Salesforce Essentials reviews

We love SalesforceIQ! Perfectly integrated and easy for my team to use.

Opmerkingen: So many. Ease of use, trackable for sales cycle, many more.

Pluspunten:

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.

Minpunten:

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.

Streamlining Small Business Operations with Salesforce Essentials

Opmerkingen: Salesforce Essentials has been a game-changer for our small business, offering a comprehensive and user-friendly CRM solution that truly caters to our needs. Its intuitive interface makes navigating features such as lead management, sales pipeline tracking, and customer support effortless, empowering our team to work more efficiently. With seamless integrations like Gmail and Outlook, as well as the convenience of a mobile app, Salesforce Essentials keeps us connected and informed, no matter where we are. Although there are some limitations in customization and support options, the platform's overall value, affordability, and impact on our customer relationships make Salesforce Essentials a powerful tool for small businesses looking to thrive and grow.

Pluspunten:

Salesforce Essentials has truly impressed me with its comprehensive yet easy-to-use CRM solution specifically tailored for small businesses. What I liked most about it was its user-friendly interface, which enabled our team to quickly get up to speed with the platform's features, such as lead management, customer support, and sales pipeline tracking. Additionally, the seamless integration with popular apps like Gmail and Outlook, as well as the mobile app, allowed our team to stay connected and access crucial customer information on-the-go. Salesforce Essentials has been instrumental in helping us streamline our operations, improve productivity, and ultimately enhance our customer relationships.

Minpunten:

While Salesforce Essentials has been a valuable asset for our small business, there were certain aspects that fell short of our expectations. What I liked least about it was the limited customization options compared to higher-tier Salesforce plans, restricting our ability to tailor the platform to our specific needs. Additionally, the number of available integrations was somewhat limited, constraining our ability to connect with other tools we rely on. Lastly, the customer support options for Essentials were not as comprehensive as those provided for more advanced plans, which sometimes left us seeking answers through community forums and online resources. Despite these limitations, Salesforce Essentials has still been a helpful CRM solution, but there's certainly room for improvement in these areas.

Great product, hard to tailor to companies specifically due to the complex algorithms.

Opmerkingen: I have over 5 years of experience with Salesforce, we used it when I was a production designer for a print and graphics firm. We loved it, but yet we experienced some of these same hardships in this company I am with now, the transition and tailoring to what we do specifically is just not there. It is up to us as employees to make the software work the most productive for us, and that should not be expected from us when we have sales and other projects to handle ourselves.

Pluspunten:

There are endless possibilities on what you can do, and what you can achieve with this product. The AI software is a great tool if you are able to use it.

Minpunten:

Too complex on tailoring the software, I feel like a simple request would take months to get accomplished. I noticed for someone with Salesforce experience myself, our transition from BNTouch to Salesforce was seamless, but many of my co-workers were left in the dark and felt like they had a lack of training provided from your team when we launched this new software.

Salesforce Essentials: The All-in-One Solution for Small Businesses

Opmerkingen: Salesforce Essentials is generally well-regarded as a powerful and comprehensive platform for managing customer relationships, sales, and marketing automation. It offers a range of tools and features, and can be highly customizable to fit the specific needs of businesses of various sizes. That being said, as with any software, there can be a learning curve and potential downsides to consider, such as cost and configuration complexity. Overall, Salesforce Essentials is a valuable tool for businesses looking to streamline their operations and grow their customer base.

Pluspunten:

All-in-one platform with CRM, sales and marketing automation, and customer service tools.Easy-to-use interface, even for non-technical users.Mobile app for on-the-go access.Highly customizable to fit specific business needs.Scalable to accommodate business growth.Integrates with other business tools.Offers strong customer support options.

Minpunten:

Can be expensive, especially with additional features or users.Some users may experience a learning curve with the software.Advanced features may not be available in lower-priced plans.Configuration and customization can be complex.Requires a stable internet connection.Reporting functionality may be limited for some users.Additional fees may apply for advanced features beyond the base subscription cost.

Salesforce as a Database

Opmerkingen: As it is a massive and comprehensive product, I don't need such an overwhelming software. Overall, it didn't meet my company's needs, but if a company has tech department, this could be a fantastic product.

Pluspunten:

I like that the product has the ability to be completely customized to one's needs.

Minpunten:

As it can be an expensive and time consuming set-up, it was not necessary for me to have such a customizable software. There was very little customer service and it was overseas. It took too much of my time and the only way to get customer service is to hire a third party vendor to help with all aspects of the software.

Works Great! Increases our Closing Percentage by 20%

Opmerkingen: 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.

Pluspunten:

The integration with all of our other systems and software.

Minpunten:

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.

If you are seriously committed to growing your business AND have the funds, it’s great!

Opmerkingen: Extremely helpful and a semi-done for you type app! Baby start up companies I would probably steer them away, just so they don’t get overwhelmed in debt and finances immediately; they might have a better chance of reaching that ‘Fortune 500’ status if they so desire!

Pluspunten:

It can do almost anything you need or want it to, very well at that. As many softwares, the restrictions on certain tools lessen with the more money spent.

Minpunten:

The prices are outrageous. As a small business owner; it is a horribly large pill to swallow to pay that steep of pricing- especially as you are beginning your journey of entrepreneurship! Is it worth it though? Yes.

