Salesforce Engage Software

Be as flexible as you can to get the most out of it.

Pros

Please trust me when I say this: invest as much time as is required to implement Salesforce properly. Because once it’s done, Salesforce is an excellent solution to your problems, especially if you let the support team optimize it for you and your processes. I made the mistake of taking shortcuts and found out the hard way. Accessing leads and opportunities is simple, and managing the data inside of them is generally simple as well. I personally appreciate the dashboard, which gives you an attractive way to view a lot of data from several reports without the need to switch back and forth.

Cons

As I said in the part above, you really need to invest yourself and prepare an employee to be proficient with the software. A little coding logic might also be required. Like all software, it also faces problems where certain features wont work as expected. I would recommend immediately getting in touch with the Salesforce rep assigned to your business. Otherwise, you would spend hours running in circles.

Salesforce is easy to learn. It is one of the most feature-packed CRMs out there.

Pros

Salesforce is easy to use and offers solid customer management features. In the past two years that we have been using it, Salesforce has performed admirably and enabled our management team and sales staff to be more efficient in tracking and assessing all sales activities. It has great reporting capabilities and features an intuitive, user-friendly interface with a flexible API. It is also easy to integrate Salesforce with other software we use. Our business planning has improved and we have moved more toward preventive and predictive plans thanks to data from Salesforce.

Cons

Converting a lead to anything else is complicated, while it should have been the easiest thing a salesforce could do. We are supposed to add a custom field whenever we want to turn a lead into an account, a contact, or even a business opportunity. I feel this to be a missed opportunity where Salesforce could have easily become my only go-to for client management. And if a client submits a record, it often doesn’t show up in the company’s database.

Good customer support and lead handling system.

Pros

Salesforce is simple and creating leads is intuitive with it. I have kept an updated list of contacts with this tool, which helps me access a relevant client instantly. And any lead that is about to be converted into a customer can be quickly added to the salesforce with the click of a button to log their email. I simply love being able to quickly add meeting invitations or email templates to an email. It has cut short the hours of manual data entry I used to do before we started using Salesforce. After using this software for almost two years, Im not sure what I would do without it.

Cons

They have changed some things in the past few months, mainly how the data is pulled when you attempt to add a contact. I used to be able to input a lot of the information manually in the past, which used to pull everything in automatically. It now takes a few more steps to do that, but ultimately it is still quicker than adding new contacts to Salesforce. When sending emails to several recipients, I also wish there was more information available about who clicked on a web link or viewed an email.