Salesforce CRM

Pros: Providing almost all the required things and Smooth

Cons: Expensive Customization

Pros: It's one of the most popular CRM, so most people are familiar with it. As such, it integrates with several other software tools out there.

Cons: It is tricky to set up and does take time. You also must have a large database for this to be worth it.

Ties right into our CRM and allows us to use existing data to find our prospects on social platforms instead of having to do it individually on each platform with spreadsheets, etc. It also has great potential. Looking at a studio, you can find your CRM contacts on Facebook, AdWords, and Twitter and then send customized emails and messages, which is great.

I think my biggest issues are that the interface is not intuitive at all, and kind of like a maze. I have to have a checklist of exactly each function I need because otherwise, I wouldn't be able to find it. The interface is also very outdated and the reason that we are looking at alternative options for emails.

Pros: I can manage what I was in need of very easily.

Cons: Sometimes it delays to save the data.

Pros of this Software: More sales responses, easy to use.

Cons of this Software: reliability.

Due to the breadth of customization options, the implementation process for Salesforce CRM varies drastically, but once the system is set up, users will quickly see it was worth the effort. For in-house admins, a little more training may be required, but Salesforce offers excellent admin controls. Setting up different permissions, based on groups or on individual users is simple as is creating different displays and workflows for various departments/employees.

Pros:

We at 4D Data Centers strongly believe that SF is rapidly becoming the industry standard which means new sales and marketing hires often come with some experience/knowledge of working with it. As an entry-level SaaS CRM system, it does a lot for the money you initially pay and requires no capex – only a decent internet connection. Reporting is good and an extensive third-party app exchange means that your SF instance can be tailored to how you want it.

Cons:

Over time the recurring cost of SF can creep up considerably. To get your CRM working correctly you will need to spend extra on third-party apps (which add up) and as your database grows you will need to buy additional storage space from SF which can also be very expensive for small companies.

Overall:

There is quite a steep learning curve if you want SF to work seamlessly between your sales and marketing teams and the cost creep can be significant if not reviewed regularly. That said, once you’ve got it set up it the way you like it, can be an extremely powerful tool.

Pros:

• Can be integrated into almost any automation tool which opens a variety of different ways this can be used.

• Keeps track of historical action and interactions the lead or customer has taken.

• Tracks the number of times you’ve reached out to a lead or customer.

• Allows you to take detailed notes on every lead or customer.

Cons:

• With so many possibilities for functionality, it can be difficult to know all those possibilities without some kind of comprehensive training.

• Salesforce can be pricey depending on your needs and the number of people you need to have on your team among other things.

• Pulling up data on the dashboard can be a mess at times.

Overall Experience:

It has been a much useful CRM platform for us at High Water Standard. If you understand what you need, know your budget, need the ability to go deep into integrations and are willing to take some time to learn the system, SalesforceCRM sounds like a good choice for you.

We love Salesforce mainly because of the customization of the software, and the reporting modules. Daily (or weekly, monthly, etc) reports can easily be created and sent out to specific teams, this helps our team at Codal make sure that every client has been followed up with, and there are no outstanding tasks that are client-facing. We were using the Hubspot CRM before, The reporting module of Salesforce is amazing which has enabled us to handle large number of leads and opportunities. The customizations go hand in hand with the reporting. Reports can be customized in so many different ways, almost anything is possible. Almost every aspect of the CRM is customizable so that it is best suited for what we, or anyone needs.

A few cons of the software is that while it is extremely customizable, it is not exactly easy to customize. You may need someone that has undergone or the Salesforce certification, or a developer in some cases.