Salesforce Sales Cloud Erfahrungen

tolle Softwarelösung für den Vertrieb

Kommentare: Salesforce Sales Cloud hat mir geholfen, meine Produktivität um 29 % zu steigern und mehr Umsatz zu generieren. Ich bin sehr zufrieden mit diesem Produkt und würde es jedem empfehlen, der seinen Vertrieb effizienter machen möchte.

Vorteile:

Ich bin seit mehreren Jahren ein begeisterter Nutzer von Salesforce Sales Cloud. Es ist eine großartige Software für die Vertriebsautomatisierung, die mir hilft, meine Kundenkontakte zu verwalten, meine Verkaufschancen zu verfolgen und meine Umsatzprognosen zu erstellen. Ich möchte Ihnen gerne meine Erfahrungen und Eindrücke mit diesem Produkt teilen.Salesforce Sales Cloud ist eine cloud-basierte CRM-Anwendung, die viele nützliche Funktionen für den Vertrieb bietet1. Ich kann zum Beispiel alle Informationen über meine Kunden und Leads in einer zentralen Datenbank speichern und jederzeit darauf zugreifen. Ich kann auch automatisierte Workflows und Genehmigungsprozesse einrichten, um meine täglichen Routineaufgaben zu vereinfachen. Außerdem kann ich personalisierte Angebote und Aufträge erstellen und nachverfolgen.Eines der besten Features von Salesforce Sales Cloud ist die integrierte KI, die mir wertvolle Einblicke in meinen Vertrieb liefert. Ich kann zum Beispiel sehen, wie sich meine Pipeline entwickelt, welche Deals am wahrscheinlichsten abgeschlossen werden und welche Aktivitäten ich priorisieren sollte. Ich kann auch Echtzeit-Reports und Dashboards nutzen, um meine Performance zu messen und zu verbessern.Salesforce Sales Cloud hat mir geholfen, meine Produktivität um 29 % zu steigern und mehr Umsatz zu generieren. Ich bin sehr zufrieden mit diesem Produkt und würde es jedem empfehlen, der seinen Vertrieb effizienter machen möchte.

Nachteile:

Der Preis für diese Software ist recht hoch

Salesforce als Marktführer

Kommentare: Mit gutem Gewissen weiterzuempfehlen

Vorteile:

Salesforce hat im Grunde genommen all das, was man im Sales braucht. Ein sehr wichtiger Punkt sind auch die Integrationen von anderen Produkten, die tadellos funktionieren. Leads und Daten erfassen, durch Reports Berichte erstellen und vieles weiteres ist super durchführbar.

Nachteile:

Manchmal ist es etwas langsam. Unterschiedliche Designmöglichkeiten wären interessant

Sehr flexibles CRM

Vorteile:

Super für folgende Punkte: Projektstatus wird angezeit Auslastung des Vertriebsteam mit einem Klick ersichtbar Marketingkampagnen können relativ einfach und schnell erstellt werden.

Nachteile:

Es ist nicht leicht Salesforce zu implementieren. Hierfür sollte man sich Salesforce Berater ins Haus holen.

Sales ops made easy

Vorteile:

Salesforce user interface is easy to work with and makes it easy to track and update opportunities.

Nachteile:

Sometimes the UI can get overwhelming tabs inside tabs can get difficult to know where you are.

For sales it is an excellent CRM tool

Kommentare: I've found it to be quite useful for prospecting, and I imagine that eventually every salesperson will be seeking for a platform as user- and maintenance-friendly as this one. The biggest issue that salesforce has helped me with is keeping track of and documenting all of the potential clients that are interested in purchasing our goods.

Vorteile:

I enjoy how Salesforce Sales cloud shows me the status of every deal in progress. Potentially lucrative transactions can be monitored and sorted by me. I can enter work and then generate unique reports.

Nachteile:

It ended up costing our company a lot of money. that was the main cause for alarm. However, it had excellent functionality. Data entry can be a burden at times.

