L'application de CRM n° 1
4.3/5 (12216 avis)Avec le Sales Cloud, vous pouvez gérer vos opportunités, répondre à vos leads, visualiser vos prévisions de vente, automatiser vos campagnes marketing, et consulter vos tableaux de bord et console de ventes où que vous soyez.
Grâce aux nombreuses fonctionnalité du Sales Cloud, vous pouvez également héberger et partager tous vos fichiers, compléter vos fiches clients en exploitant les informations des réseaux sociaux, donner à chacun de vos commerciaux l'accès à toute l'intelligence de votre entreprise, offrir à vos partenaires un espace de collaboration avec vos équipes commerciales, approuver des demandes en temps réel et mettre en place des processus d'approbation souples... et bien plus encore !
Avantages
The reporting capabilities of SalesForce, especially now that they have switched over to the new Lightning experience, are a great asset for companies looking to track business development activities. Sales funnel reporting, gain-loss reports, call/meeting/email recaps, project lists, budgeting and customer contacts - SalesForce is your "one stop shop" for all of these reporting functions! My team has also loved having the ability to sign up for monthly emails that are based off of reports they have set up within SalesForce. This allows them to track any progress, trends or issues that need to be addressed upfront. My team has also enjoyed the email campaign tracking, which works in conjunction with the Pardot platform.
Inconvénients
SalesForce is not an intuitive software to use and is not easily learned by all members of my team. This is what I like least about the software. Beyond that, customer support has been less than helpful. My team and I have often had to do our own research on Google and YouTube for solutions to problems the SalesForce Customer Service could not help us with. This platform takes a considerable amount of training to really be able to grasp its reporting and data entry capabilities. Beyond that, this product is not cheap! It is worth the investment for larger organizations, but I am not sure it is worth the cost for smaller companies.
It monitors our hopefuls and customers discourses over some stretch of time which causes us return from where the last discussion had finished. A decent record data also with 360-perspective on data. Devices work quite a bit of some acclaimed person to person communication destinations and could be considered as a simple exploring stage.
Avantages
A stage that offers deals the board, client administration, showcasing robotization and accomplice relationship the executives. It is a c cloud-based CRM arrangement, Salesforce gives you anyplace, whenever, access to your business information, even from cell phones. This stage helped us streamline our procedure and logged our discussion with every one of our customers/applicants monitoring the discourse history and knowing where we left at. It has a decent contact the board framework that enables the clients to store significantly more data like record/customer subtleties, addresses, other accessible data which permits a decent record information review. The Dashboard is adaptable and can fit to what their customer needs and requires for the particular procedure. It's a simple to explore programming particularly for the individuals who had been into cloud-based stage previously.
Inconvénients
The multifaceted nature of its highlights here and there are not being depleted/augmented by little scale organizations and could get overpowering now and again. Evaluating might be somewhat high for a little organization particularly on the off chance that they need something that is progressively adaptable. For our group, it took us some time to explore the stage completely and consider was on the most proficient method to tweak the stage dependent on our necessities. Recognizing what is as of now accessible for us and what can be considered for what's to come is something that we get to profound plunge through the span of months and a great deal of cooperation and discussion with the group. Announcing issues may be somewhat hard as far as realizing who is responsible for certain specialized glitch if its Salesforce people themselves or some application that connects to it.
We used Salesforce to be our CRM and Professional Services Automation (PSA) system. We custom-built the PSA, but the CRM piece was mostly Salesforce out-of-the-box.
Ultimately, if you can figure how to keep your licensing and other add-in costs in check, then Salesforce can be the right tool for you. Otherwise, you may find what we found, which is that Salesforce's continual cost increases eventually cause the platform to lose its ROI. We ultimately switched from Salesforce to Microsoft Dynamics 365 after Salesforce continually and forcibly raised their costs beyond our ROI threshold. The system was functionally fine, but the annual costs had simply become too much.
Avantages
As a CRM platform, it's everything you could ask for. Also, its AppStore is top notch. From a functionality perspective, you cannot go wrong with Salesforce. Also, as one of the biggest and most widespread platforms, there are plenty of Salesforce resources out there, so there is no shortage of help available should you need it. If you are a small non-profit particularly, Salesforce can be an incredible resource as your first 10 licenses are free (as long as you qualify as a non-profit with Salesforce)
Inconvénients
If you are a for-profit firm, be aware that Salesforce builds in an annual 7% licensing cost increase into it's contracts. As a result, you will be continually negotiating and re-negotiating with them to keep licensing costs reasonable. Even then, Salesforce will continually look to increase your spend with them. Their sales teams/account managers can be very aggressive and a lot of things you may want or need will cost you extra. They're also continually rotating their account managers. This can be very frustrating as a customer because just when you feel that you've built a good relationship with your account manager, Salesforce will switch people on you and then you have to work to rebuild a new relationship.
My current company had been using Constant Contact before I arrived, and it was poorly managed... a huge mess, even... partially due to the staff being unable to coordinate, and partially because the software was a bit clunky. I was brought on during the SalesForce onboarding process, and 36 months later, with very little management efforts from our marketing/BD staff, our data is standardized, uniform, and easily accessible. Emails are scheduled to go out once a week, months in advance, based on templates first developed by our onboarding process, and we have been able to shift our marketing staff to more analytical projects that have given us the edge we needed to be on track to make our profit-sharing bonus numbers for the first time in years.
