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Enterprise territory management
Profiles and page layouts
Custom app development
Integration via web service API
Salesforce Private AppExchange
Report history tracking
Sales Cloud Engage
Unlimited custom apps
Additional data storage
24/7 toll-free support
Access to 100 admin services
Unlimited online training
Sales Cloud Engage
Unlimited Access to All Features including Mobile
Full Offline Capability
Accounts, Contacts, Leads, Opportunities Unlimited
Pipeline & Archive Management
Tasks, Appointments Unlimited
Document Storage 2 GB
Alerts & Notifications
Built-in Internal Messaging
Accounts and Contacts Auto Profiling
Automatic Task Scheduling
Visual Buying Center
Visual Org Chart
Dynamic Velocity View
Dynamic Opportunity Timeline View
Dynamic Target Views
Target Multiple KPIs
Salesforce has been a massive help with sales and organization. After working at a few companies that leverage SFDC (some well, some not so well), it's very easy to see how SFDC benefits the team as a whole. Everything from organization, tasks, events, and even communication between the team is seamless. Over the years, I've seen SFDC grow in cases of look and feel, ease of use and flexibility.Some of the apps off the app exchange have been great when needed to add to the customization needed for usage, as well as the ability to grow within the tool seamlessly. The new mobile apps have also made things easier when looking at what it can provide. Salesforce 1 is simple to use, but has some downfalls when it comes to value.
I really love using Pipeliner. It has made my life so much easier!andnbsp; The functionality is spot-on. It gives us greater visibility of what is happening per team, per sector, per campaign we are running.andnbsp; It's really easy to use and powerful on the screen in meetings. I particularly like being able to jump from view to view and also the velocity option.andnbsp; I find the Navigator really good too, especially for summarising overdue tasks and the upcoming activities bar at the right hand side, makes planning even easier. The support is also excellent, my contact Todd is always available for any queries. His knowledge of the tool is first class and he has helpful suggestions to make everything run smoother. Recommended!
Overall, the tool was just not a fit for a small business with one or two internal marketers/sales people. The software itself is a bit overwhelming and take A LOT of time to work through. When I first started in my current position, I lobbied to have Salesforce brought back as the backbone of our sales and marketing data. We had thousands of contacts just sitting there out of date and not doing us any good. So, we decided to purchase Data Clean as well. It started out alright as I spent hours cleaning up our data. But the more I went along, the more I realized that Clean was pretty much worthless for us. It did not have updated info for our current contacts, and I was never able to find the new lead contact info that I was looking for. It was just not a good fit for our company size and objectives.
For a large organization, I can see how it would make sense. It is a large-scale tool. My team really only just scratched the surface of how we could use the tool in our day to day activities. There seem to be some functions and tasks to help the hardcore sales person, but there was little offering in the way of training. (Maybe there is training, I just wasn't able to access it or find it). Another benefit, which would have been great if I could get it to work, is the overall integration with any tool out there. Obviously a perk of using one of the largest CRMs available is that other tools typically integrate first with Salesforce before any other tool. If these integrations had worked for me, I'd say it would have been one of the main benefits.
I must have spent hours reading their help boards and watching videos trying to figure out the most simple tasks. I had a premium LinkedIn account, and it was never able to integrate with Salesforce. When we first bought HubSpot, I tried integrating our Salesforce license to no avail. Same story with Sidekick. This could have been since I wasn't using Salesforce to its full capacity to begin with, but I couldn't even get them to connect period. The support staff was very unhelpful throughout the process as well. Simply shifted the blame to whatever another tool I was trying to connect it with. Also, in order to reactivate our license, we were forced to sign a 3-year contract. This was a decision we regretted after the first 6 months and are now stuck with a license we don't and can't really use.
This is the Microsoft Dynamics of the CRM world. Software made to sell itself, meaning if someone demos it to a CEO, they'll be massively impressed. A CRM is as good as it's usage by salespeople. This CRM struggles to get that.
Friday 17 October 2014
While the pay scale for its services is tricky to understand and it is hard to get a hold of live support, Salesforce has the most user-friendly interface, the best uses for contact management, and the most advanced sales and marketing strategies among the CRM software we reviewed.More about Salesforce Sales Cloud
Thursday 22 May 2014
Pipeliner is the first CRM application to really link method with process. The method is the logical sequence of events in the customers buying steps, and how this translates into what the sales organization does to move an opportunity forward.More about Pipeliner CRM
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