Salesforce

Opmerkingen: We love it and every team the team wants more functionalities out of it

Pluspunten:

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.

Minpunten:

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.

Good app for workflows

Opmerkingen: We integrate several process within the company into Salesforce, and it makes really easy to track info and complete process requirements for customers.

Pluspunten:

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

Minpunten:

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

Salesforce for starters

Opmerkingen: It has been adequate. It's covered our needs well for what it is used.

Pluspunten:

You get a ton of Salesforce features, Pro is better, but not everyone can justify the need for pro, or afford it.

Minpunten:

It's not Salesforce, and it tells you in so many ways, and reminds you all the time.

Jim Salesforce Review

Opmerkingen: Good for what I need it for, entering new leads, tracking sales pipeline, looking back and forward on data.

Pluspunten:

Using for 4+ years once info is in its pretty easy, there are very many options how to track setup, would be nice if there was a option for auto-setup for certain types of use/business types.

Minpunten:

Too many unused fields that muddy up the screen and info can get lost in all the blank fields.

Great for Support

Opmerkingen: I found this software very useful to our support team. It also integrated well with the regular Salesforce.

Pluspunten:

We use desk.com for all support interactions. It was priceless for the support team to be able to route support requests to support members, and keep track of all interactions for each client to spot issues with our support team, or issues with the client being too much of a drain on our support resources. The statistics are neat too. We had some healthy competition with some of the support stats (how many emails, calls taken, etc.) Being able to see how many positive rated interactions was the ultimate statistic to have. Their API is essential to integrating notes and other issues into 3rd party solutions.

Minpunten:

This had a learning curve. They were also going through completely switching the UI at the time, so having a beta was nice, but some features were only available in the classic interface. The new one is much better and pleasing to the eyes.

Salesforce IQ is a great add on to Salesforce

Pluspunten:

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.

Minpunten:

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.

A decent program

Pluspunten:

The product is very easy to use. Very self explanatory. It will not allow you to do something your not suppose to do. Basically a guideline throughout the program

Minpunten:

There are some work arounds that should be updated by now. That makes for a longer process

Sales force is user friendly... Not super cute though !

Opmerkingen: Overall, its great ! I would be open to try other ticketing systems

Pluspunten:

The employee facing is great - you wouldn't even know its SalesForce ! However, the adminitration view is old looking and not really cute. A part from that though, its a great ticketing system, i wouldn't say its the best (but i don't know that many more)

Minpunten:

Again, the beauty of the administrative site. I also think that the knowledge articles are very hard to work with and its not really clear when they're published or in draft.

Ready to rock in minutes!!!

Pluspunten:

Extremely easy to use and I was able to set ip up in minutes. I was pleasantly surprised by the accuracy of data SalesForceIQ automatically pulled from my address book. It automatically updates so that my team and I can collaborate easier. We mostly use the mobile version as it is great for on the go and when we are at conferences and shows.

Minpunten:

One huge setback is that SalesForceIQ does not support GDPR which is pivotal to our business.

I have been using desk.com for over 5 years now, it has been simply flawless and very easy to setup

Opmerkingen: Easy to use/setup CRM tool for the team, we have customised the tool as per our product requirements, the ability to use mass action & less pricing as well.

Pluspunten:

Few features stand out - like the advance search option, mass actions, easy export, their helpful & courteous support team, lesser pricing than Zendesk, doesn't have bloat like zendesk.

Minpunten:

Reports are still a step behind, lack of integration of certain apps(limited apps) that helps in workflow

Excellent tool for day to day account management

Opmerkingen: Great tool for any account manager to have success

Pluspunten:

I really love the way the CRM is set up to keep you organized as you are doing account management/reporting. I would probably say my favorite feature is the reporting.

Minpunten:

Honestly, i would say none. What I will say I do like the lighting experience as opposed to the classic set up.

Latest innovation in CRM

Pluspunten:

Everything is contained in one spot. I have the ability to manage my pipeline, create my calendar and add new contacts.

Minpunten:

Not all the same functions exist on the ap that exist on the desk top feature. Also, you cannot run excel reports out of Salesforce

salesforce in health sciences

Pluspunten:

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

Minpunten:

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

Salesforce a Powerful CRM Tool

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Salesforce Essentials Great Tool

Opmerkingen: This eliminated the need for spreadsheets and works great for a medium team!

Pluspunten:

This makes the teams more functional and your group can follow up on leads and identify what contacts are a sure sell. I love the way you can customize it and it automates every things so great from emails to calls its great.

Minpunten:

Runs a little slow at times. Sometimes freezes.

Really useful

Opmerkingen: I would recommend it as it's very useful for daily use but I would say that it would take time to understand how to use all of the features

Pluspunten:

Very useful applications, it has an extensive variety of features

Minpunten:

It takes time to learn how to use it, and in the beginning it wasn't easy to use until I've learned it fully

Great product, lots of features. Takes some time to learn, but its worth it!

Pluspunten:

I like that this software is comprehensive. It gives you everything you could need to source, manage, track, follow up with, communicate with, and hopefully close a sale.

Minpunten:

It definitely takes some time to learn all the features and I didn't need some of them so it would be nice to be able to personalize a bit more but its worth the time to learn it all in the end.

Organization

Pluspunten:

I appreciate how I am able to connect contacts with other affiliation

Minpunten:

I dislike the learning curve it takes to understand the software