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

"ForceBoost: Die ultimative Sales-Plattform für wachsende Unternehmen"

Kommentare: Ich finde die Software Salesforce insgesamt sehr beeindruckend und sehr leistungsstark. Salesforce ist ein sehr umfassendes CRM-System mit vielen nützlichen Funktionen und der Möglichkeit, auf individuelle Geschäftsbedürfnisse zugeschnittene Einstellungen zu machen.Besonders positiv fällt auf, dass Salesforce in eine Vielzahl von anderen Systemen und Tools integriert werden kann, was die Arbeit für ein Unternehmen sehr einfach macht. Die Benutzeroberfläche von Salesforce ist sehr ansprechend gestaltet und es gibt viele Tutorials und Schulungen, die bei der Einarbeitung in die Plattform helfen.Ein weiterer großer Vorteil, den ich bei Salesforce sehe, ist die Flexibilität, um verschiedene Geschäftsprozesse zu automatisieren. Dies ist besonders wichtig, um ein Unternehmen effektiver und effizienter zu machen.Insgesamt ist mein Gesamteindruck von Salesforce sehr positiv. Die Software bietet eine umfassende Palette an Funktionen, die es Unternehmen ermöglicht, ihren Vertriebsprozess besser zu managen, Kunden besser zu verstehen und das Geschäft auszubauen.

Vorteile:

Salesforce bietet eine effektive Möglichkeit, Vertriebsaktivitäten einfach an einem Ort zu organisieren. Kontakte, Termine, Kundenanfragen und Verkaufsprozesse können leicht verwaltet werden, während das integrierte Reporting-System hilfreiche Berichte erstellt. Mithilfe von Integrationen und Tools kann die Arbeit effizienter gestaltet werden, wobei die mobile App von Salesforce auch unterwegs Zugang zu Kontakten und Vertriebsdaten ermöglicht. Salesforce ist benutzerfreundlich und eine gute Wahl für jeden, der nach einer effektiven Vertriebssoftware sucht.

Nachteile:

Ich finde das die Kosten für die Nutzung von Salesforce relativ hoch sind, besonders wenn man viele benutzerdefinierte Einstellungen benötigt. Außerdem gibt es manchmal Probleme mit der Integration von anderen Tools und Softwares, was die Nutzung für manche Kunden erschwert. Auch die Einarbeitung in die Plattform kann für neue Mitarbeiter manchmal aufwendig sein, insbesondere wenn sie bisher keine Erfahrung mit CRM-Systemen haben.

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.

Essential and Powerfull syste - If you can afford it

Kommentare: it has been positive. We started with nothing so it's a large change managment component. But i feel it will make a large positive impact on our sales and customer service teams. We are integrating it with other systems (workflow, ERP) to get as much information in one place for our sales teams to be more efficient. There is so much powerful functionality it's taking time to bed everything down but it's a positive step for my company.

Vorteile:

The customisation is incredible. You can change, add, update, reconfigure basically everything. There are so many standard objetcs to play witha nd then you can create brand new ones to fit your requirments. The possibilites are endless. It also has, hands down, the best online system training i have ever seen. Trailhead allows you to pick an area of interest, learn as you go, put your training into practical use in a dedicated salesforce org and then automated testing of what you have completed. Truly world class.

Nachteile:

The possibilities are endless, dauntingly so. The intial configuration is time consuming and there is a lot of knowledge required to get the setup right. Doing it without a trusted 3rd partner is very difficult. It is also expesnive of course but really it's in the "you get what you pay for" category.

A communication tool that can be useful in any location, depending on the operation

Kommentare: Salesforce has many functions. My job is to gather information from the customer, what they want and other specific personal information about incoming inquiries and assign them to the person in charge within the company. In particular, it takes time to determine who is in charge of which department and who is in order. It is now possible to find and inform the other party in a short time. Ultimately, customer information obtained through marketing, etc., including queries, is managed collectively so that the person in charge can refer to it when necessary. Records of actions taken are also kept as a history, so it is easy to track the past, and I can change responsibilities without thinking about handing them over.

Vorteile:

Even in the enterprise, the publishing timeline of this product's "Chatter" feature has become a valuable place where project information can be shared across departmental boundaries. From seminar events to disability information, you can see the information you would otherwise have to research independently. Since it became available on smartphones, checking it on the go was possible, and I felt it was more convenient.

Nachteile:

The complexity of the user interface: The wealth of functions complicates the operation. It is also customary to explain how to use it to transfer members. In addition, from the administrator's point of view, I think the barriers to customization at the beginning of the introduction are relatively high.

