Salesforce Sales Cloud Bewertungen

Vorteile

The best part and worst part of being on the Salesforce platform is the ability to customize the tool to your needs. If you have a specific process, permission, security that you need to be able to accommodate, you will always have the ability on the platform.

The mobile app is great and is used most of our users. There are some areas for improvement, but overall great.

Salesforce also does a great job of implementing new features and changes based on their community feedback. The Ideaexchange is an amazing tool and SF does a great job basing their changes on wheat the people want.

Finally, TrailHead is the best in the business. The ability to self teach is amazing and SF does a wonderful job keeping all the moduels up to date.

Nachteile

The same thing why Salesforce is great with flexibility and customization also make things very difficult. The best way to describe this is Salesforce is a like a beautiful house on the outside. They give you the roof/doors/walls, BUT what you put in the house and how you arrange is all your own doing. This makes it difficult if you need a specific issue taken care of, you will need to reach out to a developer to accomplish unless you have one in-house.

Also the App exchange although very great, can get very expensive. A lot of companies make a living taking a Salesforce idea and perfecting, then selling on the app exchange. This can come in handy, but also at a cost.

Vorteile

Salesforce powers both our business development, sales, and recruiting efforts in our company. Salesforce makes it easy for us to know what is the last stage of a candidate, what are the next steps he needs to take in his candidacy for a single position, and also if he has already been talking to someone else in our company.

Salesforce also makes it possible for us to know what was the last message we sent out to a single candidate or client. It is also great in terms of establishing relationship because we can customize HTML emails as if we are sending a tailor-fitted email to a single person even-though it is just an email blast.

It is great as well in terms of driving sales and business development effort. We can keep track of the cadence of each possible client, and we can also indicate if they are set for a phone meeting or in-person meeting with our higher ops. The chatter is also great, and from time to time Salesforce gives us a snapshot of what we have done and what we are doing.

Nachteile

I really don't have a lot of bad experience with regards to us using Salesforce. Maybe one thing they can improve on is how their technical support works. Sometimes they are not that helpful, and they are not that trained enough in resolving each person's concern.

Vorteile

I really enjoy how customizable Salesforce is, you can completely tailor each section, such as your page layouts for leads, contacts and accounts to display the data that matters to your business. The software allows you to create new fields, organize them how you'd like and even create automation tools to trigger workflows and email alerts based off of your entries. Outside of the native Salesforce capabilities is a massive app store called the appexchange that allows you to connect your environment with services such as MailChimp for marketing emails, DocuSign for executing contracts and more. Salesforce is not always simple but once it is understood it can be manipulated to fit any businesses needs. We love the report feature because we can pull information on all fields that matter to us in each section (tab) of Salesforce to measure our performance. If your reports often have a defined criteria and date range you can easily schedule email alerts to receive without having to pull manually.

Nachteile

The customer service is bad. Unless you are looking to upgrade your account somehow or purchase a new product you wont be able to contact anyone. You can purchase the customer service package but it is an additional amount. The package allows you to contact customer support via phone - without it you will need to submit a ticket which sometimes takes over a week to resolve. In my opinion no one should have to pay extra to receive quality service for a product they own. Additionally, Salesforce offers customers the opportunity to request fixes/updates to the service and vote on top priority items. I've seen these items often times sit in the queue for 3-5 years. When it's a change that the majority of your customers are demanding there needs to be some priority to that! I think some advice I'd give to Salesforce is to do a better job at not only pushing out new products but ensuring that after they are pushed out they are continuously being monitored and improved , not abandoned. We purchased Pardot three years ago and found that to be a huge mistake because it seemed to be abandoned by Salesforce as the moved onto Marketing Cloud and other ventures. There have been no improvements to Pardot (a Salesforce product) in the last 3 years - it has remained exactly the same even with all of the suggestions provided by customers. We also tried Quip (a Salesforce product) and found it to be similarly undone so decided not to go down that road again.

Vorteile

Customizable - allows organizations to track anything and everything
Automation - easy to build workflows to automate repetitive tasks
Security - can control access to fields, records, or entire objects by user type. Access and security are vital and easily maintained and deployed
Innovative - Salesforce is consistently voted one of the most innovative companies in the world. Quarterly releases are packed with new features to support users and administrators
Community - the Salesforce community is incredible. Find answers from other users and administrators through Salesforce's gigantic communities.
Equality - Salesforce is a champion for equality and equity for all. It is important that we are partnering with a company that views equality as a core value.
Philanthropy - Salesforce has been committed to giving back since it was founded. Again, sharing the work with a partner that has strong values is an important business lever.
Training - hours and hours of free training exist at the click of a button. ANYONE can learn to administer Salesforce by using Salesforce Trailhead, their online training module.

