Salesforce CRM

We at Priority Home Buyers switched from Podio last year and the difference is 10fold uin terms of KPI tracking and sales automation. I wouldn't recommend it unless you are hyper focused on keeping your call metrics organized in one place, and are operating primarily outbound as a real estate investor. But for us it worked wonders.

We Qooper use Salesforce. It is the most commonly used CRM software and for a good reason. Their software is powerful and offers great functionality for managing clients and leads. However, from a small business owner's point of view, this piece of software can be quite costly simply because of the number of features it has to offer and the administrative functions it requires to operate. If you are a small business that is just starting up and still trying to find its way, this system may be too much for you. You should consider a CRM system that has fewer features but is still just as capable of managing your business and client base.

We ProofHub, at our company, are evaluating selecting a primary CRM software for our needs. We have zeroed in on the Salesforce Sales Cloud CRM platform in our evaluation process. The Salesforce Sales Cloud platform has robust features that allow you to track contracts, emails, and opportunities and manage them with just a few clicks.

We Bombing Science use Salesforce because this software enables us to enjoy a wide range of features, like automatic task reminders, a streamlined workflow, and support for multiple languages. Salesforce allows you to collaborate effectively to analyze data, read and view reports, and use other features in real-time to stay on top of your work. In addition, Salesforce supports numerous platforms, including mobile, so that you can access it from various devices.

We Kate Backdrop use Salesforce as our CRM software, which has helped us a lot in keeping track of our customers and sales. We've been using Salesforce for about four years now. It's user-friendly and customizable, which makes it perfect for our needs. Salesforce is very versatile and can be customized to fit the needs of any business, no matter the size. It's also user-friendly, so even those who are not tech-savvy can easily learn how to use it. However, one downside is that Salesforce is slightly more pricey than other CRM software options.

We eSign Web Services Pvt Ltd have been using SalesForce for five years. It has helped our business in many important ways. With Salesforce, we can build, test, and deploy a custom dashboard in less than 15 minutes. Moreover, Salesforce CRM has a Sales Cloud feature that lets us keep track of customer records, contact information, backgrounds, etc. This can help us change our plans and strategies that make us do better. However, the cloud feature requires a stable and consistent internet connection that may not always be available.

Being a CEO of The Other Straw, I found Salesforce is easy to use. It has more customization options too.

Customer relationship management (CRM) software was developed about 30 years ago to help businesses better manage customer relationships and all the data involved with them. But now CRM software has become more powerful and complex than ever. Being an editor of Etia, I found Salesforce has the ability to quickly navigate to Accounts, Contacts, Deals, and Reports. You can easily drill down into specific contacts, for example, to view things like email address, phone number, and history of contact activity. When you become a Salesforce customer, you'll likely get a dedicated account manager and implementation specialist which will be very helpful in making new tools, but it is front-heavy in terms of implementation. Salesforce has more customisation and menu options. Ultimately, Salesforce is a better investment for businesses that get value out of advanced features.

I am the CEO of an online review publication - GeekWithLaptop, with 100% remote workers. I’ve used multiple CRM software to hire my remote employees and one of those CRMs is Salesforce. Salesforce is a massive CRM with tons of features. Sadly the interface isn’t very intuitive which makes it hard to use. I’ve only tried Salesforce for a month before moving to another CRM. It wasn’t because it was bad but because Salesforce is catered more for large businesses. 

Pros

• Tons of features

• Can integrate with many apps

• Very customizable

• Flexible and can be used outside of business

• Very scalable 

Cons

• Very expensive

• Limited customer service

• The interface takes getting used to

I've used Salesforce software for CRM while working in SuperHeroCorp as Digital Marketing Manager. I used this software to deal with customers mainly using chat and email options and limited hands-on voice call options. Salesforce is a complete CRM software package. Along with this, I don’t think you’ll need anything else except Slack platform and a pair of headsets (Slack is chat software that allows you to talk to your colleagues and other departments around the world)  

 The Version I had used was having an integrated outsource communication software“NewVoiceMedia” and numerous options to resolve customer issues on the spot. From this software

I could quickly check the following things;

1. No. of interactions customer had throughout his journey with the company

2. Details of the previous chats 

3. Action that the previous agent has taken to resolve a customer concern

4. Automated templates that ask the customer to hold on more when the agent took a little longer to resume chat beyond a given wait time.

5. Change the location for delivery.

6. Track the rider.

7. Chat popup alert tone.

8. Chat with the rider.

9. Voucher issuance / Generating Refund / Transferring chat to other agent or department

10. A quick review of recent order details

11. Updating special instructions to the restaurant upon customer request

12. A notepad to note down things for a reminder

13. Call-log to log the details of calls done.

14. Colorful highlights on chat tabs as yellow/green/red to indicate new chat/customer replied/customer is waiting for reply.

15. Voice call option

16. Easy access to updated SOPs

17. Sending and receiving emails including photo and videos

The Best thing I liked was that it was user-friendly. The interface was like an online teenage chat room with vivid colors and a big font size. Its processing speed was also excellent, and it doesn’t take long to access information. I had even dealt with 05 chats at a time and resolved everyone's issues within 20minutes. 

One thing had always disturbed me in it while dealing with many customers at a time; you need to open many backends to probe their issue. It usually creates a lot of confusion to do all this stuff on a single screen. It doesn’t have any option to drag the opened window to another screen so that you can feasibly cater to the customer individually.

As a recruitment agency(Nigel Wright Group), we find Salesforce to be an effective CRM as it allows us to manage job applications, interviews, client and candidate information and fees generated. The Salesforce reporting tools allow us to create, share, and analyze reports based on a vast range of information within our database. One negative aspect of the software is that it can be difficult to set up and configure exactly for your company’s needs.

I am the Chief Executive Officer of Card Accounts and as a small business owner who has used Salesforce in the past, I am aware of the pros and cons of the software. Experience of using that particular software - Pros, Cons and Overall: In my experience, salesforce is an intuitive software that gives you the freedom to customize some functionality to suit your business needs. It allows for the automation of the purchase funnel, making it easier for you to adjust your sales strategy. One of the biggest advantages is the ability to track staff activity and the status of work being carried out - which helps with forward planning. The only disadvantage from my point of view is the cost. Other systems came in at a considerably lower price.

At Hosting Data we have used SalesForce for over three years and in general we are really pleased with how it works for our online business. As a predominantly remote working team, this cloud-based solution is perfect for our employees who require access to the CRM around the clock. It’s compatible with pretty much all browsers and on both iOS and Android so our team can access SalesForce regardless of their browser and handset preferences. The biggest pro of using SalesForce is the huge range of customization it allows, each team has slightly different reporting requirements and with SalesForce we are able to tweak its functionality to suit each team. I can’t think of many cons of using SalesForce, but I would definitely say it’s one of the pricier options on the market, but I do think it’s good value for money. I have often found it difficult to speak to someone when I need technical support but notice they resolve issues pretty swiftly regardless.

I previously used Salesforce CRM for my website - Lewis & Son, and it was not a good fit for my growing small to medium business. Any features that I developed a desire to implement came at a prohibitive cost that could not be justified by the sales I forecasted.

Pros: Super flexible and can be customized to the business needs

Cons: Cost, Complex if you are a startup.