Salwhagos

Vorteile:

It's a system that teaches you how to collect needed information that conducted to business. I learn how to truly organize a system using Salesforce sale cloud

Nachteile:

So many features that takes a lot of time to learn how to use properly.

Maximizing Business Efficiency: A Comprehensive Review of Salesforce CRM

Kommentare: Salesforce Sales Cloud has improved our sales process, despite an initial learning curve. The platform excels at managing leads, tracking opportunities, and forecasting sales, resulting in an overall positive experience.Business Problems Solved:Enhanced lead management: Streamlined capturing, qualifying, and converting leads.Improved team collaboration: Facilitated better communication and information sharing.Accurate sales forecasting: Enabled better resource allocation and goal setting.Real-time reporting: Provided valuable insights into sales performance and areas for improvement.Benefits Realized:Increased sales efficiency: Streamlined processes leading to improved productivity and higher revenues.Informed decision-making: Access to real-time data and analytics for performance-based decisions.Enhanced customer relationships: Comprehensive customer data management for improved satisfaction.Scalability: Platform flexibility allows for growth and adaptation without sacrificing performance.Sales Cloud has positively impacted our sales processes, resulting in higher revenues, better customer satisfaction, and informed decision-making.

Vorteile:

Pros:Scalability: Sales Cloud caters to businesses of all sizes with its robust, flexible platform.Feature-rich: With lead management, opportunity tracking, forecasting, and more, Sales Cloud empowers data-driven decisions.User-friendly: Its intuitive design, drag-and-drop functionality, and customizable dashboards enhance user experience.Seamless Integration: Sales Cloud easily connects with existing tools through APIs and pre-built integrations.Customer Support: Responsive representatives and a valuable user community provide excellent support.AppExchange: The marketplace allows for customization and expansion of functionalities to suit specific needs.Salesforce Sales Cloud is an impressive CRM that streamlines operations and drives business growth.

Nachteile:

Cons:Learning Curve: Initial setup and customization can be complex, requiring time and effort to master.Cost: Pricing can be high, particularly for small businesses or those requiring multiple add-ons.Overwhelming Features: The vast array of features may be overwhelming, leading to underutilization.Customization Limitations: Out-of-the-box configurations may not meet specific needs, necessitating additional development.Integration Challenges: While many integrations are smooth, some may require custom solutions, increasing complexity.Salesforce Sales Cloud's cons include a steep learning curve, cost, overwhelming features, customization limitations, and occasional integration challenges.

Salesforce Sales Cloud is a reliable and comprehensive CRM platform.

Kommentare: The Salesforce Sales Cloud, in overall, offers a universal platform that enables the sales team to coordinate their efforts in an effective and efficient manner. It is equipped with a number of highly effective instruments that contribute to the management of overall income growth.

Vorteile:

The use of sales cloud empowers sales teams to more efficiently manage their customer contacts, sales pipelines, and performance data. Additionally enables the tracking of leads, as well as the management of schedules and tasks.

Nachteile:

Pricing is considered to be on the higher end for smaller businesses. Because it's such a complicated platform, it can be difficult for end users to understand how to use it. When we have to integrate it with other third party vendors, it presents a few challenges, especially from the point of view of integration.

Great CRM platform

Kommentare: Salesforce's commitment to innovation is truly remarkable. They consistently roll out updates and enhancements, ensuring that we stay ahead of the curve in the ever-evolving business

Vorteile:

The power of Salesforce extends beyond the CRM itself. Their AppExchange is a treasure trove of integrations and add-ons that have enriched our experience even further. From seamless email integrations to powerful analytics tools, we've found solutions to various challenges we faced in our daily operations. The ability to integrate with other business applications has elevated our productivity and eliminated the need for multiple disjointed systems.

Nachteile:

I did not experience any cons with this software

Why Salesforce sales Cloud is the choice for you

Kommentare: Verry quick software and always will use it for my pay roll.

Vorteile:

IT works really fast for how many employees are on the pay roll. Its mediate with its transactions and is reliable.

Nachteile:

If my workers are using the apps on some of there phones its choppy but there phones aren't that grate anyway. It works frate for me though

Salesforce made well.

Kommentare: So far its good but it can be laggy sometimes when used on mobile app.

Vorteile:

Easy and manageable for all kind of people, it can be trained by anyone even with minor knowledge about computer apps.

Nachteile:

It gets stuck sometimes need updates and maintenance. It needs a better UI and stamina for not draining your battery.

