Opiniones de Salesforce Sales Cloud

Puntos a favor

Que tengo toda la informacion de la empresa en el mismo lugar.

Puntos en contra

el desarrollo del marketing no es tan completo, mailchimp funciona mucho mejor para mis campañas de email marketing

Puntos a favor

La facilidad en la gestion y seguimiento de las metricas y los indicadores de ventas

Puntos en contra

que hay algunas cosas que son complejas

Puntos a favor

Los resultados finales que se pueden generar y lograr mediante el uso de la plataforma son muy buenos

Puntos en contra

Es bastante complejo de entenderlo, facil de complicarse dentro de la plataforma y perderse, podria ser bastante mas sencillo y simple su UI para una mejor UX

Puntos a favor

No me siento identificada con la plataforma, no la comprendí.

Puntos en contra

No me permitía un formulario de registro, no tenía una presentación de marca para entenderla y enamorarme de ella.

Puntos a favor

Salesforce al igual que otras grandes plataformas digitales o empresas multinacionales, tienes un software muy robusto y parametrizado según los lineamientos de ellos.

Por esa razón es una plataforma digital lista para ser utilizada por cualquier empresa, el soporte técnico es genial y el nivel de postventa es rápido.

Puntos en contra

Sin embargo es costoso, si una mediana empresa quisiera utilizar su API debe pagar miles de dólares por tener acceso al mismo. Existen otros software mucho más accesibles y flexibles.

Puntos a favor

Es un software integrado con facilidad de uso. Es configurable e integrable con otros software. Puedes tener gestión en línea a través de chats y correos electronicos.

Puntos en contra

Es un software altamente confiable que no le veo negativas.

Puntos a favor

Es una herramienta que es necesaria para cualquier empresa que trabaje en el área comercial, la mejor de todas

Puntos en contra

para nada no encuentro ningún problema la he usado en distintas empresas y siempre funciono a la perfección

Puntos a favor

La plataforma permite una facil interacción para cargar la información de cliente, hacer seguimiento a las visitas, asi como tambien un historico de la cartera de clientes.

Puntos en contra

Integrar la antigua herramienta con la nueva plataforma fue complicada y casi que se tuvo que realizar uno a uno de nuevo.

Puntos a favor

El CRM por excelencia. Es innegable que como software para el seguimiento de ventas es el más potente. Además permite hacer casi cualquier cosa y es 100% customizable a la necesidad de cualquier empresa sea cual sea su modelo de negocio.

Puntos en contra

Pero uno de los mayores inconvenientes de este software es su complejidad. Es necesario un buen equipo de desarrollo no solo para ponerlo en marcha, si no, para continuar sacándole partido a largo plazo.

Alternativas consideradas

HubSpot CRM

Razones para elegir Salesforce Sales Cloud

Dynamic cesó la actividad de su software y borró todo el contenido.

Software anterior

Dynamics 365

Puntos a favor

es fácil de usar y se integra con las herramientas de la empresa

Puntos en contra

hasta la fecha no encuentro nada que no me guste

Puntos a favor

debe ser mas estable recomiendo usar data base basado en no sql

Puntos en contra

inestabilidad cuando el uso es extensivo

Puntos a favor

-Highly customisable with deep and wide integration with my organisations SaaS or natively developed applications.
-Allows you to produce very detailed reports to track my own activity and history. Which can also be used by management to track team progress and activity.
-A customisable dashboard that allows frequently uses tabs to be populated to a "bookmarks bar" which allows for faster navigation.
-Great search feature that allows for search across the entire CRM database.

Puntos en contra

-Due to its high functionality and range of options it can be overbearing to use at times.
-Requires internet connection which means there is occasional latency and is not accessible at all times.
-Visually, it's not the most appealing tool that I've ever used.
-Steep learning curve for those that have not used it before, but then that goes for most CRM tools.

Alternativas consideradas

Dynamics 365 Business Central

Razones para elegir Salesforce Sales Cloud

Due to employment change when I moved companies.

Software anterior

Dynamics 365 Business Central

Puntos a favor

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.

Puntos en contra

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.

Alternativas consideradas

Basecamp, Sage CRM, Zoho CRM, SAP Business One y NetSuite

Razones para cambiar a 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.

