Salesforce CRM (Sales Cloud) pone todo lo que necesitas al alcance de tu mano, desde cualquier lugar. Desde cuentas y contactos sociales hasta Mobile, Chatter y Analytics, lograr una colaboración en toda la organización global y realizar tratos con más rapidez no solo es posible, sino que también es fácil.
Puntos a favor
A stage that offers deals the board, client administration, showcasing robotization and accomplice relationship the executives. It is a c cloud-based CRM arrangement, Salesforce gives you anyplace, whenever, access to your business information, even from cell phones. This stage helped us streamline our procedure and logged our discussion with every one of our customers/applicants monitoring the discourse history and knowing where we left at. It has a decent contact the board framework that enables the clients to store significantly more data like record/customer subtleties, addresses, other accessible data which permits a decent record information review. The Dashboard is adaptable and can fit to what their customer needs and requires for the particular procedure. It's a simple to explore programming particularly for the individuals who had been into cloud-based stage previously.
Puntos en contra
The multifaceted nature of its highlights here and there are not being depleted/augmented by little scale organizations and could get overpowering now and again. Evaluating might be somewhat high for a little organization particularly on the off chance that they need something that is progressively adaptable. For our group, it took us some time to explore the stage completely and consider was on the most proficient method to tweak the stage dependent on our necessities. Recognizing what is as of now accessible for us and what can be considered for what's to come is something that we get to profound plunge through the span of months and a great deal of cooperation and discussion with the group. Announcing issues may be somewhat hard as far as realizing who is responsible for certain specialized glitch if its Salesforce people themselves or some application that connects to it.
We used Salesforce to be our CRM and Professional Services Automation (PSA) system. We custom-built the PSA, but the CRM piece was mostly Salesforce out-of-the-box.
Ultimately, if you can figure how to keep your licensing and other add-in costs in check, then Salesforce can be the right tool for you. Otherwise, you may find what we found, which is that Salesforce's continual cost increases eventually cause the platform to lose its ROI. We ultimately switched from Salesforce to Microsoft Dynamics 365 after Salesforce continually and forcibly raised their costs beyond our ROI threshold. The system was functionally fine, but the annual costs had simply become too much.
Puntos a favor
As a CRM platform, it's everything you could ask for. Also, its AppStore is top notch. From a functionality perspective, you cannot go wrong with Salesforce. Also, as one of the biggest and most widespread platforms, there are plenty of Salesforce resources out there, so there is no shortage of help available should you need it. If you are a small non-profit particularly, Salesforce can be an incredible resource as your first 10 licenses are free (as long as you qualify as a non-profit with Salesforce)
Puntos en contra
If you are a for-profit firm, be aware that Salesforce builds in an annual 7% licensing cost increase into it's contracts. As a result, you will be continually negotiating and re-negotiating with them to keep licensing costs reasonable. Even then, Salesforce will continually look to increase your spend with them. Their sales teams/account managers can be very aggressive and a lot of things you may want or need will cost you extra. They're also continually rotating their account managers. This can be very frustrating as a customer because just when you feel that you've built a good relationship with your account manager, Salesforce will switch people on you and then you have to work to rebuild a new relationship.
My current company had been using Constant Contact before I arrived, and it was poorly managed... a huge mess, even... partially due to the staff being unable to coordinate, and partially because the software was a bit clunky. I was brought on during the SalesForce onboarding process, and 36 months later, with very little management efforts from our marketing/BD staff, our data is standardized, uniform, and easily accessible. Emails are scheduled to go out once a week, months in advance, based on templates first developed by our onboarding process, and we have been able to shift our marketing staff to more analytical projects that have given us the edge we needed to be on track to make our profit-sharing bonus numbers for the first time in years.
Puntos a favor
The ability to customize really makes SalesForce its own beast. I've worked for two companies that have used the software, and both looked very different, yet still intuitively the same. I like that if there isn't currently a solution for you, there are add-ons and plug-ins that can be fitted into your experience to make it an extremely tailored solution for a wide range of companies. Not only that, the customer support staff have some great tools at their disposal that give you an even deeper dimension of control, should you be unable to quite round the edges for your perfect fit. I like the seamless integration with Pardot. In addition, with Pardot's automation platform, you can literally save hours' worth of work as contact/prospect data can sync in nearly realtime, depending on the rules you've set up. If all this sounds perplexing, don't worry too much, as Salesforce has an amazing onboarding team that will work with your designated admin staff to utilize most of the software package from nearly any education/experience level.
Puntos en contra
There are some frustrating limitations with reporting in Pardot, and sometimes SalesForce integration with plug-ins can be a bit of a hassle if they weren't set up during the initial onboarding, but overall these are speedbumps at worst and don't detract from the overall experience enough to really worry about.
