Salesforce Sales Cloud

Avantages

CRM très simple d'utilisation j'ai été former par mes collègues en quelques heur et je suis maintenant autonome sur sales force. Aujord'hui je m'en sert quotidiennement il me permet de suivre chaque lead et ne jamais oublier une tache. Mais également de manager les campagne marketing. logiciel très complet qui me permet d'optimiser mes ventes

Inconvénients

Je ne lui trouve pas de défaut particulier en effet j'ai des besoins extrêmement simple et donc il est parfait pour moi au quotidien. Le seul petit défaut que je pourrais lui trouver et que certaine fonctions sont difficile a trouver au début mais on s'y habitue très vite

Avantages

Un outil pour aider à faire des calculs et le suivi des ventes rapidement

Inconvénients

Des inconvénients surtout au niveau de l'utilisation au début

Avantages

-Highly customisable with deep and wide integration with my organisations SaaS or natively developed applications.
-Allows you to produce very detailed reports to track my own activity and history. Which can also be used by management to track team progress and activity.
-A customisable dashboard that allows frequently uses tabs to be populated to a "bookmarks bar" which allows for faster navigation.
-Great search feature that allows for search across the entire CRM database.

Inconvénients

-Due to its high functionality and range of options it can be overbearing to use at times.
-Requires internet connection which means there is occasional latency and is not accessible at all times.
-Visually, it's not the most appealing tool that I've ever used.
-Steep learning curve for those that have not used it before, but then that goes for most CRM tools.

Avantages

Salesforce is hugely customisable, as a consultant, I am always asked to customise the system to fit the needs of the client, and I have not yet found a requirement that cannot be met, it may take knowledge and expertise from multiple different types of people (admins, developers, specialists etc.) but with enough understanding the sky is the limit.

Inconvénients

There are certain limitations which may need to be overcome when setting up a new CRM system, if you are coming from a complex CRM previously, then achieving the same functionality is not always easy, but that is the reason you are switching systems, to gain benefits, not just to put a new interface on to the same solution.

Avantages

Salesforce has immensely improved the way we service our clients and maintain client records. In recent years, we were able to upgrade to a version of Salesforce that directly integrated with our custodian which sent direct data feeds daily to our system. This integration has been a big improvement and we have yet to scratch the surface with some of the benefits it provides.

Inconvénients

The upgrade to Lightning, while great has its shortcomings. Not all of the features from Classic have been migrated over to Lightning. The feature we are requesting the most is the ability to assign a calendar event to more than one person. This seems like a simple ask and should be implemented as soon as possible.