Opiniones de Salesforce Platform

Se pueden automatizar muchos procesos y es ideal para manejar la información de los clientes. Se puede customizar y extender "fácilmente" haciendo desarrollos. Es una plataforma muy segura y robusta, lo que nos da muchísima tranquilidad.

Veníamos de utilizar otro CRM y la implementación fue un poco dura.
La interfaz es bastante mejorable; podría ser mucho más intuitiva y personalizable. Además, la herramienta es bastante lenta.

Lots of resources to help you get started with this platform. All of the prebuilt components are documented well in the Salesforce documentation, and it is extremely easy to get started with developing. Trailhead is extremely helpful in introducing the concepts that are important to developing for the Lightning Platform, so it is not hard to know where to go next in your learning journey. The other benefit is that it is extremely popular and there is a lack of qualified developers, so the barrier to entry through learning about the Lightning Platform is lower than it is with other technologies.

There is a relatively steep learning curve because it is VERY opinionated. In addition to learning the Lightning framework, there are many other pieces that you will be required to learn. Apex and SLDS are two examples of that. You won't be proficient in Lightning Platform development unless you have all of the pieces.

Salesforce allows us to quickly launch a Minimum Viable Product for teams within the companies we we work and then iteratively build up on those structures. The wide range of standard objects and the easy of creating new custom objects means that we can get the core of a product built in a fairly short amount of time compared to having to build solutions completely from scratch or in less flexible alternate CRM products. The Salesforce Platform allows us to get users using the custom apps we build for them in Salesforce.

Salesforce requires advanced training to be able to build it and is expensive. It also isn't an out-of-the-box solution and requires an investment of time and money to get built. Costs per user can quickly add up for companies.

While I was used to the traditional salesforce platform, and quite partial to it- Lightning was useful for being able to bring new leads/opportunities into your sales pipeline and a fast speed, without having to create and dig through reports, but the results were hit or miss. The platform is much more simple, and perfect for a large corporation who would perhaps need to limit access to certain reports and files.

Using artificial intelligence to find the best opportunities to pursue may sound like a good idea, The results were hit or miss, with miss being the more likely of the two. This leaves little to no room to be strategic in finding the best leads to pursue at the right time. Certain common features seemed to be available but did not produce content- such as the “follow” option for opportunies/accounts to see when the stage or opportunity owner or anything else had changed, since there is no news feed to view this in.

What I like the most about Salesforce is that it really impacts on a daily basis. Let's say that you are looking to standardize the Customer Service information and procedures. The workflow this platform has really helps you to accomplish that goal.

Slow at first, kind of confusing, not that user-friendly but remember this cons are only at the beggining, once you get used to it, the cons are gone.

Salesforce is the go-to CRM and market leader for a reason: solid lead and pipeline management. I like the integration with outlook and the depth of reporting features.

It takes some time to learn how to use it. Also the settings around standard lead fields and different lead views are confusing to me.

You can add your own custom fields and organize them how you want.

Difficult to find the proper path from lead to opportunity to account. Contacts can be saved on accounts, but aren't automatically applied to opportunities forcing me several clicks to simply add a new person first to the account and then back to the opportunity to see the contact. Changes to your payment plan to reduce accounts are very difficult forcing you to request changes 3 months in advance for them to take effect. However, they have no problem increasing the plan same-day when we need to add new accounts.

I really liked how this software can be tailored to the needs of different businesses, such as allowing users to view stats, email campaign response rates and allows users to create specific lists for their email and phone campaigns.

If not managed correctly the system can become filled with irrelevant data, meaning it requires strict auditing throughout the company which at times can be difficult to do.

There are so many features that impact our business daily. Across multiple teams.

The only one area I’m not a fan is that you cannot work simultaneously alongside someone in the same record.

I have used Salesforce for managing clients' related data in our system. It automates a lot of processes like lead generation or managing storage.

Definetely the learning curve is very steep, it is quite hard to know its features without a help of an experienced Salesforce Admin.

Non tech people can use it easily.It can integrate with other platforms

Takes time to load and is slow. Other than that there are no cons.

Salesforce is a blank slate. But that's a good thing! It can be completely customizable to your unique business requirements. Aside from customization, Salesforce out-of-the-box has great standard fields and functionality to manage and track leads, contacts, opportunities and accounts.

Salesforce is almost too smart. There is so much you can do with it, and if not implemented correctly, you may run into some hiccups. For example, my company grew and continued to grow but we did not scale our Salesforce platform to meet our ever-changing needs. This left us with some issues that are now being smoothed out.

The component-based development, instead of Classic's page-based ideals, are a breath of fresh air and a sign that Salesforce is looking forward to the future. Having the ease of creating a component and being able to reuse it everywhere in your environment is a great feeling.
The components all follow the same style (if done correctly) and don't affect the loading speeds of each individual page, it just works.

