer-Software
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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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...
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
- Branche: Bau
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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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.
- Branche: Unterhaltungselektronik
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Salesforce IQ is a great add on to Salesforce
Bewertet am 7.3.2018
Vorteile
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.
Nachteile
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.
- Branche: Konsumgüter
- Unternehmensgröße: 201–500 Mitarbeiter
- Wöchentlich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Weiterempfehlungsquote 8.0 /10
Best Database for Sales Funnel Management
Bewertet am 7.6.2021
We use Salesforce in order to keep track of all leads, opportunites, converted clients at all steps...
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.
Vorteile
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.
Nachteile
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.
- Branche: Computer-Software
- Unternehmensgröße: 5.001–10.000 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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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...
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.
- Branche: Immobilien
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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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...
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.
- Unternehmensgröße: 501–1.000 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
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.
- Branche: Non-Profit-Organisation Management
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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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.
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!

- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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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...
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.
- Branche: Outsourcing/Offshoring
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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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
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
- Branche: Versicherung
- Unternehmensgröße: 10.000+ Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 7.0 /10
salesforce in health sciences
Bewertet am 10.4.2018
Vorteile
most comprehensive crm out there
pretty much has solution for any business problem easy to scale and develop
Nachteile
learning curve
expensive licensing
need some sophostication in customization
license per user and has some limits of what u csn do overall
- Branche: Hochschulbildung
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Wöchentlich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Weiterempfehlungsquote 0.0 /10
Bad intelligence and hard to override
Bewertet am 2.8.2018
Vorteile
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.
Nachteile
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.
- Branche: Maschinerie
- Unternehmensgröße: 1.001–5.000 Mitarbeiter
- Wöchentlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 7.0 /10
Salesforce a Powerful CRM Tool
Bewertet am 10.8.2021
Salesforce allows our whole business to be connected. Salespeople out in the field are able to...
Salesforce allows our whole business to be connected. Salespeople out in the field are able to quickly access customer information, and that can be tied all the way to special design tasks in engineering meant to address a particular customer need.
Vorteile
The best part of Salesforce is how you can easily organize and report on various metrics. The whole system was designed to keep track of every transaction.
Nachteile
My biggest issue with Salesforce is that it is so big. It feels like it can do so much more than we ask it to, and it sometimes seems like overkill for our application.
- Branche: Computer-Software
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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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.