Nachteile

Can be difficult to use and learn, particularly for administrators. Maintaining documentation is vital and is left to the organizational administrators without much advice from Salesforce. All the possibilities can be overwhelming for new users and administrators.

Vorteile

It's a very complex and versatile piece of software, there's a lot to like about it:

- it can be used for Sales and Service
- it is cloud-based and can be used by teams scattered around the whole world
- it can be customised to suit all business types, from selling companies to clinics etc.
- it has a very rich marketplace, if you did not find what you were after baked in, you will probably find it in the AppExchange
- it has a lot of integrations, e.g. email, CTI
- it is cross-platform, you can use it on phones, tablets, MacOS, iOS, Android, Windows, Linux
- it is very secure and has a very granular security options
- you have access to all your data, you can export raw data anytime you need it for security and migration purposes
- it has an insane deal of automation, you can apply a lot of automatic jobs, workflows, processes that will automate your daily tasks, allowing you to focus on the most important tasks for your business cutting down on the admin for the regular users

Nachteile

- first of all, it is quite expensive, on the other hand, building and using an in-house CRM can be even more expensive, before purchasing, however, make sure if you need all the bells and whistles, as you might just as well get a competitor's CRM that will suit your needs and will be cheaper
- complexity has its price, to configure all of this, you will need a bunch of well trained certified and experienced admins, employing incompetent admins will expose your business to unnecessary downtimes
- competent and experienced admins, on the other hand, are also very expensive and not necessarily easy to find
- Salesforce can be very fragile to changes, making a small change can sometimes cause a chain reaction immobilizing your business, every change has to be thoroughly tested in Sandboxes

Before deciding to use Salesforce I recommend doing a research to make sure your business will benefit from Salesforce's features. It is a great tool and can really help your business provided there is a good justification. Otherwise, you might be better off with something simpler.

Vorteile

Salesforce has been honing their product for several years and it shows. They've taken the classic environment about as far as they can and have been making great strides in their new Lightning UI. The flexibility and ease of use of Salesforce, for any user regardless of position or responsibility, is amazing. The reporting ability of standard and custom objects allows all areas of a company to manage individual departments or areas of the business effectively and efficiently because all of the data resides in one place. The addition of Quip to the Salesforce family only enhances the already amazing experience of the force.com platform.

Nachteile

The biggest issue I have with Salesforce currently is the Lightning UI. Sales teams seem to love it which is great, however, I have yet to meet a Salesforce Admin or even consultant that lives in the Lightning UI unless they are required to. From an admin standpoint, the UI is slow and you have to look in various tabs to find all of the data we could previously find on one page. The lack of contrast of colors on the pages makes it difficult to read. From a functionality standpoint, there are features in classic that admins fought hard to get that Lightning is now lacking. 2 examples of this are the lack of ability to clone an opportunity with products and Lightning for Outlook's inability to attach an email to multiple opportunity records. Admins once again have to vote for these "ideas" on the IdeasExchange when they were already part of Classic and Salesforce for Outlook. These are not Ideas, this is existing functionality that needs to be brought back.

Vorteile

We are using excel before to manage our candidate tracking system. However, we had a lot of bottlenecks with excel since we can't track real-time how many outreach we sent to the candidates, what are the roles we offered to a single candidate, did we process the candidate before for other roles, and if the candidate has already established a personal connection with the firm. Salesforce made it easy for us to utilize their platform to make building connections with candidates and clients easier.

Nachteile

Overall Quality
- Downtimes are lessened. However, considering that it is a paid subscription, downtimes should be close to nil.
- It takes time to upload candidate's resume. We use Salesforce to manage our candidate tracking system, and when we upload resumes, it takes a lot of refresh and more than 8 minutes so that it will show up in our database.

Customer Support
- Whenever contacting Salesforce customer service via the messaging app on Salesforce itself, they can't provide a perfect resolution. Worst, they are not capable of resolving our concerns.

