Avis clients sur Salesforce Essentials

Way better option for customer support than just a basic email account. Really nice options for setting up a support site

Really poor live chat option. No customer website traffic integration. This ultimately caused our move to Intercom

Nice interface, lots of features. I never understood the system enough to offer more Pros.

Only for Mid-Large - Large Business. Salesforce is not for small business, because it is cost prohibitive. Salesforce nickel and dimes for everything, including an unethical override for their CPQ billing. I am stuck in a contract and still paying for Essentials. However, it was much more economical to use another CRM/Subscription Management System and pay Salesforce until my contact is over.

We use desk.com for all support interactions. It was priceless for the support team to be able to route support requests to support members, and keep track of all interactions for each client to spot issues with our support team, or issues with the client being too much of a drain on our support resources. The statistics are neat too. We had some healthy competition with some of the support stats (how many emails, calls taken, etc.) Being able to see how many positive rated interactions was the ultimate statistic to have. Their API is essential to integrating notes and other issues into 3rd party solutions.

This had a learning curve. They were also going through completely switching the UI at the time, so having a beta was nice, but some features were only available in the classic interface. The new one is much better and pleasing to the eyes.

As a helpdesk case tool, it works. Great for simple troubleshooting and just general inquiry cases where by correspondences are kept to a minimum.

Sold as having great integration with Salesforce, but the integration is extremely difficult to setup and not all fields are integrated. Everyone needs to have a Salesforce license to be able to use the desk tool properly and that gets very expensive. DO NOT try to use the tool as a task manger or PM supplement as it does not work well for these functions. There is also no place to store Client level notes in the tool itself so if someone was backing you up, there would be no place for them to reference client preferences or standard operating procedures for a specific client from Desk itself.

I loved the thoroughness of Salesforce. It's by far the best CRM tool I've used. Everything that I want to do on it, I can.

It is EXPENSIVE! I love this software so much, but I had to cancel my subscription since it was too expensive for my budget.

Time management and organization are the top reasons to use this software. Being able to include information on new prospects and clients is very helpful and it's easy to add to do items. The sales funnel process is user friendly and easy for other employees to view.

It can be hard to create clear expectations between management and employees on what information or processes should be done. With so many options of where to save information it can look like information is missing if you don't look in the right place. Processes should be put in place by each organization to clarify how to use the software.

It is very user friendly. My team mates and I can navigate through our system with no complications.

Not getting a pop-up message (notifications) w/o an additional feature is probably what I like least about Desk.com.

Salesforce Essentials is easy to use & user friendly. Our team has really enjoyed the ability to search/filter our leads.

Salesforce customer service can be hard to reach & get direct answers from.

I like that it's a way for the whole office to stay on the same page. I appreciate the fact that it can integrate all of the email addresses that we use. Especially helpful when working remote.

After using other software systems from SalesForce this one was a let down. The price didn't seem that much more appealing for the awesome features it leaves out.

Desk is extremely customizable. We have a bunch of different inbound emails that automatically tag and assign tickets which saves us a lot of time. You can set up almost any combination of rules for inbound tickets to make sure your most important customers get prioritized and the right people get assigned to help.

Desk also has an API that you can use to build a help center experience on top of their platform. We use it internally for bug reporting and feature requesting and our portal creates tickets right in desk.

Desk isn't very user friendly. Once it's set up it's works really well but it takes a lot of time to learn all the nuances of the configuration.

The analytics have issues. Some of the metrics like last log in will show that I last logged in a month ago when I've logged in every day and am in fact logged in at the time. We don't use the metrics but if your customer service department relies on them that could be problematic.

Salesforce allows my animals hospital to have better communication between staff and volunteers

Search engine key words is not always able to direct to correct patient

If you can think of it, Salesforce probably has it. From keeping track of your customers, to integrations with other softwares, Salesforce has it all!

There is definitely a big learning curve when it comes to using Salesforce. It's obviously a massive piece of software that can be used for a huge array of purposes, so knowing how to navigate and find what you're looking for isn't always the easiest.

Extremely easy to use and I was able to set ip up in minutes. I was pleasantly surprised by the accuracy of data SalesForceIQ automatically pulled from my address book. It automatically updates so that my team and I can collaborate easier. We mostly use the mobile version as it is great for on the go and when we are at conferences and shows.

One huge setback is that SalesForceIQ does not support GDPR which is pivotal to our business.

Few features stand out - like the advance search option, mass actions, easy export, their helpful & courteous support team, lesser pricing than Zendesk, doesn't have bloat like zendesk.

Reports are still a step behind, lack of integration of certain apps(limited apps) that helps in workflow

The product is very powerful and intuitive.

If you're not an admin, is difficult to know the rules behind the dashboard reports and automated emails.

I like how it makes finding information around different users and files easy, also it has helped me organize my work better

it has too much updates and it changes how it looks, this way, once it updates it is hard to understand how to use it

The best part of Salesforce is how you can easily organize and report on various metrics. The whole system was designed to keep track of every transaction.

My biggest issue with Salesforce is that it is so big. It feels like it can do so much more than we ask it to, and it sometimes seems like overkill for our application.

Very easy to use the help desk ticket system.

Not sure about rest of the software but only used help desk ticketing.

The way it use the the replies to the customers it's amazing, it is clear and the actions are correct. You have your inbox when you have the interaction with the client.

Amazingly robust product. Can do almost anything we could imagine. The best program I have found for managing sales.

However, not the most intuitive system. Need professional technological know-how to implement properly.

Salesforce is the most complete CRM, easy to use and very practical.

Reports are very complete and efficient, however, they could be quite more user-friendly

I really like how Salesforce is the best in its industry and offers great CRM software. It is perfect for reaching out to potential clients based on their past interest in the company as well as what they might need in order to stay engaged and retained.

I did not like the price tag associated with this product. Although it is highly effective, I feel that there are other products out there to track customer engagement and sales solutions.

Pretty much all the software you need to get started with your business.

After you exceed the user limit, all the features will cost a lot.

The promise of its reputation. I didn’t expect so much difficulty with using it.

I’m not new to CRMs but I had so much trouble trying to customize it for my needs. Customer service wasn’t very helpful. I was disappointed.