Avantages
The ability to customize really makes SalesForce its own beast. I've worked for two companies that have used the software, and both looked very different, yet still intuitively the same. I like that if there isn't currently a solution for you, there are add-ons and plug-ins that can be fitted into your experience to make it an extremely tailored solution for a wide range of companies. Not only that, the customer support staff have some great tools at their disposal that give you an even deeper dimension of control, should you be unable to quite round the edges for your perfect fit. I like the seamless integration with Pardot. In addition, with Pardot's automation platform, you can literally save hours' worth of work as contact/prospect data can sync in nearly realtime, depending on the rules you've set up. If all this sounds perplexing, don't worry too much, as Salesforce has an amazing onboarding team that will work with your designated admin staff to utilize most of the software package from nearly any education/experience level.
Inconvénients
There are some frustrating limitations with reporting in Pardot, and sometimes SalesForce integration with plug-ins can be a bit of a hassle if they weren't set up during the initial onboarding, but overall these are speedbumps at worst and don't detract from the overall experience enough to really worry about.
Salesforce has been the single most valuable tool for us in tracking prospective students through a funnel, communicating with them across channels and tying together the rest of our marketing stack.
We use the Higher Education Data Architecture platform on an Enterprise level instance of Salesforce through Salesforce's philanthropic Power of Us program. As a small, private religious institution of higher education, we need a CRM that allows us to customize contact profiles to an unusual degree, as well as automating basic tasks and integrating with our various other communication and tracking platforms.
Salesforce offers us unparalleled customization and allows us to combine analytics on mass emails, texts and website visits from our automation platform with individual emails, SMS, notes and phone call logs. We can analyze data not just about locations and high schools, but also about churches and youth conferences. It's also a useful tool for communication, and has a terrific integration with Twilio for 1-to-1 SMS conversations.
We've found that the learning curve on Salesforce is steep. We took care of onboarding, set-up and training ourselves in order to save money on the fees, and have regretted it. I would strongly recommend getting professional help to tailor the platform to your needs from the outset.
Based on my experience, I would recommend Salesforce to anyone looking for a powerful CRM product.
Avantages
It can be customized to fit almost any use-case
Support is helpful and enthusiastic
It has a vast range of features
The extensive training available in Trailhead
Reporting capabilities are deep
Importing records is fairly simple
It has a massive range of integrations with other software and services
No automatic email reply capture
Inconvénients
The learning curve is steep
It's incredibly complex, and it can be difficult to fully take advantage of it
It's hard to take advantage of some functionality without spending money on other solutions
Some simple functions are tedious to perform
The interface isn't always intuitive
Switching between Lightning Mode and Classic Mode to perform tasks is annoying
Éditions disponibles
-Contact Manager (4 €/utilisateur/mois)
Gestion des contacts, jusqu'à 5 utilisateurs
-Group (27 €/utilisateur/mois)
Vente et marketing de base, jusqu'à 5 utilisateurs
-Professional (70 €/utilisateur/mois)
CRM complet pour les équipes de toutes tailles (incluant envois d'emails et campagnes)
-Enterprise (135 €/utilisateur/mois)
CRM personnalisé pour toute votre entreprise
Performance (315 €/utilisateur/mois)
Extension CRM pour accélérer les performances
- Décuplez vos ventes
- Adaptez le Sales Cloud à vos besoins métiers
- Simplifiez la collaboration en interne et les interactions avec vos partenaires et clients
- Travaillez où que vous soyez et quel que soit votre terminal
- Suivez votre activité en temps réel
Voici quelques-unes des questions fréquentes sur Salesforce Sales Cloud.
Types de licences disponibles pour Salesforce Sales Cloud :
À partir de: 25,00 $US/mois
Type de licence: Abonnement
version d'essai gratuite: Disponible
Éditions disponibles
-Contact Manager (4 €/utilisateur/mois)
Gestion des contacts, jusqu'à 5 utilisateurs
-Group (27 €/utilisateur/mois)
Vente et marketing de base, jusqu'à 5 utilisateurs
-Professional (70 €/utilisateur/mois)
CRM complet pour les équipes de toutes tailles (incluant envois d'emails et campagnes)
-Enterprise (135 €/utilisateur/mois)
CRM personnalisé pour toute votre entreprise
Performance (315 €/utilisateur/mois)
Extension CRM pour accélérer les performances
Nous n'avons pas d'informations sur les fonctionnalités de Salesforce Sales Cloud.
Utilisateurs habituels du logiciel Salesforce Sales Cloud :
Grandes entreprises, Entreprises de taille moyenne, PME
Langues dans lesquelles Salesforce Sales Cloud est disponible :
anglais, français, allemand, italien, russe, espagnol, suédois
Types de licences disponibles pour Salesforce Sales Cloud:
Abonnement
Appareils pris en charge par Salesforce Sales Cloud :
Android, iPhone, iPad
Applications s'intégrant à Salesforce Sales Cloud :
Birst, CogniDox, Gold Lasso, Intellect, InterWeave Smart Payment Gateway, Nirvaha Commissions, O2B, Sofon Guided Solutions, SurveyGizmo, TeamSupport
Ressources d'aide disponibles pour Salesforce Sales Cloud :
FAQ, Forum, Base de connaissances, Support en ligne, Support téléphonique, Tutoriels vidéo
If you or your team does not have the time to fully invest in training and learning the platform to a deep extent, than this software would be a waste for you. I would recommend speaking with a SalesForce consultant about the different reporting, campaigning, sales, etc. capabilities before making the investment. Though the Customer Support side of SalesForce, in terms of issue resolution, have not been helpful, the SalesForce sales team is very knowledgeable and give honest opinions on what different functions, plans, etc. they would recommend to fit your specific needs. The sales team has actually saved us money by showing us how to more efficiently manage our plan with them.