Ease of Use
- At first, we had a lot of bottlenecks but as we grow and as we add more functionality to our customized Salesforce platform, it became easier for us. The only problem is that Salesforce team can't provide concrete suggestion or recommendations that will make our lives easier. We need to devise a plan or added functionality within the org just to resolve our concerns.

Value for Money
- We are paying per user. Quite cost-sufficient. They just need to work on with their functionality downtimes and improve their customer experience.

Features & Functionality
- It is ok, but they need not wait for suggestions from the client's end - always! They should be proactive in recommending functionalities that will work on the client's end. They need to internalize what we (client) need, and offer solutions.

Vorteile

Salesforce does everything. It presents you with powerful tools to run reports, create dashboards, and search for info (accounts,leads, contacts, etc..). As far as managing customer-facing business, financials, acticity, contracts, etc... It's the best. And for the most part if Salesforce can't do what you need specifically they probably have a third-party provider that you can plugin ala Zuora.

From a user perspective it's very easy to get granular with data you are trying to explore and present it in a number of ways. Figuring out there reporting and dashboarding tools makes it extremely powerful.

Nachteile

Salesforce is generally great, but being a best in class CRM for general purposes means that certain specific needs of one company might not always be met. It's their challenge for sure (kind of like a POS). Lots of different use cases all generally falling under the same category.

Besides that the only cons I have are sort of nitpicky day-in-day-out stuff. It takes too many clicks to say log a mtg or update someone's status. A sales operations leader of mine one time did an analysis of how many clicks within salesforce a rep makes in a day and the number was staggering.

Reporting on leads and contacts together is also kind of a pain and sometimes impossible.

Vorteile

A platform that offers sales management, customer service, marketing automation and partner relationship management. It is a c cloud-based CRM solution, Salesforce gives you anywhere, anytime, access to your business data, even from mobile devices. This platform helped us streamline our process and logged our conversation with each of our clients/candidates keeping track of the discussion history and knowing where we left at. It has a good contact management system that allows the users to store a lot more information like account/client details, addresses, other available information which allows a good account info overview. The Dashboard is customizable and can fit to what their client needs and requires for the specific process. It's an easy to navigate software especially for those who had been into cloud-based platform before.

Nachteile

The complexity of its features sometimes are not being exhausted/maximized by small-scale businesses and could get overwhelming at times. Pricing may be a bit high for a small company especially if they want something that is more customizable. For our team, it took us a while to navigate the platform fully and think of was on how to customize the platform based on our needs. Knowing what is already available for us and what can be considered for the future is something that we get to deep dive over the course of months and a lot of collaboration and dicussion with the team. Reporting issues might be a bit hard in terms of knowing who is responsbile for certain technical glitch if its Salesforce folks themselves or some app that links to it.

Vorteile

SalesForce I believe drives our clients sales and track each and every sales person's goals and bookings. As a tech support engineer one of my responsibilities is to support SalesForce users with any issues that occur. As a front end user, features that i like about SalesForce is the ability to enter a specific booking, tracking the revenue of that booking and all bookings entered by a salesperson, easy to edit changes of any existing group, an announcement page that lets me displays the messages that i enter them, and so much more. Moreover, one of the main features that i like about SalesForce is the customizeable dashboard; once logged into SalesForce , the tool's dashboard gives me a detailed view of how a specific hotel's revenue is performing, and also provides detailed summaries of a customer's data and other relevant statistics.

Nachteile

One of the biggest downside of SalesForce is the password expiration duration; as a salesperson i keep having to entered a new password every 30-45 days or so, I wish there was an option to extend the duration of the password expiration. I know it is a security protocol within the system itself to recreate a new password for any user after 30-45 days.

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

Form many years we used another CRM - that was just that - a CRM. Salesforce has become a platform capable of infinite applications and integrations. It requires an investment in funds - and yes - time. But anything of high-yield does. Key - is securing a solid company for the customization Salesforce Corporate does a fine job connecting with the best. I frankly am shocked that in today's world many organizations are still operating without robust CRM and synchronous applications. I would suggest to those about to embark on this - GO WITH SALESFORCE - the leader and don't waste precious time going through all kinds of demos with others. Bottom-line - Salesforce is ahead and keeps ahead and will continue to do so. This greatly lessens your risks, Just make the move then make the commitment to optimize the core capabilities.

Nachteile

It's an odd thing - but - what like least is; far too many capabilities. One can be overwhelmed and fixated on constantly wanting more. So - there's the good news - a company will probably never be able to keep up with the options available - it will never be limited - therefore Salesforce is aspirational and helps to drive growth. I believe the company will never stop keeping way ahead of what customers or prospects want. Just advise to master the basics and then progress.