The Lightning experience is definitely not complete, which is understandable as it is a work in progress, but the worst of all is the *initial* loading time. Just after logging in, the wait time is considerably higher than Classic's and is very annoying to sit around while it loads with the latest update's mascot watching your frustration.

Salesforce is the most robust CRM in the market, a point that isn't debatable in my view. For an enterprise organization with complex needs, Salesforce is hard to beat. The sheer number of native integrations is a huge advantage over any other solution. The reporting you get with Salesforce is remarkable.

It's so robust, it can be overwhelming for those without Salesforce expertise, or a dedicated CRM manager in-house. The permissions are flat out hard. This is more of a con for a small business than a mid-sized to enterprise business with more internal resources. Expect to pay huge hourly rates for a consultant if you don't hire in-house.

We previously used Microsoft CRM and recently implemented Salesforce Lightning Experience. The features and support community we have found within Salesforce have been incredible and continually impressive. CRM was able to get us through the early stages of our business, but Salesforce Lightning Experience will make the difference across each of our growing teams as we continue in the growth phase of our organization. I love that any question I have about Salesforce has likely already been asked and answered by either a Salesforce expert, or a member of the Salesforce user community.

With the vastness of customizable features within the application, it can be a confusing transition to Salesforce. There is a large amount of information and training materials that are made available online, but that isn't always enough.

Ability to generate custom objects, processes, and communication across a wide range of departments makes SalesForce the ideal tool for any size company. The plus is the cloud location allowing customers and employees access around the globe.

The pricing and add on fees for certain functionality can quickly explode the budget set by your company for this solution. Be sure to think about all functions you might need and negotiate with your SalesForce contact to obtain the best pricing possible. Bundling can be powerful!

Access around the world, integration with gmail (although that needs a few fixes).

We find Salesforce to be a great tool to manage our database and to store information about contact with our clients and prospects, but there are so many moving fields and different views, that it can be difficult to align across multiple sales people in multiple countries. We're also frustrated that we cannot assign multiple email addresses to a contact or lead, which has ramifications for our marketing team. We sometimes wish there was a simpler more pared down version of Salesforce, that streamlined the information exactly how we need or want it.

None. I spent 2 years building the software to meet the specifications, however every time they update their software, there are glitches in what I built. Unless you have a team of 10 people working full time to integrate this software into your business, avoid it like the plague.

They promised the world and it is so obvious their sales team is on huge commissions. They did not even deliver a tenth of what they promised.

Salesforce has a vast array of tools to use. Some of what my team uses is the e-mail to ticket functionality (very nice, a user can just send an e-mail and a ticket gets created), workflows, and we have a lot of custom Apex code for the workflows.

As with any large software, there's a learning curve there, and some organizations use Salesforce for only a few things, while others use most of its features. The main issues are ones that you'll encounter on any Web Application, it's just the give and take of having it be a web application versus a desktop application (less maintenance as a web app, but at times slower or more restrictions).

There’s a lot to be desired by this CRM. I used a hubspot Prior and there is wonky data analytic reports, super cluttered, and the new Einstein feature sucks.

Everything about this platform sucks. I only have to use it it because it’s the enablement tool given by my client.

While the initial switch from classic was a little rough from a users standpoint, now I couldn't go back to use classic. It is so much more intuitive and is a nice and sleek experience.

It was an adjustment during the initial switch from classic and it took a little while for the entire Sales team to feel comfortable in using lightning regularly.

I like how we can keep tracks of tickets and number of leads on Salesforce to provide a prompt resolution. It is also used for storing data to review and we can interlink it with other apps to call and send message to the client

Sometimes the servers are down but other than that it's always up to the mark. Very satisfied with Salesforce as it's one of the most used CRM brand in India and a lot of major companies use it

I love how easy this tool makes the communication between the sales department, post sales, and support. The chatter tool is fabulous, the way the opportunities for sales and upsells are generated and managed is perfect and absolutely flawless. The reporting capabilities are super powerful.

It could take a while to configure, and the reporting tool is as powerful as complicated to configure and use

Relation Edge, a partner of Saleforce, helped me greatly at a Saleforce Base Camp back in April, 2017. The girl there was helpful and really knew her stuff. But that's just it, you have to know your stuff or else you are in trouble.

Waste of time setting anything and everything up-- especially for one user.
No email from campaign. This is a huge issue in the SF community.

Salesforce is a great CRM. You are able to track the full sales cycle, from leads to wins to dispatching of produce or service. You can customize the fields your company needs, and remove the ones you don't need.

If you are new to CRM, you can easily get overwhelmed with all the options. With saying that, if Salesforce is your first CRM and you try others, you will find most, if not all, fall short.