Puntos a favor

Sales management features are good
good tracing and notifications
account management
geolocation integration
Integration with SAP
User Community
Easy to Use
APIs

Puntos en contra

Customer Service
third party vendor implementation
Overall Cost
Switching cost
Salesforce ecosystem has to be there to get better insights
Customer reports , except Einstein

Alternativas consideradas

SAP ERP y Microsoft Dynamics SL

Razones para elegir Salesforce Sales Cloud

product capability and future road map, scalability and user community

Razones para cambiar a Salesforce Sales Cloud

better product capability

Puntos a favor

I have been using, recommending and adopting salesforce.com for my sales teams for ten years in several different digital technology, media and advertising organizations. I can say unequivocally that the CRM software has evolved from being a supplement and "nice to have" to a must buy and necessary and vital tool for doing business. The key to any business solutions and software product is getting the team to adopt and use it. Training and practice is essential. Its like your golf game, the more you practice the better your score or working out, no pain, no gain.

I like the social media and conversational abilities you can have with sales team; the app is excellent for quick reviews and checking on status of pending, pitches and prospects; the flexibility and customization options based o salesperson, account, deal size, industry vertical. In one organization we adopted it for internal sales data use and tracking and also incorporated product data about our partners, customers, audience metrics and analytics and distribution platform.

Puntos en contra

Depending on the level of subscription, will also vary with the amount of personalized training you receive. I would also say there needs to be more attention and customization devoted to industry verticals that contain many nuances regarding customer segments and rev streams. This includes the advertising and digital sales industries where there are multiple customer touchpoints and rev streams including agencies, direct to client, programmatic, 3rd party vendors, ad tech partners etc. I also think saleforce.com needs to develop more compatible software and training that integrates salesforce,com into other software linked to finance, accounting etc.

Puntos a favor

Salesforce service cloud a complete package of solution to the business or industry which has there product and sales , Leads , Campaigns etc are included .
There are out of the box functionality which helps the business with multiple automation tools etc.
There are standard object such as Campaigns , Trade Shows , Leads, Pricebook etc which can directly be used to store the data . There are tools of salesforce such as workflowes , process builder , flows which are used to automate things such as record update or sending a email to the client automatically.
We can build lightning components which can be used as a User Interface by the client to add the details and interested area.
Leads can be generated through multiple campaigns where a client login and shows interest in some products . Those leads are assigned to a queue or a particular team using Lead assignment rules so that they can work on it and convert the Lead .
Salesforce is a cloud based technology so it is available with you wherever you go . The data will be stored in Salesforce itself and there is no chance to lose data of clients .
Overall its a great package provided by Salesforce to large business to make things easy for them.

Puntos en contra

The lightning experience is really slow as compared to Classic . it usually takes time to reload the website as it is totally cloud based technology .
They cn much better work on the user interface to make it real quick as loading the Lightning Components and web components takes time to load .
The mobile experience on Tabs is not that great and can be improved.

Alternativas consideradas

SAP Concur y Microsoft Azure

Razones para cambiar a Salesforce Sales Cloud

Because specific to sales this tool provides a complete package . And increasing use of salesforce new features are daily getting added . Overall it is much advanced than any other tool.

Puntos a favor

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.

Puntos en contra

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.

Alternativas consideradas

Zoho CRM, Dynamics 365 y HubSpot CRM

Razones para cambiar a 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.

Puntos a favor

What I like about Salesforce is how flexible it is. You can customize/create just about anything you can imagine in Salesforce.

Puntos en contra

There is a very steep learning curve as a new administrator. If you don't understand relational databases and object-based programming you're in trouble.

Alternativas consideradas

HubSpot CRM

Razones para elegir Salesforce Sales Cloud

We had the old version of i360 that was locally hosted. And we switched to their current version which is hosted on Salesforce

Software anterior

improveit 360

Puntos a favor

What attracted me and improved our experience with SalesForce is that this tool engages sales marketing and technical teams in a very smart and intuitive way. SalesForce not only eases up the process, but it also helps every team member or stakeholder to grow their sales and tech skills through using SalesForce over time.

Puntos en contra

What we did like least in SalesForce is that configuration and implementation require advanced knowledge of the software, other than that, the fact of paying for add-ons on the top of the license makes it quite expensive.

Alternativas consideradas

Pipedrive y Insightly

Razones para cambiar a Salesforce Sales Cloud

We have chosen SalesForce over these other softwares because our team members are more familiar with SalesForce, this means that it is mandatory to have SalesForce skills in-house, and that the reliance on custmer service is not a great option.

Puntos a favor

It had a lot of learning content and the community is huge so you are not alone in trying to figure things out around Sakesforce.

Puntos en contra

So many times, we had to do trial and error. Many things did not work for our use case and it is very expensive to have.
It hasn't been the best for Sales at my current firm. They've had a range of issues with it coupled with permission issues which we've tried to make it work, eventually the sales team moved on.

