Salesforce Essentials Reviews

Even with all of the restrictions of the Starter Plan I was still able to configure everything to work great for our needs.

No cons were added to this review

Usei por aproximadamente 2 anos, uma vez que as informações são muito fáceis, existem muitas opções de como rastrear a configuração, seria bom se houvesse uma opção de configuração automática para certos tipos de uso / tipos de negócios.

Muitos campos não utilizados que confundem a tela e as informações podem se perder em todos os campos em branco.

I really like how Salesforce is the best in its industry and offers great CRM software. It is perfect for reaching out to potential clients based on their past interest in the company as well as what they might need in order to stay engaged and retained.

I did not like the price tag associated with this product. Although it is highly effective, I feel that there are other products out there to track customer engagement and sales solutions.

Customer service: Our Accnt Mgr, Jane Alexander was an incredible resource with her wealth of knowledge, accessibility, and amenable personality. Product: A highly customizable and collaborative tool, simple and intuitive. the iPad of CRM.

Would love to be able to integrate a calendar function into the platform to schedule precise timelines for follow-up and set future meetings. An internal chat function would also be great to streamline communication.

Cloud based and easy to share. Price was affordable.

Workflow is TERRIBLE. I switched from ACT which didn't synch well with Outlook. Salesforce's workflow is POOR requiring going back and forth to different screens. It's glitchy - if you edit a calendar item, it creates a NEW one. It seems that this product wasn't well tested with actual users before released. NO control on what transfers from Outlook so records are cluttered. NO control on records - for example, I can't delete any history item!

Pretty much all the software you need to get started with your business.

After you exceed the user limit, all the features will cost a lot.

-Out of the box it's ready to go -Intuitive interface -Ability to customize and add modules as needed -Collaboration for transparency on deal flow and pipeline as well as activities

There's nothing in particular I dislike about Salesforce Essentials

SalesforceIQ assists in reporting insight into the data that you already enter in to Salesforce. The reporting features are great and it's easy to use.

Sometimes the integration into Salesforce can be a bit glitchy in the sense that it takes a while to load and the data needs to be refreshed manually.

The promise of its reputation. I didn’t expect so much difficulty with using it.

I’m not new to CRMs but I had so much trouble trying to customize it for my needs. Customer service wasn’t very helpful. I was disappointed.

The Trailhead Playground and the extensive training modules allow you to become an expert in Salesforce, although you do need to dedicate lots of time to it.

It's almost too complicated at times. It can be difficult to resolve problems without having to search for help topics.

The Themes and features re user friendly and easy navigation

looking good and easy to access, quality features and easy to search

Excellent product for research industry. We used for inventory for device. Super easy to have everything done in few minutes. I would highly recommend this product.

There are some time it showed some technical problems.

Made it easier to follow up on leads, track customer interaction and set meetings with clients. Provided a great overview of each customer/client.

As with all software that requires documentation, it's the actual entering recaps of conversations with customers and meetings that is always the 'chore'. Most salespeople find this to be the challenge.

No pros were added to this review

No cons were added to this review

I do not give only 1 star because there were occasional situations where SalesforceIQ informed us accurately that a client had changed companies. It did not offer us zero valid sales intelligence.

This software drove me crazy. Regularly confused our clients with other individuals with the same name and filled in data about those unrelated people. Regularly overwrote our own, hard-researched data about our clients with their LinkedIn dreams of being a DJ or Freelance Graphic Designer. I could never find an option to turn it off or siphon their "intelligence" to separate column. Maybe if we'd had a bespoke Salesforce implementation this would have been possible but I HIGHLY ADVISE you avoid if you're using out-of-the-box Salesforce.

It was intuitive to use when working on tickets and responding to customers. The reporting interface was easy when to create and run reports.

The reporting was barely functional and often times would time out when loading. There were countless days that I needed to run a report and was unable to.

That it is saving a lot of your work automatically and that you can easily go back to previously opened case and modify them or look into it

There are too many features, which at times are repetitive and sometimes not easy to find/ not distinct enough to know what to click on

- Provides a nice clean interface that does not have too rabbit holes to fall into - Quick to update and have never noticed any latency issues - Easy to navigate and link to other tickets/items that should be addressed by the respective teams

- Have heard that this software will be retired soon

Easy to use, and track activities, manage pipelines.

Doesn't provide customer support, the salesforce community doesn't always have the answer for you.

No pros were added to this review

No cons were added to this review

-Automatic email integration -Automatic "follow up" management -Reporting -Contact organization and curation -Integration w outside tools via API

-Young company, so some features are still on the horizon, but you know they are coming given what they've been able to accomplish to date.

Having a virtual office and always out and about, the tool allows me to access and add records on the go.

the lower version allows limited customization but it is easy to adapt.

It is easy to use and set up workflows. The dashboards are very intuitive and show you who is working on what.

The reporting in this is just awful. Does not provide anything similar to what Saleforce provides unfortunately, and even the custom reports are bad.

Nothing; it's so irritating. And I'm an IT person, programmer and DBA? Can't imagine what it's like for a non-tech user?

Can't add multiple records at a time; groups difficult to work with; emailing a challenge

I am able to communicate directly with the Shipper for inventory and returns.

I have had several issues with the pen reader not scanning the product. I have had to get a pen replacement, and have several trouble shooting conversations with the shipper regarding not being able to scan in devices.