If you can afford it, this is an essential and powerful system

Vorteile:

It's been a good experience. We began from scratch, therefore change management is an important component. However, I believe it will have a significant positive impact on our sales and customer service teams. We are connecting it with other systems (workflow, ERP) in order to consolidate as much information as possible in one location for our sales staff to be more efficient. It's taking some time to get used to all of the sophisticated capabilities, but it's a wonderful move for my organization.

Nachteile:

It's been a good experience. We began from scratch, therefore change management is an important component. However, I believe it will have a significant positive impact on our sales and customer service teams. We are connecting it with other systems (workflow, ERP) in order to consolidate as much information as possible in one location for our sales staff to be more efficient. It's taking some time to get used to all of the sophisticated capabilities, but it's a wonderful move for my organization.

The most professional product we have been using

Kommentare: I think that we are underutilizing its capacity because we are a small business, and we are not developers. It is powerful, and has lots to offer.

Vorteile:

1. The syncing between google suite and sales force2. Templates3. Sales reports4. Ability to disqualify leads

Nachteile:

Salesforce is not for someone who likes to log in and work. It's a great productivity tool for large business managing employees and many sales leads. For a small business (5 employees) it's a bit bulky and overwhelming.

The Premier CRM Software

Kommentare: Salesforce has been a lifesaver as a user and admin. I have used multiple programs in both roles, and Salesforce wins hands down. I can't stress enough how much your future self will thank you by choosing the right CRM program the first time.

Vorteile:

In every company I have consulted for and worked for, we have used or switched to Salesforce. Once built out properly, it is an asset that is scalable and will continue to benefit your sales team. The functionalities are endless: Leads, Accounts, Opportunites, Metics calculators, pipeline management tables, Groups, and options to create products too! (This one was difficult to construct but I was more than ecstatic that I could use this for wholesale as well) Let's talk about customer support: Very comprehensive. There is a whole website dedicated to tutorial videos, live chats, and Q&A boards. If you still can't figure out the problem they do have a real human you can speak to who will help you out.

Nachteile:

The learning curve to set up your salesforce correctly is rough if you have not done any Salesforce admin work before. Starting off with a small group is easier, and the program is more forgiving when you have fewer accounts, leads, etc, but as your org grows, you will want to ensure that Salesforce is set up correctly. Errors with when you have a lot of data will take a long time to fix.

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.

Very functional product

Vorteile:

Industry leading software Massive community support network High volume of add-ins and extensions Intuitive natural user interface (lightning) Easy reporting Highly customizable

Nachteile:

Some administration/development is quite complicated for newer admins Product support, even on premier, is frustrating. Had to explain the same issue to each tier of support. Often I resolved our issue on my own. Mobile app has been inconsistently working for both iPhone and Android for the last year or so. Some browser based issues & Mac v. PC Java based issues.

Excellent Features, Wide-Ranging, Enterprise-Level CRM

Kommentare: As I always say, you get what you pay for and that's certainly true with Salesforce. Adding Salesforce to your tech stack is a big investment, but one that will almost certainly pay for itself.

Vorteile:

Salesforce is incredibly robust for automation and capturing data if you have a knowledgeable administrator at the helm of your business. Being able to create different sections (objects), fields, reports and rules in a matter of minutes makes it the best CRM I have ever used.

Nachteile:

In Salesforce, everything is connected, which can often times cause errors or minor issues when making a simple change/addition. The software is getting better at educating users and administrators, but it lacks the full ability to debug easily.

Game changer when dealing with larger businesses

Kommentare: Very good, staff were very easy to speak to and actually they really helped me find other software or even referred me to another company for something else that I needed. Staff were perfect and very knowledgeable and attentive

Vorteile:

Integrating, once we set up our system and what we were going to use it for, this did a world of good keeping us organised. We were only a business of 4 when we started and knew fairly early on relationships with local businesses were key to us staying open, after an incredibly helpful and informative call with sales force it made things so easy to set up. I didn’t know how much CRM in a software at the time would help but after taking the chance and settling into it with the team it because a great tool to use, especially after we hired staff that were more knowledgeable about the software themselves. Managing our business accounts with sales force is the best thing we did.

Nachteile:

It’s expensive and getting started we worried about whether we would be able to afford it long term but it pays for itself.

Salesforce Get Me

Kommentare: Using Salesforce for many years has helped keep track of everything business. We use it to track and organize email, notes, files and reports on clients and employees. We use the dashboard feature and notifications to stay on top of needs and alerts. It makes us more efficient in our work and our planning.

