O Salesforce é um software baseado em nuvem projetado para ajudar as empresas a encontrar mais clientes em potencial, fechar mais negócios e fornecer satisfação ao cliente. É um conjunto completo de produtos que une as equipes de vendas, serviços, marketing, comércio e TI com uma visão única e compartilhada das informações do cliente, ajudando a empresa a desenvolver relacionamentos com clientes e funcionários.
Capacidades |
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Segmento |
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desenvolvimento | Nuvem/SaaS/baseado na Web, Android móvel, iPad móvel, iPhone móvel |
Suporte | 24 horas por dia, 7 dias por semana (representante ao vivo), bate-papo, e-mail/Help Desk, perguntas frequentes/fórum, base de conhecimento, suporte por telefone |
Formação | Documentação |
Idiomas | Inglês |
Salesforce has become the backbone of business operations in a lot of companies, offering a comprehensive CRM solution that stands out for its versatility and effectiveness. The platform's robust features, coupled with its user-friendly interface, make it a game-changer for managing customer relationships and driving sales. The customizable dashboards, automation capabilities, and seamless integration with various apps streamline my workflow, allowing us to focus on what matters most – building meaningful connections with clients and boosting sales. I'm using sales force on a daily basis to generate reports and check customer feedbacks.
While Salesforce offers a plethora of features, navigating its extensive capabilities can pose a challenge for newcomers and implementing salesforce needs skills and Salesforce knowledge and it's not easy. The learning curve might be a bit steep, especially for those unfamiliar with CRM systems. However, the investment in time and effort pays off, as the platform's depth of functionality becomes a powerful asset once mastered. Sales force doesn't have the best UI/UX specially when it comes to storefront and customer facing features
Salesforce addresses the core challenge of managing customer relationships and sales processes efficiently. Its CRM solutions enable us to organize, automate, and synchronize business processes, leading to improved customer satisfaction and increased revenue. The platform's real-time analytics and reporting empower me to make informed decisions, turning potential obstacles into strategic opportunities. In a competitive business landscape, Salesforce proves invaluable in staying ahead of the curve and fostering sustainable growth.
The Salesforce platform allows me to easily collaborate with others in my company to complete our work.
I'd like to see the Salesforce reporting tool receive some updates. I think a more robust ability to cross examine information using keys across records would be extremely helpful for my job.
Salesforce Platform is helping my team globalize our approach to our due diligence processes, and it's helping our sales staff close deals more easily and quickly
We can create different dashboards and reports in the salesforce platform. It's easy to maintain and fetch the data through salesforce. We can also integrate salesforce to different channels directly to fetch the data in. Data mining is also easy, you just need to select your filters and fetch the reports and do whatever you want.
Data duplicasy is one of the major issue in the salesforce. It captured same customer data multiple times if the customer's come through either different source or different channels. As per my openion, salesforce is quite a bit slow than other competitive CRMs.
As per my point of view, The main benefit of salesforce is to fetch the data to create data segments, analyze the day to day marketing campaign performance and to run the campaigns on different channels usging the segmented data.
I like how you can modify it to your needs and how easy it is to use. It creates a easy flow in your day to day work and the modifications are great.
Sometimes it lacks, and it can be difficult to see your own personal data.
Data logging
It is very easy to use. You are able to see the entire profile of your customers and can make the best suggestions for products and services.
Takes a bit of getting used to, but once you get the hang of things it's a great platform.
Using it to track referrals and see the overall profile of customers.
Salesforce offers a comprehensive and user-friendly CRM platform. The customizable features and robust analytics have significantly improved our sales processes, providing a centralized hub for managing customer relationships. The cloud-based system enhances accessibility, making it a valuable asset for our team
While Salesforce is powerful, the initial learning curve can be steep. Navigating through its various features and customization options can be overwhelming for new users. Additionally, the pricing structure, especially for smaller businesses, may pose a challenge and require careful consideration of budget constraints
Salesforce Platform solves various business challenges by centralizing data, streamlining sales processes, fostering collaboration, and providing scalability. It enhances CRM, offers real-time analytics, ensures mobile accessibility, allows customization, automates marketing, and improves customer service. These features collectively boost operational efficiency, customer satisfaction, and overall business success.