Sloppy, sloppy, sloppy

Kommentare: It's bad. Everything I do, whether it be referencing info, adding info, starting a case, working a case, even closing a case now takes about twice a long. I can't beleive whatever salesmen have managed to sell this straight up,poorly made program to any company let alone all of them but it's a bad product made by people who seem to have never had a job before or done any administrative work before. Outlook is also a terrible program but can do anything Salesforce can do and better.

Vorteile:

Probably good for management as so much data is recorded but daily users productivity will fall dramatically as most of that data must still be recorded manually and this sloppy system does not make it easy to do.

Nachteile:

It really can't handle emails in an organized manner so if you use emails it will slow the process to a crawl. Simple things like reading an email takes multiple extra steps, the email is printed as all one text in a tiny window on the side, (no seperation of separate responses) double clicking text to highlight or copy will completely throw the system into chaos and CANNOT be done (indicative of poorly planned and coded system right there. Particularly one made for data collection) so never do that, the first line of an email often needs to be scrolled down to beyond a full page down only to scroll pages back up to add info needed from email to details section.Never seen or used a more sloppy and user unfriendly system I can't think of one thing in my day to day job that Salesforce hasn't made harder to access and more difficult to process. Generally speaking it is very sloppy, not user friendly, difficult to read and use compared to all other programs. Downright sloppy and slow

Salesforce helps us bring potential customers together in one convenient place

Kommentare: Salesforce's Sales Cloud integrates my sales. If a customer needs more time to think about whether or not to purchase our services, I can save time by returning to the previous order I put in Salesforce Sales Cloud rather than creating a new opportunity.

Vorteile:

I like that it can help us get our sales department more organized, that it's easy to use, and that I can save all of my leads in one place. Furthermore, because to Salesforce's popularity and scale, virtually every other tool or piece of software exists or is in the process of developing an integration with Salesforce.

Nachteile:

There is a steep learning curve associated with using Salesforce Sales Cloud, as it is not intuitive to novice users. Salesforce Sales Cloud's pricing structure may be out of reach for startups and other small organizations.

Salesforce is one of the best and most reliable CRM system

Kommentare: Using triggers, workflow rules, and approval processes, this software streamlines otherwise time-consuming activities for its users. It's also a fantastic hub for efficient data administration.

Vorteile:

Customers' inquiries and purchases can be monitored in real time. Users may efficiently manage their own or their company's unique perspectives by creating custom fields, processes, validation rules, etc. I doubt that I could be as productive as I am now without Salesforce. If you want to target the right people at the right time, you need a system that lets you stay on top of things and see things from your prospects' points of view.

Nachteile:

However, its complex price structure and the fact that businesses need modification and integerations make it too expensive for start-ups and smaller enterprises.

The robust and efficient database facilitates contact with customers

Kommentare: I really appreciate how flexible the system is, as each of our business segments has very specific needs. By deploying our Salesforce administrators and developers on every project, we can provide value to every sales team.

Vorteile:

The dashboard is my favorite part of Salesforce Sales Cloud. Its cheery hue helped us forget about the quotas we were supposed to meet. I can also attest to its ease of usage. I was concerned that there would be a lot of fields to fill out, but the system's auto-population feature quickly put my mind at ease.

Nachteile:

I wouldn't call it a complaint because every system has its quirks, but Salesforce's slow performance is occasionally frustrating. Given the limitations of our network and the sheer quantity of people using the internet, I suppose it is to be expected.

Sales Force: A better option than siebel

Kommentare: After years of using siebel, getting Salesforce was a vast improvement, the program just seemed so much more intuitive and also seems to have less issues and downtime then siebel did.

Vorteile:

Sales force made doing my job as a sales agent easier, the program was intuitive nd helps walk you through what you need to do. Made adding notes to files easier as well.

Nachteile:

I don't know if this was just the company I worked for, but there were a few steps within the program that could have easily been skipped most calls. Other than that I really have no complaints

You get what you pay for

Kommentare: Positive - team at SF is helpful and in tune with the goals of our business.

Vorteile:

It's a beast when it comes to configuring fields and objects.