Alternativas consideradas

HubSpot CRM

Razones para elegir Salesforce Sales Cloud

Our internal platform was badly developed and managed at the time

Razones para cambiar a Salesforce Sales Cloud

One of the executives thought it would work best for our use case

Puntos a favor

Easy integration with DocuSign and Outlook. Easy to log interactions. You can pull so many custom reports, and control permissions of who may see and edit them. Permission structure is pretty granular, which I know many orgs prefer. The dashboard is nice we should have used it more. You can control stages and what is triggered/required at each level of the sales process. Lightening is better than the old version, trust. There's a ton of features I could cover but those are the ones that stand out most. The chatter is handy and you can tag other users to see/attend what is needed nearly anywhere in the process.

Puntos en contra

Most likely due to our initial implementation, pulling reports is sooooo tedious. Salesforce sales cloud doesn't seem to work well for dual product verticals with shared customers. I wish they would have just set up a separate implementation for the second vertical because sharing contacts, division of account ownership, etc got very messy not to mention trying to pull reports. I recommend you have SF Architect help who knows the system inside out! The plugin for Outlook was a bit glitchy sometimes.

Puntos a favor

absolutely love Salesforce, visually it has a clean look.  I would have to say that its one of the top CRM’s out there.
It's extremely integratable, customizable, and great for tracking sales and managing your leads. This is great for your business giving all users easy access to key information while at the same time you can easily see all of your client’s activity.

Puntos en contra

It can be difficult to make changes down the road as your business evolves and changes. Unfortunately the changes can be rather time consuming. Unfortunately sometimes the load times could lag.

Puntos a favor

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.

Puntos en contra

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.

Alternativas consideradas

Caterease

Razones para elegir Salesforce Sales Cloud

Initial motivation was software was moving online only. After additional research into other products, the need for the software to do more than Reserve was capable of doing was immensely important in order to streamline internal processes and procedures.

Razones para cambiar a Salesforce Sales Cloud

Salesforce is a superior product when compared to most softwares.

Puntos a favor

This will keep track of anything you put into it with precision. Do you require a new field? Make it, track it, include it into reports, whatever you want to do with it. Whatever you require, such as logged calls, activities, contracts, and documents, is readily constructed in and can interface with nearly everything in a plain form, including custom fields. Its widespread use aids not only integration but also sales team and senior leadership comprehension. Nearly everyone is familiar with Salesforce, including what it is and what it does, as well as how to interpret many of its reports. It's simple to obtain buy-in, put together a team to manage it, and get sales and operations teams to understand and implement it.
-Integration is comprehensive and deep.
- Enables you to make incredibly detailed reports in order to keep track of activity and history. It can be used by management to keep track of team progress and activities.
- A custom dashboard that enables for the loading of frequently used tabs into a "bookmarks bar" for faster navigation.
- A superb search feature that allows you to search the entire CRM database.
-It can be integrated with mail domains to provide real-time updates to emails.
-Customer service is aided by ticketing approach.

Puntos en contra

Except for the initial setup time required to effectively manage the system in place and set up the right job management for each corresponding area, there may be little to hate about this software.

Alternativas consideradas

HubSpot CRM

Razones para elegir Salesforce Sales Cloud

The interface is not very intuitive and requires constant tech support.

Software anterior

HubSpot CRM

Razones para cambiar a Salesforce Sales Cloud

Though HubSpot is a good software, it is not as intuitive as required for an average user to use. While doing research for a new tool, this was one of the deciding factor. Salesforce Sales Cloud provides an intuitive workflow and serves as the a time saving tool. Also API features (including performance) in HubSpot CRM are limited, and email workflow capabilities are overly inflexible, resulting in a highly complex workflow management process.

Puntos a favor

> Salesforce is so easy to use. The plan is so natural, next to no preparation is required before you're off running and receiving esteem in return. It's anything but an advanced Rolodex with all the data you should be fruitful.

> The thorough detailing capacities make it simple to oversee groups and see where improvement can be carried out. Effectively perceive how every delegate is getting along creating drives, following up, and meeting objectives contrasted with the past.

> Customization permits you to perceive what's essential to you, not what Salesforce believes is significant. Effectively oversee objectives, track progress, and oversee specialty units to see how your association is performing.

Puntos en contra

> With more prominent adaptability to alter, Salesforce can get overpowering. Setting aside the effort to set it up to really meet your particular necessities can get baffling, yet whenever it's done you'll be happy you invested the energy.