Salesforce has been the single most valuable tool for us in tracking prospective students through a funnel, communicating with them across channels and tying together the rest of our marketing stack.
We use the Higher Education Data Architecture platform on an Enterprise level instance of Salesforce through Salesforce's philanthropic Power of Us program. As a small, private religious institution of higher education, we need a CRM that allows us to customize contact profiles to an unusual degree, as well as automating basic tasks and integrating with our various other communication and tracking platforms.
Salesforce offers us unparalleled customization and allows us to combine analytics on mass emails, texts and website visits from our automation platform with individual emails, SMS, notes and phone call logs. We can analyze data not just about locations and high schools, but also about churches and youth conferences. It's also a useful tool for communication, and has a terrific integration with Twilio for 1-to-1 SMS conversations.
We've found that the learning curve on Salesforce is steep. We took care of onboarding, set-up and training ourselves in order to save money on the fees, and have regretted it. I would strongly recommend getting professional help to tailor the platform to your needs from the outset.
Based on my experience, I would recommend Salesforce to anyone looking for a powerful CRM product.
Puntos a favor
It can be customized to fit almost any use-case
Support is helpful and enthusiastic
It has a vast range of features
The extensive training available in Trailhead
Reporting capabilities are deep
Importing records is fairly simple
It has a massive range of integrations with other software and services
No automatic email reply capture
Puntos en contra
The learning curve is steep
It's incredibly complex, and it can be difficult to fully take advantage of it
It's hard to take advantage of some functionality without spending money on other solutions
Some simple functions are tedious to perform
The interface isn't always intuitive
Switching between Lightning Mode and Classic Mode to perform tasks is annoying
We're a union, so we have a little bit of a different situation than a lot of businesses who use Salesforce, but it's been incredibly helpful in allowing us to build an internal leadership structure where we can show the relationships between our members. It has also allowed us to track member activity & engagement in some very powerful ways, and to track the work of our organizers and representatives.
Puntos a favor
Really allows you to track your customers/clients/members/leads and see the arc of their interaction with your organization. If you also use something like Pardot to manage emails and online forms, it will give you a complete life timeline for the individual and how they have interacted with you. Allows you to create a journey & experience based on their interactions with you and to give quick follow-up when someone shows signs of life.
The only caveat here is that you have to be ready to use it. That means more than just having people trained in how to use the interface, but making sure everyone is on board for how this kind of data can and SHOULD inform and change how you interact with your clientele. If you're used to getting back to people within 24 hours, you need to be ready to shift that to 20 minutes. If you're used to treating everyone the same, you'd better be ready to create drip/nurture programs based on behavior.
If you aren't ready to use it to its full capacity, it isn't worth the investment, but if you are able to use it the way it's meant to be used, it's incredibly powerful.
Puntos en contra
It has a steep learning curve. I've been using it for a couple of years now, and I know that I still have barely scratched the surface of what I could be able to do, but I don't have time to devote to just learning SalesForce when it's not my core job. Definitely recommended for larger orgs where you can have a team devoted to support. Also, I hate the way they continually try to sell you new add-ons to the core product.
He aquí algunas preguntas frecuentes sobre Salesforce Sales Cloud.
Salesforce Sales Cloud ofrece los siguientes planes de precios:
A partir de: 25,00 US$/mes
Modelo de precios: Suscripción
Prueba gratis: Disponible
No tenemos información sobre las características de Salesforce Sales Cloud
Los clientes habituales de Salesforce Sales Cloud son:
Empresas Grandes, Empresas medianas, Empresas pequeñas
Salesforce Sales Cloud admite los siguientes idiomas:
Inglés, Francés, Alemán, Italiano, Ruso, Español, Sueco
Salesforce Sales Cloud cuenta con los siguientes planes de precios:
Suscripción
Salesforce Sales Cloud admite los siguientes dispositivos:
Android, iPhone, iPad
Salesforce Sales Cloud se integra con las siguientes aplicaciones:
Birst, CogniDox, Gold Lasso, Intellect, InterWeave Smart Payment Gateway, Nirvaha Commissions, O2B, Sofon Guided Solutions, SurveyGizmo, TeamSupport
Salesforce Sales Cloud ofrece las siguientes opciones de asistencia:
Preguntas frecuentes, Foro, Base de conocimientos, Asistencia en línea, Asistencia telefónica, Tutoriales en vídeo
It monitors our hopefuls and customers discourses over some stretch of time which causes us return from where the last discussion had finished. A decent record data also with 360-perspective on data. Devices work quite a bit of some acclaimed person to person communication destinations and could be considered as a simple exploring stage.