Nachteile:

Somewhat difficult to setup and manage. Have had to purchase add-ons that integrate with SF due to the leverage it has within our org.

Perfect Sales manager

Vorteile:

The layouts and organization is perfect. The audit easy.

Nachteile:

It needs internet.. can't it be offline with periodic update

Best CRM on the market

Vorteile:

I think Salesforce is the best CRM on the market. What sets Salesforce apart from everyone else is its App Store and how dynamic this makes Salesforce.

Nachteile:

There can be a steep learning curve because Salesforce isn’t super easy to learn and user friendly right off the bat.

Saleforce is invaluable, if configured and used correctly

Kommentare: It is an essential tool for medium to enterprise businesses, but it has to be designed well from the beginning. Implemented properly, the executive team, operations, sales leadership, inside sales, direct sales, marketing, and more will benefit.

Vorteile:

HIGHLY customizable. All data fields can be pulled into reporting/dashboards. To implement properly, you have to reverse-engineer what metrics are important to your business. Once you have a comprehensive understanding of the reporting that you want to see then you can build fields, pick-lists, radio buttons, etc so you capture all relevant data. The beauty is that you are not at all limited to the out-of-the-box configuration (which is good, but generic). In the past I have built in lead sources and ROI, appointment setting quality grading, commission reporting, stack ranking, and many other highly customized reports. Start with the end in mind and then find a good implementation partner who can execute on your plan.

Nachteile:

Cost and support at the lower levels. Unless you have (pay for) their premium support, their customer service is not quick to act.

In Betracht gezogene Alternativen: SugarCRM

Warum Salesforce Sales Cloud gewählt wurde: We had not purchased software assurance, and to buy a new box and upgrade, versus moving to the Cloud with all of the associated benefits, was a no-brainer.

Zuvor genutzte Software: Dynamics 365

Gründe für den Wechsel zu Salesforce Sales Cloud: It is far and away the leader. The insight provided is critical to effectively managing a business.

Salesforce - Marketing & Lead Gen

Kommentare: We are using Salesforce to streamline new business leads and nurture leads into actual sales. We are able to analyze, vet, engage, and track the progress of the new leads we receive from our Facebook lead gen ads. Salesforce integrates directly into Facebook's Business Manager and automatically imports new leads in real-time. We are also able to see the cost per lead acquired and other rich insights from our Facebook and Instagram ad campaigns that get directly populated into our dash.

Vorteile:

Salesforce is one of the most powerful and sophisticated CRMs available. The onboarding process and demos with the reps were exceptionally helpful. The reps really took time to understand our CRM needs, our workflow process, and how we can best utilize/adopt Salesforce into our new business department to grow revenue and track progress. The tool is completely customizable and has very advanced marketing integrations within the cloud. The ability to track leads and history (who followed up and when) and add notes and assign leads to specific people makes the entire workflow so much more efficient. It's worth the price tag if you take advantages of the features.

Nachteile:

We wish the marketing cloud add on wasn't so expensive. There are many tools available that offer the same features such as Sprout Social and Hubspot. However, the price was a little steep for the $6,000. I also wish pricing was a bit more transparent. The discounts and contract lengths have been very inconsistent in our experience.

In Betracht gezogene Alternativen: Zoho CRM

Warum Salesforce Sales Cloud gewählt wurde: Much more advanced features for large scale lead gen needs.

Zuvor genutzte Software: HubSpot Marketing Hub

Gründe für den Wechsel zu Salesforce Sales Cloud: Great reviews and exceptional customer service/reps.

Big Name Big Deal

Kommentare: I once was a raving salesforce fan. That ship sailed. I am no longer much of a fan. The product has gotten too complicated for smaller business units. They don't need all the features. They don't need the price. The monthly cost is one thing. The set up and integration costs are huge. Can't bring myself to spend the money for that when other options are more than viable and more than competitively priced.

Vorteile:

I've been a salesforce administrator 3 times. At one of the companies we integrated nearly everything into salesforce. The joke was the janitor couldn't take out the trash without a salesforce entry. It does some things well. But, over the years it has become too bloated. Small companies just don't need all the functionality and costs.

