Salesforce

The ability to check all entered leads and customers with ease making follow ups with our customers easy. Very user friendly with an easy layout.

Reduce the amount of tabs by compressing things together. Not being able to set a color to match business. Other than that, great product.

Great for sales jobs looking to keep track of customer info and being able to send out updates right out of the program itself.

Doing follow ups with customers easier and reminders to contact. Keep long-term and short-term contract info with the ability to enter as much possible information

The ability to customize everything, the ability to integrate to other solutions,

Super expensive, takes a long time to implement

When getting big, there is no other solution. Super robust and flexible.

Customer and lead management

Everything and I mean everything is customizable. You can customize different pages and even app views for different users or user profiles.

Everything is customizable. So if you don't have an IT team to set up your SF environment, you'll be paying Salesforce or one of their outside company "partners" to help you get started. This is not included in the purchase price of Salesforce. In addition, your "account manager" rotates every year so you have to re-explain your business dynamics and utilization of SF to a new person every 11 months, who then tries to sell you more features or complimentary applications that you told the last account manager you weren't interested in.

Consider your yearly CRM budget carefully. Salesforce will require many hours of work to set up, implement, and maintain. This could be your internal staff hours, or outside partner company that you hire. Either way Salesforce costs much more than just the licensing price.

We created more problems than we solved so we dropped it. It was too expensive and SF had shown our small company that they were too big to be concerned with helping a small business like ours and it was not worth the tens of thousands of dollars we spent each year.

The ease of going through hundreds of records a day and saving notes with those accounts,contacts, prospects, and specific opportunities. The functionality of the tool is amazing.

We need more automation. We are in 2019 we need some AI stuff going. If we can get more tools off o the platform that would be beneficial.

Everything is great. just need more automation.

Organization. That is key a long with tasks and reminders and notes. You can no exactly where you left off with something and come back to it tomorrow, a day, a week, a month, or even years later.

this CRM system allows me to understand

there is a lot of information and sometimes I cant figure out everything

i am able to figure out who my best clients are

The ease of operation, the ability to store email communication by each customer. Great data base for my international business

The time it takes away from my day. I realize it's a must have to be organized in my day to day trading. One you implement it into your daily habits it can be very beneficial.

They have a trial offer, I highly suggest you try it, it's the best of all CRM's!

Keeping organized

Ease of use, customization, it is not goldmine

migration was challenging, learning curve a bit steep

Plan long for migration

managing many leads and continue follow ups

I love using SFDC as a crm because it works for each department in the sales org, it is constantly evolving and I love the integration options that are available

i dislike that the mobile app is quite old fashioned and slow, I dislike that i am not able to view certain accounts and I dislike that it must need an email to add a prospect

Make sure you provide your team with proper onboarding

Perfect CRM to use, making sure we have the right data and up to date information, I have realized it is completely necessary for a cross functional team