Salesforce Essentials

"Salesforce Essentials is good tool for buisnesses"

Avantages :

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.

Inconvénients :

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

Easy to Use

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Undoubtedly the best CRM

Commentaires : My experience with SalesForce has been the best throughout several years. Best to deploy and to have better results

Avantages :

However it can be complex for beginners, it is definitely the best CRM in terms of analytics, reports, organization of data, migrations, etc

Inconvénients :

As mentioned before, the interphase for a beginner isn't the most friendly. However, it doesn't mean it is hard to use. It is just more robust

Salesforce as a Database

Commentaires : As it is a massive and comprehensive product, I don't need such an overwhelming software. Overall, it didn't meet my company's needs, but if a company has tech department, this could be a fantastic product.

Avantages :

I like that the product has the ability to be completely customized to one's needs.

Inconvénients :

As it can be an expensive and time consuming set-up, it was not necessary for me to have such a customizable software. There was very little customer service and it was overseas. It took too much of my time and the only way to get customer service is to hire a third party vendor to help with all aspects of the software.