Nachteile:

The cost has gotten too high. There are competitors on the market that do it very well for a lot less. Programming used to be pretty easy. That has gotten more difficult over the years. To the point where I am no longer a fan. I am a firm believer in CRM. I built my first CRM from scratch in 1988. There was no shrink wrap back then. But the program has gotten bloated and suffers from mission creep.

Top CRM if you know how to customize or can hire someone to

Kommentare: I used the platform as an employer, employee and now as a consultant. The platform is amazing as a place to store your data and make it actionable. Salesforce is constantly investing in improvements so if something is lacking, you will usually see a new feature that fills the gap in one of its release updates. And if there isn't something, Salesforce gives you enough access to the backend that you can build it/have someone build it for you.

Vorteile:

The ability to customize around any data solutions that your company needs is a huge benefit of the platform. And its popularity means there are integrations with most sales and marketing tools.

Nachteile:

The setup and implementation require a Salesforce administrator. You can navigate some things on your own but without hiring someone or finding a consulting partner to customize your applications, you won't get much value.

In Betracht gezogene Alternativen: Dynamics 365

Zuvor genutzte Software: Dynamics 365

Gründe für den Wechsel zu Salesforce Sales Cloud: Salesforce has its core focus on CRM management and is definitely a leader in the space. There are definitely tools that might be more user-friendly but less powerful/scalable.

Outstanding tool for managing Sales

Kommentare: My experience has been great with Salesforce but then again I love managing & having access to details. I will definitely recommend this if you have a business with a sizable sales team opposed to a small startup business with a very small team. However it depends on your desire for complex data management. If you're seeking to manage details; this is for you and it's actually great doing so too.

Vorteile:

absolutely love Salesforce, visually it has a clean look.  I would have to say that its one of the top CRM’s out there. It's extremely integratable, customizable, and great for tracking sales and managing your leads. This is great for your business giving all users easy access to key information while at the same time you can easily see all of your client’s activity.

Nachteile:

It can be difficult to make changes down the road as your business evolves and changes. Unfortunately the changes can be rather time consuming. Unfortunately sometimes the load times could lag.

Salesforce Lightning Experience

Kommentare: Salesforce allows me to keep track of leads and where they are in the sales process. It allows users to customize their own views, although the desired view is not always available. Putting pre-set products into a quote is not hard, but printing out the quote or sending it with a title that is appropriate for a client is more challenging. Overall Salesforce is useful as all members of a sales/marketing team can see linked information, however as a pure sales tool there are better options. I can understand why larger organizations use this program however I don't think it is as flexible as needed for smaller companies/startups.

Vorteile:

This software allows for a very nice layout by which you can see all of your opportunities, stages of the sales life-cycle, quotes, and notes. It is very easy to customize and save reporting so you can run reports daily or weekly. With email tracking you can see how often your emails are read or if a client has even seen an email. There is a lot of connectivity with other programs such as Act-On so marketing can also see how their performance is affecting sales.

Nachteile:

The program is not intuitive to use. Some things like customizing reports are very simple while other things, such as printing or customizing a quote are more challenging. There are items on Salesforce Classic view which are not visible in the "better" Lightening view. Seeing daily tasks requires customizing the tasks field rather than just appearing on your dashboard as a daily list. Once a lead has been changed to an opportunity the view changes and you can no longer see tasks that you had previously set up. Notes become harder to find and this usually causes the sales team to create a duplicate account for each client which is messy and harder to keep track of.

Excellent tool but challenge to fully deploy

Kommentare: We did not realize the capability to interface so with our manufacturing and accounting systems. While not exhaustive, the information which can be shared between the three systems had been invaluable to our sales engineering team. It's also been a great help for sharing company wide project status for pipeline projects. One of the greatest benefits has been in sales planning. We're no longer limited to running reports from 4 systems . Salesforce allows us to quickly create pipeline reports and create punch up reports for sales team members.