Vorteile

I suppose if I were a President of Sales for North America Region for a multinational corporation, maybe I would want to use Salesforce. At some point, I will bet it is more secure than other CRMs, I just can't see that mattering very much to a small business. At some point, I would imagine that I would want to be able to show a board of directors all of the "helpful" information that can be tracked via this CRM. I just can't see any of that mattering on the level of directly managing sales reps, or even managing their managers.

If your sales department costs you millions of dollars in operating costs, then this kind of expenditure is probably justified for security and data.

Nachteile

I truly see no reason to track all of the things this software tracks. It is tedious. Entering even a single new prospect is so time consuming and takes so much training to learn to do, that I can literally train someone to sell and watch them sign a new client before a rep has learned how to properly enter leads and track a pipeline in Salesforce.

I've worked at a corporation that used Salesforce, as well as a small business. In both cases the employer spent so much on their CRM that it incentivized the employers to run weekly meetings with reps about the number of entries into the CRM that they made. Let that sink in. The job the reps are hired to perform has now become one of data entry rather than sales. In both companies, the minute the manager left the room, reps explained to me how to fake entries in order to keep those numbers up. "I like to log around 90 calls before noon, then take a break so no one gets suspicious." -This is an actual quote from an inside sales rep I trained with at a corporation who used Salesforce.

Now, one could argue that was poor management, and not a poor CRM. It's true that Salesforce does what it says it does. You can generate some very detailed reports about your team or individual reps. You can store a ton of information. At some point though, it does too much. It asks too much. It changes the very nature of the sales rep's job into one of satisfying CRM requirements to justify one's job rather than selling.

It is, despite it's bells and whistles and presumably unmatched development budget, still not as intuitive as other CRMs. I would rather train a rep on their CRM in an hour and get them into the field or on the phone to talk to prospects than train them for a week on the CRM before they talk to a soul. In the time I'd spend training them and answering questions, I could generate my own more detailed reports if they were truly necessary. I assure you, they are not.

Vorteile

I like all of the automation and customization available with Salesforce. It is great having access to a tool that is capable of taking so much of the human decision out of the equation so that the team members can focus on their responsibilities and allow Salesforce to do the heavy lifting. If can be tiresome to try to always remember what needs to be logged/updated when and where, and Salesforce makes reporting compliance easy for any team of any size. Customizing it offers great value as well, as there are numerous departments in every company, and we all would like to use Salesforce differently. I get to have layouts and processes that match my team, while not being bothered with those of other departments.

Nachteile

What I like least is that Salesforce has sub-par support. There is a lot of complexity to their platform, and because of that, a lot of questions arise. The team at Salesforce, even if you pay for premier support, is not all that responsive or helpful. There is a lot that they themselves don't necessarily know and maybe have to track down the appropriate internal resources to get the answers. Another thing is that Salesforce seems to neglect very important features requests from Salesforce Ideas posts. Clients are offering their feedback and suggestions firsthand, but certain requests that would benefit every company (such as being able to sort reports by more than just a single field) get left in the dust for UI updates to try to wow or entice new clients. Salesforce definitely has a direction of its own, and although they do build new and helpful aspects to the tech, you are on their wagon wherever they choose to pull it.

Vorteile

The demo the Salesforce reps presented made everything look nice and easy to use. But that is about all it did. Realistically, the only Pro of this program for our company was the integration between Quickbooks and Salesforce.com, and we are having trouble getting even that part to work.