Vorteile:

I love the flexibility, the expandability, the collaboration I achieve with the entire organization has helped make us more efficient as a whole.

Nachteile:

The software is expensive yet they did give a non-profit discount that is appreciated. The buy-in from all users is also challenging just due to it being a new software.

Best Sales CRM

Kommentare: My experience has been super amazing using their Concierge support rather than hiring a developer to assist us with the development of our org

Vorteile:

The ability to integrate with such a large number of 3rd party apps and build the ultimate tech stack

Nachteile:

The platform is so powerful and has so many features and functionality, the more complex your use case the odds are you'll need to hire an expert to build out your org

Loved it!

Kommentare: Very positive!

Vorteile:

Let me, first of all, start off being admitting that I do not currently use Salesforce in my business but used it quite extensively during my time in Corporate America as an account manager and program manager. As an account manager, we were required to enter all activities and customer interactions in SF. It was a very user-friendly and intuitive interface. I am certain that it has changed quite a bit since then but was still a great platform back then. Some of the features I enjoyed most were emailers and scheduling call backs (served as an assistant). Even though I forecasted during my role as an account manager, I did not appreciate the value of being able to track revenue forecasted by account and service managers until I transitioned into a role as a national program manager. I even worked with engineers to develop a special promotional code that allowed me to track revenue for my program forecasted by my co-workers deals. Although it was a lot of work, this was a huge milestone for me and the company. For the first time, we we able to track revenue for a particular funding source. As an entrepreneur, I have an even greater degree of appreciation for forecasting revenue. SalesForce gets thumbs up from me.

Nachteile:

I have no "least" liked features. Perhaps, the only semi-negative I have to share is that we had to develop a special backend program to track revenue for my program. But even that is a compliment to SF. The fact that their software is so flexible speaks volumes.

Salesforce is a CRM platform that is an essential tool for my company, team, and bottom line.

Kommentare: We were able to streamline our internal process which has made our operations more efficient! We are able to easily set up new users and training is easier to relate but helps with consistency and best practices.

Vorteile:

Salesforce is not only appealing to the eye but the page is full of images that gives you that feeling of productivity! Salesforce chose a great color in business.. BLUE, which indicates Salesforce to be a dependable, confident application. The role in which I work is that of an Asst. Office Manager and HR Representative and I love that Salesforce offers many facets that I utilize daily. Timeclock Online and Chatter are my most favored features (at the present time). Timeclock Online is user friendly and I am able to collect data on a dime! Chatter is a direct messenger but also time stamps and leaves a record that all can access and pick up where someone or a process was left. I could go on and on but I must mention the Free tutorials and the Community which keeps you abreast to the latest and greatest news. When I am having a challenging moment (brain fart) I can always rely on Salesforce support to assist and get the job done!

Nachteile:

What I don't like about Salesforce is that it offers so much and I don't know it all (no fault of Salesforce). There are time we're I can get overwhelmed with different aspects of the application. More so a personal issue and not a Salesforce issue is that I am not the certified Salesforce user. When I first started utilizing Salesforce, it was a challenge to distinguish the purpose of the different consoles and their efficiency. Lastly, (at the present time) I regret that there is not an option, or one that I am aware of that would allow you to color code your tasks to help distinguish different tasks that are commonly performed daily. This of course is a personal preference.

Pricey, but worth it! Helps manage project and client progress and deadlines so you move forward.

Kommentare: Salesforce really helps make sure that nothing slips between the cracks. It provides a single, organized location for everything from personal notes about potential clients, to the ability to track potential profit.

Vorteile:

Very customizable! With a good admin, you can set up Salesforce to collect, display, and track exactly what your team needs to know, with customized levels of visibility and access. I've used Salesforce for healthcare clients all the way to public school clients - Salesforce helps make sure that any client or contract can go from a "potential" to a reality by helping keep track of communication, notes, deadlines, and where projects are stagnating. For teams and execs who don't have time to drill down into the details, the ability to customize and create reports with graphics is fantastic. You can create a snapshot of where members of your sales teams are at (profit, conversions, potential money on the line, number of stalled projects, etc.) - a great tool for motivating your team and helping decide where to invest your energy. If you don't have time to run reports every day, you can customize your home screen to automatically see the follow-up reminders, graphs, and data that's applicable to your position and your priorities.

Nachteile:

Salesforce's customization options simultaneously can be its best and worst feature. If your admin doesn't set up required fields, report parameters, and access settings, Salesforce can be an absolute nightmare for everyone on the team. If something feels "clunky" or "broken," it's probably in your settings, and not in the software.

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