Salesforce Sales Cloud Erfahrungen

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

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

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.

Vorteile

While there is a bit of a learning curve - Salesforce has exceptionally good and intuitive flows we get used to it. Another thing I like very much about Salesforce Sales Cloud is its scalability. Any business size can use it and scale it as the business grows which is rare in other CRMs as most are dedicated to certain business sizes. It is also flexible and customizable. I have set it up for a few clients of mine with little deviation in usage requirements and it worked perfectly with all of them. There is also a lot of automation that we can directly use - also we can take benefits of easy integrations available with other service providers. Also, it generally has more functions than we need so we don't need to worry much if the software is enough for a company. Maintaining it is also easy as every cloud service. Also, as with every cloud service - we can access it from different kinds of devices which is a added bonus.

Nachteile

I don't think there is much to dislike about Salesforce Sales Cloud - I think the pricing for small businesses can be better. Also, there is a bit of a learning curve but that's okay as of all CRM I have used to date - Salesforce was relatively easier to learn.

Vorteile

The best thing about Salesforce is it collates all the data and make a system-wide central repository which really helps in saving time, energy and productivity. Also, it has certain additional features to prioritize some important client support queries by integrating the mails with Salesforce which brings the attention to some important critical points.

Nachteile

The integration of the salesforce with internal tools could be done in a more user friendly and an efficient way. That's the only scope of improvement which could be done as I can think of.

Vorteile

Saleforce is the standard for the industry and has a price tag to match. When we implements Sales force we had 2 sales people and 6 PM’s that used it. The customization and automation where fantastic features and of great benefit. The sales to customer success migration was also a valuable feature for us.

Nachteile

The software was expensive and the sales person made licensing sales complicated and confusing. Once we were sold on the software our sales person disappeared and we had another rep who basically said deal with what you have. We wanted to change our model around but at the time Salesforce did not let us do this. We let the license expire and moved to another product

In Betracht gezogene Alternativen

HubSpot Marketing Hub

Warum Salesforce Sales Cloud gewählt wurde

We wanted a more professional solution that would help both sales but also customer success

Zuvor genutzte Software

HubSpot Marketing Hub

Gründe für den Wechsel zu Salesforce Sales Cloud

The customization

Vorteile

I liked how user-friendly the Salesforce Sales Cloud is. The dashboard is very intuitive and provides an easy way to access and manage customer data. It also provides a wide variety of tools and features that can be customized to fit the needs of any business, such as sales automation, lead management, and reporting capabilities. The customer support is also top-notch, providing helpful and knowledgeable guidance whenever I needed it.

Nachteile

I found that the pricing can be a bit steep for smaller businesses, especially if they don’t need all of the features the platform provides. Additionally, I found the learning curve to be a bit steep at first, as there are many features that can be overwhelming to understand. However, once I got the hang of it, I found it to be a great tool for managing my business's sales needs.

In Betracht gezogene Alternativen

Zoho CRM, Dynamics 365 und HubSpot CRM

Gründe für den Wechsel zu Salesforce Sales Cloud

We chose Salesforce Sales Cloud because of its robust feature set, user-friendly interface, and excellent customer support. It was the most comprehensive solution that met all of our needs, and the pricing was also very competitive. Additionally, the Salesforce platform is well-known and trusted in the industry, which gave us confidence that it was the right choice for our business.

Vorteile

In my opinion, Salesforce has always been the best CRM application. I started off with a team of 3 employees including myself and Salesforce has been with us since Day 1.

Nachteile

The one thing that I found with Salesforce Sales Cloud services is that Saving new and updated data is not an automatic process. This is a more manually done directive in CRM and may cause loss of leads to which I recomend to ensure your users update their data prior to posting on Salesforce Cloud.

Vorteile

It could ultimately do anything I wanted it to

Nachteile

Had to hire a SFDC admin full-time to help us build out reports, etc. Also had to pay lots of money to a 3rd party to help us implement it.

Vorteile

One con is the fact that Salesforce Sales Coud is highly customizable. Also, it's a cloud-based tool, so it can be accessed from anywhere with an internet connection. Another con is the fact that it has a mobile app and also strong security features. Lastly, Salesforce offers excellent customer support, including online resources and training.

Nachteile

Salesforce Sales Cloud can be complex and overwhelming, especially for new users that are not familiar with the platform. It can also be a bit expensive since it requires ongoing investment in training, customization and support.

Vorteile

This software is very useful on very thing in the following functionalities: dashboard,batch processing ,marketing email. It allowed me to encrease my sales it's easy to find and use.

Nachteile

The appls has no flows in my experience.but the price should be reviewed for the new person that need it.

Vorteile

I like its each and every features which is quite advance and helpful. This app solves all major sales business process which improves the business efficiencies. The integrations of websites and other apps, Salesforce email, opportunities tracking, leads management, maps, contacts are too much helpful.

Nachteile

So far i don't have any complaints for this software. It is just amazing.