Nachteile

First off, Salesforce has two current user interfaces, classic and Lightning. The Classic interface looks like it was made in 1999. It is not at all visually appealing. Every single aspect of the process requires multiple repetitive and time consuming steps (for example, to access a Project Task, you would first need to go to "Projects" tab. You have to then hit "go" or otherwise all the projects would not show up. You find your project, and click it. Then scroll alll the way down to "Milestones" and select the correct milestone. You have to know off the top of your head which milestone your task will be in, or else you have to start all over. Click the Milestone, and scroll all the way down to tasks. Well, that list only shows 10 tasks. You have to CLICK YET AGAIN to either show 10 more or go to the list of tasks. Thats 6 clicks to get to one project task. To mark that task as complete, you have to double click, then click in the box, then click save. 4 extra clicks just to mark a task as complete). The whole process is riddled with these backwards time consuming ways to do things. On top of that, Salesforce takes zero responsibility for their product and has horrible customer support. Since we began this process about 6 months ago, they have cycled us through 3 customer account representatives. Each email needs to be sent to them two or three times before we receive an answer. They do not give out their phone numbers and they do not answer the phones if you do happen to get a phone number. We ask to schedule a meeting or call and are ignored. Additionally, none of the integrations that we were promised would 100% work, actually do what they are supposed to. Quickbooks does not sync still, after five separate calls with them trying to get it to work. Salesforce always gives the answer of "Oh, well thats not in our scope of work". They referr us to third party companies, who then tell us the issue is with Salesforce, but SF says the issue is with the third party. Additionally, we were specifically lied to my salesforce. Our company has a total of 40 licenses; of those, 10 are Enterprise edition, but 30 are apparently Force.com licenses. We do not know what the Force.com licenses are and no one has been able to explain to us what the difference is, but its a difference of over per user per month per license. They promised us that the Conga third party would work with these Force.com licenses, but is does not, so now they are trying to say that everyone who would need Conga would need to be upgraded to the Enterprise licenses, which would almost double our monthly license fees. We have been asking them for a clear list of differences between these two licenses for the past 3 weeks, and when they did send us a list, Force.com licenses were not on the comparison. Long story short, this company and product greatly falls short of expectations. For what we were trying to use it for, the Lightning experience, which actually looks useful and decent, does not work at all, because most of the company is more project management related than sales.

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

It is easy to get up and running with a very simple and basic sales/CRM configuration with Salesforce. Creating custom objects (tables) and fields is pretty simple and convenient. The platform also offers easy to use, off the shelf APIs that make integrating outside sources and systems pretty straightforward. And, if designed properly, it can scale and adapt fairly well. Extremely configurable and can ultimately do most things asked of it.

Nachteile

I have two issues with Salesforce. The first is the way it stores the data. Because it is an object oriented database, it stores more in columns than in rows. The User Interface is based on the structure of the objects and on the relationships of those objects. What ends up happening is that data starts to "spread" via triggers and workflows so it will be visible. Traditionally, there has been a lot of copying of data between Salesforce objects.

The second issue is an extension of the first - Reporting. Reporting is inherently difficult to begin with because of the structure of the data. In order to create a report, a "report type" has to be created which pre-identifies the objects and fields. It makes ad-hoc reporting difficult and time consuming. But the reporting tool itself is clunky and difficult to use. To be clear, this is basic Salesforce reporting - not Einstein or Wave. You can't rename columns on the fly, can't create non aggregated calculations, and the user interface is just plain outdated.

Vorteile

What I like most about Salesforce is the capability of being an all-in-one CRM. In the insurance business, there is a very wide variety of details to track: client information, sales statistics, commissions, important dates, data from insurance carriers, and more. Salesforce has the ability to customize the fields so that we can keep track of as much information that we want to.

Another example of the versatility of Salesforce is that it can be used by all departments of a company. SeniorQuote has deployed Salesforce with our sales agents, case managers, finance department, administrators, marketing specialists and data analysts.

We have incorporated plug-ins with Salesforce to make it versatile for our needs. We were able to incorporate inContact with our Salesforce to have a built-in phone dialer for our agents. We also incorporated Marketo's automation software to have the ability to use digital marketing with the ease of a "click" while surveying our extensive database of leads.

We purchased additional support, which has been a huge help. Response time is good. I put in tickets for help which are answered anywhere between minutes after my request up to 24 hours. The assistance we receive is often stellar, and the representatives are very knowledgeable. The only quirk with them is they are sometimes in foreign countries and some instances I've dealt with people with poor communication skills.

Nachteile

What turns me off about Salesforce is the configuration. It could be pertinent to SeniorQuote, because we did not hire a licensed Salesforce administrator to configure and maintain our Salesforce account. After going through it without an administrator, I would highly recommend having one on staff (as appropriate to company size) Simply put: the more complicated or detailed your CRM will be, the higher the likelihood you will need an in-house administrator.

I have used Salesforce with three different companies and have witnessed the many problems that arise when you don't have someone who is an EXPERT at Salesforce to help you out. At the very least, I suggest buying the Additional Support.

