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

Durch SF habe ich den komplette Überblick an hereinkommenden Leads, Stages der Bearbeitung und Auswertung

Nachteile

Kein möglicher Intergration von Bildern in den Mailverkehr

Vorteile

Die Suche nach Kunden und Adressen ist sehr einfach, auch dass man die Cloud im Browser in mehreren Tabs öffnen kann, ist sehr von Vorteil.

Nachteile

Dass es vielleicht einfacher gemacht werden kann, E-Mails direkt an den Kunden aus der Cloud zu senden.

Vorteile

Benutzerfreundlichkeit und Qualität der Leistung

Nachteile

Ich finde an diesem Programm nichts Negatives

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

Die Sales Cloud automatisiert Vertriebsprozesse wie Lead-Management, Opportunity-Verfolgung und Angebotserstellung, was die Produktivität enorm steigern kann

Nachteile

Bei der Salesforce Sales Cloud sind die Kosten nicht zu unterschätzen

Vorteile

It is SAAS based application which is best in the market and far ahead from its competitor and available for a fee based on user licenses. It's ease and ability to integrate with external third party application. Standard and custom based APIs. Further web to lead will allow better tracking of its leads.

Nachteile

Salesforce Sales clould is easy for a normal user and even salesforce has got lots of inhouse systems(trailhead) that would help any individual to learn and implement sales cloud in their daily work. Salesforce reporting and dashboards with AI(analytics) is improving a lot better to show and present the statistics in the lot clearer picture to the management.

Vorteile

Being able to put all of the opportunity information into Salesforce for tracking.

Nachteile

Starting the implementation has been slower than we'd like because of training on the project.

Vorteile

The most potent and adaptable sales platform is Salesforce Sales Cloud. This platform is essential for all shapes and sizes of sales departments, as it is specifically designed with the sales department in mind. We have been using this platform at my company for a very long time and have made numerous adjustments. This platform is mostly used by me for reporting and keeping track of out in the field activities. The procedure of generating reports and accounts is quite easy. I can add the contacts and notes manually, or I can import the list using a data loader. I can state that the customization is ideal for this platform because I have made numerous changes to the contacts and accounts properties.

Nachteile

The full functionality can be difficult for someone who is not that technically inclined. Being a small business owner, the cost is super high on a monthly basis, and can be hard to manage with all other expenses we need to manage. The customer support could be better when it comes to training and questions.

Vorteile

The dashboard is my favorite part of Salesforce Sales Cloud. Its cheery hue helped us forget about the quotas we were supposed to meet. I can also attest to its ease of usage. I was concerned that there would be a lot of fields to fill out, but the system's auto-population feature quickly put my mind at ease.

Nachteile

I wouldn't call it a complaint because every system has its quirks, but Salesforce's slow performance is occasionally frustrating. Given the limitations of our network and the sheer quantity of people using the internet, I suppose it is to be expected.

Vorteile

I appreciate Salesforce Sales Cloud for its robust customer relationship management (CRM) features, customizable dashboards, and seamless integration with various business tools. It helps organizations streamline sales processes and improve overall efficiency.

Nachteile

There was really nothing that I did not like

Vorteile

Depth of functionality for different roles, robust automations, lead management insights save a lot of time

Nachteile

The organization is under pressure to cut on software licensing costs, an enterprise solution like Salesforce might be on the chopping block before long!

In Betracht gezogene Alternativen

HubSpot Sales Hub

Gründe für den Wechsel zu Salesforce Sales Cloud

Better core functionality and out of the box integrations. Also tech team familiarity

Vorteile

I like it because it allows the monitoring of each client individually, so that when creating strategies this solution works as an organizer, manager and organizer for better business processes, I like it because it is not complicated to manage so in financial areas and marketing is positioned as a profitable and sustainable alternative for companies

Nachteile

I have no problems regarding the work procedures in which the employment has been reliable and safe.

Vorteile

The main features like the pipeline management and division. All the data of your lead on the main page without having to go in to your lead. The ability to have tabs within the tabs for an easier experience having multiple leads open.

Nachteile

That the task you set up for reminders or calls was not working 40% of the time. 10% of the time the leads did not go off your pipeline after calling them or when you remove them.

Vorteile

There are many factors of salesforce that makes life easy:
1. As it is a cloud based platform, it can be accessed from any part of the world with the help of internet connection.
2. Scalability and customization capabilities of modules.
3. Easy and Intuitive UI.

Nachteile

Several points of Salesforce that haunts us are:
1. It is bit higher on cost when compared to other CRM's in market, which means it is relatively expensive for small businesses and startups.
2. Salesforce has large ecosystem of third party apps, integrating certain apps or legacy systems require additional efforts and resources.
3. There are some issues with customer support response time as it is not quick and experience is lacking.