Vorteile

This CRM has everything and more, this product is for big corporates.

Nachteile

Too many bells and whistles also there is a lot of information on all features that you will not use.

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.

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.

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.

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

In Betracht gezogene Alternativen

HubSpot CRM

Warum Salesforce Sales Cloud gewählt wurde

Keap is not built for sales and sales enablement

Zuvor genutzte Software

Keap

Gründe für den Wechsel zu Salesforce Sales Cloud

Hubspot is designed to be more of a all-in-one app as a Marketing CRM and a Sales CRM where Salesforce is a true Sales CRM that intregrates with a large number of 3rd party apps and specifically has a deep integration with Marketo, the gold standard in Marketing CRM apps

Vorteile

SFS is a very powerful piece of software that is a dream if you take the the time to configure it and a nightmare if you don't. Those who fail with SFS are the people who think it's a turnkey solution that you can just buy and start using. Nope. You need to configure the heck out of it to suit your needs. If you take it seriously, capture workflows and goals for your team well, and take the time to set it up, you will be very happy with this solution. It doesn't need to take years, but it does take dedicated time.

Nachteile

The pricing is high. Social media tools for the application are pretty weak. Plus, out of the box, it's overwhelming and just not usable.

In Betracht gezogene Alternativen

Zoho CRM, NetSuite, SAP Business One und Basecamp

Gründe für den Wechsel zu Salesforce Sales Cloud

Our [SENSITIVE CONTENT HIDDEN] liked the power of Salesforce and felt that a weak sales pipeline would hurt us. So, we focused on optimizing, getting many module solutions to add to Salesforce, and it was working well. The sheer mass of options in the Salesforce Marketplace was also impressive and led to us thinking this was the right solution for people not afraid of paying for the premium option.

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.

In Betracht gezogene Alternativen

Pipedrive

Warum Salesforce Sales Cloud gewählt wurde

Insightly was failing our organization for multiple reasons. The user interface was never the prettiest and the system took a lot to train users to use. However, the biggest sin was several API updates broke various integrations we had. After a few fatal API updates we decided to jump ship to another system.

Zuvor genutzte Software

Insightly

Gründe für den Wechsel zu Salesforce Sales Cloud

Pipedrive was not as powerful / customizable as we were accustomed to with Insightly. Apto is based on Salesforce but is highly tailored and not customizable as well. Ultimately, a system with the ability to customize workflows, designs/interfaces, and integrations was critical to our need.

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.

In Betracht gezogene Alternativen

Zoho CRM

Warum Salesforce Sales Cloud gewählt wurde

G Suite is good but it is not as durable and easily expandable to multiple needs as Salesforce.

Zuvor genutzte Software

Google Workspace

Gründe für den Wechsel zu Salesforce Sales Cloud

Zoho CRM was rated as good but we needed something that has established itself as a leader in the industry and we just went for Platinum service.

Vorteile

Form many years we used another CRM - that was just that - a CRM. Salesforce has become a platform capable of infinite applications and integrations. It requires an investment in funds - and yes - time. But anything of high-yield does. Key - is securing a solid company for the customization Salesforce Corporate does a fine job connecting with the best. I frankly am shocked that in today's world many organizations are still operating without robust CRM and synchronous applications. I would suggest to those about to embark on this - GO WITH SALESFORCE - the leader and don't waste precious time going through all kinds of demos with others. Bottom-line - Salesforce is ahead and keeps ahead and will continue to do so. This greatly lessens your risks, Just make the move then make the commitment to optimize the core capabilities.

Nachteile

It's an odd thing - but - what like least is; far too many capabilities. One can be overwhelmed and fixated on constantly wanting more. So - there's the good news - a company will probably never be able to keep up with the options available - it will never be limited - therefore Salesforce is aspirational and helps to drive growth. I believe the company will never stop keeping way ahead of what customers or prospects want. Just advise to master the basics and then progress.

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!

Vorteile

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

Nachteile

Price

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.

Vorteile

I have been a part of numerous business organizations that used Salesforce. One that integrated it into a business and one that had used it, essentially, since inception. In the business where we switched CRM systems, from the user standpoint the transition was somewhat seamless. Although expansive in product functionality, it has a pretty simple user interface, making it easy to pick up. Salesforce offers the excellent feature of customizing reports, either to export or to feature on a cloud-based reporting dashboard.

Nachteile

The biggest struggle that I have had to date is with the 'new' lightning interface. To be fair, as with anything new, it requires time and patience. However some of the items, like the report builder, is far less intuitive than the original. It offers a block-style builder platform that features what I can only describe as a partial-drag-and-drop function. The system automatically adds items to a grouping when selected, however upon initial interaction looks like a drag and drop menu. It's a little confusing at first but once you get the hang of it, isn't an issue.

In Betracht gezogene Alternativen

Dynamics 365

Zuvor genutzte Software

Dynamics 365