We are using it for Account management in new business, recurring business, support things, Legal, Finance, and Invoicing. It is being used for over 60% of business processes
The UI can be improved because the reports are not very informative
The entire account management, support ticket tracking, Invoice tracking, and contract tracking is happening in the SF
seamless communication, sales process, Workflow, Ease of Integration
Require Internet connection work. Some time might get little complex
Helps with Customer Insights, Enhanced Sales Processes, Smooth work flow
Its innovative nature by coming up with new clouds specific to each industry every day like edication cloud, data cloud , marketing cloud etc. They also have good customer support. I also like their automation tools by which we can automate our daily tasks
They are too costly if organization have less users. They should come up with some cost wffective licenses.
It helped me in intellegent routing of my cases using Service cloud as a result i am able close cases faster. Its email to case functionality is also awesome as lot of requests come on our company's mail.
The data warehouse platform is best what I see in snowflake
Pricing is a big factor for snowflake I feel it is a disadvantage
It is best for my organisation to keep big data analysis, load dataset for future analysis purposes
It's easy to use for sales and service product and easily intergrable with another product. It's performance is so high therefore more valuable.
Lack of adoption by organization, user doesn't have control over every tools and customer service is also unresponsive
Salesforce have so much prebuilt tools that increases the productivity and saves user time
The way it allows data analysis into modern world
Pricing is key factor, very les documentation to learn
It is good
It has great user experience with huge customization on every automation we can think off.
Sometimes its governor limits become hurdles to implement what I intend to do
It helps me with sales forecasting and giving AI insights with my data which overall helps me to take better decisions with stakeholders
Service and marketing cloud and AI feature
Cost of some of the products which can be expensive
Managing data
Pre defiened logics, out of the box fetaures
No. of validations, costing and governor limits
Providing frequently updates with new features and securtiy
after introducing its vertex AI support through data cloud it has opened new horizons for next level generative AI. Its very easy to use software for non technical staff
its awesome software but sometimes some standard features are not much customizable and become hurdle
recently I did integration with vertex AI model through data cloud which helped me to get insights about the data that were unknown
User-Friendly & Customizable: Salesforce's intuitive interface and high customization make it a breeze to adapt to our unique needs. Efficient Automation: Powerful automation tools have streamlined our processes, saving time and reducing errors. Real-Time Collaboration: Cloud-based collaboration ensures our team stays connected and aligned, enhancing overall efficiency. Insightful Analytics: Robust reporting and analytics provide deep insights, empowering data-driven decision-making. Scalable & Integrative: Salesforce effortlessly scales with our business growth, and its wide range of integrations adds versatility. Responsive Customer Support: The support team's quick responses and expertise have been invaluable, ensuring minimal disruptions.
Learning Curve: For new users, the initial learning curve can be a bit steep. However, once mastered, the benefits are substantial. Costs for Advanced Features: Some advanced features come with additional costs, which might be a consideration for smaller businesses on a tight budget.
Data Centralization and Accessibility: Salesforce's robust database has centralized our data, providing easy access for all team members. This has streamlined processes and eliminated data silos. Enhanced Customer Relationship Management (CRM): Our CRM has become more efficient and effective, allowing us to better understand and serve our clients. The 360-degree view of customer interactions is invaluable. Automation and Time Savings: Automated workflows and processes have saved us considerable time, allowing our team to focus on high-impact tasks rather than manual, repetitive activities. Data-Driven Decision-Making: The analytics and reporting features empower us to make data-driven decisions, driving business growth and strategy.
The learning curve is very good for freshers and it can be implemented and integrated in various conditions easily. Due to its various features, you can impact the grassroots level problems easily. As there is a large number of users creating a very helpful community of trailblazers with very good customer support.
Pricing is the most problematic thing as for business use for startups and small firms the solution is a bit costly.
We are a consulting firm giving solutions to others in which a CRM with a good integration functionality helps a lot and time consumption to create a solution using salesforce is very low which agains help in customer satisfaction.
Its ablity to connect self made AI models to Data cloud. In its every release it comes up with something new which makes dev life easy. I also like its reporting feature to make dynamic dashboards
As of now I cant think any dislike but sometimes its governor limits become hurldle during development
It helped me to get insights about customer intent on cases data using custom AI models in salesforce
Easy to learn and easy availability of learning resources, easy implementation as you don't need to learn coding to use salesforce. Is connected at grass root level.
Certification fee is high which can be managed a bit.
Mainly it helps me to complete the innovation of e platform and management of the same from the granular level