Salesforce Sales Cloud Erfahrungen

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

The customisation is incredible. You can change, add, update, reconfigure basically everything. There are so many standard objetcs to play witha nd then you can create brand new ones to fit your requirments. The possibilites are endless. It also has, hands down, the best online system training i have ever seen. Trailhead allows you to pick an area of interest, learn as you go, put your training into practical use in a dedicated salesforce org and then automated testing of what you have completed. Truly world class.

Nachteile

The possibilities are endless, dauntingly so. The intial configuration is time consuming and there is a lot of knowledge required to get the setup right. Doing it without a trusted 3rd partner is very difficult. It is also expesnive of course but really it's in the "you get what you pay for" category.

In Betracht gezogene Alternativen

Dynamics 365 und SugarCRM

Gründe für den Wechsel zu Salesforce Sales Cloud

SugarCRM didn't fit with our integration strategy and we really looked at best in class. With Dynamics i had a strangely difficult time to actually engage with someone to properly look at the system whih i found dissapointing so i did my own research and pumped for Salesforce.

Vorteile

It's great that you're able to work with so many different programs. It's great that you can tailor it to your company's specific requirements, too. Salesforce provides some of the best and most user-friendly workflows we've ever encountered. Salesforce Sales Cloud's scalability is another feature I appreciate greatly. There are few CRMs that cater to a wide range of business sizes and can be scaled up or down as the needs of the organization change.

Nachteile

Overwhelming when implemented incorrectly. There are times when it's difficult to keep track of everything. Small-business pricing might be improved, in my opinion. Also, there is a learning curve, but that's fine because CRMs are all the rage these days. I've utilized up to this point.

Vorteile

The advantages of Salesforce Sales Cloud are:It provides a comprehensive and real-time view of interactions and transactions with customers, allowing for informed decision making and improved efficiency in the sales process.It is highly flexible and scalable, as it runs on the cloud and can be customized to fit the specific needs of each company.It offers a high level of automation of sales processes, saving time and effort.It allows for data analysis and report generation to help companies better understand their operations and make decisions.It is easily integrated with other productivity and communication tools.

Nachteile

Salesforce Sales Cloud can be expensive for some companies, require a learning curve and significant effort to set up and maintain, and may be complex to use for some individuals. However, if implemented and used correctly, it can provide great value to companies by improving efficiency in the sales process and allowing for informed decision making.

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

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

I like the user interface and timely upgrades that the product offers.

Nachteile

It takes time for a beginner to get used to this product while there are lot other products which can be learned in shorter periods.

Vorteile

It offers a wide range of features and tools to manage all aspects of the sales process, including lead and opportunity management, account and contact management, and forecasting and reporting. user interface is intuitive and easy to navigate, making it easy for my sales team to find the information they need quickly and moreover the best part is Integration with other Salesforce products, such as Salesforce Service Cloud and Salesforce Marketing Cloud, allows us to have a seamless and unified view of our customer interactions.

Nachteile

The platform can be complex and might require some time to fully understand and master all its features.Cost is definitely high for small businesses, but it's worth it for large businesses that need an enterprise-level solution.

Vorteile

Managing my sales funnel is so much easier with Salesforce Sales Cloud. It has helped me stay on top of my outreach and get the results I need.

Nachteile

Price is a bit higher than other alternatives and customizing categories can be a bit tricky.

In Betracht gezogene Alternativen

Zoho CRM

Zuvor genutzte Software

Zoho CRM

Gründe für den Wechsel zu Salesforce Sales Cloud

Easy to use

Vorteile

Built-in support for common aspects of sales that helps in implementing through configuration and low code, right from lead generation to closing a deal.

Nachteile

Lightning mode tends to take longer to render when compared to classic

Vorteile

This product was very easy to install and includes a cloud version. For most small, medium and some larger size businesses, this software will meet all of your Sales and Marketing needs. This software is a great overall value for the price point. Customer service is great!

Nachteile

There is a slight learning curve as this software has so must functionality and is very robust. Other than that the possibilities for your sales team with this software are limitless.

In Betracht gezogene Alternativen

Keap

Warum Salesforce Sales Cloud gewählt wurde

Salesforce is more compatible with the other software packages that we are using.

Gründe für den Wechsel zu Salesforce Sales Cloud

More functionality

Vorteile

Helps maintain account and lead level data connected (hyperlinked)
Easy storage of every information at all stages of the sales funnel
Intuitive reporting and dashboard

Nachteile

High price
Complicated implementation
Customer support is not as great as HubSpot

In Betracht gezogene Alternativen

NetSuite

Warum Salesforce Sales Cloud gewählt wurde

Hubspot reporting and dashboarding were too poor. It did not give us a clear picture of where we were in terms of our quota achievement.