Vorteile:

Since integration of SalesForce to our sales engineering team we have full visibility of quote, inquiry and sale pipeline activities. In previous systems these activities we're silo functions which depended on spreadsheet analysis lots of discussions and sales person memory. Salesforce has proven a great central repository and clearing House for all of this information. The linking with Outlook was a critical piece of this which we purchased from a third party.

Nachteile:

The front end pricing seemed ok. BUT it took a LOT of customization to get the level of user friendly interface and process integration we needed. We ended up having to expand the customization scope twice after the initial contract. So the overall cost per user and startup was much higher than budgeted.

In Betracht gezogene Alternativen: Global Shop Solutions

Gründe für den Wechsel zu Salesforce Sales Cloud: Installed product base Industry reputation Customization capabilities Net based App for remote access

Powerful, All in One CRM

Kommentare: I am a Salesforce Admin and I work in Salesforce daily. I enjoy using the CRM, I find it very easy to use and reliable.

Vorteile:

I like the tons of features that Salesforce has built into it. Those features are easy to use, easy to implement, and adoption rates are relatively high, even for people without a technical background (very important for sales users).

Nachteile:

I found Salesforce difficult to navigate when I first started using it, so it can seem daunting to new users until they get a feel for navigation. I also feel that Salesforce is rather expensive per license. I know the cost is worth it for all of the features that are provided, but still rather expensive.

In Betracht gezogene Alternativen: Dynamics 365

Warum Salesforce Sales Cloud gewählt wurde: We needed more integration with third-party systems that we were not achieving in Dynamics CRM.

Zuvor genutzte Software: Dynamics 365

Gründe für den Wechsel zu Salesforce Sales Cloud: We were already using Salesforce so decided to end the life of our Dynamics CRM.

The CRM worth buying

Kommentare: Overall, this app is something I'd definitely recommend as it has a very good system for organizing corporate activity, ease of use is very good, navigation wise it can be improved, load time is fast, and above all I haven't experienced any downtime when I was using this CRM.

Vorteile:

Salesforce is one awesome tool that is very useful and budget-wise that is already full of functionality to run daily tasks, organize tickets for support, reminders for important to do's whether needing immediate attention or non-urgent ones. It is also great with integrations for easier management such as with calendar apps. It has your sort functions, filters for categorizing, labeling, and disposition tagging for at a glance view. The one thing I observed about this CRM is it doesn't lag although a lot of users are already accessing the same interface, which means it has a stable platform and servers that can accommodate the bandwidth of multiple users. I can safely say that it allocates a significant storage to avoid the nuisance of pages loading slowly. Not only that, so far there are no reported issues of their database being breached or any intrusions which is very harmful for businesses and their trade secrets. It is vital since client data is the backbone of a business. I'm glad that they have established these safeguards well to make their product reliable and trustworthy.

Nachteile:

The only thing I noticed is it took a lot of clicks to get you to where you want to go in this CRM. For example, in opening a particular ticket, you'd have to open a preview page first before being able to open the ticket with the actual content itself. Although the site mapping was remedied internally to lessen the time of navigating from one page to another. So far that's the only downside I've encountered.

In Betracht gezogene Alternativen: Zendesk Suite

Gründe für den Wechsel zu Salesforce Sales Cloud: Comparing Zendesk navigation with Salesforce, the latter was a little easier compared to the former. The higher ups had also previously used Salesforce that's why it was the one being chosen as the company CRM.