Vorteile

Salesforce is not only appealing to the eye but the page is full of images that gives you that feeling of productivity! Salesforce chose a great color in business.. BLUE, which indicates Salesforce to be a dependable, confident application. The role in which I work is that of an Asst. Office Manager and HR Representative and I love that Salesforce offers many facets that I utilize daily. Timeclock Online and Chatter are my most favored features (at the present time). Timeclock Online is user friendly and I am able to collect data on a dime! Chatter is a direct messenger but also time stamps and leaves a record that all can access and pick up where someone or a process was left. I could go on and on but I must mention the Free tutorials and the Community which keeps you abreast to the latest and greatest news. When I am having a challenging moment (brain fart) I can always rely on Salesforce support to assist and get the job done!

Nachteile

What I don't like about Salesforce is that it offers so much and I don't know it all (no fault of Salesforce). There are time we're I can get overwhelmed with different aspects of the application. More so a personal issue and not a Salesforce issue is that I am not the certified Salesforce user. When I first started utilizing Salesforce, it was a challenge to distinguish the purpose of the different consoles and their efficiency. Lastly, (at the present time) I regret that there is not an option, or one that I am aware of that would allow you to color code your tasks to help distinguish different tasks that are commonly performed daily. This of course is a personal preference.

Vorteile

Salesforce is a great tool to keep track of customer information like contact details, communication history, and even a check box to identify difficult customers. By changing the titles of emails once they are saved, other co-workers can quickly see the status of an account. For instance, let's assume I have been emailing a customer to get an updated credit card number and they call a different co-worker to find out why the order has not shipped. That co-worker can easily do a search under the customer's name or company and with a glance see that I have trying to get new credit card information. They can immediately answer the customer.

I also like that phone calls can be placed directly through salesforce. With integration into the company phone system, but logging in and hitting a button, your phone will call the customer.

Also, the sales team can post - just like on facebook's wall - about their latest activities. This gives other teams the ability to see if there are any areas of concern or emphasis when they talk with that same customer.

Nachteile

There is a lack of customization that can make this out of the box solution a little unwieldy for individual companies. For example, each customer can only be associated with one email address. Therefore, if a customer sometimes emails you from their work email and sometimes from their home email, the conversations cannot be grouped under one person.

Also, emails cannot be sent directly from salesforce.com. Instead, it integrates with MS Outlook. In my experience, that integration can sometimes have issues where emails are not saved on salesforce. Also, the user has to go back into salesforce after sending the email to add information and change the subject to be more easily searchable by colleagues.

Vorteile

Firstly, there is little to no risk when using Salesforce. Due to its low acquiring costs and low-risk management as an organization tool, there is very little to lose and a lot to benefit from.
The database that Salesforce uses is also helpful in digitizing and organizing company sale records. Thus, improving the overall organization of a company.

Salesforce and good customer service comes hand in hand. It allows customization of profiles for individual customers as well as quick, organized access to individual records

There is also no need to purchase software and hardware systems to help maintain and keep the application running. Therefore, unlike most software, Salesforce requires no capital investment.
The integrated solutions allow users to work more efficiently and increase the value of each part of the customer life cycle. Moreover, Saleforce analytics and its reporting function gives its users the ability to expand their campaign capacity. As a result, overall productivity can be increased and profit can be maximized.
Since Salesforce is an application and no software is required, there is no need for constant updates as Salesforce will update automatically.

Nachteile

At times, there can be too much customization and the interface can be filled with cumbersome and tedious tools which can be seen as repetitive or distracting.
Some users face difficulties in the transition between transactions. Some have to go through multiple screens to process transactions.
Salesforce has its own maintenance schedule since runs on its own cloud server. As a result, there are times that the application will not be accessible.
Users can also lose a personal touch as in the process of automation
Salesforce contains barriers to adoption. This means that even though Salesforce is cheap, the cost to integrate the application and redesigning their IT to incorporate it into a company is not the same as the cost of acquiring Salesforce. It is possible that the cost of integrating it can exceed the costs of the software itself.

Vorteile

The level of customization available through the UI without needing any coding/dev work

Nachteile

Price

Vorteile

The experience that the software has embedded in the features and the ability to configure and adapt it to our processes. One example of this is how they map the selling cycle: Campaigns, Leads, Contacts, Accounts, Opportunities, Contracts.

About features, the reporting that they have, even if with our version is limited, it's one of the most powerful I know. And you can complement it using other software such as Dataloader.io

Another thing that we use a lot is the ability to create workflows. Pro Edition only have that for Contracts, but the ability to combine different objects with processes is very powerful.

