Salesforce Essentials - Présentation
Description du logiciel Salesforce Essentials
Salesforce Essentials est une solution de gestion de la relation client (CRM) basée sur le Cloud pour les petites entreprises qui permet aux utilisateurs de gérer les leads, les opportunités, les pipelines de vente, les demandes de support, etc. Sales Cloud Essentials et Service Cloud Essentials sont actuellement disponibles, et il est envisagé d'ajouter d'autres applications à l'avenir.
Salesforce Essentials propose le système Einstein Activity Capture pour supprimer le besoin de saisie manuelle des données en capturant automatiquement les messages des e-mails et des événements de calendrier et en les ajoutant aux enregistrements appropriés. Les historiques de contacts complets sont enregistrés, ce qui donne aux utilisateurs un contexte pour personnaliser les interactions futures des clients. La console de vente Lightning Sales Console de Sales Cloud Essentials offre aux commerciaux une vue complète des clients, y compris les contacts clés, les communications, l'historique des activités et les discussions internes sur les comptes. La console de service Lightning dans Service Cloud Essentials fournit une vue à 360 degrés des interactions client, qu'il s'agisse des e-mails, d'appels téléphoniques, de Facebook et de Twitter, afin de fournir un service client personnalisé.
Les utilisateurs peuvent accéder aux données et les modifier depuis n'importe où à l'aide des applications mobiles Salesforce natives pour Android et iOS. La connexion à G Suite permet aux utilisateurs d'afficher des comptes, des contacts, des opportunités et d'autres données CRM à partir de Gmail et permet la capture automatique de données à partir de Gmail et de Google Agenda. Les utilisateurs peuvent également utiliser une gamme d'applications professionnelles d'AppExchange, pour la signature électronique, les enquêtes auprès des clients, la collaboration, etc.
Salesforce Essentials - Présentation
Prix
Types de licence
Salesforce Essentials - Fonctionnalités
Captures d'écran
Salesforce Essentials - Avis
Salesforce Essentials - Avis
We love SalesforceIQ! Perfectly integrated and easy for my team to use.
So many. Ease of use, trackable for sales cycle, many more.
This is a great tool for organizing your sales funnel.
Desk.com makes our job a lot easier and it's CS team is really helpful when needed. Desk.com...
We got to have our email's interaction (with our customers) well organized. We can get through our data to send monthly reports with no problems.
Do Not Assume Anything
The best advice that I can give to a company considering purchasing Salesforce's Desk.com is to document every single expectation and need regarding a CRM tool. Do not assume any functionality exists, regardless of how simple and standard that functionality may seem. There are definitely features and functionalities that the average person might expect any modern system to offer which it does not.
Examples:
List Views - Cannot sort by most fields, cannot add custom fields to list views, and cannot modify the number of records per page
Reporting - Cannot modify fields displayed in a report, cannot edit criteria for metrics, and cannot include custom fields in reports aside from picklists, and cannot export more than 2500 records at a time
Email - Does not include standard modern emailing functions such as underlining, highlighting, modifying font color, or pasting images/tables
Also, while some more complex workflows and automation can be built in Salesforce to update fields which are then passed back to Desk via Desk Connect (native sync between Desk and Salesforce), I strongly recommend against relying on Desk Connect for any business processes. Desk Connect can and has been turned off by Desk.com for all customers without first ensuring this is okay with the customer, interrupting daily business on a large scale. It is also extremely easy to break or surpass its capabilities of Desk Connect to the point that any modification, regardless of size, made to your Salesforce org must be communicated to Desk to ensure that Desk Connect will continue to function as expected.
If you are a small-scale organization/team with very basic case tracking and reporting requirements capable, Desk may very well be the answer for you. But you still better be prepared with extensive documentation of all requirements and expectations for a tool like Desk, no matter how small or obvious they may be.
Latest innovation in CRM
Comparatif avec les logiciels similaires : note globale
Comparer avec les alternatives
We love SalesforceIQ! Perfectly integrated and easy for my team to use.
Avantages
This software is awesome. It takes the stress out of constantly updating your CRM by making it seamless and integrated with our email. It captures a lot automatically, giving my team more time to close deals. We love the customizable pipeline features as well. Great software overall.
Inconvénients
I have hard time thinking of cons for this software. It was so easy for my team to implement. It is expensive I guess, that'd be the only con.
This is a great tool for organizing your sales funnel.
Avantages
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.
Inconvénients
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.
Desk.com makes our job a lot easier and it's CS team is really helpful when needed. Desk.com rocks!
We got to have our email's interaction (with our customers) well organized. We can get through our data to send monthly reports with no problems.