Zuvor genutzte Software

HubSpot Marketing Hub

Gründe für den Wechsel zu Salesforce Sales Cloud

It was purely the management decision and external referral

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

I LOVE Lightning as a whole, and I personally believe it was Salesforce's best huge update/release since I first started using the platform in 2011. My favorite Lightning feature is Lightning App Builder for its non-code-based UI and its simplified yet vast customization capabilities.
I also f*ing love AppExchange, Trailhead, and the seemingly endless list of available integrations.

Nachteile

I'm sorry (but not sorry) to say, I HATE how very very little SFDC has improved their incumbent reporting and dashboard functionalities and UI. It's been one of the primary areas of SFDC, as an admin, I use the absolute most yet I always find myself having to resort to external reporting/data analysis tools (shout out to my Ride-or-Die, Excel!) to accomplish all of the data analysis and reporting needed in my role. Einstein Analytics (formerly Wave Analytics) is a godsend but costs a little too much ON TOP OF the already exorbitant price we pay just for base licenses.

In Betracht gezogene Alternativen

Zoho CRM, Dynamics 365 und HubSpot CRM

Gründe für den Wechsel zu Salesforce Sales Cloud

Salesforce leads the CRM industry, of course, so it's usually a companies first choice when acquiring a CRM. It integrates with almost everything, has a nebulous laundry list of functionalities and customizations, there's super valuable free resources available from AppExchange to Trailhead and more, and so on.

Vorteile

What I like the most with Salesforce its automation and analytics. It makes our job easier as an admin to maintain the application and and also to manage different end users that rely on its function to deliver the needs of the business.

Nachteile

The complexity. Sometimes its very hard to do some task since the application it self is designed with such complexity. Sometimes I found it hard to follow some procedure in salesforce specially when handling it for the first time.

In Betracht gezogene Alternativen

Dynamics 365

Zuvor genutzte Software

Dynamics 365

Gründe für den Wechsel zu Salesforce Sales Cloud

I don't really know since I was only an administrator for Salesforce on our company.

Vorteile

Salesforce Sales Cloud product is an essential part of our day-to-day operations. Not only is it incredibly intuitive, but it also has so many options for customization to our business. I find that if I think of it, I can build it with Sales Cloud. There is always support if we run into any technical issues and training materials to aid in our implementation and learning processes. Overall, it's a great value for the money, especially when one considers that you can pay per license and pay significantly less than other products.

Nachteile

Sometimes, we could get so impressed with what Sales Cloud could accomplish that we would get carried away and over build what could have been a simple solution. It's important to understand your business thoroughly and get familiar with the tools so as not to overbuild.

In Betracht gezogene Alternativen

Zendesk Suite

Gründe für den Wechsel zu Salesforce Sales Cloud

The cost, reputation, and customization options made us trust Salesforce Sales Cloud most.

Vorteile

I love that it has given our non-profit a space to grow into. Too often, non-profits find themselves barred by limits placed on the number of Contacts being retained. Most pricing is based around this figure which is tiresome when you are looking to gain momentum without having to have constant upgrades. Salesforce is massive and delivers in what it says it will do.

Nachteile

It is challenging to learn. I would have appreciated options for non-profit teams to have discount pricing on trainings with use. This would have provided for shared trust in the CRM, rather than knowledge given to a few who then became internal advocates for the system.

Vorteile

Salesforce is probably the most functional CRM tool on the market, and one of the easiest to set up and use. It worked right out of the box, and we have continued to expand the features we use. One of the best things are all the plugins available, which allow you to customize the environment to fit your business' specific requirements. Our revenues have doubled consistently year-to-year and our customer satisfaction ratings have improved dramatically since we began using Salesforce. My team has threatened to revolt if we ever consider moving to a different platform.

Nachteile

The licensing structure favors larger organizations, but the fees we pay are still reasonable for the value we get from the product.

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

One of the aspects that I value most about this software is the possibility it offers me to work from anywhere. My work demands to travel continuously and the fact of being able to access the cloud from any laptop, tablet, smart phone or table computer and sharing information and tasks with my co-workers is very positive. And the best thing is that this software gives me total security that others do not guarantee me. Knowing that my data, my projects and my documents are well protected, generate me a lot of confidence, so I totally recommend it

Nachteile

Although it is a very powerful software, its use is sometimes complex with respect to the tools to segment and automate my marketing campaigns since working with well-defined social strata in the communication area would be a great collaboration to do it from the same software and not manually Simpler steps that allow processing all the information and then classify it. It would be very helpful because of the complexity that sometimes is made for those who are beginning to use this software.

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

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!