Salesforce es una solución de gestión de relaciones con los clientes que se ejecuta en la nube, popular entre las medianas empresas y empresas por sus funciones y herramientas flexibles. La plataforma ofrece una automatización de ventas perfecta con una base de datos de interacción con el cliente a la que se puede ingresar automáticamente en función de correos electrónicos, calendarios y otros sistemas de automatización de marketing, como recordatorios automáticos que solicitan a los usuarios que respondan a los correos electrónicos. Salesforce también está disponible en dispositivos Android e iOS.
Capacidades |
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Segmento |
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Despliegue | Nube / SaaS / Basado en web, Android móvil, iPad móvil, iPhone móvil |
Soporte | 24 horas al día, 7 días a la semana (representante en vivo), chat, correo electrónico/servicio de ayuda, preguntas frecuentes/foro, base de conocimientos, soporte telefónico |
Inscripción en beneficios | Documentación |
Idiomas | Inglés |
Custom objects, flows, opps to keep all customer information and have relational objects
Fuzzy logic is not available, duplicates management in various integrations
Storing customer info to have customer analytics
Continual innovations to the platform and keeping ahead of the industry, staying an industry leader in CRM. Loving the new advancements with AI at #df23!!
Can be difficult to learn, can have a long ramp up time
One place to track customer data, orders and fulfillment, etc.
Sales cloud is full spectrum tool that gives every single aspect of our customer insight. Combining it with analytics and dashboards make it more user intuitive.
Not able to organize the data for duplicates and quality to avoid the lengthy, cumbersome and expensive processes to clean the data later either with sf tools or third party tools.
Giving the sales team full customer view from all the data insights wishin the database/enterprise along with good customer analytics for better adoption and increased sales.
Salesforce Sales Cloud enables our internal customers to provide up to date information to our external customers in a timely fashion. We then can take their data and create a single source of truth for data and sales maximization.
At the moment, I do not have a dislike of the system.
It is providing a common platform of clean data to allow our organization a means to track new business along with the cross-selling opportunities with current customers.
Lead conversation,product catalog and opportunity management
Nothing,i like all the out of the box capabilities
Speed up the sales process and client fidelization
User friendly. Can configure as an admin.
None. Many objects need to be created. Reporting is difficult across multiple objects
Customer 360. Lease generation and internal approvals.
Campaign and lead management. Customer prospects and using opportunities
There are not many features that I do not like. Pricing is one and cost to store data in cloud
Ability to view the leads and track the progress
Ease of use and graphical interface are the elements I appreciate most
I would introduce something that can better explain what some elements represent (example: Lead)
Tracking the progress of opportunities has helped the Sales Team a lot
It makes it very easy to have all contact , lead readily available
Nothing with Ai it will just create more opportunity
As selected above it masked it very easy to for lead sourcing and sales analytics
Ease of use, aesthetics, data mgt and flow
Transition to lightening was painful but once pivoted nothing to not like really
Pipeline mgt and prospecting - more sales less clicks is our mantra
Experience and simple configuration for every day task
Generally there is nothing to dislike maybe only some missing feature on Page Layout
The possibility to manage quickly the management of opportunity of Renewal after having create Sales opportunity previously
Everything in one place from the CRM that does it better than any copy cat. Important as a sales ops director to streamline our processes knowing SF has our analytics handled.
yes, SF is pricey and it can seem complex to learn.
using Engagement has been a huge boost to our team productivity.
The plethora of business driven objects and functionality supports a very versatile healthcare SF org (celebrating our 20 year anniversary). We sell a wide range of products and sales cloud makes it easy.
Adoption of our Sales users, outdated technology that seems to be forgotten about. Better ways needed to drive adoption for sales reps who don't have time to learn.
It is our company's source of truth, heavy use of opportunity management with the addition of CPQ makes selling, quoting and managing selling efforts a breeze.
Seemless connectivity between account, contacts, lead, opportunities, activity creating a true customer 360. The ability to understand the customer in one set of screens is critical to the foundation which Salesforce brings to every organization.
Sales cloud with Genie capabilities not fully built out for B2B customers yet.
Connecting all of brands and business units into one space creating a single place to get customer 360 to build our global pipelines. Bringing all sales activities into one place is critical to move the business forward.
We've been using Salesforce sales and service cloud for past 4 years. What I like most about it is how easy it is the onboarding process for end users and the implementation for any organization. How fast you can make improvements to process flows and have real time info is the best of its class.
One potential drawback of it is its pricing structure, which can be relatively high, particularly for small businesses or startups. When you get to understand the lincencing model it just change to a new one.
By gaining efficiency. You get to automate many recurrent task to help sales staff to get more done. I'm really excited by all the Einstein improvement coming soon.
I like the ability to customize everything. Also the connectivity with 3rd party vendors is amazing.
If there is an issue, it can be very hard to detect. Sometimes the feature logic doesn't quite click.
It's keeping our data organized and actionable. It also allows us to create validation rules on data entry.
We use sales cloud for long time to manage our leads, opportunities and etc
Sometimes Managing the opportunity can be challenge
Managed the leads opportunities and accounts
We have a very standarized workflow and everyone in the sales team speaks the same language. In the past before we work with Sales Cloud, identifying, managing and tracking opportunities was impossible
It was very complicated to intégrate our core banking and other legacy systems into workflows. As of today we Still have a lot of challenges in order to solvente that issue.
Sales strategy and daily activities tracking
Best one for lead to prospect and converting to a member.
Kinda expensive. The licenses are very expensive. Also some of the workflows should be automated
All our leads, prospects and members data is well maintained
The capacity of the application is surprising what can be achieved by making the integrations with the information of our customers brings with it a lot of benefit
What has complicated us is the integration with other applications of the bank where we implement it, in itself it is not a failure as such of Salesforce but rather internal details
The biggest problem that it is solving is the visibility that our team of sales leaders did not have since they did not have visibility of the scope that their teams had.