Avantages
It is very user friendly. My team mates and I can navigate through our system with no complications.
Inconvénients
Not getting a pop-up message (notifications) w/o an additional feature is probably what I like least about Desk.com.
Do Not Assume Anything
The best advice that I can give to a company considering purchasing Salesforce's Desk.com is to document every single expectation and need regarding a CRM tool. Do not assume any functionality exists, regardless of how simple and standard that functionality may seem. There are definitely features and functionalities that the average person might expect any modern system to offer which it does not.
Examples:
List Views - Cannot sort by most fields, cannot add custom fields to list views, and cannot modify the number of records per page
Reporting - Cannot modify fields displayed in a report, cannot edit criteria for metrics, and cannot include custom fields in reports aside from picklists, and cannot export more than 2500 records at a time
Email - Does not include standard modern emailing functions such as underlining, highlighting, modifying font color, or pasting images/tables
Also, while some more complex workflows and automation can be built in Salesforce to update fields which are then passed back to Desk via Desk Connect (native sync between Desk and Salesforce), I strongly recommend against relying on Desk Connect for any business processes. Desk Connect can and has been turned off by Desk.com for all customers without first ensuring this is okay with the customer, interrupting daily business on a large scale. It is also extremely easy to break or surpass its capabilities of Desk Connect to the point that any modification, regardless of size, made to your Salesforce org must be communicated to Desk to ensure that Desk Connect will continue to function as expected.
If you are a small-scale organization/team with very basic case tracking and reporting requirements capable, Desk may very well be the answer for you. But you still better be prepared with extensive documentation of all requirements and expectations for a tool like Desk, no matter how small or obvious they may be.
Avantages
Simple UI
Simple workflow building and management
Inconvénients
Extremely limited in its capabilities
Desk Support reps are not thorough when reading emails
ETA's on fixes/patches pushed back for months
Latest innovation in CRM
Avantages
Everything is contained in one spot. I have the ability to manage my pipeline, create my calendar and add new contacts.
Inconvénients
Not all the same functions exist on the ap that exist on the desk top feature. Also, you cannot run excel reports out of Salesforce
Comparatif avec les logiciels similaires : recommandation utilisateur
Comparer avec les alternatives
Salesforce Essentials - Prix
Salesforce Essentials - Prix
Comparatif avec les logiciels similaires : rapport qualité-prix
Comparer avec les alternatives
Salesforce Essentials - Fonctionnalités
Salesforce Essentials - Fonctionnalités
Comparatif avec les logiciels similaires : note sur les fonctionnalités
Comparer avec les alternatives
Catégories
Catégories
Vidéos et tutoriels
Vidéos et tutoriels
Salesforce Essentials - FAQ
Salesforce Essentials - FAQ
Voici quelques-unes des questions fréquentes sur Salesforce Essentials.
Q. Quels sont les types de licence disponibles pour Salesforce Essentials ?
Types de licences disponibles pour Salesforce Essentials :
À partir de: 25,00 $US/mois
Type de licence: Abonnement
Essai gratuit: Disponible
Q. Quelles sont les principales fonctionnalités du logiciel Salesforce Essentials ?
Nous n'avons pas d'informations sur les fonctionnalités de Salesforce Essentials.
Q. Qui utilise Salesforce Essentials ?
Utilisateurs habituels du logiciel Salesforce Essentials :
PME
Q. Dans quelles langues Salesforce Essentials est-il disponible ?
Langues dans lesquelles Salesforce Essentials est disponible :
chinois (simplifié), chinois (traditionnel), tchèque, danois, néerlandais, anglais, finnois, français, allemand, hongrois, indonésien, italien, japonais, coréen, norvégien, polonais, portugais, russe, espagnol, suédois, thaï, turc, ukrainien
Q. Quels sont les types de licence disponibles pour Salesforce Essentials ?
Types de licences disponibles pour Salesforce Essentials:
Abonnement
Q. Salesforce Essentials prend-il en charge les appareils mobiles ?
Nous n'avons pas d'informations sur les appareils pris en charge par Salesforce Essentials.
Q. Avec quelles applications Salesforce Essentials peut-il s'intégrer ?
Applications s'intégrant à Salesforce Essentials :
CloudCherry, Dimelo, GoAnywhere MFT, PanTerra Networks, Salesforce Service Cloud, SmartSimple GMS360, SuperSaaS, Thematic, idloom-events, inSided
Q. Quelles sont les ressources d'aide disponibles pour Salesforce Essentials ?
Ressources d'aide disponibles pour Salesforce Essentials :
Forum, Base de connaissances, Support en ligne, Tutoriels vidéo
So many. Ease of use, trackable for sales cycle, many more.