Just Short of 5 Stars

Kommentare: I titled this review the way I did because Salesforce really is just short of 5 stars. It is essentially a sandbox in which you can build and build to your heart's content. It offers a level of customization that I have not seen in any other software to the point that you can easily get lost if you don't know what you're looking to accomplish. And regardless of how efficiently you build something, you'll always find a more efficient way to do it the deeper you dig into the system. The community and app store are impressively expansive and growing by the minute. Dreamforce, the annual Salesforce conference in San Francisco is a wonderfully unique experience and I'm thrilled to have had the opportunity to go. It's not every day that a work conference feels like a vacation. So what causes Salesforce to stop just short of 5 stars? It's the little things. There are small bits of functionality that one might consider standard in modern software that just isn't there. For example: while there are queues and public groups that are made up of Users, you cannot add Users to multiple groups at one time, say when first creating a User. Instead, one must go into the setup of each queue or group and add the user there. Not major but noticeable. Another example is with the list views in Service Cloud. It offers wonderful customization in the sense that you can add any field to the object to your list view, create buttons to take any number of actions from your list view, and add filter logic to fully tailor your list view as needed. However, you cannot currently export that list view into a CSV or Excel file. Instead, you either have to copy and paste the "printable view" into an Excel file or build a copy of your list view as a report. Again, not a major hindrance by any means but still a rather simple function that is inexplicably excluded. It is certainly pricey so there's always that consideration there. However, if you have the resources available, it is certainly worth the investment to have a fully scalable solution for all of your marketing, sales, service, and analytics needs. Despite the existence of Microsoft Dynamics, I would say that in terms of community, education resources, and development potential, Salesforce is the CRM equivalent of the Windows operating systems.

Vorteile:

The level of customization available through the UI without needing any coding/dev work

Nachteile:

Price

Salesforce is a Dream!

Kommentare: I use it daily. I live in salesforce and I'm in marketing. I use it to keep up with my team and to try to use chatter to highlight what is working and showcase certain accounts. I also like to follow the wins and losses to try to get a feel for where we can improve.

Vorteile:

Everything. I love salesforce. I love its ease of use, navigation, walk-me, training, integration, features, functionality, you name it. Chatter is my favorite feature and once adopted by organizations you see the whole organization migrate to making salesforce their homepage. I love the adaptation the teams have to it and that you can customize your dashboard so sales, marketing, integration, and other teams can all use it as they need to.

Nachteile:

The cost, and sometimes Salesforce does not do a good job of showing the interoperability it has. There are so many features that make it a one-stop-shop for companies large and small, but it seems if the product is sold as a sales tool, it remains that way instead of showing the integration options for marketing and other teams.

In Betracht gezogene Alternativen: HubSpot Marketing Hub und Zoho CRM

Warum Salesforce Sales Cloud gewählt wurde: features and functionality

Zuvor genutzte Software: HubSpot CRM

Gründe für den Wechsel zu Salesforce Sales Cloud: I went to dreamforce and was sold!

Great for reporting, but not an easy platform to learn.

Kommentare: If you or your team does not have the time to fully invest in training and learning the platform to a deep extent, than this software would be a waste for you. I would recommend speaking with a SalesForce consultant about the different reporting, campaigning, sales, etc. capabilities before making the investment. Though the Customer Support side of SalesForce, in terms of issue resolution, have not been helpful, the SalesForce sales team is very knowledgeable and give honest opinions on what different functions, plans, etc. they would recommend to fit your specific needs. The sales team has actually saved us money by showing us how to more efficiently manage our plan with them.

Vorteile:

The reporting capabilities of SalesForce, especially now that they have switched over to the new Lightning experience, are a great asset for companies looking to track business development activities. Sales funnel reporting, gain-loss reports, call/meeting/email recaps, project lists, budgeting and customer contacts - SalesForce is your "one stop shop" for all of these reporting functions! My team has also loved having the ability to sign up for monthly emails that are based off of reports they have set up within SalesForce. This allows them to track any progress, trends or issues that need to be addressed upfront. My team has also enjoyed the email campaign tracking, which works in conjunction with the Pardot platform.

Nachteile:

SalesForce is not an intuitive software to use and is not easily learned by all members of my team. This is what I like least about the software. Beyond that, customer support has been less than helpful. My team and I have often had to do our own research on Google and YouTube for solutions to problems the SalesForce Customer Service could not help us with. This platform takes a considerable amount of training to really be able to grasp its reporting and data entry capabilities. Beyond that, this product is not cheap! It is worth the investment for larger organizations, but I am not sure it is worth the cost for smaller companies.