Another thing is the app market that they have, hence the development model and integration features they have. Even if you have a limited version such as ours, you can always extend the functionality using other apps.

Nachteile

I would say that what I like least of it is their licensing model. Since they are so big, everything costs a lot, and the way they modularized the system sometimes just doesn't make sense. For example, the Professional Edition includes the ability to create forecasts out of the Opportunity pipeline, but it requires the ability to configure permissions and user profiles that you can't do with that edition! After long hours talking to the support, they told me that the only way to do it is to go Enterprise, which costs the double.

Another thing that for a new user, and being exposed to several other application, the UI hurts your eyes. But here is a fact: Salesforce is used for thousands of companies for a very long time, so changing anything in the UI would cost millions to companies in training. At least that is what they say, and I believe it.

Vorteile

It does the basics. It tracks contacts and opportunities, and the basic reporting seems to work ok. On my phone I use the Classic Sales Force app, and it is fine for contacts, recording some activities and logging phone calls. And yes, it is convenient to have this accessible on the web from any device I may have on me.

Nachteile

The account setup workflow is not very good. Entering a new account with contact, activity and opportunity info is very clunky. You enter the basic account info- address, phone and whatever account flags but then you have to save the info and then go into Contacts. Then you have to go into Activities, then into Opportunities. This may sound silly, but when you are asked to do this for every account, the extra clicks are tiresome and inefficient. It should flow directly from account info to contacts to activities to Opportunities with minimal clicks and maximum efficiency. Again, one of those indicators that this is not focused on the actual user but rather the manager who wants reports.

The contact association is just awful. When you are in a specific account and enter an activity, there is a spot to associate a contact name with the activity. he "awful" comment is that if you input an individual's name in the field, and there happen to be similar names in Salesforce in other accounts, it will force you to look at them all and make sure you have the right name with the right account instead of limiting its search to the account you are in. This takes additional clicks and time thereby adding to inefficiency and time waste which is contrary to the point of this type of program.

The Contacts section is challenged as well. If you are in a contact within an account but now need to view another contact within that same account, it is not possible to simply move to a list of the account contacts and choose your next contact to work with. You must go out to the main account screen and then go back into the contacts section. Again, this is disappointing due to the inefficiency and lack of focus on the day-to-day user.

Another disappointment is the rigidity of the system. Specifically, there is no free-form To-Do list. Everything must be linked to an activity or event of some kind. While this is understandable to a degree, everyone (well maybe there are a few exceptions out there) has some to-do's that will fall into the free-form realm. So without it, the choice to simply find one more app to work with for those, or maybe use paper or a notebook.

Regarding support - I used to be able to call in and ask questions. That has now been changed and the last time I tried I was unsuccessful in contacting a human being on the phone. Very disappointing.

We sell copiers and equipment belonging to each account is recorded within salesforce. To get a report on the equipment related to a particular account is almost impossible to do. In spite of the claims made by Salesforce that if something is recorded in Salesforce then it can be reported on, i would say "maybe, sometimes."

Finally, I use the Salesforce classic mobile app on my Android phone. When looking up contacts it doesn't just pull up my Salesforce contacts, it access all of my contacts. It's very messy when you are looking for a contact in Salesforce.

Vorteile

This software is great at displaying information about customers accounts and having it set up so multiple departments in my company can all work at them in different ways with out conflicting with one another. It is very detailed in the information that it displays. Everything is time stamped and is displayed with the users that edit it. Salesforce integrates very well with the other proprietary software we use. It also is very easy to search within Salesforce for more information. for example, It does not matter if you search "Street" or "St." when searching for a customers account you will still find the same information in the search. I like how easy it is to upload documents to Salesforce. I can do it from my computer at work and do it in all of the different categories that our company uses for the different documents we use. After uploading them you can also edit the title and the category at any time from within the list of attachments.

Nachteile

There are some things I dislike about this program. For example, attachments populate with customers names in the title, but if you attach a document that has a symbol in the name like Mc'Mullin then the attachment on will upload corrupted and you wont be able to download or open them until its uploaded without any symbols. The attachment queue often gets backed up and it may take a few hours for contracts to be uploaded to the account. Though it is excellent at displaying a lot of information it displays it over multiple pages. It is often very difficult for new employees to figure out where all this information is located and can take several months for them to become proficient and find information on their own.