Salesforce Essentials

Potrebbe fare meglio

Commenti: Potrebbe essere migliore

Aspetti positivi:

Facilita di utilizzo del prodotti da utilizzare

Aspetti negativi:

Non mi piace il fatto che i clienti non si possano filtrare per località , trovo che sia veramente un grande limite

Ottima esperienza

Aspetti positivi:

Essendo un addetto al box , trovo che sia un programma molto utile e molto semplice da usare. Utilizzo principalmente per effettuare i resi prodotto e e attivare alcuni servizi sulle tessere fedeltà. È un software ottimo e riesco a fare tutto senza alcun problema

Aspetti negativi:

A volte anche le funzionalità più semplici, come per esempio attivare il presto spesa oppure registrare una tessera non sono possibili poiché il programma si blocca, anzi a volte presenta dei bug

"Salesforce Essentials is good tool for buisnesses"

Aspetti positivi:

It has a capacity to fulfill customize requirements. Good tool for buisnesses that offers best CRM program. Good for connecting potential customers. Can be integrate with onother system and software.

Aspetti negativi:

Some limitations like good for large or mid size buisnesses not for small. Little pricey too.

Easy to Use

Commenti: Overall this is a great product. As a grant manager I use this to record all of my interactions with funders and potential funders and it has been the easiest to use product that I have used over my decade of experience.

Aspetti positivi:

I like that it works as a CRM even though it was created for a slightly different purpose. As a grant writer I can record every interaction with a funder and I can include the proposal and any other documentation we have received. It is easy to find the entire history with that organization and it really helps me track everything in one place.

Aspetti negativi:

I do wish the task tracking was set up a little differently, or at least customizable if it isnt already and I'm just not aware of it. I use task tracking to record every interaction I have with a funder but it doesn't perfectly fit for that. For instance I want to record that I emailed them and I have to select a "due date" but there isn't a due date for that. I just put today's date but I wish I could customize it so that it just said date. It would also be nice if I could record comments on the same page as I record a task but I have to save the task then reopen it and then I can write the comments detailing it.

Great product, hard to tailor to companies specifically due to the complex algorithms.

Commenti: I have over 5 years of experience with Salesforce, we used it when I was a production designer for a print and graphics firm. We loved it, but yet we experienced some of these same hardships in this company I am with now, the transition and tailoring to what we do specifically is just not there. It is up to us as employees to make the software work the most productive for us, and that should not be expected from us when we have sales and other projects to handle ourselves.

Aspetti positivi:

There are endless possibilities on what you can do, and what you can achieve with this product. The AI software is a great tool if you are able to use it.

Aspetti negativi:

Too complex on tailoring the software, I feel like a simple request would take months to get accomplished. I noticed for someone with Salesforce experience myself, our transition from BNTouch to Salesforce was seamless, but many of my co-workers were left in the dark and felt like they had a lack of training provided from your team when we launched this new software.