Vorteile

Salesforce not only can house your entire client base, but also gives you the necessary data on how your sales efforts to suit clients needs have gone, as well as having a proper chain of getting clients to different departments

Nachteile

It can take a while to load, but realistically it does have so much data to house that’s to be expected

Vorteile

I recently transitioned out of venues and over to the vendor side of things. However, while in venues (90% of my career) I participated in the implementation of salesforces' product delphi.fdc (latest version) in my last two positions (Director of Events at a country club 2016-2018 and Sales Manager at a Boutique Hotel 2018-2020). While at the Country Club, I completed extensive research reviewing SalesForce against several other standard industry event softwares. SalesForce is the most streamlined and inclusive option available. As a vendor, there are numerous tools that would not apply to my current position however if I was still working in venues, I would be pushing for the delphi.fdc as the best option to prepare teams for their current workload and any curve balls the future may throw their way.

Nachteile

However, there are some spin off components to the software that may still need some work such as meeting matrix. The set up process is lengthy and requires a lot of back log work to ensure old data that is moved over is clean and new habits are in place for your team to ensure the new system remains clean.

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

The non-profit organization that I work for, Interfaith Caregivers has been using Salesforce for a year. I'm so glad that we decided on this system because I have used it previously in other places of work. One of the reasons why we went with Salesforce was to manage a marketing/fundraiser campaign that we have every year. We were able to store our donor and board members and create a campaign just for them to use as a communication tool and to begin the fundraiser campaign for our annual gala. It was also very easy and much needed to track donor and fundraiser payments for the gala. We are able to store multiple templates which consist of donor thank you letters in the template field. This is a very helpful feature!

Nachteile

It is hard for me to dislike Salesforce. I appreciate the fact that we were able to get the nonprofit discount. Also we were able to use the 10 free licenses since we have 10 employees!

I would say the only thing is that I look forward to seeing how Salesforce will continue to grow and evolve and offer other packages to improve the CRM experience. Currently I have not ran into any problems.

Vorteile

Most people believe SF to be a CRM and while that is true, it's much more than that. It's a platform that leverages the technology of the CRM and is so easily customized that it can manage your entire business. This is the next generation of technology for every business need.

Nachteile

While the capabilities are nearly endless, not everything is offered out of the box. SF offers a lot of different products and has an extensive community of 3rd party app providers that allow for additional functionality that can be installed. Some of these products are free while others are paid beyond the initial licensing purchase through SF.

In Betracht gezogene Alternativen

Dynamics 365

Zuvor genutzte Software

Dynamics 365

Gründe für den Wechsel zu Salesforce Sales Cloud

The features that SF offers and the ease of customization make it the leader.

Vorteile

HIGHLY customizable. All data fields can be pulled into reporting/dashboards. To implement properly, you have to reverse-engineer what metrics are important to your business. Once you have a comprehensive understanding of the reporting that you want to see then you can build fields, pick-lists, radio buttons, etc so you capture all relevant data. The beauty is that you are not at all limited to the out-of-the-box configuration (which is good, but generic). In the past I have built in lead sources and ROI, appointment setting quality grading, commission reporting, stack ranking, and many other highly customized reports. Start with the end in mind and then find a good implementation partner who can execute on your plan.

Nachteile

Cost and support at the lower levels. Unless you have (pay for) their premium support, their customer service is not quick to act.

In Betracht gezogene Alternativen

SugarCRM

Warum Salesforce Sales Cloud gewählt wurde

We had not purchased software assurance, and to buy a new box and upgrade, versus moving to the Cloud with all of the associated benefits, was a no-brainer.

Zuvor genutzte Software

Dynamics 365

Gründe für den Wechsel zu Salesforce Sales Cloud

It is far and away the leader. The insight provided is critical to effectively managing a business.

Vorteile

Highly modular and customizable allowing potentially large breadth of application (in theory).

Nachteile

Clunky and not a particularly modern or pleasing interface to use. Very much uses a “sales funnel” approach which is not particularly helpful/relevant when coupled with the health cloud functionality for managing patients which is what we had hoped to use it for.
Although we rapidly realized the solution would not meet our needs and we never even went live with implementing the solution, we are tethered to a 3 year commitment they will not allow us out of.

Vorteile

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)

Nachteile

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.

Vorteile

Packs a punch in features that can be turned on and turned off as needed when business trends and sales needs change. Worth the price as a stand-alone sales CRM and sales tool for a small business with just a handful of reps while at the same time being equally effective as a platform for a company with 1000+ sales people that want integration between multiple departments. Excellent security against both outside and inside threats and manipulation. User definition fields so numerous that it allows for unique user roles for every employee on the system if desired.

Nachteile

Like most software tools, sf.com has a learning curve and there will be some in the company that are resistant to the change. If those people are not pushed and required to use the system completely it detracts from the overall benefit of the software.
The software is more expensive than its competitors - many times significantly more expensive. Also the packages start at the price for 5 users so if you are a small business with yourself and two employees, you will pay for 5 users even though you may only need 2 or 3 users.